Elite 3E

Vergo posts spend into Elite 3E through its OData API — Cost Card, Charge Card and GL objects — coded to the matter, with the API access enabled once in your own 3E environment.

Book Demo

App description

Sync card transactions, employee reimbursements and AP invoices into Elite 3E through one coding model
Read clients, matters, expense categories, GL accounts and payees out of Elite 3E 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 cost cards, charge cards, GL entries and vouchers through the OData API; Elite 3E stays the system of record
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

Mixed

Deployment

Cloud

What syncs

Cost Card, Charge Card and GL objects (Read/Write in the OData API), plus Voucher and Payee

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 Elite 3E?

Yes. Vergo integrates with Elite 3E: spend posts into Elite 3E through its API — Cost Card, Charge Card and GL objects (Read/Write in the OData API), plus Voucher and Payee — with every entry coded to the right matter before it lands.

Can Vergo handle AP automation for firms on Elite 3E?

Yes. Vendor invoices are read, coded to the right matter and routed for approval in Vergo, alongside card spend and reimbursements — one approval and coding model for all three.

What data syncs into Elite 3E?

Cost Card, Charge Card and GL objects (Read/Write in the OData API), plus Voucher and Payee. Card spend, AP invoices and reimbursements all arrive coded to matter.

How long does setup take, and what do we have to do?

Your IT enables the API access once on your own 3E environment, and Vergo manages the connection from there; there is nothing to build or maintain on your side. Elite 3E is hosted, so there is nothing to install for this integration.

Does Elite 3E have built-in expense management?

3E is financial and practice management for large firms. Vergo adds the card-capture front end — cards, receipts, approvals, AI matter coding — and posts finished entries into 3E through its API.

Discover more integrations

Vergo integrates with every ERP and accounting software, plus the payroll platforms reimbursements flow through. Browse by industry.

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