Real-Time Cash Visibility for Treasury Teams | Pegasus Insights
Recommended via Real Treasury's Treasury Tech Portal

Chasing bank balances across a dozen accounts
shouldn't be your job.

Pegasus Insights connects directly to your banks and ERP to give treasury teams one real-time view of cash, liquidity, and working capital across every entity — so you're not stitching together exports and spreadsheets every week.

See a Live Demo →
SOC 2 Compliant
Live in ~30 Days
17,000+ Banking Institutions

Here's what we'll walk you through:

What You'll See
  • A live walkthrough of how Pegasus consolidates cash positions across all your banks and entities in real time
  • How variance analysis works week over week to sharpen your cash forecast accuracy
Pain Points We Solve
  • No more logging into a dozen bank portals or waiting on manual exports — your accounts connect automatically
  • Scales across multiple entities, banking relationships, and acquisitions without rebuilding your process each time
Why Trust Us
  • Built by finance consultants with 20+ years of experience building cash forecasts and treasury processes for complex, multi-entity organizations

See Pegasus in Action

Fill out the form and we'll be in touch to schedule a walkthrough tailored to your team.

Found us through Real Treasury's tech portal?

Real Treasury independently evaluates treasury technology so treasury and finance leaders can shortlist with confidence. Pegasus focuses on real-time cash visibility, multi-bank consolidation, and working capital across entities — built to sit alongside the banks, ERPs, and processes you already have in place, not replace them.

"

With Pegasus, we're no longer waiting on 'let's get your bank activity for the week' — the banks are just linked, we can go in and see balances, we can go in and see activity. You're spending a lot less time doing the reconciling and the formatting and updating all these manual spreadsheets.

LH
Lauren Hedrick
VP of FP&A, Legacy Food Group

Pegasus Insights Native Integrations

Including 17,000+ banking institutions, most major ERPs, and more via our flexible APIs

PLAID
ramp
J.P.Morgan
IFS
N NetSuite
S Sage Intacct
QB QuickBooks
365 Microsoft Dynamics 365

Your cash position is only as reliable as the process behind it.

See how Pegasus Insights gives treasury teams one connected view of cash, liquidity, and working capital across every bank and entity — without replacing the tools that already work.

See a Live Demo →

© 2026 Pegasus Insights · A product of Impact Point Co. · pegasusinsights.com

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