Key takeaways
- Yes. In Professional Services Cloud, mobile expenses let users attach a photo or file receipt, use Auto Mileage, and tag the project/assignment and billable flag.
- However, the help doesn't describe OCR of receipt data.
- With Vergo, employees send receipts by text or from their phone, and each one is coded to your GLA, dimensions and project.
Where should you go next?
- Certinia AP and expense features: what's included and what to add
- Vergo's Certinia integration
- Get started with Vergo
What Certinia includes for receipts
Yes. In Professional Services Cloud, mobile expenses let users attach a photo or file receipt, use Auto Mileage, and tag the project/assignment and billable flag. However, the help doesn't describe OCR of receipt data.
What teams add alongside it
- AP automation / invoice capture (OCR)
- Receipt OCR for expenses
Where Vergo fits with Certinia
If Certinia's own capture already covers your team, Vergo's added value is in matching and coding: Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the GLA, dimensions and project — not just the vendor name on the header. Employees send receipts by text or from their phone, and Vergo chases missing ones itself instead of waiting for a report. Each receipt is matched to its card line and the coded entry posts into Certinia.
Vergo integrates with Certinia and posts coded card spend into it; for Certinia, the live integration covers expense management.
Frequently Asked Questions
How do employees send receipts to Vergo?
By text or from their phone. Vergo matches each receipt to its card transaction and chases the ones still missing.
Does Vergo code receipts to our Certinia structure?
Yes. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the GLA, dimensions and project — not just the vendor name on the header.
Do we need new cards?
No. Vergo works with any card from any bank; connecting your existing cards involves no card applications, no re-issuing and no banking change.
