Q2 2026 Pegasus Development Roadmap Wrap-Up: Smarter AP, Cleaner Approvals, and Stronger Workflows

Q2 was a quarter of practical improvements: smarter AP scanning, tighter Supplier Reconciler workflows, stronger email delivery, cleaner expense administration, and easier management of terms and conditions across forms.

Not every valuable product update is a big headline feature. Some of the most useful changes are the ones that remove a manual step, make an approval easier to track, or stop the same correction from being made again next month.

That was the focus of Q2.

Supplier Reconciler: clearer write-off approvals and better visibility

The Supplier Reconciler continued to mature this quarter, with new improvements designed to give finance teams better control over write-off authorisation workflows.

Users can now trigger email notifications for selected unapproved write-offs using the new Notify Authoriser option. Pegasus will also prompt users when closing the reconciler to confirm whether approvals are still required, reducing the risk of missing outstanding write-offs.

The Notification Hub has also been updated with new Supplier Reconciliation tiles, including open reconciliations, approvals, queries, and write-offs awaiting approval.

That means key reconciliation activity is easier to see at a glance, rather than relying on someone remembering to check the right screen at the right time.

Encrypted email delivery through SendGrid

Outbound emails from Pegasus can now be delivered via SendGrid, enabling encrypted and authenticated transmission.

This improves email deliverability and reduces the chance that Pegasus-generated emails are flagged as spam. It also aligns outbound communications with modern data security expectations, which matters when finance teams send important client, supplier, and operational documents from the system.

SendGrid delivery is available to Pegasus clients on request. It is a behind-the-scenes change, but an important one.

Easier expense supplier and approver management

Expense supplier and approver assignments can now be managed directly within Staff Maintenance through a new system parameter, alongside the existing User Enrolment screen.

A new bulk Change Expense Approver option has also been added, making it faster to update approval structures when people move roles, teams change, or responsibilities need to be reassigned.

This is one of those updates that makes day-to-day administration cleaner. It also supports clearer segregation of duties across teams, which is especially useful for finance teams managing approval workflows at scale.

Terms and conditions uploads in Forms Designer

Forms Designer now includes a Terms Maintenance option, allowing agencies to upload terms and conditions as a PDF and associate them with specific forms.

Selected terms are automatically appended at print time, eliminating the need to manually prepare or attach them.

For agencies sending estimates, invoices, purchase orders, or other client-facing documents, this helps keep documentation consistent and reduces the risk of using the wrong terms.

Smarter AI processing for scanned AP invoices and expenses

Pegasus’s AI-powered scanning for AP invoices and expenses also became smarter this quarter.

When users correct supplier details or descriptions on scanned invoices and expense receipts, Pegasus can now prompt them to save those changes for future use. The system can then apply those corrections automatically next time.

The practical benefit is simple: fewer repeated corrections, more consistent data entry, and less time spent fixing the same supplier or description details.

This is exactly where AI should work well in Pegasus. Not as a gimmick, but as a way to reduce repetitive admin and help finance teams keep cleaner data with less effort.

Bank Reconciliation is continuing into the next quarter

AI-powered Bank Reconciliation remains in development and will move into the next quarter.

This is a significant piece of work, and we are not rushing it into release before it is ready. The aim is still to reduce manual reconciliation effort, improve matching accuracy, and give finance teams a cleaner way to identify exceptions.

We will share more as the work progresses.

Client-led development also shaped the quarter

Not all development work appears neatly on a public roadmap.

During Q2, the team also spent significant time working closely with a client on a custom development project. This work required specialised development resources and affected the timing of some roadmap activities.

For many agencies, this is one of the benefits of partnering with Pegasus. Beyond the core platform, we work with clients to solve specific operational challenges, support specialised workflows, and extend Pegasus where there is clear business value.

That kind of work is not always visible to every client straight away, but it often gives us useful ideas, learnings, and opportunities that can shape future platform development.

What this quarter says about where Pegasus is heading

The Q2 roadmap was not about one big release. It was about making Pegasus more useful in the places where finance and operations teams spend their time every week.

Approvals are easier to track. Emails are more secure and reliable. Expense administration is cleaner. Forms are easier to manage. AI scanning is becoming more useful through real user corrections. Supplier Reconciliation continues to strengthen as a workflow area within Pegasus.

That is the kind of product development that matters over time: practical improvements, built around how agencies actually work.

Thank you to everyone who shared feedback, voted on roadmap items, attended webinars, and raised ideas through support. Your input continues to shape what we build next.

If you’re reviewing systems or operations this year, talk to us about how Pegasus Edge is evolving to meet the needs of modern agencies.