Key takeaways
- Yes. The WorkBook mobile app captures expense details and photographs receipts attached to the expense entry, and receipts can be uploaded in Personal Expense Approval; receipt OCR/auto-fill is not documented.
- With Vergo, employees send receipts by text or from their phone, and each one is coded to your job, activity and task.
Where should you go next?
- Deltek WorkBook AP and expense features: what's included and what to add
- Vergo's Deltek WorkBook integration
- Get started with Vergo
What Deltek WorkBook includes for receipts
Yes. The WorkBook mobile app captures expense details and photographs receipts attached to the expense entry, and receipts can be uploaded in Personal Expense Approval; receipt OCR/auto-fill is not documented.
What teams add alongside it
- Expense management app with receipt OCR
Where Vergo fits with Deltek WorkBook
Deltek WorkBook's capture gets the image in. Vergo's part is what happens next: Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the job, activity and task — 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 Deltek WorkBook.
Vergo integrates with Deltek WorkBook and posts coded card spend into it; for Deltek WorkBook, 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 Deltek WorkBook structure?
Yes. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the job, activity and task — 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.



