Key takeaways
- Partly. Fluid Expenses lets employees photograph receipts on a smartphone and attach them to wallet entries or expense reports (My Receipts).
- Receipts can also be texted in through a Twilio integration.
- However, the docs describe image capture and storage only, with no OCR extraction of receipt data.
- With Vergo, employees send receipts by text or from their phone, and each one is coded to your ChartFields: account, department, operating unit, fund and project.
Where should you go next?
- PeopleSoft AP and expense features: what's included and what to add
- Vergo's PeopleSoft integration
- Get started with Vergo
What PeopleSoft includes for receipts
Partly. Fluid Expenses lets employees photograph receipts on a smartphone and attach them to wallet entries or expense reports (My Receipts). Receipts can also be texted in through a Twilio integration. However, the docs describe image capture and storage only, with no OCR extraction of receipt data.
What teams add alongside it
- AP automation / invoice capture (third-party imaging and OCR)
- Expense management app with receipt OCR
Where Vergo fits with PeopleSoft
Vergo covers receipt capture for card spend: employees send receipts by text or from their phone, and Vergo chases missing receipts itself instead of waiting for a report. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the ChartFields: account, department, operating unit, fund and project — not just the vendor name on the header, and every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Each receipt is matched to its card line and the coded entry posts into PeopleSoft.
Vergo integrates with PeopleSoft and posts coded card spend into it; for PeopleSoft, 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 PeopleSoft structure?
Yes. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the ChartFields: account, department, operating unit, fund and project — 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.
