Freedom251 › Liquidity Management Software
Pegasus Insights
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 logic-based rules, custom formulas, AR/AP roll and scenario planning. Cash management includes automated bank activity reporting, real-time cash-flow analysis and liquidity optimization. Working-capital tools provide metrics, cash conversion cycle management and automated collections follow-ups. Pegasus says it connects through Plaid to more than 17,000 banks and financial institutions. Native ERP integrations include NetSuite, Sage Intacct, Microsoft Dynamics 365, QuickBooks and IFS, with flexible APIs for additional connections. The platform can consolidate cash and working-capital views across entities, and includes third-party spend analysis, potential cost-saving identification and vendor relationship management. It is available on the web and through an API. Pegasus says it encrypts data in transit and at rest and is SOC 2 compliant; its SOC 2 announcement specifies Type I certification. Monthly plans start at $199 a month for Small Business and $1,000 a month for Enterprise. Yearly plans are $2,000 a year and $10,000 a year, respectively.
Who it suits
Pegasus Insights is intended for early-stage and mid-market businesses, finance and treasury teams, multi-entity organizations, and private equity firms and portfolio companies. It may suit teams seeking cash forecasts and consolidated working-capital visibility.
What it does well
- Rolling 13-week cash forecasting is included.
- Forecasts support custom formulas and scenario planning.
- Connects to more than 17,000 financial institutions via Plaid.
- Provides consolidated views across multiple entities.
- Offers web access and an API.
What to know first
- Small Business monthly plan starts at $199 a month.
- Enterprise monthly plan starts at $1,000 a month.
- Custom Configuration pricing is available by quote.
Limits
There is no free plan. Small Business plans include cash actuals, cash forecasting, and AR & AP analytics; Enterprise adds cash projections and forecasts, working-capital reporting, AR collection automations, unlimited portfolio-company users, and entity consolidation.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Pegasus Enterprise — monthly | 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 | $1,000 a month |
| Pegasus Enterprise — yearly | 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 | $10,000 a year |
| Pegasus Small Business — monthly | Billed monthly; starts at $199/mo · Quickbooks & Plaid Integration · Cash Actuals · Cash Forecasting · AR & AP Analytics | $199 a month |
| Pegasus Small Business — yearly | Billed yearly; starts at $2,000/yr · Quickbooks & Plaid Integration · Cash Actuals · Cash Forecasting · AR & AP Analytics | $2,000 a year |
| Custom Configuration | Inquire for Quote · Custom Features · Custom Benchmarking · Early Access to Future Functionality · Custom Builds · Managed Services | On request |
As pegasusinsights.com lists them, read 29 Sept 2026. The maker's own page has the final word.
Getting started
- Open the Pegasus Insights website
- Choose a monthly or yearly Small Business or Enterprise plan
- Use the browser login at app.pegasusinsights.com or connect through the API
- Connect QuickBooks and Plaid on Small Business plans, or configure listed Enterprise features
- Use the provided setup, deployment, training, and support service
Verdict
Pegasus Insights combines cash forecasting, bank and ERP connections, and working-capital tools for finance teams. Its listed plans have distinct monthly and yearly prices, while custom configurations require a quote.
Questions
How much does Pegasus Insights cost?
Small Business starts at $199 a month or $2,000 a year. Enterprise starts at $1,000 a month or $10,000 a year; Custom Configuration requires an inquiry for a quote.
Is there a free plan?
No. Pegasus Insights is paid.
Which platforms are supported?
It is available through an API and the web, with a browser login at app.pegasusinsights.com.
Which banks can it connect to?
Pegasus says Plaid connectivity reaches more than 17,000 banks and financial institutions.
Which ERP systems integrate natively?
Listed native integrations are NetSuite, Sage Intacct, Microsoft Dynamics 365, QuickBooks, and IFS. Flexible APIs support additional integrations.
Does it support multiple entities?
Yes. Pegasus provides a consolidated, real-time view of cash and working capital across multiple entities.
Facts from Pegasus Insights's own pages
- Bank integrations
- Pegasus says it connects to more than 17,000 banks and financial institutions via Plaid. · pegasusinsights.com, 29 Sept 2026
- Cash management
- The platform offers automated bank activity reporting, real-time cash flow analyses, and cash flow and liquidity optimization. · pegasusinsights.com, 29 Sept 2026
- Entity management
- Pegasus says it provides a consolidated, real-time view of cash and working capital across multiple entities. · pegasusinsights.com, 29 Sept 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, 29 Sept 2026
- Forecasting
- Cash forecasts can use logic-based rules, custom formulas, AR/AP roll, and scenario planning. · pegasusinsights.com, 29 Sept 2026
- Headquarters
- Key Biscayne, Florida, United States · pegasusinsights.com, 28 Sept 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, 29 Sept 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, 29 Sept 2026
- Spend insights
- Third-party spend features include spend analysis, identifying cost-saving opportunities, and vendor relationship management. · pegasusinsights.com, 29 Sept 2026
- Support
- The pricing page describes setup, deployment, training, ongoing support, and a dedicated team, with getting started in under a month. · pegasusinsights.com, 29 Sept 2026
- Web access
- The maker provides a browser-accessible Pegasus Insights login at app.pegasusinsights.com. · app.pegasusinsights.com, 29 Sept 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, 29 Sept 2026
- Working capital
- Working capital features include visibility into working capital metrics, cash conversion cycle management, and automated collections follow-ups. · pegasusinsights.com, 29 Sept 2026
Where Pegasus Insights stands on Freedom251
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