01 · End-to-end task orchestration
Close Automation Agent
Orchestrates close tasks, manages the checklist and detects the bottleneck in month-end close.
See the Close Automation AgentPegasus for Accounting
Month-end close, expenses, and AP automation across your finance platform
5 agents · 30+ platforms · 4-week deployment
pegasus · Close Automation Agent
governed by CIP
Close Automation Agent · Accounting suite
- Connected to Xero, QuickBooks, SageMerge
- End-to-end task orchestrationPegasus
- Automated checklist managementPegasus
- Proactive bottleneck detectionPegasus
- policySegregation of duties enforced by CIP.CIP
doneDeployed with the Accounting suite
Illustrative sampleThe Pegasus impact
Pegasus for Accounting helps finance teams automate the close, expenses, reconciliation and accounts payable by deploying a suite of specialized agents across any accounting platform.
Your finance team closes the books manually across disconnected systems. Expense reports arrive in every format. Vendor invoices require manual three-way matching. The close cycle hasn't shortened despite new tools because the systems don't talk to each other.
- Accounting platforms unified through Merge
- 30+
- Specialized agents deployed together
- 5
- To deploy, from connected systems to go-live
- 4 weeks
- Of hypercare after launch
- 30 days
Agents
AI agents that automate close processes, expense intake, fraud detection, reconciliation, and accounts payable — across any accounting platform.
02 · AI-powered receipt processing
Expense Intake Agent
Processes receipts, checks them against policy and categorizes the expense automatically.
See the Expense Intake Agent03 · Duplicate detection
Expense Fraud Agent
Detects duplicate claims, flags policy violations and scores anomalies in expenses.
See the Expense Fraud Agent04 · One unified view of bank, sub-ledger and GL
Reconciliation Agent
Matches transactions automatically across bank feeds, sub-ledgers and the general ledger.
See the Reconciliation Agent05 · Policy-driven approval routing
AP Automation Agent
Captures invoices, runs three-way matching, routes approvals and schedules payment.
See the AP Automation AgentDeployed in four weeks, not four months
No per-seat charges. No per-platform fees. One deployment, ongoing managed operations.
Week 1
Connect
Authenticate your platforms through Merge. Data flows within hours.
Week 2
Configure
Configure AI agents, define workflows, set governance policies via CIP.
Week 3
Test
End-to-end testing with real data. Validate accuracy, latency, and edge cases.
Week 4
Go live
Production deployment with 30-day hypercare included.
- Deployment
- A one-time fee, scoped to the number of agents and complexity.
- Managed operations
- A monthly retainer for managed operations.
30+ Accounting platforms
Why Pegasus for Accounting
BlackLine costs $60K+/year. FloQast is workflow-management-first. Pegasus is AI-agent-first, works with any accounting platform, and deploys in 4 weeks — not 4 months.
FAQ
Accounting suite 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.
Start smaller with one agent
If one workflow is the whole problem, a packaged agent piloted on that workflow is the faster start.
Other suites
Pegasus for HRIS
Deep AI agents that handle security diagnostics, access governance, compliance evidence, and onboarding orchestration — across whatever HRIS you run.
Pegasus for ATS
AI agents that screen candidates, coordinate interviews, optimize offers, and manage the hire-to-onboard transition — across any ATS platform.
Pegasus for CRM
AI agents that score pipelines, clean data, build cross-system customer views, and predict renewal risk — across any CRM platform.
Next step
Start running your finance operations on Pegasus.
Book a scoping call and we'll map your Accounting platforms, agents, and timeline.