Key takeaways
- Built in: expense claim approvals.
- Partly covered: bank feeds, credit card feeds, AP automation, receipt capture and approval workflows.
- Vergo works with any card from any bank and posts coded spend into Dolibarr.
Where should you go next?
- Does Dolibarr have bank and credit card feeds?
- Does Dolibarr have AP automation built in?
- Does Dolibarr have receipt capture or a mobile expense app?
- Does Dolibarr have approval workflows for invoices and expenses?
- Does Dolibarr have built-in expense management?
- What are the best expense management add-ons for Dolibarr?
- Vergo's Dolibarr integration
- Get started with Vergo
Dolibarr AP and expense capabilities at a glance
| Capability | In Dolibarr? | What the documentation shows |
|---|---|---|
| Bank feeds | Partly | The core Banks module records bank entries and supports manual reconciliation (marking lines as reconciled against a statement); Dolibarr's own documentation describes no native statement import or live feed, and a roadmap request for reconciliation from a bank file was closed without being implemented. |
| Credit card feeds | Partly | Accounts can be set up as a 'current or credit card account' in the Banks module, but card transactions are entered manually or brought in through the same third-party CSV statement-import add-ons; no native card feed is documented. |
| AP automation (invoice capture and processing) | Partly | The core Supplier Invoices module is manual entry: draft, validate (irreversible, assigns number), record payment, close; no OCR or AP inbox is documented and there is no native approval step on supplier invoices. |
| Receipt capture and mobile expenses | Partly | Scanned receipts can be attached to expense reports, but no receipt OCR is documented. |
| Expense claim approvals | Yes | The core Expense Reports module runs Draft, Validated (email to the supervisor), Approved or Refused, then Paid, with separate approve and pay permissions and receipts attached to each report. |
| Approval workflows (invoices, POs, payments) | Partly | Approvals are built into specific modules rather than a configurable engine: purchase orders need a separate approver, with an optional second approval above a set amount, and expense reports have supervisor approval. |
What to budget for
- Bank feeds (partly): bank statement import and auto-reconciliation.
- Credit card feeds (partly): expense management with card feeds and mobile receipt capture.
- AP automation (invoice capture and processing) (partly): AP automation / invoice OCR.
- Receipt capture and mobile expenses (partly): AP automation / invoice OCR and expense management with card feeds and mobile receipt capture.
- Approval workflows (invoices, POs, payments) (partly): AP automation / invoice OCR and multi-level approval workflow.
Add-ons Dolibarr teams commonly consider
- Bank statement import and auto-reconciliation
- AP automation / invoice OCR
- Expense management with card feeds and mobile receipt capture
- Multi-level approval workflow
Where Vergo fits with Dolibarr
Vergo integrates with Dolibarr and posts coded card spend into it; for Dolibarr, the live integration covers expense management. It works with any card from any bank — connecting your existing cards involves no card applications, no re-issuing and no banking change. Employees send receipts by text or from their phone, and Vergo chases missing receipts itself instead of waiting for a report. 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 accounting account, and every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Approval workflows are optional and fit how you already control spend: route by GL account or by amount — or skip approval flows entirely and let policy flags catch only what breaks a rule.
About Dolibarr
Typical users: Small and mid-sized businesses, freelancers and associations wanting a modular open-source ERP/CRM. Deployment: cloud and on-prem (open-source, self-hosted on your own server, or hosted SaaS such as DoliCloud). Status: Current product.
Frequently Asked Questions
Which Dolibarr capabilities need an add-on?
Per Dolibarr open-source project's documentation, bank feeds, credit card feeds, AP automation, receipt capture and approval workflows are partial or missing.
Does Vergo replace Dolibarr?
No. Dolibarr stays your ledger. Vergo integrates with Dolibarr and posts coded entries into it.
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.
How current is this?
Each answer was checked against Dolibarr open-source project's public documentation on September 30, 2026.
