Key takeaways
- Yes. Expense reports use OCR on uploaded receipts and mobile photo capture, and card receipts can be photographed and attached to the transaction.
- With Vergo, employees send receipts by text or from their phone, and each one is coded to your ledger account and analytic axes.
Where should you go next?
- Pennylane AP and expense features: what's included and what to add
- Vergo's Pennylane integration
- Get started with Vergo
What Pennylane includes for receipts
Yes. Expense reports use OCR on uploaded receipts and mobile photo capture, and card receipts can be photographed and attached to the transaction.
Where Vergo fits with Pennylane
Pennylane'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 ledger account and analytic axes — 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 Pennylane.
Vergo integrates with Pennylane and posts coded card spend into it; for Pennylane, 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 Pennylane structure?
Yes. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the ledger account and analytic axes — 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.
