Key takeaways
- Bank feeds: Partly. Practice Pro + Accounting reconciles bank accounts against uploaded electronic statement files (OFX/QIF, with custom file types such as CSV definable), auto-matching transactions; there is an ASB bank plug-in for NZ trust accounts. However, no live bank feed connection is documented in the help center, and firms using the Xero integration get bank feeds only inside Xero, not in Actionstep.
- Card feeds: Partly. Credit cards can be set up as accounts on the Banking page and reconciled like bank accounts (statement file upload); no corporate card feed or Amex/Visa/Mastercard connection is documented.
- Vergo works with any card from any bank and posts coded card spend into Actionstep.
Where should you go next?
- Actionstep AP and expense features: what's included and what to add
- Vergo's Actionstep integration
- Get started with Vergo
What Actionstep includes
Bank feeds
Partly. Practice Pro + Accounting reconciles bank accounts against uploaded electronic statement files (OFX/QIF, with custom file types such as CSV definable), auto-matching transactions; there is an ASB bank plug-in for NZ trust accounts. However, no live bank feed connection is documented in the help center, and firms using the Xero integration get bank feeds only inside Xero, not in Actionstep.
Credit card feeds
Partly. Credit cards can be set up as accounts on the Banking page and reconciled like bank accounts (statement file upload); no corporate card feed or Amex/Visa/Mastercard connection is documented. The 'credit card' help content covers client card payments (Actionstep Payments, LawPay), not firm card spend.
What teams add alongside it
- General-ledger accounting package with bank feeds (via one-way sync)
- Employee expense management and receipt capture app
- Corporate card program
Where Vergo fits with Actionstep
Vergo covers the card side without a card switch: it works with any card from any bank, and connecting your existing cards involves no card applications, no re-issuing and no banking change. Transactions are ready to code the moment they happen — no waiting for clearing — and once they clear, they sync into Actionstep. 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. The proposal covers the matter, as disbursements, and every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Receipts come in the same flow: employees send receipts by text or from their phone, and Vergo chases missing receipts itself instead of waiting for a report. Bank reconciliation itself stays in Actionstep or with a bank connectivity add-on; Vergo's part is the card spend.
Vergo integrates with Actionstep and posts coded card spend into it; for Actionstep, the live integration covers expense management.
Frequently Asked Questions
Can we keep our current cards with Actionstep?
Yes. Vergo works with any card from any bank; connecting your existing cards involves no card applications, no re-issuing and no banking change.
Does Vergo post card spend into Actionstep?
Yes. Vergo integrates with Actionstep and posts card spend into it, coded to your matter, as disbursements.
Does Vergo issue cards?
No. Vergo never issues cards. It works with the cards you already have.
