Pegasus Insights
pegasusinsights.com
Spec sheet
- Purpose
- Pegasus Insights gives CFOs and treasury teams a live view of cash, accounts receivable, and liquidity, with rolling 13-week forecasting.Read 29 Sep 2026 · pegasusinsights.com
- Security
- Pegasus says it is SOC 2 compliant and that data is encrypted in transit and at rest; its SOC 2 announcement specifies Type I certification.Read 29 Sep 2026 · pegasusinsights.com
- Support
- The pricing page describes setup, deployment, training, ongoing support, and a dedicated team, with getting started in under a month.Read 29 Sep 2026 · pegasusinsights.com
- Headquarters
- Key Biscayne, Florida, United StatesRead 28 Sep 2026 · pegasusinsights.com
- Bank integrations
- Pegasus says it connects to more than 17,000 banks and financial institutions via Plaid.Read 29 Sep 2026 · pegasusinsights.com
- Cash management
- The platform offers automated bank activity reporting, real-time cash flow analyses, and cash flow and liquidity optimization.Read 29 Sep 2026 · pegasusinsights.com
- Entity management
- Pegasus says it provides a consolidated, real-time view of cash and working capital across multiple entities.Read 29 Sep 2026 · pegasusinsights.com
- ERP integrations
- Native ERP integrations listed include NetSuite, Sage Intacct, Microsoft Dynamics 365, QuickBooks, and IFS; additional integrations are available through flexible APIs.Read 29 Sep 2026 · pegasusinsights.com
- Forecasting
- Cash forecasts can use logic-based rules, custom formulas, AR/AP roll, and scenario planning.Read 29 Sep 2026 · pegasusinsights.com
- Spend insights
- Third-party spend features include spend analysis, identifying cost-saving opportunities, and vendor relationship management.Read 29 Sep 2026 · pegasusinsights.com
- Web access
- The maker provides a browser-accessible Pegasus Insights login at app.pegasusinsights.com.Read 29 Sep 2026 · app.pegasusinsights.com
- Who it serves
- The company says the product serves early-stage and mid-market businesses, finance and treasury teams, multi-entity organizations, and private equity firms and portfolio companies.Read 29 Sep 2026 · pegasusinsights.com
- Working capital
- Working capital features include visibility into working capital metrics, cash conversion cycle management, and automated collections follow-ups.Read 29 Sep 2026 · pegasusinsights.com
Plans and prices
Pegasus Small Business — monthly $199 a month Billed monthly; starts at $199/mo Quickbooks & Plaid Integration · Cash Actuals · Cash Forecasting · AR & AP Analytics Read 29 Sep 2026 · pegasusinsights.com
Pegasus Enterprise — monthly $1,000 a month Billed monthly; starts at $1,000/mo Small Business features · Cash Projections and Forecasts · Working Capital Reporting · AR Collection Automations · Unlimited PortCo Users · Entity Consolidation Read 29 Sep 2026 · pegasusinsights.com
Pegasus Small Business — yearly $2,000 a year Billed yearly; starts at $2,000/yr Quickbooks & Plaid Integration · Cash Actuals · Cash Forecasting · AR & AP Analytics Read 29 Sep 2026 · pegasusinsights.com
Pegasus Enterprise — yearly $10,000 a year Billed yearly; starts at $10,000/yr Small Business features · Cash Projections and Forecasts · Working Capital Reporting · AR Collection Automations · Unlimited PortCo Users · Entity Consolidation Read 29 Sep 2026 · pegasusinsights.com
Custom Configuration Priced on request Inquire for Quote Custom Features · Custom Benchmarking · Early Access to Future Functionality · Custom Builds · Managed Services Read 29 Sep 2026 · pegasusinsights.com
Where Specifiction places it
- Liquidity Management Software#15 of 237.2