Does Certinia have bank and credit card feeds?

Partly. Accounting's Plaid integration imports bank account transactions on demand. An Envestnet integration can run alongside it or replace it, and bank statements can also be imported from files using bank statement definitions (CSV). The Plaid integration needs a dedicated user with an Accounting licence. Card feeds are not publicly documented for Certinia. Vergo adds any card from any bank, coded to your Certinia structure.

October 1, 2026

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Key takeaways

Bank feeds: Yes. Accounting's Plaid integration imports bank account transactions on demand.
Card feeds: not publicly documented; confirm with Certinia.
Vergo works with any card from any bank and posts coded card spend into Certinia.

Where should you go next?

What Certinia includes

Bank feeds

Yes. Accounting's Plaid integration imports bank account transactions on demand. An Envestnet integration can run alongside it or replace it, and bank statements can also be imported from files using bank statement definitions (CSV). The Plaid integration needs a dedicated user with an Accounting licence.

Credit card feeds

Credit card feeds are not publicly documented for Certinia. Confirm with Certinia before you budget.

What teams add alongside it

Corporate card feed

Where Vergo fits with Certinia

On the card side, Vergo works with any card from any bank — 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 Certinia. 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 GLA, dimensions and project, 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.

Vergo integrates with Certinia and posts coded card spend into it; for Certinia, the live integration covers expense management.

Frequently Asked Questions

Does it depend on the Certinia edition or add-ons?

The Plaid integration needs a dedicated user with an Accounting licence.

Can we keep our current cards with Certinia?

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 Certinia?

Yes. Vergo integrates with Certinia and posts card spend into it, coded to your GLA, dimensions and project.

Does Vergo issue cards?

No. Vergo never issues cards. It works with the cards you already have.

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Expense & invoice automation for your ERP

Book Demo

Does Certinia have bank and credit card feeds?

Key takeaways

Where should you go next?

What Certinia includes

Bank feeds

Credit card feeds

What teams add alongside it

Where Vergo fits with Certinia

Frequently Asked Questions

Does it depend on the Certinia edition or add-ons?

Can we keep our current cards with Certinia?

Does Vergo post card spend into Certinia?

Does Vergo issue cards?

Expense & invoice automation for your ERP

Platform

Company

Resources

Does Certinia have bank and credit card feeds?

Key takeaways

Where should you go next?

What Certinia includes

Bank feeds

Credit card feeds

What teams add alongside it

Where Vergo fits with Certinia

Frequently Asked Questions

Does it depend on the Certinia edition or add-ons?

Can we keep our current cards with Certinia?

Does Vergo post card spend into Certinia?

Does Vergo issue cards?

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