Does Deltek WorkBook have bank and credit card feeds?

Partly. Bank Reconciliation (Finance & Administration > Month-End) imports bank reconciliation files using configurable import specifications; WorkBook's help does not document a live bank feed connection. Personal Expense Credit Card Import loads corporate card transaction files (file-based, not a live feed) so transactions can be mapped to jobs; specific issuers and formats are not named in the page we reviewed. Vergo connects any card from any bank and posts coded spend into Deltek WorkBook.

October 1, 2026

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Key takeaways

Bank feeds: Partly. Bank Reconciliation (Finance & Administration > Month-End) imports bank reconciliation files using configurable import specifications; WorkBook's help does not document a live bank feed connection.
Card feeds: Yes. Personal Expense Credit Card Import loads corporate card transaction files (file-based, not a live feed) so transactions can be mapped to jobs; specific issuers and formats are not named in the page we reviewed.
Vergo works with any card from any bank and posts coded card spend into Deltek WorkBook.

Where should you go next?

What Deltek WorkBook includes

Bank feeds

Credit card feeds

Yes. Personal Expense Credit Card Import loads corporate card transaction files (file-based, not a live feed) so transactions can be mapped to jobs; specific issuers and formats are not named in the page we reviewed.

What teams add alongside it

Bank feed connector
Corporate card program with live card feeds
Expense management app with receipt OCR

Where Vergo fits with Deltek WorkBook

Deltek WorkBook's card feed brings transactions into the ledger. Vergo works with any card from any bank, so every card in the program is covered whichever bank issued it, 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 Deltek WorkBook. 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 job, activity and task, 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 Deltek WorkBook or with a bank connectivity add-on; Vergo's part is the card spend.

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

Frequently Asked Questions

Can we keep our current cards with Deltek WorkBook?

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 Deltek WorkBook?

Yes. Vergo integrates with Deltek WorkBook and posts card spend into it, coded to your job, activity and task.

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 Deltek WorkBook have bank and credit card feeds?

Key takeaways

Where should you go next?

What Deltek WorkBook includes

Bank feeds

Credit card feeds

What teams add alongside it

Where Vergo fits with Deltek WorkBook

Frequently Asked Questions

Can we keep our current cards with Deltek WorkBook?

Does Vergo post card spend into Deltek WorkBook?

Does Vergo issue cards?

Expense & invoice automation for your ERP

Platform

Company

Resources

Does Deltek WorkBook have bank and credit card feeds?

Key takeaways

Where should you go next?

What Deltek WorkBook includes

Bank feeds

Credit card feeds

What teams add alongside it

Where Vergo fits with Deltek WorkBook

Frequently Asked Questions

Can we keep our current cards with Deltek WorkBook?

Does Vergo post card spend into Deltek WorkBook?

Does Vergo issue cards?

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