Key takeaways
- Yes. Receipt scanning with automatic data capture (merchant, total, taxes) is on Plus and above, including from the mobile apps.
- However, Lite does not include receipt data capture.
- With Vergo, employees send receipts by text or from their phone, and each one is coded to your category and the team member who spent it.
Where should you go next?
- FreshBooks AP and expense features: what's included and what to add
- Vergo's FreshBooks integration
- Get started with Vergo
What FreshBooks includes for receipts
Yes. Receipt scanning with automatic data capture (merchant, total, taxes) is on Plus and above, including from the mobile apps. However, Lite does not include receipt data capture.
What teams add alongside it
- Employee expense report and approval app
- Corporate card with receipt matching
Where Vergo fits with FreshBooks
FreshBooks's capture gets the image in. Vergo's part is what happens next: Vergo reads the receipt itself, line by line, and predicts the GL account from what was actually bought, 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 FreshBooks.
Vergo integrates with FreshBooks and posts coded card spend into it; for FreshBooks, the live integration covers expense management.
Frequently Asked Questions
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 FreshBooks structure?
Yes. Vergo reads the receipt itself, line by line, and predicts the GL account from what was actually bought, 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.
