01
Automated transaction matching
Match transactions across sources, and clear the ones that agree without anyone opening them.
Reconciliation Agent
Match every transaction across bank, sub-ledger and GL
Accounting suite
pegasus · Reconciliation Agent
governed by CIP
Reconciliation Agent · Accounting suite
- Connected to Xero, QuickBooks, SageMerge
- Automated transaction matchingPegasus
- One unified view of bank, sub-ledger and GLPegasus
- Prioritized exceptions with evidencePegasus
- policyEvery match and exception is logged with its evidence.CIP
doneDeployed with the Accounting suite
Illustrative sampleThe Pegasus impact
The Pegasus Reconciliation Agent helps finance teams spend their time on exceptions, not matches, by automating transaction matching across bank feeds, sub-ledgers and the general ledger, on whichever accounting platform you run.
Reconciliation is done line by line across bank feeds, sub-ledgers and the general ledger. Most of the effort goes on transactions that match.
- 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
One unified view of bank, sub-ledger and GL
Unify bank feeds, sub-ledgers and the general ledger, so a difference is traced to where it started.
03
Prioritized exceptions with evidence
Receive what does not match with the lines that disagree attached.
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.
- Every match and exception is logged with its evidence
- Adjustments stay with your finance team
- CIP audit trail
FAQ
Reconciliation 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.