Does Manager.io have bank and credit card feeds?

Partly. Bank statement import (QIF, OFX, QFX, QBO, CSV) works in all editions. However, the only vendor-arranged provider is Basiq, which is free and Australia-only; elsewhere you must find your own FDX provider. Credit cards are set up as bank/cash accounts (typically under a liability control account) and fed by statement file import or an FDX bank feed provider where one exists; there is no dedicated card feed or network-specific connection.

October 1, 2026
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Key takeaways

  • Bank feeds: Partly. Bank statement import (QIF, OFX, QFX, QBO, CSV) works in all editions. However, the only vendor-arranged provider is Basiq, which is free and Australia-only; elsewhere you must find your own FDX provider.
  • Card feeds: Partly. Credit cards are set up as bank/cash accounts (typically under a liability control account) and fed by statement file import or an FDX bank feed provider where one exists; there is no dedicated card feed or network-specific connection.
  • Vergo works with any card from any bank and posts coded card spend into Manager.io.

Where should you go next?

What Manager.io includes

Bank feeds

Partly. Bank statement import (QIF, OFX, QFX, QBO, CSV) works in all editions. Live feeds require adding an FDX-compatible bank feed provider in Settings and then pulling with 'Check for New Transactions'. However, the only vendor-arranged provider is Basiq, which is free and Australia-only; elsewhere you must find your own FDX provider.

Credit card feeds

Partly. Credit cards are set up as bank/cash accounts (typically under a liability control account) and fed by statement file import or an FDX bank feed provider where one exists; there is no dedicated card feed or network-specific connection.

What teams add alongside it

  • Bank feed aggregator (FDX-compatible)
  • Receipt capture and expense management app

Where Vergo fits with Manager.io

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 Manager.io. 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 account, division, project and tax code, 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 Manager.io or with a bank connectivity add-on; Vergo's part is the card spend.

Vergo integrates with Manager.io and posts coded card spend into it; for Manager.io, the live integration covers expense management.

Frequently Asked Questions

Can we keep our current cards with Manager.io?

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 Manager.io?

Yes. Vergo integrates with Manager.io and posts card spend into it, coded to your account, division, project and tax code.

Does Vergo issue cards?

No. Vergo never issues cards. It works with the cards you already have.

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