Key takeaways
- Yes. The Dynamics 365 expense management mobile app (a Power Apps canvas app) uses OCR to read a receipt photo and fill in the expense line.
- Users can also create and submit expense reports and approve them from the app. It requires a fully set-up Expense management and replaces the deprecated mobile workspace.
- With Vergo, employees send receipts by text or from their phone, and each one is coded to your main account and financial dimensions.
Where should you go next?
- Dynamics 365 Finance & Operations AP and expense features: what's included and what to add
- Vergo's Dynamics 365 Finance & Operations integration
- Get started with Vergo
What Dynamics 365 Finance & Operations includes for receipts
Yes. The Dynamics 365 expense management mobile app (a Power Apps canvas app) uses OCR to read a receipt photo and fill in the expense line. Users can also create and submit expense reports and approve them from the app. It requires a fully set-up Expense management and replaces the deprecated mobile workspace.
What teams add alongside it
- Expense management app
Where Vergo fits with Dynamics 365 Finance & Operations
If Dynamics 365 Finance & Operations's own capture already covers your team, Vergo's added value is in matching and coding: Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the main account and financial dimensions — 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 Dynamics 365 Finance & Operations.
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
Does it depend on the Dynamics 365 Finance & Operations edition or add-ons?
It requires a fully set-up Expense management and replaces the deprecated mobile workspace.
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 D365 F&O structure?
Yes. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the main account and financial dimensions — 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.
