What does the Vergo + Caselle integration do?
- Bring card transactions, employee reimbursements and AP invoices under one coding model for Caselle
- Read your fund, department and account structure out of Caselle so spend is coded to the fund it belongs to, not a generic chart
- 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 transaction batches into Caselle through its API — Caselle stays the system of record
- Work with the corporate, fuel and personal cards your business already holds — Vergo does not issue cards
Purchasing-card expense management coded to your funds
Every card transaction is coded to the fund, department, and account read from Caselle, with the receipt captured at the point of purchase and an approver in the loop before anything reaches the ledger.
Vendor invoices coded ahead of posting
Invoices are captured and coded against your Caselle accounts and vendor list, then approved in Vergo and posted into Caselle. Posting stays a Caselle action performed by your staff.
Employee reimbursements in the same batch
Out-of-pocket claims are coded and approved the same way as card spend, so reimbursements post into Caselle the same way rather than through a separate paper process.
App information
Security and compliance
Encryption
Infrastructure
Access controls
Audits
Frequently asked questions
Does Vergo integrate with Caselle?
Yes. Caselle supports customer-generated API credentials for third-party applications, and Vergo uses them to read your fund and account structure. Vergo then posts coded spend into Caselle.
Can Vergo handle purchasing-card reconciliation for Caselle?
Yes — that is the main use. Cardholders capture receipts as they spend, transactions are coded to the correct fund and department, approvals happen in Vergo, and the finished batch is imported into Caselle.
What data moves between Vergo and Caselle?
Vergo reads funds, departments, account numbers, and vendors. It posts coded, approved transactions into Caselle through its API.
What does Caselle setup require from our IT staff?
A single step: generate a client ID and secret for third-party access following Caselle's documented procedure, scoped to the databases Vergo should read. Nothing is installed on your servers.
Does Caselle have built-in expense management?
Caselle handles fund accounting and payables, but receipt capture and card coding happen manually outside it. Vergo covers that work and hands Caselle a finished import.
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