Pegasus Insights
Pegasus Insights gives CFOs and treasury teams a live view of cash, accounts receivable, and liquidity, with rolling 13-week forecasts.
What Pegasus Insights is
Pegasus Insights gives CFOs and treasury teams a live view of cash, accounts receivable, and liquidity, with rolling 13-week forecasts. Forecasts can use rules, custom formulas, AR/AP roll, and scenario planning. Cash tools include automated bank activity reporting, real-time cash flow analysis, and liquidity optimization; working capital features cover metrics, the cash conversion cycle, and automated collections follow-ups. Pegasus says it connects to more than 17,000 banks and financial institutions through Plaid. Native ERP integrations include NetSuite, Sage Intacct, Microsoft Dynamics 365, QuickBooks, and IFS, with flexible APIs for additional integrations. The platform also provides consolidated cash and working capital views across multiple entities, along with third-party spend analysis and vendor relationship management. It is available on the web and by API. Pegasus says data is encrypted in transit and at rest and that it is SOC 2 compliant; its announcement specifies Type I certification.
Good
- Provides rolling 13-week cash forecasts.
- Connects to over 17,000 financial institutions via Plaid.
- Includes scenario planning and custom forecast formulas.
- Consolidates cash views across multiple entities.
Watch out
- No free plan is listed.
Who it suits
Pegasus Insights is intended for finance and treasury teams at early-stage and mid-market businesses, multi-entity organizations, and private equity firms and portfolio companies. It suits teams that need cash forecasting and working capital visibility.
Verdict
Pegasus Insights brings cash forecasting, bank connections, and working capital tools into a finance platform. Its paid plans start at different price points, so compare the listed Small Business and Enterprise features against your organization's needs.
Plans and prices
From Pegasus Insights's own pricing page, checked 29 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Pegasus Small Business — monthly | $199 a month | Quickbooks & Plaid Integration · Cash Actuals · Cash Forecasting · AR & AP Analytics · Billed monthly; starts at $199/mo |
| Pegasus Enterprise — monthly | $1,000 a month | Small Business features · Cash Projections and Forecasts · Working Capital Reporting · AR Collection Automations · Unlimited PortCo Users · Entity Consolidation · Billed monthly; starts at $1,000/mo |
| Pegasus Small Business — yearly | $2,000 a year | Quickbooks & Plaid Integration · Cash Actuals · Cash Forecasting · AR & AP Analytics · Billed yearly; starts at $2,000/yr |
| Pegasus Enterprise — yearly | $10,000 a year | Small Business features · Cash Projections and Forecasts · Working Capital Reporting · AR Collection Automations · Unlimited PortCo Users · Entity Consolidation · Billed yearly; starts at $10,000/yr |
| Custom Configuration | Priced on request | Custom Features · Custom Benchmarking · Early Access to Future Functionality · Custom Builds · Managed Services · Inquire for Quote |
The facts
Each one read from Pegasus Insights's own pages, with the date it was checked.
What it does
- Bank integrations
- Pegasus says it connects to more than 17,000 banks and financial institutions via Plaid.checked 29 Sep 2026
- Cash management
- The platform offers automated bank activity reporting, real-time cash flow analyses, and cash flow and liquidity optimization.checked 29 Sep 2026
- Entity management
- Pegasus says it provides a consolidated, real-time view of cash and working capital across multiple entities.checked 29 Sep 2026
- ERP integrations
- Native ERP integrations listed include NetSuite, Sage Intacct, Microsoft Dynamics 365, QuickBooks, and IFS; additional integrations are available through flexible APIs.checked 29 Sep 2026
- Forecasting
- Cash forecasts can use logic-based rules, custom formulas, AR/AP roll, and scenario planning.checked 29 Sep 2026
- Purpose
- Pegasus Insights gives CFOs and treasury teams a live view of cash, accounts receivable, and liquidity, with rolling 13-week forecasting.checked 29 Sep 2026
- 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.checked 29 Sep 2026
- Spend insights
- Third-party spend features include spend analysis, identifying cost-saving opportunities, and vendor relationship management.checked 29 Sep 2026
- Support
- The pricing page describes setup, deployment, training, ongoing support, and a dedicated team, with getting started in under a month.checked 29 Sep 2026
- Web access
- The maker provides a browser-accessible Pegasus Insights login at app.pegasusinsights.com.checked 29 Sep 2026
- 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.checked 29 Sep 2026
- Working capital
- Working capital features include visibility into working capital metrics, cash conversion cycle management, and automated collections follow-ups.checked 29 Sep 2026
The company
- Headquarters
- Key Biscayne, Florida, United Stateschecked 28 Sep 2026
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