Does MoneyWorks have bank and credit card feeds?

Partly. Bank statement files (QIF, OFX, QBO, QFX, CSV, tab) can be imported with auto-allocation rules in all regions. A credit card can be set up as a 'Credit Card' type bank account (or as a creditor), so card spend is recorded like bank transactions. However, the docs do not say whether card accounts can connect to Bank Feeds; card statement files would go through the standard bank statement import. Vergo connects any card from any bank and posts coded spend into MoneyWorks.

October 1, 2026

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Key takeaways

Bank feeds: Yes. Bank statement files (QIF, OFX, QBO, QFX, CSV, tab) can be imported with auto-allocation rules in all regions. However, Live Bank Feeds via Yodlee/Envestnet are an optional MoneyWorks Service for Australia and New Zealand only, with a small monthly fee per company.
Card feeds: Partly. A credit card can be set up as a 'Credit Card' type bank account (or as a creditor), so card spend is recorded like bank transactions. However, the docs do not say whether card accounts can connect to Bank Feeds; card statement files would go through the standard bank statement import.
Vergo works with any card from any bank and posts coded card spend into MoneyWorks.

Where should you go next?

What MoneyWorks includes

Bank feeds

Yes. Bank statement files (QIF, OFX, QBO, QFX, CSV, tab) can be imported with auto-allocation rules in all regions. However, Live Bank Feeds via Yodlee/Envestnet are an optional MoneyWorks Service for Australia and New Zealand only, with a small monthly fee per company.

Credit card feeds

Partly. A credit card can be set up as a 'Credit Card' type bank account (or as a creditor), so card spend is recorded like bank transactions. However, the docs do not say whether card accounts can connect to Bank Feeds; card statement files would go through the standard bank statement import.

What teams add alongside it

Expense management with card feeds and receipt capture
Bank feeds outside Australia and New Zealand

Where Vergo fits with MoneyWorks

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 MoneyWorks. 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 GL code and department suffix, 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.

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

Frequently Asked Questions

Can we keep our current cards with MoneyWorks?

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 MoneyWorks?

Yes. Vergo integrates with MoneyWorks and posts card spend into it, coded to your GL code and department suffix.

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 MoneyWorks have bank and credit card feeds?

Key takeaways

Where should you go next?

What MoneyWorks includes

Bank feeds

Credit card feeds

What teams add alongside it

Where Vergo fits with MoneyWorks

Frequently Asked Questions

Can we keep our current cards with MoneyWorks?

Does Vergo post card spend into MoneyWorks?

Does Vergo issue cards?

Expense & invoice automation for your ERP

Platform

Company

Resources

Does MoneyWorks have bank and credit card feeds?

Key takeaways

Where should you go next?

What MoneyWorks includes

Bank feeds

Credit card feeds

What teams add alongside it

Where Vergo fits with MoneyWorks

Frequently Asked Questions

Can we keep our current cards with MoneyWorks?

Does Vergo post card spend into MoneyWorks?

Does Vergo issue cards?

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