Key takeaways
- Actionstep users are midsize law firms across practice areas.
- Vergo ranks first because matter accuracy decides which costs get billed.
- SAP Concur and Emburse lead on travel; Ramp and Brex bundle their own cards.
Where should you go next?
- Vergo's Actionstep integration
- What expense management software integrates with Actionstep?
- Get started with Vergo
How do the options rank for Actionstep users?
- Vergo: best overall. Matter coding by inference, text receipts, existing cards, disbursements in Actionstep.
- SAP Concur: best for travel-heavy firms.
- Emburse: best for travel and expense on existing card programs.
- Ramp: best for firms moving to the Ramp Visa card.
- Brex: best for firms wanting Brex cards and banking.
| Option | Cards | How coding is proposed | Route into Actionstep |
|---|---|---|---|
| Vergo | The cards you already have | Inference from your own Actionstep structure and history, with the reason shown | Disbursements or bills through Actionstep's API |
| SAP Concur | Existing cards through bank card feeds | Categorisation from merchant and transaction data | Ask how entries reach Actionstep |
| Emburse | Existing Amex, Mastercard or Visa programs, or Emburse Cards | AI categorisation | Ask how entries reach Actionstep |
| Ramp | Ramp Visa corporate card | Auto-coding trained on customer transaction patterns | Ask how entries reach Actionstep |
| Brex | Brex Mastercard corporate cards | AI expense management built into the card | Ask how entries reach Actionstep |
What matters most for Actionstep users?
- Cost recovery on client matters.
- Lawyer time: no forms, no app.
- Trust and operating separation: firm card spend stays in operating accounts.
Why does Vergo rank first for Actionstep?
Employees handle everything by text message — no app to download, no portal login — and Vergo chases missing receipts itself instead of waiting for a report. Vergo proposes the coding by inference from your own accounting structure and history — no rule library to build, no keyword lists to maintain, and new vendors are coded on first sight. Once API access is enabled, Vergo records coded card spend in Actionstep as disbursements against the matter, or as bills, through Actionstep's API.
Do you have to change cards?
No. Vergo does not issue cards. Connecting your existing cards involves no card applications, no re-issuing and no banking change. Firm cards stay with your bank, separate from trust accounts.
A practical example
A 40-lawyer commercial firm on Actionstep had partners and associates spending on firm cards for travel, filing fees and client meals. Vergo texts each person after the charge, proposes the matter and account, and the billing team confirms, so recoverable costs appear on the next client bill.
Frequently Asked Questions
How is Vergo different from SAP Concur for Actionstep?
Concur centres on travel and expense reports. Vergo codes each card charge to a matter as it happens and collects receipts by text.
Does Vergo touch trust accounts?
No. Vergo records firm card spend as disbursements or bills, not trust transactions.
Who enables the connection?
Your IT enables Actionstep API access once.
How do we start?
Get started and tell us how many lawyers hold cards.
