Key takeaways
- Bank feeds: Yes. The Envestnet Yodlee Bank Feeds extension imports bank statements into the Payment Reconciliation Journal automatically (every two hours), supported in the United States and Canada only and online only.
- Card feeds: Partly. In the Expense Management preview, company-card spend is recorded on expenses with a Credit Card payment method (not reimbursed), and card accounts would otherwise go through the general bank statement import and reconciliation tools. However, Microsoft's docs describe no dedicated corporate card transaction feed or card-issuer file import.
- Vergo works with any card from any bank and posts coded card spend into Business Central.
Where should you go next?
- Business Central AP and expense features: what's included and what to add
- Vergo's Business Central integration
- Get started with Vergo
What Business Central includes
Bank feeds
Yes. The Envestnet Yodlee Bank Feeds extension imports bank statements into the Payment Reconciliation Journal automatically (every two hours), supported in the United States and Canada only and online only. Elsewhere, bank statement files (for example CSV via the bank statement file format assisted setup, or formats converted by the AMC Banking 365 Fundamentals extension) can be imported for reconciliation.
Credit card feeds
Partly. In the Expense Management preview, company-card spend is recorded on expenses with a Credit Card payment method (not reimbursed), and card accounts would otherwise go through the general bank statement import and reconciliation tools. However, Microsoft's docs describe no dedicated corporate card transaction feed or card-issuer file import.
What teams add alongside it
- Expense management app
- Bank feed connector (outside US/Canada)
- Corporate card program with ERP sync
Where Vergo fits with Business Central
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 Business Central. 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 G/L account and global and shortcut dimensions, 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 Business Central and posts coded card spend into it; for Business Central, the live integration covers expense management.
Frequently Asked Questions
Does it depend on the Business Central edition or add-ons?
The Envestnet Yodlee Bank Feeds extension imports bank statements into the Payment Reconciliation Journal automatically (every two hours), supported in the United States and Canada only and online only.
Can we keep our current cards with Business Central?
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 Business Central?
Yes. Vergo integrates with Business Central and posts card spend into it, coded to your G/L account and global and shortcut dimensions.
Does Vergo issue cards?
No. Vergo never issues cards. It works with the cards you already have.
