Month-end close in 3 days, not 14
Finance Agent — AI-powered automation that connects to your existing systems and delivers results in days.
Agent fit
When Finance Agent is a strong fit
Direct answer
The Pegasus Finance Agent automates reconciliation, expense categorisation, approval routing, and close task orchestration across your accounting platform and connected systems.
- Primary outcome
- 50% faster close cycle
- Benchmark for this workflow type. Measured on your own process during the pilot.
- Platforms via Merge
- 200+
- Connected during onboarding, with no custom integration build.
- Pilot scope
- 1 workflow
- One real example, reviewed together in a 20-minute session.
Problem it solves
- Your finance team spends two weeks every month reconciling transactions, chasing approvals, and assembling reports across disconnected systems. The close cycle hasn't shortened in a decade despite new tools.
Systems involved
- Connects to any Accounting platform via Merge — Xero, QuickBooks, Sage, NetSuite, FreeAgent, Dynamics 365, and 30+ more. Plus HRIS for headcount data and File Storage for supporting documents.
Governance built in
- Segregation of duties enforced by CIP. Approval thresholds configurable per policy. Every transaction decision logged with full audit trail.
The problem
Your finance team spends two weeks every month reconciling transactions, chasing approvals, and assembling reports across disconnected systems. The close cycle hasn't shortened in a decade despite new tools.
How Finance Agent solves it
The Pegasus Finance Agent automates reconciliation, expense categorisation, approval routing, and close task orchestration across your accounting platform and connected systems.
Systems connected
Connects to any Accounting platform via Merge — Xero, QuickBooks, Sage, NetSuite, FreeAgent, Dynamics 365, and 30+ more. Plus HRIS for headcount data and File Storage for supporting documents.
Governance & compliance
Segregation of duties enforced by CIP. Approval thresholds configurable per policy. Every transaction decision logged with full audit trail.
50% faster close cycle
Benchmark for this workflow type. We measure it on your own process during the pilot.
FAQ
Frequently asked questions
Next step
Start with one real workflow
Pilot one reconciliation in a 20-minute session and see every finding before you commit.