Case Study: Astra achieves personalized, automated money management and seamless account transfers with Plaid

Astra - Customer Case Study

Astra, founded by Gil Akos and Sam Morgan, built a smart, customizable iOS personal-finance app for overbanked, goal-oriented professionals but needed secure account integration, real-time balances/transactions, and seamless intra-app ACH transfers to scale. To solve that challenge, Astra integrated Plaid — leveraging Auth, Balance, Transactions and Plaid Link plus the Plaid–Dwolla integration — for secure account authentication and data access.

Using Plaid, Astra was live in days and, after eight weeks, had connected 350 accounts and facilitated 200 money transfers totaling $20,000; users are on average moving toward $600 saved annually while potentially avoiding $320 in average overdraft fees. Plaid’s clean transactional data, instant balances, and low-friction integration let Astra focus on advanced forecasting and automation while delivering fast, trusted account linking and transfers.

Astra

Gil Akos

CEO/Co-Founder