01
End-to-end task orchestration
Sequence close tasks across the team, so each one starts when the work it depends on is done.
Close Automation Agent
pegasus · Close Automation Agent
governed by CIP
Close Automation Agent · Accounting suite
- Connected to Xero, QuickBooks, SageMerge
- End-to-end task orchestrationPegasus
- Automated checklist managementPegasus
- Proactive bottleneck detectionPegasus
- policySegregation of duties enforced by CIP.CIP
doneDeployed with the Accounting suite
Illustrative sampleThe Pegasus impact
The Pegasus Close Automation Agent helps finance teams run month-end close to a plan by orchestrating close tasks, managing the checklist and detecting bottlenecks, on whichever accounting platform you run.
Your finance team closes the books manually across disconnected systems. The close cycle has not shortened despite new tools, because the systems do not talk to each other.
- 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 checklist management
Keep the close checklist current, with each item owned, tracked and signed off.
03
Proactive bottleneck detection
Detect the task holding up the close while there is still time to do something about it.
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.
- Segregation of duties enforced by CIP
- Every task and sign-off logged
- CIP audit trail
FAQ
Close 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.