BrightBooks

Vergo connects with BrightBooks (formerly Surf Accounts, part of Bright) once your IT enables API access, delivering spend data in the format BrightBooks expects.

Book Demo

App description

Bring card spend, supplier invoices and employee reimbursements under one coding model for BrightBooks
Connect with BrightBooks and code against the account, department and supplier structure your books already use
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
Deliver coded card spend, supplier invoices and reimbursements in the import format BrightBooks expects
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

Deployment

Cloud

What syncs

Card spend, supplier invoices, and reimbursements delivered in the import format BrightBooks expects

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 BrightBooks?

Yes. Vergo connects with BrightBooks through its API. Your IT enables that access once inside your own Bright environment, and Vergo handles everything after that.

Can I use Vergo cards if my accounts are in BrightBooks?

Yes. Vergo issues cards, captures receipts and coding at the point of purchase, and generates entries in the import format BrightBooks expects, coded to your nominal accounts.

What data does Vergo deliver to BrightBooks?

Card spend, supplier invoices, and reimbursement claims — each coded to your BrightBooks nominal accounts and delivered in the import format BrightBooks expects, with receipts retained in Vergo.

How long does setup take?

BrightBooks is hosted, so there is nothing to install. Vergo handles the partner-programme step; your part is confirming the nominal account mapping, which typically takes one working session.

Is BrightBooks the same as Surf Accounts?

Yes. Surf Accounts was renamed BrightBooks after joining the Bright group. The Vergo connection applies to the current BrightBooks product.

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