Month-End Close Automation
Close the books faster.Stop chasing close tasks.
Pegasus runs your close checklist across your accounting system and connected tools, moves each task forward automatically, and surfaces only the items that need a person.
- No platform migration
- Controllers approve, Pegasus follows up
- Works with NetSuite, QuickBooks and Xero
August close — day 3 of 5
- close tasks
- 46
- complete
- 38
- in progress
- 5
- blocked
- 3
- Blocked
Intercompany eliminations
Entity B has not posted the August intercompany invoice.
- Blocked
Accrued revenue review
Three contracts are missing usage data from billing.
- Blocked
Fixed asset depreciation
Two August additions have no useful-life category.
Sample data. Every finding shows what was found, why it was flagged, the evidence, and what a person decides.
Your close shouldn't live in a spreadsheet and a chain of reminder emails.
The checklist is a spreadsheet
Forty tasks, twelve owners, and one person updating the status by asking around.
Evidence lives in inboxes
Receipts, approvals and explanations are chased by email and pasted into folders.
Blockers surface on day four
The intercompany mismatch or the missing accrual is found when there is no time left.
Pegasus runs the checklist and chases the owners, so finance handles only what's blocked.
How Pegasus works
- 01
Connect
Pegasus connects to the systems where the work already happens.
Pegasus connects to NetSuite, QuickBooks or Xero, your bank feeds, payroll and the tools where close evidence lives. Nothing is migrated.
- 02
Process
Rules and AI perform the repetitive workflow.
The close checklist runs itself: reconciliations, accruals, intercompany and journal tasks are started, chased and evidenced automatically.
- 03
Review
Humans see only exceptions, risks and decisions.
Controllers see what is blocked and why, approve the entries that need sign-off, and every step is logged for audit.
AI does the volume. Humans keep the judgment.
Interactive sample
Here is the finding. Here is the evidence. You decide.
Click any finding. Every one answers what Pegasus found, what your rule says, why it was flagged and where the evidence is, then leaves the decision with you.
August close — day 3 of 5
- 46 close tasks
- 38 complete
- 5 in progress
- 3 blocked
Intercompany eliminations
Blocked- Status
- Entity B has not posted the August intercompany invoice.
- Required
- Both sides posted before eliminations run on day 3.
- Why it's flagged
- Elimination cannot balance; the owner has been reminded twice.
- System
- NetSuite · IC-0831
Your decision
Pegasus proposes. You decide, and the decision is logged with your name, the time and the evidence.
Keep the systems you already use.
Pegasus operates across your workflow instead of forcing another platform migration.
- QuickBooks
- Xero
- NetSuite
- Excel
- Stripe
Your ledger remains the system of record. Pegasus reads transactions and writes back only the adjustments a person has approved.
Start small
Walk through one close
Bring your close checklist and last month's timeline. We map it into Pegasus, show which tasks would run themselves, and walk through it with you in a 20-minute session.
- Your checklist, every task, every owner
- See which reconciliations and accruals would run unattended
- A plain estimate of the days removed from the close
See the close workflow
No platform migration. Nothing to install before we talk.
Month-End Close Automation FAQs
Walk through one close
Two fields to start. Then a few questions and a 20-minute session on your own workflow.