Does Viewpoint Spectrum have bank and credit card feeds?

Partly. Cash Management's Bank Reconciliation Entry can import a cleared-checks file from the bank to mark checks cleared, but Trimble states you cannot import bank transactions, and deposits are reconciled manually. However, there is no live bank feed. Card purchases are recorded in AP (Manual Credit Card Payment Entry, credit card flag and card number on POs; needs the Cash Management module). However, no card feed or card statement import is documented.

October 1, 2026

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Key takeaways

Bank feeds: Partly. Cash Management's Bank Reconciliation Entry can import a cleared-checks file from the bank to mark checks cleared, but Trimble states you cannot import bank transactions, and deposits are reconciled manually. However, there is no live bank feed.
Card feeds: Partly. Card purchases are recorded in AP (Manual Credit Card Payment Entry, credit card flag and card number on POs; needs the Cash Management module). However, no card feed or card statement import is documented.
Vergo works with any card from any bank and posts coded card spend into Viewpoint Spectrum.

Where should you go next?

What Viewpoint Spectrum includes

Bank feeds

Credit card feeds

Partly. Card purchases are recorded in AP (Manual Credit Card Payment Entry, credit card flag and card number on POs; needs the Cash Management module). They are then cleared against the monthly statement in Credit Card Reconciliation Entry. However, no card feed or card statement import is documented.

What teams add alongside it

Bank feed / bank reconciliation connector
Corporate card and expense management app

Where Vergo fits with Viewpoint Spectrum

On the card side, Vergo works with any card from any bank — 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 Viewpoint Spectrum. 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 job, phase and cost type, 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 Viewpoint Spectrum or with a bank connectivity add-on; Vergo's part is the card spend.

Vergo integrates with Viewpoint Spectrum and posts coded entries into it, covering card spend, employee reimbursements and AP invoices.

Frequently Asked Questions

Can we keep our current cards with Viewpoint Spectrum?

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 Viewpoint Spectrum?

Yes. Vergo integrates with Viewpoint Spectrum and posts card spend into it, coded to your job, phase and cost type.

Does Vergo issue cards?

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

Get Started

Expense & invoice automation for your ERP

Book Demo

Does Viewpoint Spectrum have bank and credit card feeds?

Key takeaways

Where should you go next?

What Viewpoint Spectrum includes

Bank feeds

Credit card feeds

What teams add alongside it

Where Vergo fits with Viewpoint Spectrum

Frequently Asked Questions

Can we keep our current cards with Viewpoint Spectrum?

Does Vergo post card spend into Viewpoint Spectrum?

Does Vergo issue cards?

Expense & invoice automation for your ERP

Platform

Company

Resources

Does Viewpoint Spectrum have bank and credit card feeds?

Key takeaways

Where should you go next?

What Viewpoint Spectrum includes

Bank feeds

Credit card feeds

What teams add alongside it

Where Vergo fits with Viewpoint Spectrum

Frequently Asked Questions

Can we keep our current cards with Viewpoint Spectrum?

Does Vergo post card spend into Viewpoint Spectrum?

Does Vergo issue cards?

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