Key takeaways
- Yes: expense reports, approvals, card import and a mobile app are all native.
- Lines are coded to project, phase and expense item.
- Card transactions arrive by CSV file from the bank, not a live feed.
- Vergo proposes project and phase for firm card spend, collects receipts by text and posts expense reports to Ajera.
Where should you go next?
- Vergo's Deltek Ajera integration
- What expense management tools integrate with Deltek Ajera for architecture firms?
- Get started with Vergo
What does Ajera include for expenses?
- Expense reports: project, phase, expense item, units and rate for mileage, and a personal-expense flag.
- Approvals: supervisor and accounting approval can be required.
- Credit card import: bank CSV files mapped per bank, with duplicate protection by transaction ID.
- Receipts: attachments on reports; Deltek also describes reading receipts from mobile devices.
- Mobile: Ajera Time and Expense for entering and submitting reports.
Where does the built-in option leave work for finance?
- Import cadence: card charges wait for the next CSV import.
- Project and phase accuracy: employees choose, and errors reach client invoices.
- Late reports: receipts wait until the report is filed.
When is a separate tool worth it?
When firm cards carry most reimbursable spend and the accountant spends the close fixing phases. 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. Once your IT enables API access from inside Ajera, Vergo posts expense reports with the credit card payment method and receipts attached, through Ajera's Expense Reports API.
How Vergo works alongside Ajera
Ajera stays your project accounting system, and its approvals and billing still apply. Vergo posts expense reports to Ajera from card transactions as they happen. 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. Card spend, employee reimbursements and AP invoices run through one coding model — same coding, same review, one reconciliation — and payment stays on the rails you already use.
A practical example
An engineering firm imports its card CSV into Ajera on the first of the month, and staff then add each charge to an expense report. With Vergo, the engineer who paid for survey stakes got a text that afternoon, replied with the receipt, and the charge already carries a proposed project, phase and expense item when the accountant reviews it.
Frequently Asked Questions
Can Ajera import credit card transactions?
Yes, from a bank CSV file using per-bank import settings.
Does Ajera have a mobile expense app?
Yes. Ajera Time and Expense lets employees enter and submit expense reports.
What does Vergo add?
Project, phase and expense item proposals by inference, and receipts collected by text as charges happen.
Who enables the connection?
Your IT enables API access from inside Ajera once.
Do we need to change cards?
No. Connecting your existing cards involves no card applications, no re-issuing and no banking change.
