What does the Vergo + MyCase Accounting integration do?
- Sync card transactions, employee reimbursements and firm expenses into MyCase Accounting through one coding model
- Read clients, matters, expense categories and GL accounts out of MyCase 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 — and the matter — 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 expenses into MyCase Accounting via the API; MyCase stays the system of record
- Work with the corporate, fuel and personal cards your firm already holds — Vergo does not issue cards
Corporate card expense management
Card transactions are captured as they happen, matched to receipts, and coded to the right matter by inference from your own history. Finished entries post into MyCase Accounting through its API.
AP automation
Vendor invoices are read, coded to matter and routed for approval before payment — the same coding model as card spend, so nothing reaches MyCase Accounting uncoded.
Reimbursements
Out-of-pocket spend follows the same approval path: employees submit, approvers see the proposed matter coding, and the finished entry posts alongside card spend.
App information
Security and compliance
Encryption
Infrastructure
Access controls
Audits
Frequently asked questions
Does Vergo integrate with MyCase Accounting?
Yes. Vergo integrates with MyCase Accounting: spend posts into MyCase Accounting through its API — Expenses (created via the API), plus Invoices (AR) and Payments on the read side — with every entry coded to the right matter before it lands.
Can Vergo handle AP automation for firms on MyCase Accounting?
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 MyCase Accounting?
Expenses (created via the API), plus Invoices (AR) and Payments on the read side. Card spend, AP invoices and reimbursements all arrive coded to matter.
What does our IT team have to do?
Enable API access once in your MyCase Accounting environment. After that single step, Vergo manages the connection — MyCase Accounting is hosted, and no ongoing maintenance is needed from your side.
Does MyCase Accounting have built-in expense management?
MyCase Accounting handles the firm's books inside MyCase. Vergo adds card-level capture in front of it — cards, receipts, approvals, AI matter coding — and posts the results into MyCase as Expenses.
Discover more integrations
.png)
.png)
.png){kind=logo}
.png)
White-glove onboarding and customer support.
