Credit Card Reconciliation from a Full-Time Job to One Hour a Day
Problem
Before Vergo, Moss Utilities struggled with credit card management. Collecting receipts from employees took a large chunk of time every month, and entering transactions manually consumed entire days of work. What should have been routine bookkeeping turned into a full-time job.
With hundreds of transactions flowing weekly across the company, Moss needed a system that could streamline receipt collection and reduce the administrative burden on the accounting team.
About the Customer
Based in North Texas, Moss Utilities provides underground utility construction services for residential and commercial developers. With a growing workforce and expanding projects, efficient back-office processes are critical to keeping operations moving smoothly.
ERP: Foundation. Key priorities: efficiency in AP, field-friendly workflows, and automated transaction entry.
Moss Utilities switched to Vergo for our Credit Card processing a few months ago and it was a great decision!
Taylor Ricard
The Challenge
Manually collecting receipts and reconciling card transactions took excessive time. The accounting department was bogged down by emails, spreadsheets, and manual entry, while managers lacked timely visibility into spending.
- Receipt collection delays slowed reconciliation.
- Hundreds of transactions had to be manually entered each week.
- Closing cards became a full-time job.
We are receiving receipts easily now from the whole team, something that took a large chunk of time previously.
Taylor Ricard
The Process
Moss Utilities rolled out Vergo across its credit card program. Each employee received the Vergo mobile app, where transactions automatically appear for review. Employees attach receipts by snapping a photo, code the expense, and submit. The accounting team reviews and pushes approved transactions into Foundation with a click.
Vergo is able to connect with our credit card accounts, downloading transactions automatically for the card user to review, code, and add the receipt. Since the transition to Vergo, we have been able to cut back the time spent on credit card reconciliations immensely.
Taylor Ricard
The Solution
Vergo automated the entire reconciliation workflow:
- Automatic transaction import from credit card accounts.
- Simple receipt capture via mobile app.
- Real-time coding by cardholders.
- One-click push into the ERP for accounting review.
Saving Time and Money
What was previously a full-time reconciliation role now takes about an hour per day. Transactions are organized, coded, and synced automatically—freeing the AP department for higher-value work.
Reducing Errors & Improving Accuracy
Vergo reduced manual entry errors and eliminated missing receipts. Every transaction now includes its original image, coded fields, and complete documentation for audit and reporting.
What was a full time job previously, takes about an hour to process daily! The transactions automatically import to our accounting software once we are ready to push them over, making entering hundreds of transactions a week an easy, quick task!
Taylor Ricard
Streamlining Expense Management
Adoption was simple across the company. Employees quickly embraced the app, ensuring timely submissions. Accounting now spends less time chasing receipts and more time closing books on schedule.
Conclusion
Moss Utilities cut reconciliation from a full-time job to an hour-a-day task. With Vergo, the team now enjoys faster closes, fewer errors, and a scalable process for managing card spend.
“Since the transition to Vergo, we have been able to cut back the time spent on credit card reconciliations immensely. What was a full time job previously, takes about an hour to process daily!”
