Key takeaways
- Yes. The Holded iOS/Android app photographs receipts into the Inbox, where the OCR scanner extracts data into a purchase or ticket (simplified invoice) document.
- With Vergo, employees send receipts by text or from their phone, and each one is coded to your account, project and tags.
Where should you go next?
- Holded AP and expense features: what's included and what to add
- Vergo's Holded integration
- Get started with Vergo
What Holded includes for receipts
Yes. The Holded iOS/Android app photographs receipts into the Inbox, where the OCR scanner extracts data into a purchase or ticket (simplified invoice) document.
What teams add alongside it
- Employee expense report and reimbursement app
Where Vergo fits with Holded
Holded's capture gets the image in. Vergo's part is what happens next: Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the account, project and tags — 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 Holded.
Vergo integrates with Holded and posts coded card spend into it; for Holded, 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 Holded structure?
Yes. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the account, project and tags — 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.
