Does Dynamics 365 Finance & Operations have bank and credit card feeds?

Partly. Advanced bank reconciliation imports electronic bank statement files. Since Oct 2023 (GA), a batch job can pick up statement files from a SharePoint folder automatically, but the docs describe no live bank-aggregator feed. Expense management imports corporate card transactions through the Credit card transactions data entity. The transactions are then used on expense reports, and no issuer-specific connector is documented.

October 1, 2026

See it with your ERP

Book Demo

Key takeaways

Bank feeds: Partly. Advanced bank reconciliation imports electronic bank statement files.
Card feeds: Partly. Expense management imports corporate card transactions through the Credit card transactions data entity.
Vergo works with any card from any bank and posts coded card spend into Dynamics 365 Finance & Operations.

Where should you go next?

What Dynamics 365 Finance & Operations includes

Bank feeds

Partly. Advanced bank reconciliation imports electronic bank statement files. ISO 20022, MT940 and BAI2 are supported out of the box and are configured through Electronic reporting formats. Since Oct 2023 (GA), a batch job can pick up statement files from a SharePoint folder automatically, but the docs describe no live bank-aggregator feed.

Credit card feeds

Partly. Expense management imports corporate card transactions through the Credit card transactions data entity. Imports can be manual file uploads or a recurring data job, with a column mapping per file format. The transactions are then used on expense reports, and no issuer-specific connector is documented.

What teams add alongside it

Bank connectivity / statement delivery service
Corporate card program with transaction file feed
Expense management app

Where Vergo fits with Dynamics 365 Finance & Operations

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 Dynamics 365 Finance & Operations. 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 main account and financial 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. Bank reconciliation itself stays in Dynamics 365 Finance & Operations or with a bank connectivity add-on; Vergo's part is the card spend.

Vergo integrates with Dynamics 365 Finance & Operations and posts coded card spend into it; for Dynamics 365 Finance & Operations, the live integration covers expense management.

Frequently Asked Questions

Can we keep our current cards with Dynamics 365 Finance & Operations?

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 Dynamics 365 Finance & Operations?

Yes. Vergo integrates with Dynamics 365 Finance & Operations and posts card spend into it, coded to your main account and financial dimensions.

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 Dynamics 365 Finance & Operations have bank and credit card feeds?

Key takeaways

Where should you go next?

What Dynamics 365 Finance & Operations includes

Bank feeds

Credit card feeds

What teams add alongside it

Where Vergo fits with Dynamics 365 Finance & Operations

Frequently Asked Questions

Can we keep our current cards with Dynamics 365 Finance & Operations?

Does Vergo post card spend into Dynamics 365 Finance & Operations?

Does Vergo issue cards?

Expense & invoice automation for your ERP

Platform

Company

Resources

Does Dynamics 365 Finance & Operations have bank and credit card feeds?

Key takeaways

Where should you go next?

What Dynamics 365 Finance & Operations includes

Bank feeds

Credit card feeds

What teams add alongside it

Where Vergo fits with Dynamics 365 Finance & Operations

Frequently Asked Questions

Can we keep our current cards with Dynamics 365 Finance & Operations?

Does Vergo post card spend into Dynamics 365 Finance & Operations?

Does Vergo issue cards?

Keep reading

Which ERPs have built-in expense approvals?

Which ERPs have built-in credit card feeds?

Which ERPs have built-in receipt capture or a mobile expense app?

Which ERPs have built-in AP automation?

Which ERPs have built-in bank feeds?

Which property management accounting systems have built-in AP automation and card feeds?

Which professional services ERPs have built-in AP automation and card feeds?

Which nonprofit fund accounting systems have built-in AP automation and card feeds?

Which manufacturing ERPs have built-in AP automation and card feeds?

Which construction ERPs have built-in AP automation and card feeds?

Zoho Books AP and expense features: what's included and what you'll need to add

xTuple AP and expense features: what's included and what you'll need to add

Xledger AP and expense features: what's included and what you'll need to add

Xero AP and expense features: what's included and what you'll need to add

Workbench AP and expense features: what's included and what you'll need to add

Wiise AP and expense features: what's included and what you'll need to add

Viewpoint Vista AP and expense features: what's included and what you'll need to add

Viewpoint Spectrum AP and expense features: what's included and what you'll need to add

Unit4 AP and expense features: what's included and what you'll need to add

Tryton AP and expense features: what's included and what you'll need to add

Trimble TruckMate AP and expense features: what's included and what you'll need to add

TASS AP and expense features: what's included and what you'll need to add

SylogistMission ERP AP and expense features: what's included and what you'll need to add

Striven AP and expense features: what's included and what you'll need to add

Spire AP and expense features: what's included and what you'll need to add

SoftLedger AP and expense features: what's included and what you'll need to add

SAP Business One AP and expense features: what's included and what you'll need to add

Sage Business Cloud Accounting AP and expense features: what's included and what you'll need to add

Sage 200 AP and expense features: what's included and what you'll need to add

Saasu AP and expense features: what's included and what you'll need to add

Rillet AP and expense features: what's included and what you'll need to add

Rentvine AP and expense features: what's included and what you'll need to add

Rentec Direct AP and expense features: what's included and what you'll need to add

Ramco ERP AP and expense features: what's included and what you'll need to add

QuickFile AP and expense features: what's included and what you'll need to add

QuickBooks Online AP and expense features: what's included and what you'll need to add

QuickBooks Desktop Enterprise AP and expense features: what's included and what you'll need to add

QuickBooks Desktop AP and expense features: what's included and what you'll need to add

Puzzle AP and expense features: what's included and what you'll need to add

Propertyware AP and expense features: what's included and what you'll need to add

Priority ERP AP and expense features: what's included and what you'll need to add

Plex AP and expense features: what's included and what you'll need to add

PeopleSoft AP and expense features: what's included and what you'll need to add

Pennylane AP and expense features: what's included and what you'll need to add

JD Edwards AP and expense features: what's included and what you'll need to add

Oracle E-Business Suite AP and expense features: what's included and what you'll need to add

Odoo AP and expense features: what's included and what you'll need to add

NolaPro AP and expense features: what's included and what you'll need to add

Navision AP and expense features: what's included and what you'll need to add

MYOB AP and expense features: what's included and what you'll need to add

MRPeasy AP and expense features: what's included and what you'll need to add

MoneyWorks AP and expense features: what's included and what you'll need to add

MarkSystems AP and expense features: what's included and what you'll need to add

Manager.io AP and expense features: what's included and what you'll need to add

Kashoo AP and expense features: what's included and what you'll need to add

KashFlow AP and expense features: what's included and what you'll need to add

Jonas Premier AP and expense features: what's included and what you'll need to add

JobBOSS² AP and expense features: what's included and what you'll need to add

Jiwa Financials AP and expense features: what's included and what you'll need to add

iplicit AP and expense features: what's included and what you'll need to add

Infor SyteLine AP and expense features: what's included and what you'll need to add

Infor LN AP and expense features: what's included and what you'll need to add

IFS Cloud AP and expense features: what's included and what you'll need to add

Holded AP and expense features: what's included and what you'll need to add

Gravity Software AP and expense features: what's included and what you'll need to add

FreshBooks AP and expense features: what's included and what you'll need to add

FreeAgent AP and expense features: what's included and what you'll need to add