Key takeaways
- Yes: Expense Reports in Accounting Seed handle reimbursements, card lines, mileage and approvals.
- Each report is tied to a Project and Project Task, and it posts through the payables or billings it creates, not directly.
- Receipts are attached manually; no OCR or mobile capture is documented.
- Vergo adds coding by inference, receipts by text and entries recorded through the Accounting Seed API.
Where should you go next?
- Vergo's Accounting Seed integration
- What expense management software integrates with Accounting Seed?
- Get started with Vergo
What does Accounting Seed include for expenses?
- Expense Reports and Expense Lines with project, task, billable and reimbursable flags.
- Payables created to an employee or to a credit card company.
- Approvals on expense reports.
- Mileage lines and multi-currency.
- Bank Direct Connect and Bank Rules for imported bank and card activity.
How do card transactions get into Accounting Seed?
Two ways. Employees can add card lines to an Expense Report with a credit card vendor on the line, which then creates a payable to the card company. Or finance uploads the month's card transactions into a single Account Payable, itemised as payable lines, which is the approach Accounting Seed's own guidance describes. Either way someone keys or maps each line.
Where does that leave work for finance?
- Itemising the statement each month.
- GL Variables chosen by hand on every line.
- Receipts uploaded one by one to Notes & Files.
- Project assignment required before a report can be saved.
When is a separate tool worth it?
When company cards outnumber the people who file expense reports, or when month end waits on the card statement. 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. Vergo connects through the public Accounting Seed API and records card spend as coded journal entries, with reimbursements as employee payables.
How Vergo works alongside Accounting Seed
Accounting Seed stays your ledger inside Salesforce. 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. Every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand.
Frequently Asked Questions
Can Accounting Seed read receipts?
Accounting Seed documents attaching receipt images through Notes & Files, not reading them. Vergo reads each receipt line by line.
Do Expense Reports post to the GL?
Not directly. The billings or payables they create are what post.
How does Vergo record spend?
As journal entries for card spend and payables for reimbursements, through the Accounting Seed API.
Can Vergo code GL Variables?
Yes. Vergo proposes the GL Variables your org uses alongside the account.
Do we need to change cards?
No. Connecting your existing cards involves no card applications, no re-issuing and no banking change.
