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PBS Systems

How Vergo connects expense management, AP capture and reimbursements with the PBS Systems DMS.

App description

  • Capture card spend, AP invoices and out-of-pocket claims in one place, coded before anything reaches your DMS
  • Read your chart of accounts and department structure out of PBS Systems so coding follows your own setup
  • Code every transaction by inference from your accounting history — no rule library to build, and new vendors coded on first sight
  • Read receipts and invoices line by line, so coding follows what was bought rather than the name on the header
  • Show why each coding was chosen, so the controller confirms rather than re-codes
  • Deliver entries in the import format PBS Systems expects; PBS stays the system of record
  • Work with the credit and fuel cards the dealership already runs — Vergo does not issue cards

App information

Developer
Vergo
Integration method
API
API type
Deployment
Cloud or on-premise
What syncs
Chart of accounts and department structure in; coded card transactions, AP invoices and reimbursements delivered in the import format PBS Systems expects.
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 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 PBS Systems?

Yes. Vergo connects with PBS Systems through API access enabled in your own DMS environment and delivers coded card spend, AP invoices and reimbursements in the import format PBS Systems expects.

Does Vergo replace PBS Systems?

No. PBS Systems stays the dealership's system of record for accounting, schedules and statements. Vergo sits in front of it, capturing and coding spend before it reaches the DMS.

What data does Vergo prepare for PBS Systems?

Coded card transactions, approved AP invoices and reimbursements, each mapped to your chart of accounts and departments and delivered in the format PBS Systems expects.

How long does setup take, and does our IT need to be involved?

Your IT enables the API access in your PBS Systems environment once, and Vergo handles the connection from there; your office connects card feeds and confirms account mappings. PBS Systems runs on-premise at many dealerships, but that single enablement is the whole of your team's technical involvement.

Do we need to switch credit cards to use Vergo with PBS Systems?

No. Vergo is card-agnostic and works with the credit cards the dealership already has.

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Support

White-glove onboarding and customer support.