Outcomes · For operations teams
Books closed sooner
Reconciliations are matched automatically and exceptions surface early, so the close stops waiting on manual matching and chased approvals.
Who it is for
Who this is for
Controllers, finance directors and finance operations teams who run the month-end close.
What changes
Before and after
Before
- Teams compare thousands of records every month, line by line.
- Finance chases receipts, approvals and explanations for every difference.
- Problems are discovered days into the close, when there is no time left.
After
- Transactions are matched across bank feeds and the ledger, and every unmatched item arrives with its evidence attached.
- Items over your thresholds are routed to the right approver.
- Close tasks are sequenced and tracked, and the bottleneck is visible before it costs a day.
How it is delivered
Delivered by a product, not a project
Delivered by the Pegasus Finance Agent for one workflow, or by Pegasus for Accounting when the problem spans the close, expenses and accounts payable.
- Connects to your accounting platform through Merge. Your ledger stays the system of record.
- Segregation of duties is enforced and approval thresholds follow your policy.
- Every transaction decision is logged with a full audit trail.
What you provide
What we need from you
- For the pilot: one month of bank or processor activity and the matching ledger export for a single account. CSV is fine.
- Your tolerances, matching rules and approval thresholds.
- Access to your accounting platform once you go beyond the pilot.
How the result is measured
How you will know it worked
- Days to close.
- Hours per month spent on matching, and the exception rate.
- The baseline is taken before anything changes and measured again afterwards, on the same definition.
How to start
How to start
A pilot is how you start, not a separate product: one real example, reviewed together in a 20-minute session, before any commitment. A fixed-scope sprint or managed operation can follow if the pilot justifies it.
Good to know
Limits, stated plainly
- We do not promise a number of days. The pilot shows how much of your own close the agent would remove.
- Adjustments and payment release stay with your finance team and approvers.
- A suite deployment takes four weeks and starts with a scoping call, not a pilot.
For operations teams
Other outcomes
- Claims and cases processed fasterRoutine claims are triaged, documented and routed at first notice, so adjusters spend their time on the claims that need judgment.
- People onboarded without manual adminEvery new starter's documents, accounts and day-one tasks run from one flow, so your team handles only what is blocked.
- Privacy requests answered on timeEach data subject access request is logged against its deadline, with discovery and redaction done before a person reviews the response.
- Contracts and documents reviewed fasterThe first pass on every agreement is done before counsel opens it, so reviewers read the deviations rather than every clause.