Key takeaways
- Certinia users are services and technology companies running projects and people on Salesforce.
- Vergo ranks first for company card spend coded to GLA, dimensions and project.
- SAP Concur and Navan are strong for consultants who travel constantly.
- Ramp and Brex bundle their own cards; Expensify focuses on reports.
Where should you go next?
- Vergo's Certinia integration
- What expense management software integrates with Certinia?
- Get started with Vergo
How do the options rank for Certinia users?
- Vergo: best overall for card spend. Coding by inference across GLA, dimensions and project; existing cards; recorded through Certinia's API.
- SAP Concur: strongest where consultants travel under a managed corporate program.
- Navan: combines trip booking with expense for road-warrior teams.
- Ramp: an option for firms ready to move spend onto the Ramp Visa card.
- Brex: best for tech companies wanting Brex cards and banking.
- Expensify: lightweight reporting for smaller practices on existing cards.
| Option | Cards | How coding is proposed | Route into Certinia |
|---|---|---|---|
| Vergo | The cards you already have | Inference from your own Certinia structure and history, with the reason shown | Cash entries and purchase invoices through the public API |
| SAP Concur | Existing cards through bank card feeds | Categorisation from merchant and transaction data | Ask how entries reach Certinia |
| Navan | Navan cards, or existing cards through Navan Connect | Categorises by merchant type and employee role | Ask how entries reach Certinia |
| Ramp | Ramp Visa corporate card | Auto-coding trained on customer transaction patterns | Ask how entries reach Certinia |
| Brex | Brex Mastercard corporate cards | AI expense management built into the card | Ask how entries reach Certinia |
| Expensify | Card-agnostic; also offers the Expensify Card | AI categorisation | Ask how entries reach Certinia |
What matters most for Certinia users?
- Project margin: costs on the wrong project distort utilisation and margin reports.
- Pass-through billing: billable costs must reach the invoice.
- Dimension discipline across practices and regions.
Why does Vergo rank first for Certinia?
Certinia is only as good as the coding that reaches it. 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. Every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Vergo connects through Certinia's public API, reads your general ledger accounts and dimensions, and records coded card spend as cash entries or purchase invoices, with reimbursements as purchase invoices to the employee as vendor.
Do you have to change cards?
No. Vergo works with the cards your company already uses; connecting your existing cards involves no card applications, no re-issuing and no banking change.
Frequently Asked Questions
Is Vergo only for construction companies?
No. Vergo codes to whatever GLAs, dimensions and projects your Certinia org uses, in any industry.
How is Vergo different from PSA expense reports?
PSA reports handle consultant claims. Vergo codes company card spend as it happens and collects receipts by text.
Does Vergo handle multi-company Certinia orgs?
Tell us your company structure when you get started; Vergo codes each transaction to its company.
How do we start?
Get started; Certinia connects through its public API.
Does Vergo handle AP?
Yes. Card spend, employee reimbursements and AP invoices run through one coding model — same coding, same review, one reconciliation — and payment stays on the rails you already use.
