Actionstep

Vergo posts disbursements and bills into Actionstep through its API, coded to the matter, with the connection itself handled by Vergo once access is enabled.

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App description

Bring card transactions, employee reimbursements and AP invoices into one coding model for Actionstep
Read clients, matters, expense categories, GL accounts and vendors out of Actionstep so spend is coded to your own structure
Code every transaction by AI inference from your accounting structure and history — no rule library to build, and new vendors coded on first sight
Read receipts line by line, predicting the coding from what was actually bought rather than the vendor name on the header
Show why each coding was chosen, so review is confirmation rather than re-coding
Post coded disbursements and bills into Actionstep through its API; Actionstep stays the system of record
Work with the corporate, fuel and personal cards your business already holds — Vergo does not issue cards

App information

Developer

Vergo

Integration method

API

API type

REST

Deployment

Cloud

What syncs

disbursements and bills (via Actionstep's API endpoints)

How the connection is made

Customer-provisioned — the API access sits in your environment; your IT enables it once, then Vergo does the rest.

Resources

Vendor documentation

Security and compliance

Encryption

All data is encrypted in transit and at rest using AES-256 encryption.

Infrastructure

Vergo operates on SOC 2-compliant infrastructure with geographically redundant, continuous backups.

Access controls

Role-based access controls keep field staff, project managers and finance in their own lanes.

Audits

Regular third-party security audits are conducted to maintain data protection standards.

Frequently asked questions

Does Vergo integrate with Actionstep?

Yes. Vergo integrates with Actionstep: spend posts into Actionstep through its API — disbursements and bills (via Actionstep's API endpoints) — with every entry coded to the right matter before it lands.

Can Vergo handle AP automation for firms on Actionstep?

Yes. Vendor invoices are read, coded to the right matter and routed for approval in Vergo, alongside card spend and reimbursements — one approval and coding model for all three.

What data syncs into Actionstep?

Disbursements and bills (via Actionstep's API endpoints). Card spend, AP invoices and reimbursements all arrive coded to matter.

How long does setup take, and what do we have to do?

Your IT enables API access once and Vergo manages the connection from there; nothing further is needed from your side. Actionstep is hosted, so there is nothing to install for this integration.

Does Actionstep have built-in expense management?

Actionstep covers practice management and legal accounting. Vergo adds card-level capture in front of it — cards, receipts, approvals, AI matter coding — and posts the results into Actionstep as disbursements and bills.

Discover more integrations

Vergo integrates with every ERP and accounting software, plus the payroll platforms reimbursements flow through. Browse by industry.

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