Most finance teams don’t lack data. They lack time. A simple question like “what’s overdue?” can mean an hour of pulling reports and cleaning spreadsheets.
Pegasus AI is now live. It connects your Pegasus data to Claude, so you can ask that question in plain English and get the answer in seconds.
What it is
Pegasus Insights is a cash forecasting platform built by finance experts. Forecasts run on logic-based rules and custom formulas, so the model fits how your business actually works.
Pegasus AI adds a direct line to that data. Connect Pegasus to Claude through a secure MCP server. Then you can reach your AR, AP, and bank transactions from the Claude app. You do not need a data warehouse. Setup takes 15 minutes or less.
What you can do with it
- Review anomalies in your transactions
- Segment AR to see who is overdue and by how much
- Pressure test your forecast in seconds
- Build decks and reports from transaction-level detail
You can also schedule a daily briefing. Each morning, you get a quick read on cash, yesterday’s activity, and your AR and AP balances. It also flags anything that needs attention, like a large overdue invoice or a dip in projected liquidity.
Why not just point an AI agent at your ERP?
You can. Most teams find the same problems.
- Access. An agent should not get unrestricted access to your bank or ERP. Without it, someone has to pull and clean the data by hand.
- Drift. Agents can change assumptions and outputs without warning. Pegasus runs a deterministic rules engine, so the same inputs give the same answer.
- Audit trail. Every assumption behind a Pegasus forecast is easy to trace. An agent is a black box.
- Security. Your data lives in Pegasus, encrypted at rest and in transit, in line with SOC 2.
- Support. Pegasus users can reach a support team when something breaks.
Claude gives you the conversation. Pegasus gives it numbers you can defend to your CEO, your board, or your lender.
Built by people who have done the job
Pegasus Insights is a product of Impact Point Co. (IPC), a management consulting firm focused on Office of the CFO and M&A solutions for the private equity and corporate middle market. IPC was founded by professionals from top-tier consulting firms. Its team works side by side with operating partners and C-suite executives on financial planning, analysis, and reporting. That experience shaped how Pegasus is built.
It also shapes how Pegasus is set up. IPC’s implementation team configures Pegasus to fit your business, and its advisors are there for any cash question. You get software, setup, and expertise from one team on one contract.
How to get started
Already using Pegasus? Email [email protected] and ask to be enrolled in Pegasus AI.
New to Pegasus? Book a demo with our founder and President, Ben Garthwaite: https://calendly.com/bgarthwaite-impactpoint/new-meeting
Insights are now just a question away.
