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QuickFile integration with Vergo: what syncs and how

Vergo connects to QuickFile's public API and posts coded spend as purchases, bank transactions, journals and supplier records.

What does the Vergo + QuickFile integration do?

  • Sync card transactions, employee expense claims and supplier invoices into QuickFile through one coding model
  • Read your nominal accounts and supplier list out of QuickFile so spend is coded to your own structure
  • 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 entries into QuickFile as purchases, bank transactions, journals and payments, creating suppliers where they do not yet exist
  • Work with the corporate, fuel and personal cards your business already holds — Vergo does not issue cards

Expense management coded to your QuickFile nominal codes

Vergo codes every card transaction to the nominal accounts and departments you already run in QuickFile and posts it as a bank transaction with the receipt attached, so tagging is not a month-end job.

Supplier invoices that post as QuickFile purchases

Invoices are captured, coded and approved in Vergo, then post through Purchase_Create with Supplier_Create adding new payees and the document methods attaching the invoice copy.

Employee expenses on the same coding model

Claims post as purchases against the employee set up as a supplier — QuickFile's own pattern — coded through the same model as card spend.

App information

Developer
Vergo
Integration method
API
API type
REST
Deployment
Cloud
What syncs
Purchase_Create, Bank_CreateTransaction, Journal_Create, Supplier_Create, payment methods, document methods (employee-as-supplier for claims)
How the connection is made
Self-serve: Vergo connects directly via QuickFile's public API — nothing needed from the customer or the vendor.

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 QuickFile?

Yes. Vergo connects to QuickFile's public API and posts coded spend as purchases, bank transactions, journals and payments, creating supplier records where needed.

Can Vergo handle supplier invoices as well as card spend in QuickFile?

Yes. Invoices are captured, coded and approved in Vergo and post through Purchase_Create with the document attached; card spend posts as bank transactions.

What data syncs between Vergo and QuickFile?

Vergo reads nominal accounts and suppliers, and writes Purchase_Create, Bank_CreateTransaction, Journal_Create, Supplier_Create, payment and document records.

How long does the QuickFile connection take to set up?

QuickFile is hosted and its API is self-serve, so the connection is made in minutes with no vendor approval step.

Does QuickFile have built-in expense management?

QuickFile has no dedicated expense-claim object — claims are recorded as purchases against an employee set up as a supplier. Vergo automates the capture, coding and approval before that purchase posts.

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