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Pegasus Insights

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Overview

Pegasus Insights 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Pegasus Insights
Pegasus Insights
5.0
(3)

Pricing

Starting at $450.00 per month

About Pegasus Insights

Pegasus Insights offers a cash flow management tool that helps generate insights and conduct automated forecasting. It provides spend insights to unlock cost-saving opportunities and enhance vendor relationships. The tool also enables working capital optimization to improve a business's liquidity and financial health with real-time data and working capital management.

The solution offers customizable plans to fit the needs of middle market businesses. The basic plan includes unlimited users, cash actuals, entity consolidation and unlimited deal team view users. Key features include cash projections, working capital reporting, AR collection automations and compatibility with PE assets hub. Pegasus Insights also offers a custom enterprise plan that includes custom benchmarking, priority access to future functionality, custom builds and managed services.

This solution consolidates critical financial data such as cash actuals, cash projections, working capital reporting and AR collection automations. It enables middle market businesses to strategically manage their finances and optimize their cash flow and liquidity.

Pegasus Insights Screenshots

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Pegasus Insights Pricing and Plans

Starting price: $450.00 per month
Free Trial
Free Version

Basic

$450.00

flat rate, per month

Plan includes:

  • Unlimited PortCo Users
  • Cash Actuals
  • Entity Consolidation

Premium

$1,350.00

flat rate, per month

Plan includes:

  • Cash Projections
  • Working Capital Reporting
  • AR Collection Automations
  • PE 'Asset Hub' Compatible

Custom Configuration

Pricing available upon request

Plan includes:

  • Custom Benchmarking
  • Custom Builds
  • Managed Services
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Pegasus Insights Features

  • Popular features found in Financial Reporting
    Bank Reconciliation
    Billing & Invoicing
    Cash Management
    Consolidation/Roll-Up
    Data Import/Export
    Expense Tracking
    Financial Analysis
    Multi-Currency
    Reporting/Analytics
  • More features of Pegasus Insights
    API
    Benchmarking
    Budgeting/Forecasting
    Cash Flow Management
    Customizable Reports
    Dashboard
    Data Visualization
    Forecasting
    Key Performance Indicators
    Multi-Company
    Real-Time Data
    Real-Time Reporting
    Self Service Data Preparation
    Third-Party Integrations
    Visual Analytics
    "What If" Scenarios

Pegasus Insights Integrations

SAP Ariba
SAP Ariba
NetSuite
NetSuite
Plaid
Plaid
QuickBooks Enterprise
QuickBooks Enterprise
Sage 500
Sage 500
QuickBooks Online
QuickBooks Online

See all 10 integrations

Pegasus Insights User Reviews

Overall Rating

5.0

Ratings Breakdown

5

100%

4

0%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Have you used Pegasus Insights and would like to share your experience with others?

RH

Robert H.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 6 months

Review source

Reviewed April 2025

Transformative Cash Flow Modeling

5

Incredibly impressed by the overall ease of use that this tool has. I was able to pick up the basics almost immediately. Anything more advanced was quickly and neatly explained by their experienced team.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Intuitive forecasting experience. Identification of weekly variances enabling adjustments of forecasting in real time. Friendly and responsive support team that greatly assisted in the implementation and in later forecasting sessions. The cash flow forecasting tool enables the user to click on individual figures to reveal all of the transactions flowing through that specific category/date.
Cons:
Customer and Vendor mapping process can take some time, but still saves time compared to excel

Read More

JK

Jota K.

Verified reviewer

Management Consulting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed April 2025

The Platform for Cash Management

5

Pegasus Insights has been instrumental in getting our company set up for cash flow forecasting and management. The interface of the software is easy to use and the team behind Pegasus is astounding. Any issues you have getting yourself set up within the platform is promptly addressed. I’m very pleased with the software and will be a continuous user.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Amazing UI and seamless integration from the Pegasus Insights team.
Cons:
There is nothing that I do not like about the software.

Read More

AN

Alex N.

Verified reviewer

Financial Services

11-50 employees

Used weekly for less than 6 months

Review source

Reviewed April 2025

CFO's Sidekick

5

Overall it has been a great experience working with the Pegasus team. They are always willing to hop on a phone call and talk through implementation. Great crew to work with.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I'm glad my org was able to find and leverage Pegasus for FP&A and office of CFO help. It is great that these guys are solving problems that we have and the scalability outside of excel. I wish i had these guys 5 years ago.
Cons:
Not much to knock them form. They are a newer software company, but the upside there is that the team is ready to listen to feedback, and cater your needs to improve their system.

Read More

Showing 1 - 3 of 3 Reviews

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