Key takeaways
- Bank feeds: Partly. The core Banks module records bank entries and supports manual reconciliation (marking lines as reconciled against a statement); Dolibarr's own documentation describes no native statement import or live feed, and a roadmap request for reconciliation from a bank file was closed without being implemented.
- Card feeds: Partly. Accounts can be set up as a 'current or credit card account' in the Banks module, but card transactions are entered manually or brought in through the same third-party CSV statement-import add-ons; no native card feed is documented.
- Vergo works with any card from any bank and posts coded card spend into Dolibarr.
Where should you go next?
- Dolibarr AP and expense features: what's included and what to add
- Vergo's Dolibarr integration
- Get started with Vergo
What Dolibarr includes
Bank feeds
Partly. The core Banks module records bank entries and supports manual reconciliation (marking lines as reconciled against a statement); Dolibarr's own documentation describes no native statement import or live feed, and a roadmap request for reconciliation from a bank file was closed without being implemented. CSV statement import and auto-reconciliation come from third-party DoliStore add-ons (e.g. ATM Consulting's Bank Import V2, EUR 280 ex. tax).
Credit card feeds
Partly. Accounts can be set up as a 'current or credit card account' in the Banks module, but card transactions are entered manually or brought in through the same third-party CSV statement-import add-ons; no native card feed is documented.
What teams add alongside it
- Bank statement import and auto-reconciliation
- Expense management with card feeds and mobile receipt capture
Where Vergo fits with Dolibarr
On the card side, Vergo works with any card from any bank — 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 Dolibarr. 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 accounting account, 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 Dolibarr or with a bank connectivity add-on; Vergo's part is the card spend.
Vergo integrates with Dolibarr and posts coded card spend into it; for Dolibarr, the live integration covers expense management.
Frequently Asked Questions
Can we keep our current cards with Dolibarr?
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 Dolibarr?
Yes. Vergo integrates with Dolibarr and posts card spend into it, coded to your accounting account.
Does Vergo issue cards?
No. Vergo never issues cards. It works with the cards you already have.
