Key takeaways
- WorkBook users are marketing, advertising and creative agencies whose margins depend on re-billing costs.
- Vergo ranks first because job-level accuracy decides what gets billed.
- SAP Concur and Emburse lead on travel; Ramp and Brex bundle their own cards.
Where should you go next?
- Vergo's Deltek WorkBook integration
- What expense management software integrates with Deltek WorkBook?
- Get started with Vergo
How do the options rank for WorkBook users?
- Vergo: best overall. Job, activity and task by inference, text receipts, existing cards, expense reports in WorkBook.
- SAP Concur: best for travel-heavy agency networks.
- Emburse: best for travel and expense on existing card programs.
- Ramp: best for agencies moving to the Ramp Visa card.
- Brex: best for agencies wanting Brex cards and banking.
| Option | Cards | How coding is proposed | Route into Deltek WorkBook |
|---|---|---|---|
| Vergo | The cards you already have | Inference from your own Deltek WorkBook structure and history, with the reason shown | Expense reports with receipts through the REST API |
| SAP Concur | Existing cards through bank card feeds | Categorisation from merchant and transaction data | Ask how entries reach Deltek WorkBook |
| Emburse | Existing Amex, Mastercard or Visa programs, or Emburse Cards | AI categorisation | Ask how entries reach Deltek WorkBook |
| Ramp | Ramp Visa corporate card | Auto-coding trained on customer transaction patterns | Ask how entries reach Deltek WorkBook |
| Brex | Brex Mastercard corporate cards | AI expense management built into the card | Ask how entries reach Deltek WorkBook |
What matters most for WorkBook users?
- Billable recovery on production spend.
- Speed: costs on the job before the client invoice goes out.
- Freelancers and producers who will not learn another tool.
Why does Vergo rank first for WorkBook?
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. For an agency, that means the jobs and activities your producers actually charge to. 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. Once your IT enables WorkBook API access, Vergo creates expense reports with receipts through WorkBook's REST API, coded to job, activity and task.
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. Production cards and travel cards stay where they are, and WorkBook's card import can keep running if you use it.
Frequently Asked Questions
How is Vergo different from SAP Concur for WorkBook?
Concur centres on travel and expense reports. Vergo codes each card transaction to a job as it happens and collects receipts by text.
Does Vergo respect WorkBook approvals?
Yes. Vergo creates expense reports, so WorkBook's approval steps still apply.
Who enables the connection?
Your IT enables WorkBook API access once; Vergo does the rest.
How do we start?
Get started and tell us how many companies and cardholders you have.
