Does Deskera Books have bank and credit card feeds?

Partly. Bank connections go through Plaid (US and Canada) and Yodlee (other countries); SaltEdge is no longer available. Manual import of CSV/XLSX statements is also supported. The India Books page lists Bank Connect on the Growth tier. Card feeds are not publicly documented for Deskera Books. Vergo connects any card from any bank and posts coded spend into Deskera Books.

October 1, 2026

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Book Demo

Key takeaways

Bank feeds: Yes. Bank connections go through Plaid (US and Canada) and Yodlee (other countries); SaltEdge is no longer available.
Card feeds: not publicly documented; confirm with Deskera.
Vergo works with any card from any bank and posts coded card spend into Deskera Books.

Where should you go next?

What Deskera Books includes

Bank feeds

Yes. Bank connections go through Plaid (US and Canada) and Yodlee (other countries); SaltEdge is no longer available. Manual import of CSV/XLSX statements is also supported. The India Books page lists Bank Connect on the Growth tier.

Credit card feeds

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

What teams add alongside it

Corporate card feed
Expense management app (if not using Deskera People)

Where Vergo fits with Deskera Books

Vergo covers the card side without a card switch: it works with any card from any bank, 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 Deskera Books. 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 expense account and tax, 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 Deskera Books and posts coded card spend into it; for Deskera Books, the live integration covers expense management.

Frequently Asked Questions

Does it depend on the Deskera Books edition or add-ons?

The India Books page lists Bank Connect on the Growth tier.

Can we keep our current cards with Deskera Books?

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 Deskera Books?

Yes. Vergo integrates with Deskera Books and posts card spend into it, coded to your expense account and tax.

Does Vergo issue cards?

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

Get Started

Expense & invoice automation for your ERP

Book Demo

Does Deskera Books have bank and credit card feeds?

Key takeaways

Where should you go next?

What Deskera Books includes

Bank feeds

Credit card feeds

What teams add alongside it

Where Vergo fits with Deskera Books

Frequently Asked Questions

Does it depend on the Deskera Books edition or add-ons?

Can we keep our current cards with Deskera Books?

Does Vergo post card spend into Deskera Books?

Does Vergo issue cards?

Expense & invoice automation for your ERP

Platform

Company

Resources

Does Deskera Books have bank and credit card feeds?

Key takeaways

Where should you go next?

What Deskera Books includes

Bank feeds

Credit card feeds

What teams add alongside it

Where Vergo fits with Deskera Books

Frequently Asked Questions

Does it depend on the Deskera Books edition or add-ons?

Can we keep our current cards with Deskera Books?

Does Vergo post card spend into Deskera Books?

Does Vergo issue cards?

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