Sage 300 CRE

Vergo connects to Sage 300 CRE through ODBC access to your own Timberline data — your IT enables access once, then Vergo does the rest.

Book Demo

App description

Bring card transactions, employee reimbursements and AP invoices under one coding model for Sage 300 CRE
Read jobs, cost codes, GL and AP structure out of Sage 300 CRE 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 Sage 300 CRE as journal activity, vendor invoices and employee-as-vendor reimbursements; Sage 300 CRE 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

ODBC / database

Deployment

On-premise

What syncs

GL, AP, and JC (job cost) tables via ODBC — coded card spend, journal activity, vendor invoices, and employee-as-vendor reimbursements posted; job and cost code structure read

How the connection is made

Customer-provisioned — the ODBC access sits in your environment; your IT enables it 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 Sage 300 CRE?

Yes. Vergo connects via ODBC access to your own Timberline data, and spend posts into the GL, AP, and job cost tables coded to jobs and cost codes.

Can Vergo code field spend to jobs and cost codes?

Yes. Vergo reads your job and cost code structure from the Timberline data and codes every transaction against it before posting.

What data syncs between Vergo and Sage 300 CRE?

GL entries, AP invoices, and job-coded transactions post into the GL, AP, and JC tables; reimbursements post through the AP tables with the employee as vendor.

What does setup involve?

Your IT enables ODBC access to the Timberline data once; Vergo handles the connection and mapping from there. No REST API exists, and none is needed for this path.

Does Sage 300 CRE have built-in expense management?

No — it is the job cost and GL system of record. Vergo captures receipts, codes to job, and routes approvals upstream, then posts finished entries into your tables.

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