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MRI Strata Master integration with Vergo: what syncs and how

Vergo reads your Strata Master account and plan structure through API access enabled inside your own MRI environment and posts coded entries into Strata Master.

What does the Vergo + MRI Strata Master integration do?

  • Read the chart of accounts, plans and lots, and your coding structure out of MRI Strata Master so spend is coded to your own structure, not a generic chart
  • Bring card transactions, employee reimbursements and supplier invoices into one coding model across the whole portfolio
  • Code every transaction by AI inference from your accounting structure and history — no rule library to build, and new suppliers coded on first sight
  • Read receipts line by line, predicting the coding from what was actually bought rather than the supplier name on the header
  • Show why each coding was chosen, so review is confirmation rather than re-coding
  • Post coded accounting entries into MRI Strata Master; Strata Master stays the system of record
  • Work with the corporate, fuel and personal cards your business already holds — Vergo does not issue cards

Card spend attributed to the right plan at the moment it happens

Strata managers capture the receipt and select the plan on their phone. Vergo codes the transaction against the account structure read from Strata Master and posts it as an entry into Strata Master.

Supplier invoices coded and approved before they reach Strata Master

Building works invoices are captured, coded to plan and account, and routed through your delegation rules in Vergo, then posted into Strata Master with the invoice image retained.

Reimbursements coded the same way as card spend

Out-of-pocket costs run through the same coding and approval flow, so a plan-funded expense looks identical in the ledger regardless of how it was paid.

App information

Developer
Vergo
Integration method
API
API type
REST
Deployment
Cloud
What syncs
Chart of accounts, plans and lots, coding structure (read); coded accounting entries posted into MRI Strata Master
How the connection is made
Customer-provisioned — the API access sits in your environment; your IT enables it once, then Vergo does the rest.

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 employees, approvers 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 MRI Strata Master?

Yes. Access runs through your own MRI environment — your IT enables it once and Vergo takes it from there. Vergo reads your chart of accounts and plan structure and posts coded entries into Strata Master.

Can Vergo handle supplier invoices as well as card spend for Strata Master?

Yes. Card spend, supplier invoices and staff reimbursements all run through one coding and approval model and all post into Strata Master.

What data syncs between Vergo and Strata Master?

Vergo reads chart of accounts, plans and lots, and coding structure, and posts coded accounting entries into Strata Master, with receipts retained in Vergo.

How long does the MRI Strata Master connection take to set up?

Your IT enables the API access once. After that, reading your accounts and plan structure and setting approval routing is a single working session.

Does MRI Strata Master have built-in expense management?

Strata Master covers trust accounting and creditor processing, but spend still has to be captured and attributed to a plan by hand. Vergo does that attribution at the point of purchase.

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