01
Automated reconciliation
Match transactions across bank feeds and the ledger, and receive every unmatched item with the evidence attached.
Finance Agent
pegasus · Finance Agent
governed by CIP
Bank and ledger reconciliation — August close
- Connected to QuickBooks, Xero, NetSuiteMerge
- 4,827 transactions reviewedPegasus
- 4,756 matched, no action neededPegasus
- policySegregation of duties enforced by CIP.CIP
- for reviewStripe payout STRP-88213: Difference of $50.00 with no matching fee, refund or dispute entry.Require action
- for reviewDuplicate vendor payment: Same amount, same vendor, one approved invoice INV-2291.Require action
done71 of 4,827 sent to a person to decide
Illustrative sampleThe Pegasus impact
The Pegasus Finance Agent helps finance teams shorten the month-end close and cut manual reconciliation by automating transaction matching, expense categorization, approval routing and close task orchestration across your accounting platform and connected systems.
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.
- Faster close cycle, as a workflow benchmark
- 50%
- Real workflow piloted before any commitment
- 1
- To review every finding together
- 20 min
- To go live after the pilot, for most teams
- 3–5 days
Percentages are benchmarks for this type of workflow, not a customer result. We measure it on your own process during the pilot.
Capabilities
AI does the volume. Humans keep the judgment.
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AI-powered expense categorization
Code expenses against your chart of accounts as they arrive, so categorization stops being a manual pass at month end.
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Policy-driven approval routing
Route items over your thresholds to the right approver, with segregation of duties enforced by policy.
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End-to-end close orchestration
Sequence and track close tasks across the team, and surface the bottleneck before it costs a day.
Systems connected
Connected to the systems you already run.
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.
- QuickBooks
- Xero
- NetSuite
- Excel
- Stripe
Governance built in
Human-in-the-loop control, with every action audited.
- Segregation of duties enforced by CIP
- Approval thresholds configurable per policy
- Every transaction decision logged with full audit trail
FAQ
Finance Agent FAQs
No. Pegasus connects to QuickBooks, Xero, NetSuite and your bank and payment feeds through existing integrations. Your ledger remains the system of record. Pegasus reads transactions, proposes matches and writes back only the adjustments a person has approved.
You set the rules: matching tolerances, timing windows, and which differences can be matched automatically. Everything outside those rules is grouped by likely cause, whether a timing difference, a duplicate, a missing fee or an unmatched deposit, with the evidence attached so the reviewer starts from the answer rather than the search.
Every match, exception and decision is logged with the reviewer, the timestamp and the source lines. Segregation of duties is enforced by CIP policy, so the person who approves an adjustment is never the process that proposed it. Auditors get a complete trail rather than a spreadsheet of tick marks.
One month of bank or processor activity and the matching ledger export for a single account. CSV exports are fine. We do not need live system access for the pilot session.
You see every exception from your own period with the reasoning behind each one, and a plain estimate of how much of your close it would remove. If the numbers hold, the Finance Agent connects to your live systems and runs each period with your rules, usually within days.
Related agents
Other agents built for finance teams.
Additional resources
A worked sample, finding by finding
Click through an illustrative run: what was found, what your rule says, why it was flagged and where the evidence is.
Month-End Close Automation
Pegasus runs your close checklist across your accounting system and connected tools, moves each task forward automatically, and surfaces only the items that need a person.
Financial Close Software
Pegasus sits on top of your accounting system and connected tools, runs the repetitive close activities, and gives finance one place to see what's done, what's blocked and what needs a decision.
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.
Pilot one reconciliation in a 20-minute session and see every finding before you commit.