Does MoneyWorks have built-in expense management?

Key takeaways

• No native claims module: Cognito's documentation covers statements, rules and credit card accounts.
• A free FileMaker Go example app records an expense claim with a receipt photo, for Datacentre or MoneyWorks Now.
• Bank feeds via Yodlee are available in Australia and New Zealand.
• Vergo codes GL and department by inference and texts for receipts.

Where should you go next?

• Vergo's MoneyWorks integration
• What expense management software integrates with MoneyWorks?
• Get started with Vergo

What does MoneyWorks include for expenses?

• Credit card setup: as a creditor, or as a Credit Card bank account.
• Statement import: QIF, OFX, QBO, QFX, CSV and tab-delimited.
• Auto-allocation rules on import, with a default account for the rest.
• Auto-reconcile for matched transactions.
• FileMaker Go example app for expense claims with a photo.

How does card spend get coded?

The statement is imported or fed in, rules allocate what they recognise, and the rest lands on a default account for someone to recode. Department suffixes are added by whoever does the recoding, usually without the receipt in hand.

Where does that leave work for finance?

• Recoding the default account every month.
• Department choices without the receipt.
• Receipt collection by email and paper.
• No approval step for card spend.

When is a separate tool worth it?

When departments matter, whether branches, vehicles or properties, and rules cannot tell them apart. 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. Your IT enables the MoneyWorks Datacentre REST service once; Vergo then reads your accounts, departments and creditors and posts coded payments, journals or purchase invoices into MoneyWorks.

How Vergo works alongside MoneyWorks

MoneyWorks stays your accounting system on Mac or Windows. Employees handle everything by text message — no app to download, no portal login — and Vergo chases missing receipts itself instead of waiting for a report. Card spend, employee reimbursements and AP invoices run through one coding model — same coding, same review, one reconciliation — and payment stays on the rails you already use.