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BGL Simple Fund 360 integration with Vergo: what syncs and how

Vergo connects to BGL's REST API through the access enabled in your own environment and posts coded spend into Simple Fund 360.

What does the Vergo + BGL Simple Fund 360 integration do?

  • 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
  • Post coded expense entries into Simple Fund 360, without touching the fund ledger
  • Work with the corporate, fuel and personal cards your practice already holds — Vergo does not issue cards

Expense management coded to your Simple Fund 360 accounts

Vergo codes every card transaction to the accounts and funds you already work with and posts it into Simple Fund 360, with the receipt attached for the file.

Supplier invoices coded before they reach Simple Fund 360

Invoices are captured, coded and approved in Vergo and arrive as import-ready entries. Payment stays on the rails your practice already uses.

Reimbursements on the same coding model

Staff out-of-pocket claims follow the same coding and approval flow as card spend, so reimbursements arrive coded consistently with everything else.

App information

Developer
Vergo
Integration method
API
API type
REST
Deployment
Cloud
What syncs
Fund and account structure (read, REST + OAuth 2.0); coded transactions posted into Simple Fund 360
How the connection is made
Customer-provisioned — the API access sits in your environment; your IT enables it once, then Vergo does the rest.

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 employees, approvers 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 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 posts coded entries into Simple Fund 360.

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 posts coded transactions into BGL Simple Fund 360.

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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