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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.

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.

Selected proof

50% faster close cycle

Primary outcome

Measured buying signal for this packaged workflow.

2 clicks

Connection pattern

Designed to reduce onboarding friction into production workflows.

$1.5k

Starting price

Entry point for production AI automation on Pegasus.

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

Measured across early adopters using Finance Agent

Frequently Asked Questions

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Connect your systems in minutes. First reconciliation processed in hours.