New Odyssey

Grants Agent

Track every grant, deadline and obligation

Expected Q4 2026
pegasus · Grants Agent
governed by CIP

Active grants — September

  1. Connected to NetSuite, QuickBooks, SharePoint
  2. 38 active grants
  3. 28 on track, no action needed
  4. policyFunder-specific compliance rules.
  5. for reviewDOE-2024-118 · Quarterly financial report: Cost-center owners have not submitted; 20 days to the deadline.
  6. for reviewNSF-2025-042 · Effort certification: Overdue by 12 days.

done10 of 38 sent to a person to decide

Illustrative sample

The Pegasus impact

The Pegasus Grants Agent is being built to help program and finance teams stay ahead of every grant obligation by managing the grant lifecycle from application to reporting, with automated compliance tracking and deadline management.

Grant applications, reporting, and compliance tracking are managed in spreadsheets and email. Deadlines are missed. Reports are late.

Expected availability
Q4 2026
Platforms on the same integration layer as the live agents
200+
Capabilities in development
3

Capabilities

AI does the volume. Humans keep the judgment.

In development. These are the capabilities the agent is being built to deliver.

01

AI-powered obligation extraction

Extract the deadlines, reports and obligations from each grant agreement.

Report dueMatch requirementAllowable costs

02

Proactive deadline management

Remind owners before anything is late, and show program staff what needs attention this week.

AwardInterim reportDrawdownFinal report4 of 4 stages complete

03

Spend and compliance tracking

Pull spend from your ledger and track it against each funder's rules.

LedgerGrant budgetReview4 matched · 2 for review

Systems connected

Connected to the systems you already run.

Accounting + File Storage via Merge.

  • NetSuite
  • QuickBooks
  • SharePoint
  • Google Drive
  • Excel

Governance built in

Human-in-the-loop control, with every action audited.

  • Funder-specific compliance rules
  • Deadline enforcement
  • CIP audit trail

FAQ

Grants Agent FAQs

It is in development, expected Q4 2026. Pilot-list members are contacted first, and the first pilots run on your own example before any commitment.

NetSuite, QuickBooks, SharePoint, Google Drive, Excel and other systems through the same integration layer as the live Pegasus agents. Grant agreements and spend stay where they are. Pegasus reads them and keeps the obligations visible.

Program managers and finance. Pegasus tracks and reminds; people approve every report and submission.

First access when pilots open, a walkthrough of the workflow on one of your own examples, and a say in which parts of the process it handles first. No commitment.

Additional resources

The workflow it is being built to run

A worked sample of the Grants Agent, and the pilot list for first access when pilots open.

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

Join the Grants Agent pilot list

No commitment. We email when pilots open, with a walkthrough on your own example.