Unanet integration with Vergo: what syncs and how

Vergo reads your Unanet structure for coding and posts entries into Unanet — no re-keying, no write-access project.

What does the Vergo + Unanet integration do?

Read projects, phases, tasks, GL accounts and vendors out of Unanet so spend is coded to your own project structure
Post coded card transactions, reimbursements and AP invoices as entries into Unanet
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
Work with the corporate and personal cards your business already holds — Vergo does not issue cards

Expense management coded to projects

Card spend is captured with its receipt at purchase, coded to project from your own Unanet structure, approved, and posted as coded entries into Unanet.

AP automation in the same coding model

Vendor invoices are captured, coded to project, and approved in Vergo, then posted as coded entries into Unanet alongside card spend.

Reimbursements without re-keying

Employee out-of-pocket project expenses are captured, coded, and approved like any other spend, and post into Unanet the same way.

App information

Developer

Vergo

Integration method

API

API type

REST

Deployment

Cloud

What syncs

Project structure read for coding; coded card transactions, reimbursements, and AP invoices posted as entries into Unanet

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 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 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 Unanet?

Yes. Vergo reads your project structure for coding and posts coded entries into Unanet — card spend, reimbursements, and AP invoices.

Can Vergo code spend to Unanet projects?

Yes. Vergo reads your project structure and codes every card transaction, reimbursement, and invoice to project before it reaches Unanet.

How does Vergo get entries into Unanet?

Coded entries posted into Unanet, mapped to your configuration during setup — finished, review-ready entries rather than raw card statements.

What does setup involve?

Your IT enables API access in your environment once; Vergo connects, reads your structure, and posts coded entries into Unanet. Nothing to install or maintain.

Does Unanet have built-in expense management?

Unanet is project accounting; it does not capture receipts at the point of spend or run card programs. Vergo does that upstream and posts coded entries into Unanet.

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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