Key takeaways
- No: SoftLedger has no native expense claims.
- Card activity comes in through Plaid and is converted into journal entries by hand.
- Vergo adds coding by inference and receipts by text, posting journals through the API.
- SoftLedger also documents an Expensify integration and lists Ramp as a partner.
Where should you go next?
- Vergo's SoftLedger integration
- What expense management software integrates with SoftLedger?
- Get started with Vergo
What does SoftLedger include for spend?
- AP automation for bills and payments.
- Bank feeds through Plaid, or Excel upload for other banks.
- Bank transactions converted to journals or cash receipts.
- Dimensions: locations, cost centers, products, jobs and custom.
- Real-time consolidation across entities.
How does card spend get into SoftLedger?
The card account's feed brings in each transaction, and someone converts it to a journal, choosing ledger account, cost center and other dimensions. Receipts and expense claims live in whichever expense tool the company uses.
Where does that leave work for the controller?
- Converting each card line.
- Dimension choices across entities.
- Receipts gathered separately.
When is a separate tool worth it?
When card volume across entities outgrows manual conversion. 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. Vergo creates and posts journals through the SoftLedger API, and records bills for AP.
How Vergo works alongside SoftLedger
SoftLedger stays your multi-entity ledger. Employees handle everything by text message — no app to download, no portal login — and Vergo chases missing receipts itself instead of waiting for a report. Every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand.
What does SoftLedger's bank transaction screen do?
It takes each imported feed line and converts it to a journal entry or a cash receipt. The user picks the ledger account and cost center or other dimensions, and the location comes from the context picker at the top of the screen. It is efficient for a controller working through a short list, but it depends on that person knowing what every purchase was for.
Who uses SoftLedger?
Multi-entity companies that want real-time consolidation, including businesses holding digital assets, which SoftLedger supports natively.
Frequently Asked Questions
Does SoftLedger have expense reports?
Not natively. SoftLedger documents an Expensify integration where approved reports become AP bills.
Can SoftLedger import card transactions?
Yes, through Plaid bank feeds or an Excel upload.
How does Vergo write to SoftLedger?
As journals created and posted through the SoftLedger API, and as bills for AP.
Is SoftLedger API access automatic?
No. SoftLedger enables API keys for your tenant on request, then an admin creates them.
Do we need to change cards?
No. Connecting your existing cards involves no card applications, no re-issuing and no banking change.
