01
AI-powered invoice capture
Read the vendor, order number and totals from each invoice as it arrives.
AP Automation Agent
pegasus · AP Automation Agent
governed by CIP
AP Automation Agent · Accounting suite
- Connected to Xero, QuickBooks, SageMerge
- AI-powered invoice capturePegasus
- Automated three-way matchingPegasus
- Policy-driven approval routingPegasus
- Payment schedulingPegasus
- policyApproval thresholds are configurable per policy.CIP
doneDeployed with the Accounting suite
Illustrative sampleThe Pegasus impact
The Pegasus AP Automation Agent helps accounts payable teams process invoices end to end by automating invoice capture, three-way matching, approval routing and payment scheduling, on whichever accounting platform you run.
Vendor invoices require manual three-way matching. Each one is keyed in, checked against the order and the receipt, and chased for approval.
- Accounting platforms supported through Merge
- 30+
- Specialized agents in the Accounting suite
- 5
- To deploy, from connected systems to go-live
- 4 weeks
- Of hypercare after launch
- 30 days
Capabilities
AI does the volume. Humans keep the judgment.
02
Automated three-way matching
Match each invoice against its purchase order and receipt, and flag the variances.
03
Policy-driven approval routing
Route invoices that need a decision to the right approver, with the variance shown.
04
Payment scheduling
Schedule approved invoices for payment, and follow them through to the ledger.
Systems connected
Connected to the systems you already run.
Works across any accounting platform via Merge: Xero, QuickBooks, Sage, NetSuite, Dynamics 365 and 30+ more.
- Xero
- QuickBooks
- Sage
- NetSuite
- Dynamics 365
Governance built in
Human-in-the-loop control, with every action audited.
- Approval thresholds are configurable per policy
- Payment release stays with your approvers
- CIP audit trail
FAQ
AP Automation Agent FAQs
A suite connects to your platforms through Merge's unified APIs. Whether your HRIS is Workday, BambooHR, or HiBob, the same AI agents work identically — because Merge normalizes the data model. You get consistent intelligence regardless of which vendor you chose.
4 weeks. Week 1: Connect your systems. Week 2: Configure agents and workflows. Week 3: Test with real data. Week 4: Go live. 30-day hypercare included after launch.
A one-time deployment fee scoped to the number of agents and complexity, plus a monthly retainer for managed operations. We quote both once we know which agents you need. Works with whatever platforms you have — no additional per-platform fees.
No. The deployment fee is scoped to the number of agents and their complexity, so the scoping call starts from the agents you need. If one workflow is the whole problem, a packaged Pegasus agent piloted on that workflow is the faster start.
Workday's Sana agents work inside Workday. Moveworks supports Workday plus a few other platforms. Pegasus suites work across whatever you have — 60+ HRIS platforms, 40+ ATS platforms, 30+ accounting platforms, 30+ CRM platforms — powered by Merge. When your problem spans your entire platform ecosystem, the suite connects the intelligence across all of it.
Related agents
The other agents in the Accounting suite, and the packaged agents the same team uses.
Additional resources
The Accounting suite
AI agents that automate close processes, expense intake, fraud detection, reconciliation, and accounts payable — across any accounting platform.
200+ platforms through Merge
HRIS, ATS, accounting, CRM, ticketing and file storage, connected during onboarding with no custom integration build.
CIP, the control plane under every agent
Open-source governance: every action audited, every deployment versioned, every decision explainable. MIT-licensed.
Next step
Start running your finance operations on Pegasus.
Book a scoping call and we'll map your Accounting platforms, the agents you need, and the timeline.