App description
- Bring card transactions, AP invoices and employee reimbursements into one coding model alongside Quorum DMS
- Align coding with the account and department structure your store already reports on, rather than 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
- Connect with Quorum DMS and deliver coded entries in the import format your finance team expects — the DMS 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
Deployment
Cloud
What syncs
Chart of accounts and department structure in; coded card transactions, AP invoices and reimbursements delivered in the import format Quorum DMS 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.
Resources
Vendor documentationSecurity 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 Quorum DMS?
Yes. Vergo connects to Quorum DMS through API access enabled on your own instance and delivers coded card spend, AP invoices and reimbursements in the import format Quorum DMS expects.
Does Vergo replace Quorum DMS?
No. Quorum DMS stays the store's system of record. Vergo sits in front of it, capturing and coding spend before it reaches the DMS.
What data does Vergo prepare for Quorum DMS?
Coded card transactions, approved AP invoices and reimbursements, mapped to your chart of accounts and departments and delivered in the format Quorum DMS expects.
How long does setup take for a hosted DMS like Quorum?
Quorum DMS is hosted, so there is no infrastructure work on your side. Your IT enables the API access once; your office connects cards and confirms mappings, and Vergo handles the connection.
Do we need to switch credit cards to use Vergo with Quorum DMS?
No. Vergo is card-agnostic and works with the cards the store already has.
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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