Pegasus Insights
Pegasus Insights: Affordable liquidity planning with forecasting, visibility, and multi-entity support. Ranked #10 of 24 in Liquidity Management Software by our editors (6.5/10); pricing: From $199/mo; best for small businesses wanting affordable liquidity planning.
At a glance
- Editor score6.5 / 10
- PricingFrom $199/mo
- Best forSmall businesses wanting affordable liquidity planning
- Free planNo
- Paid from$199/mo
- Multi-entity supportYes
- Facts checked20 Sep 2026
Where it wins
- 13-week cash-flow forecasting with scenario and intercompany planning
- Integrations with Plaid, QuickBooks, major ERPs, and flexible APIs
- Multi-entity liquidity views and working-capital reporting
Where it doesn't
- Web-only platform limits deployment options
- Advanced enterprise capabilities start at $1,000 per month
- Feature and platform breadth is narrower than broader alternatives
Our verdict on Pegasus Insights
Pegasus Insights is cash flow and treasury management software for CFOs, treasury teams, FP&A leaders, and finance teams. It is designed for small, lower-middle-market, middle-market, multi-entity, and private-equity-backed organizations that need connected cash visibility, liquidity tracking, forecasting, and working-capital insight. The platform connects bank and ERP data and supports 13-week forecasting, consolidated entity views, variance analysis, bank activity reporting, scenario planning, and intercompany cash-flow modeling.
Pricing makes Pegasus accessible for smaller finance teams. The Pegasus Small Business plan costs $199 per month or $2,000 per year and includes QuickBooks and Plaid integration, cash actuals, cash forecasting, and AR and AP analytics. Pegasus Enterprise costs $1,000 per month or $10,000 per year and adds cash projections and forecasts, working-capital reporting, AR collection automations, unlimited PortCo users, and entity consolidation. Custom Configuration provides custom features, custom benchmarking, early access to future functionality, custom builds, and managed services.
Its ecosystem covers Plaid, QuickBooks, NetSuite, Sage Intacct, Microsoft Dynamics 365, IFS, and flexible APIs, giving teams several routes for bank and ERP connectivity. Pegasus is a strong fit for small businesses seeking structured liquidity planning at a transparent entry price, especially when cash forecasting and AR/AP visibility are priorities. Larger organizations can use the enterprise tier for consolidation and working-capital processes, but teams seeking a broader platform or deployment beyond the web may prefer a more expansive alternative.
Pegasus Insights pricing
All 3 Pegasus Insights plans and prices →
Pegasus Insights fact sheet
| Free plan | No |
|---|---|
| Paid from | $199/mo |
| Multi-entity support | Yes |
| Bank connectivity | Yes |
| Cash flow forecasting | Yes |
| Scenario analysis | Yes |
| Intercompany visibility | Yes |
| Funding tracking | Yes |
| Connected account limit | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 17,000+ integrations: Plaid, QuickBooks, NetSuite, Sage Intacct, Microsoft Dynamics 365, IFS … |
| Pricing | From $199/mo (source) |
| Website | pegasusinsights.com |
| Facts checked | 20 Sep 2026 |
Pegasus Insights integrations
Pegasus Insights lists 17,000+ integrations on its own site — the 7 named here are the ones its pages call out.
- Plaid
- QuickBooks
- NetSuite
- Sage Intacct
- Microsoft Dynamics 365
- IFS
- Flexible APIs
Alternatives to Pegasus Insights
- KyribaA wide-scope treasury platform for global teams managing liquidity across entities and regions.9.0
- Ripple TreasuryA broad enterprise treasury platform with extensive bank and ERP connectivity.8.2
- AgicapA multi-entity liquidity platform combining forecasting, consolidation, banking, and payments.7.7
See all Pegasus Insights alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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