Pacific Tech

Problem

Pacific Tech Construction’s accounting team faced one of its most repetitive and time-consuming monthly tasks: reconciling corporate credit cards. Each cardholder emailed receipts, which were downloaded, attached to invoices, and keyed line by line into the ERP. The cycle stretched 7–10 days, delaying month-end close and consuming valuable accounting time.

As Pacific Tech scaled, this inefficiency grew. The team needed to modernize: to cut down manual work, reduce errors, and close the books faster without adding overhead.

About the Customer

Founded in 1995, Pacific Tech Construction is a design-build general contractor based in Kelso, Washington. The company delivers industrial, commercial, institutional, and government projects throughout the Pacific Northwest.

ERP: Spectrum. Key priorities: automation, employee adoption, and real-time spend visibility for job costing.

The Challenge

The manual process created mounting problems: long reconciliation cycles, frequent errors, and missed documentation. Accounting was spending more time chasing receipts than analyzing spend. Closing cards dragged well past deadlines, frustrating both finance and project managers who relied on timely reports.

• 7–10 days required to reconcile each month.
• High risk of errors and lost receipts.
• Delayed month-end close impacting reporting and decision-making.

The Process

Pacific Tech rolled out Vergo to shift responsibility for capture to the cardholders themselves. Employees across the company—from seasoned field staff to office administrators—downloaded the Vergo mobile app. Training was minimal; adoption was nearly immediate. Receipts were now captured in real time, and transactions coded at the point of purchase.

On the backend, Vergo’s integration with Spectrum meant AP could review coded transactions with receipts already attached. The role of finance shifted from manual data entry to oversight and exception handling.

The Solution

With Vergo, each employee simply snaps a photo of their receipt and selects a cost type. Vergo automatically codes the expense, attaches the image, and syncs the data directly to Spectrum. The accounting team is no longer buried in emails and spreadsheets—they focus on verifying transactions and closing faster.

Why Pacific Tech chose Vergo:

• Reconciliation cut from 7–10 days to just ~2 days.
• Adoption across employees of all ages and roles.
• Seamless ERP integration eliminated redundant entry.
• Cleaner, timelier spend visibility at close.

Saving Time and Money

By removing manual tasks, Pacific Tech reclaimed hundreds of hours each year. Closing the books earlier frees the team to focus on analysis and job cost management rather than chasing receipts.

• 70% faster reconciliation cycle.
• Hundreds of hours saved per year.
• Finance team can support more projects without adding headcount.

Reducing Errors & Improving Accuracy

Every transaction now includes the original receipt image and coded cost type, eliminating common errors from re-keying and missing documentation. Finance has confidence in the completeness and accuracy of records—and project managers benefit from cleaner data feeding into job costs.

Streamlining Expense Management

Employees consistently praised the simplicity of the Vergo app. Adoption across all age groups and job roles eliminated the friction that typically comes with new software. Managers gained visibility without chasing spreadsheets, and controllers gained control without creating more administrative burden.

By centralizing card activity, Pacific Tech now manages its entire credit card program more effectively—and with confidence to scale further.