Rootstock

Rootstock runs natively on Salesforce, so Vergo reads and posts coded spend through your own Salesforce org's REST and Bulk APIs.

Book Demo

App description

Bring card transactions, employee reimbursements and AP invoices under one coding model for Rootstock
Read the chart of accounts, departments and cost centres, and vendors out of Rootstock 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 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 Rootstock as coded accounting entries and vendor bills; Rootstock 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

REST

Deployment

What syncs

Read from Rootstock: chart of accounts, departments and cost centres, vendors. Posted into Rootstock: coded accounting entries and vendor bills, via your Salesforce org's APIs.

How the connection is made

Customer-provisioned: your Salesforce administrator authorises access to the Rootstock objects once, then Vergo does the rest.

Resources

Vendor documentation

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 Rootstock?

Yes. Rootstock is a native Salesforce managed package, so Vergo connects through your own Salesforce org's REST, SOAP, and Bulk APIs and posts coded spend into Rootstock.

Can Vergo handle AP invoices as well as card spend in Rootstock?

Yes. Card spend, employee reimbursements, and AP invoices run through one coding model in Vergo. Invoices post into Rootstock as vendor bills; card spend and reimbursements post as coded accounting entries.

What data syncs between Vergo and Rootstock?

Vergo reads your chart of accounts, departments and cost centres, and vendor records, then posts coded transactions and vendor bills back through the same Salesforce APIs.

How is the Rootstock connection set up?

A Salesforce administrator authorises Vergo against your org and scopes access to the Rootstock objects involved. Your existing Salesforce permission model governs what Vergo can read and write.

Does Rootstock have built-in expense management?

Rootstock handles the accounting side once an entry exists. Receipt capture, card controls, and coding at the point of purchase happen outside it — that is the part Vergo covers before the entry reaches Rootstock.

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Vergo integrates with every ERP and accounting software, plus the payroll platforms reimbursements flow through. Browse by industry.

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