What does the Vergo + Clear Books integration do?
- Read your Clear Books account codes and suppliers so spend is coded to your own chart, not a generic one
- Bring card transactions, supplier invoices and employee expense claims into one approval flow
- 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 finished entries into Clear Books as purchases, suppliers, payments, journals and attachments; Clear Books stays the system of record
- Connect the cards your business already holds, from any bank
Expense management that posts into Clear Books
Connect the cards your team already carries, from any bank. Receipts and account-code coding are captured at purchase, and spend posts into Clear Books.
AP automation into Clear Books
Supplier invoices route through approval in Vergo, ready for your normal payment run; the supplier, purchase, and payment post into Clear Books with the attachment.
Reimbursements as real expense claims
Approved employee claims post as purchases of type expenses — the expense-claim shape Clear Books' API provides — against the right account codes.
App information
Security and compliance
Encryption
Infrastructure
Access controls
Audits
Frequently asked questions
Does Vergo integrate with Clear Books?
Yes. Vergo connects via the Clear Books API, with credentials enabled once on your own Clear Books account. Spend posts into Clear Books as purchases, expense claims, suppliers, payments, and journals, with attachments.
Can employee expenses land as proper expense claims?
Yes. The Clear Books API supports purchases with an expenses purchase type, so out-of-pocket claims post as expense claims rather than disguised supplier bills.
What does Vergo post into Clear Books?
Purchases (bills and expense claims), suppliers, payments, journals, and attachments — coded against account codes read from your live Clear Books chart.
How long does setup take?
Your team enables the API credentials on your account once and Vergo runs the connection from there. Your part is account-code mapping and approval rules, typically one session. Clear Books is hosted, so nothing is installed.
Is the Clear Books API self-serve?
No — API credentials are issued to your own account rather than picked up self-serve. Your team enables them once, and Vergo manages the connection from there.
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