Does PeopleSoft have bank and credit card feeds?

Partly. Cash Management / Financial Gateway imports electronic bank statement files; delivered layouts include BAI2, SWIFT MT940 and MT942, EDIFACT FINSTA, EDI 822, PSBD1 and PSBD2. However, the docs describe no live bank-aggregator feed. PeopleSoft Expenses ships card-data interfaces for five card suppliers, with named American Express (GL/KR 1025 and 1015), Visa and MasterCard (MC3.0) formats. Vergo adds any card from any bank, coded to your PeopleSoft structure.

October 1, 2026
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Key takeaways

  • Bank feeds: Partly. Cash Management / Financial Gateway imports electronic bank statement files; delivered layouts include BAI2, SWIFT MT940 and MT942, EDIFACT FINSTA, EDI 822, PSBD1 and PSBD2. However, the docs describe no live bank-aggregator feed.
  • Card feeds: Yes. PeopleSoft Expenses ships card-data interfaces for five card suppliers, with named American Express (GL/KR 1025 and 1015), Visa and MasterCard (MC3.0) formats. However, card feeds come through issuer data files rather than a live API.
  • Vergo works with any card from any bank and posts coded card spend into PeopleSoft.

Where should you go next?

What PeopleSoft includes

Bank feeds

Partly. Cash Management / Financial Gateway imports electronic bank statement files; delivered layouts include BAI2, SWIFT MT940 and MT942, EDIFACT FINSTA, EDI 822, PSBD1 and PSBD2. Files arrive by file, FTP, HTTP or Integration Broker. However, the docs describe no live bank-aggregator feed.

Credit card feeds

Yes. PeopleSoft Expenses ships card-data interfaces for five card suppliers, with named American Express (GL/KR 1025 and 1015), Visa and MasterCard (MC3.0) formats. Transactions are staged, routed to each employee's My Wallet and imported into expense reports. However, card feeds come through issuer data files rather than a live API.

What teams add alongside it

  • Expense management app with receipt OCR
  • Corporate card program with issuer data feed
  • Bank connectivity / treasury file transfer service

Where Vergo fits with PeopleSoft

Where PeopleSoft's own card feed already brings transactions in, Vergo's part is what happens to each line: 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 PeopleSoft. 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 ChartFields: account, department, operating unit, fund and project, 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 PeopleSoft or with a bank connectivity add-on; Vergo's part is the card spend.

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

Frequently Asked Questions

Can we keep our current cards with PeopleSoft?

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 PeopleSoft?

Yes. Vergo integrates with PeopleSoft and posts card spend into it, coded to your ChartFields: account, department, operating unit, fund and project.

Does Vergo issue cards?

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

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