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Pegasus Insights

Key Biscayne, Florida, United States

Plans and prices

Pegasus Small Business — monthly

$199a month

Quickbooks & Plaid Integration · Cash Actuals · Cash Forecasting · AR & AP Analytics

Pegasus Enterprise — monthly

$1,000a month

Small Business features · Cash Projections and Forecasts · Working Capital Reporting · AR Collection Automations

Pegasus Small Business — yearly

$2,000a year

Quickbooks & Plaid Integration · Cash Actuals · Cash Forecasting · AR & AP Analytics

Pegasus Enterprise — yearly

$10,000a year

Small Business features · Cash Projections and Forecasts · Working Capital Reporting · AR Collection Automations

Custom Configuration

Priced on request

Custom Features · Custom Benchmarking · Early Access to Future Functionality · Custom Builds

Every plan, in full

On the record

Bank integrations
Pegasus says it connects to more than 17,000 banks and financial institutions via Plaid.pegasusinsights.com · read 29 Sep 2026
Cash management
The platform offers automated bank activity reporting, real-time cash flow analyses, and cash flow and liquidity optimization.pegasusinsights.com · read 29 Sep 2026
Entity management
Pegasus says it provides a consolidated, real-time view of cash and working capital across multiple entities.pegasusinsights.com · read 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.pegasusinsights.com · read 29 Sep 2026
Forecasting
Cash forecasts can use logic-based rules, custom formulas, AR/AP roll, and scenario planning.pegasusinsights.com · read 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.pegasusinsights.com · read 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.pegasusinsights.com · read 29 Sep 2026
Spend insights
Third-party spend features include spend analysis, identifying cost-saving opportunities, and vendor relationship management.pegasusinsights.com · read 29 Sep 2026
Support
The pricing page describes setup, deployment, training, ongoing support, and a dedicated team, with getting started in under a month.pegasusinsights.com · read 29 Sep 2026
Web access
The maker provides a browser-accessible Pegasus Insights login at app.pegasusinsights.com.app.pegasusinsights.com · read 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.pegasusinsights.com · read 29 Sep 2026
Working capital
Working capital features include visibility into working capital metrics, cash conversion cycle management, and automated collections follow-ups.pegasusinsights.com · read 29 Sep 2026

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