Frequently Asked Questions

Vergo uses multi-layered data protection. All data is encrypted in transit and at rest using AES-256 encryption. We operate on secure, SOC 2-compliant infrastructure with geographically redundant backups. Third-party security audits are conducted regularly to maintain the highest standards of data security.

Most companies are fully live with Vergo within one week. The process includes connecting your corporate cards, configuring coding profiles to match your ERP's chart of accounts and dimensions, integrating with your ERP, and onboarding your employees and accounting team. Vergo's implementation team manages the ERP connection end-to-end.

Every Vergo customer gets a dedicated account manager who handles onboarding, ERP integration, and ongoing support. Our team is available 24/7 via email and live chat. We also provide training videos, how-to guides, and webinars through the Vergo University resource library.

Vergo offers a complimentary guided setup — you don't pay until your system is integrated with your ERP and working the way you want it. Book a demo to get started and see the platform live with your own data.

General expense tools code to a simple category or cost center list. Vergo is built around your ERP: it reads each ERP's own structure — subsidiaries, departments and classes in NetSuite, dimensions in Sage Intacct and Business Central, funds and grants in nonprofit systems, and job numbers, cost codes, cost types and phase codes in construction ERPs like Vista, Spectrum, Foundation, Sage and CMiC — and codes every transaction to it. It also handles AP invoices and project-based approval routing, and it works with the cards you already have.

Vergo is built for finance and accounting teams — controllers, CFOs, AP managers and accountants — who want expense and AP work coded to the ERP they already run, in that ERP's own structure: NetSuite subsidiaries, departments and classes; Business Central and Sage Intacct dimensions; government funds, programs and grants; jobs and cost codes in construction ERPs.

Vergo is expense and AP automation built around your ERP and your industry. It connects any corporate credit card, automates vendor invoice processing, and syncs all data directly into your ERP — coded to its own structure, from GL accounts and dimensions to jobs and cost codes — with approval workflows and zero manual entry.

Vergo's mobile app is designed to be intuitive enough for employees to use with minimal training — most employees and approvers are submitting expenses within minutes of downloading the app. Vergo provides onboarding materials, training videos, and a dedicated account manager who can run a brief walkthrough with your team. The accounting team receives more in-depth training on the dashboard, coding profiles, and approval workflow configuration.

Vergo's onboarding is managed by a dedicated implementation specialist who works with your accounting team from day one. The process includes: (1) connecting your corporate cards and AP email inbox, (2) integrating with your ERP and importing its structure — your chart of accounts and dimensions, or your job list and cost codes, (3) configuring coding profiles and approval workflows, (4) training your accounting team on the dashboard, and (5) training employees on the mobile app. Most companies are fully live within one week.

No. Vergo includes ERP integration setup as part of every subscription at no additional charge. Our implementation team handles the technical connection between Vergo and your ERP, configures coding profiles for your GL accounts and dimensions (or jobs and cost codes), and supports onboarding for your accounting team and employees. You don't pay until everything is set up and working.

Vergo pricing is based on your company's size and the modules you use — expense management, AP automation, and reimbursements can be used together or independently. Book a demo to get a pricing proposal tailored to your team size and ERP. Vergo does not charge for ERP integration setup, and you do not pay until the system is live and working the way you want it.

Yes. Every expense, invoice, and reimbursement processed through Vergo has a complete, timestamped audit trail — including who submitted it, who approved it, what coding was applied, and when it was posted to the ERP. This audit trail is accessible to controllers and CFOs at any time and provides the documentation needed for financial audits, bonding reviews, and lender reporting.

Yes. Vergo uses AES-256 encryption for all data in transit and at rest, operates on SOC 2-compliant infrastructure, and conducts regular third-party security audits. Data is backed up continuously with geographically redundant storage. Role-based access controls ensure that employees, approvers and accounting teams only see the data relevant to their role.

No. Vergo works alongside your ERP — it does not replace it. Vergo handles the expense capture, receipt matching, AP invoice processing, and approval workflow layer that ERPs like NetSuite, Sage Intacct, Vista and Foundation are not designed to do efficiently. All approved data flows into your ERP automatically, so your ERP remains the system of record for GL, project or job cost, and financial reporting.

Vergo integrates natively with both Sage 300 CRE and Sage 100 Contractor. Each integration maps transactions to the correct Job, Cost Code, Category, and GL Account specific to that Sage product's data structure. Field expenses and AP invoices approved in Vergo post directly into Sage's AP and job cost modules — with your existing Sage job list and cost codes available directly in the Vergo mobile app for field selection.

Vergo's native Foundation Software integration maps every transaction to the correct Job Number, Cost Code, Cost Type, and GL Account in Foundation's construction accounting module. Field expenses and AP invoices captured in Vergo post directly into Foundation's AP and job cost modules after approval — with no manual re-entry required from the accounting team.

Vergo's native Viewpoint Vista integration maps every transaction to the correct Job Number, Cost Type, Cost Code, and GL Account in Vista's construction accounting module. Field staff submit receipts with Vista job codes pre-loaded in the Vergo mobile app. AP invoices are captured from your inbox, extracted by AI, approved by the project manager, and posted directly into Vista's AP Transaction Entry — eliminating manual entry and cutting days off month-end close.