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Viewpoint Spectrum integration with Vergo: what syncs and how

Vergo posts G/L journal entries, job cost transactions, vendors, and vendor invoices into Viewpoint Spectrum through its published web services.

What does the Vergo + Viewpoint Spectrum integration do?

  • Read jobs, cost codes, cost types, GL accounts and vendors out of Viewpoint Spectrum so spend is coded to your own structure
  • Post coded entries into Spectrum as G/L journal entries, job cost transactions and vendor invoices; Spectrum stays the system of record
  • 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, fuel and personal cards your business already holds — Vergo does not issue cards

Expense management posted to G/L and job cost

Field receipts are captured at purchase, coded to job and cost structure, approved, and posted via Add G/L Journal Entries and Add Job Cost Transactions — job cost stays current with the work.

AP automation as vendor invoices

Invoices are captured, coded to job, and approved in Vergo, then post through Add Vendor Invoices, with Add Vendor creating new payees and Get Vendors preventing duplicates.

Reimbursements via employee-as-vendor

Approved out-of-pocket job expenses post through Add Vendor plus Add Vendor Invoices with the employee as vendor — Spectrum's standard pattern, handled automatically.

App information

Developer
Vergo
Integration method
API
API type
Mixed
Deployment
Cloud
What syncs
Add G/L Journal Entries, Add Job Cost Transactions, Add Vendor, Add Vendor Invoices; Get Vendors read
How the connection is made
Customer-provisioned — an Authorization ID created in your Data Exchange screen enables access once, then Vergo does the rest.

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 Viewpoint Spectrum?

Yes. Vergo posts through Spectrum's published web services: Add G/L Journal Entries, Add Job Cost Transactions, Add Vendor, and Add Vendor Invoices, with Get Vendors read to keep records clean.

Can Vergo post directly to job cost?

Yes. Job-bound spend posts through Add Job Cost Transactions, coded to your job and cost structure, so job cost reports pick it up without re-entry.

What data syncs between Vergo and Viewpoint Spectrum?

G/L journal entries, job cost transactions, vendors, and vendor invoices post in; the vendor list is read via Get Vendors.

What does setup involve?

One step: an Authorization ID created in your Data Exchange screen. Vergo connects from there, maps accounts and jobs, and posting is live.

Does Viewpoint Spectrum have built-in expense management?

No — Spectrum is the system of record. Vergo captures receipts, codes to job, and routes approvals upstream, then posts finished entries through Spectrum's own web services.

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