App description
- Connect with BGL Simple Fund 360's documented REST API, secured with OAuth 2.0, through the access enabled in your own environment
- Read fund and account structure out of Simple Fund 360 so spend is coded to your own structure, not a generic chart
- Code every transaction by AI inference from your accounting structure and history — no rule library to build, and new suppliers coded on first sight
- Read receipts line by line, predicting the coding from what was actually bought rather than the supplier name on the header
- Show why each coding was chosen, so review is confirmation rather than re-coding
- Produce coded expense entries in the import format Simple Fund 360 expects, without touching the fund ledger
- Work with the corporate, fuel and personal cards your practice already holds — Vergo does not issue cards
App information
Security and compliance
Encryption
Infrastructure
Access controls
Audits
Frequently asked questions
Does Vergo integrate with BGL Simple Fund 360?
Yes. Vergo connects to BGL's documented REST API using the access enabled in your own BGL environment, reads your fund and account structure, and produces coded entries in the import format Simple Fund 360 expects. Vergo does not write into the fund ledger.
Can Vergo handle card spend and reimbursements for Simple Fund 360 users?
Yes. Card transactions and staff reimbursements run through one coding model and arrive as one consistent set of coded entries.
What data moves between Vergo and Simple Fund 360?
Vergo reads the fund and account structure and returns coded transactions as import-format entries.
What does the Simple Fund 360 connection require to set up?
One step: the API is OAuth 2.0 secured and the access sits in your own BGL environment, so your practice enables it once and Vergo configures and runs the connection from there.
Does Simple Fund 360 have built-in expense management?
Simple Fund 360 records fund expenses as part of administration, but capturing receipts, coding and approving spend remain manual. Vergo does that work before the entry reaches Simple Fund 360.
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