What does the Vergo + Dynamics SL integration do?
- Sync card transactions, employee reimbursements and AP invoices into Dynamics SL through one coding model
- Read accounts, subaccounts, projects, tasks and vendor records out of Dynamics SL 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 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 ledger and AP transactions into Dynamics SL; Dynamics SL stays the system of record
- Work with the corporate, fuel and personal cards your business already holds — Vergo does not issue cards
Expense management coded to SL projects and tasks
Card spend is coded to project, task, account, and subaccount when the purchase happens, with the receipt attached, then posts into Dynamics SL as a coded transaction.
AP automation that posts invoices into Dynamics SL
Vendor invoices are captured, coded to project and account, approved in Vergo, and posted into SL as AP documents against the right vendor. Payment stays on your existing rails.
Reimbursements coded to the project
Out-of-pocket costs from staff on the road and at client sites are coded to the same projects and tasks as card spend, so reimbursements land in SL project costs rather than in a general overhead bucket.
App information
Security and compliance
Encryption
Infrastructure
Access controls
Audits
Frequently asked questions
Does Vergo integrate with Dynamics SL?
Yes. Vergo connects to the web services that ship with your Dynamics SL installation and posts coded spend into SL as ledger and AP transactions.
Can Vergo code spend to Dynamics SL projects and tasks?
Yes. Vergo reads your project and task structure from SL, and card spend, invoices, and reimbursements are coded to project and task before they post.
What data syncs between Vergo and Dynamics SL?
Vergo reads accounts, subaccounts, projects, tasks, and vendors, and posts coded ledger transactions and AP documents back into SL.
How is the Dynamics SL connection set up?
Your IT team enables the bundled web services on your installation and provides credentials and the company database. Vergo installs nothing on your servers.
Does Dynamics SL have built-in expense management?
SL has expense entry and project time-and-expense functions, but receipt capture and coding at the point of spend are manual. Vergo handles those and posts the finished transaction.
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