Key takeaways
- Bank feeds: Yes. Transactions are pulled automatically over direct APIs: direct integrations with Brex, Mercury and Meow plus 12,000+ other banks and cards via Plaid, synced once a day overnight.
- Card feeds: Yes. Credit cards connect through the same Plaid feed (12,000+ banks and cards), and Brex and Ramp card transactions sync directly with category, class, custom field and receipt data. However, no Amex/Visa/Mastercard commercial-card network feed is documented.
- Vergo works with any card from any bank and posts coded card spend into Puzzle.
Where should you go next?
- Puzzle AP and expense features: what's included and what to add
- Vergo's Puzzle integration
- Get started with Vergo
What Puzzle includes
Bank feeds
Yes. Transactions are pulled automatically over direct APIs: direct integrations with Brex, Mercury and Meow plus 12,000+ other banks and cards via Plaid, synced once a day overnight. PDF statements can be uploaded for reconciliation and missing transactions added manually; pricing lists unlimited connections on every plan.
Credit card feeds
Yes. Credit cards connect through the same Plaid feed (12,000+ banks and cards), and Brex and Ramp card transactions sync directly with category, class, custom field and receipt data. However, no Amex/Visa/Mastercard commercial-card network feed is documented.
What teams add alongside it
- Card and spend management platform (bills, reimbursements, receipts synced in)
- Expense management app
Where Vergo fits with Puzzle
Puzzle's card feed brings transactions into the ledger. Vergo works with any card from any bank, so every card in the program is covered whichever bank issued it, 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 Puzzle. 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 category, class and department, 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.
Vergo integrates with Puzzle and posts coded card spend into it; for Puzzle, the live integration covers expense management.
Frequently Asked Questions
Does it depend on the Puzzle edition or add-ons?
PDF statements can be uploaded for reconciliation and missing transactions added manually; pricing lists unlimited connections on every plan.
Can we keep our current cards with Puzzle?
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 Puzzle?
Yes. Vergo integrates with Puzzle and posts card spend into it, coded to your category, class and department.
Does Vergo issue cards?
No. Vergo never issues cards. It works with the cards you already have.
