Key takeaways
- Bank feeds: Partly. NAV imports bank statement files into bank reconciliation and the payment reconciliation journal, using Microsoft's bank data conversion service (an external provider you sign up with) to convert bank files.
- Card feeds: not publicly documented; confirm with Microsoft.
- Vergo works with any card from any bank and posts coded card spend into Navision.
Where should you go next?
- Navision AP and expense features: what's included and what to add
- Vergo's Navision integration
- Get started with Vergo
What Navision includes
Bank feeds
Partly. NAV imports bank statement files into bank reconciliation and the payment reconciliation journal, using Microsoft's bank data conversion service (an external provider you sign up with) to convert bank files. The NAV 2018 docs describe file import, not a live bank connection.
Credit card feeds
Credit card feeds are not publicly documented for Navision. Confirm with Microsoft before you budget.
What teams add alongside it
- Expense management app
- Corporate card feed / card reconciliation tool
- Bank feed connector
Where Vergo fits with Navision
On the card side, Vergo works with any card from any bank — 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 Navision. 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 G/L account and dimension values, 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 Navision or with a bank connectivity add-on; Vergo's part is the card spend.
Vergo integrates with Navision and posts coded card spend into it; for Navision, the live integration covers expense management.
Frequently Asked Questions
Can we keep our current cards with Navision?
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 Navision?
Yes. Vergo integrates with Navision and posts card spend into it, coded to your G/L account and dimension values.
Does Vergo issue cards?
No. Vergo never issues cards. It works with the cards you already have.
