Key takeaways
- Clear Books includes employee claims on the Large plan, so compare add-ons on card spend.
- Vergo ranks first for account code and project coding by inference, and receipts by text.
- Expensify and Zoho Expense focus on claims; SAP Concur on larger travel programs.
- Clear Books API credentials are enabled on your own account, so ask each vendor how they connect.
Where should you go next?
- Vergo's Clear Books integration
- What expense management software integrates with Clear Books?
- Get started with Vergo
Which expense management add-ons work best with Clear Books?
- Vergo: account code, VAT and project by inference, text receipts, existing cards, purchases posted through the Clear Books API.
- Clear Books Employee Expenses: native claims and mileage on the Large plan.
- Expensify: receipt scanning and expense reports.
- Zoho Expense: receipt capture, claims and card feeds.
- SAP Concur: travel and expense for larger organisations.
| Option | Cards | How coding is proposed | Route into Clear Books |
|---|---|---|---|
| Vergo | The cards you already have | Inference from your own Clear Books structure and history, with the reason shown | Purchases with receipts posted through the Clear Books API |
| Clear Books Employee Expenses | Claims for out-of-pocket spend | Employee selects account code and project | Native, Large plan |
| Expensify | Card-agnostic; also offers the Expensify Card | AI categorisation | Ask how entries reach Clear Books |
| Zoho Expense | Existing corporate card program | Zia reads receipts for merchant, date, amount and tax | Ask how entries reach Clear Books |
| SAP Concur | Existing cards through bank card feeds | Categorisation from merchant and transaction data | Ask how entries reach Clear Books |
What should an add-on do for Clear Books?
- Get VAT right on every line.
- Code to projects where you use them as cost centres.
- Attach receipts to the purchase.
Should you use Clear Books claims or an add-on?
If spend is mostly out-of-pocket and you are on Large, Clear Books claims may be enough. If company cards carry the volume, Vergo removes the coding and chasing. Every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Once your team enables API credentials on your Clear Books account, Vergo posts coded purchases with receipts attached through the Clear Books API.
Frequently Asked Questions
Is Vergo a Clear Books app?
No. Vergo is a separate platform that connects with API credentials enabled on your Clear Books account.
Can Vergo and Clear Books claims run together?
Yes. Keep claims in Clear Books and use Vergo for card spend.
Do we have to switch cards?
No. Connecting your existing cards involves no card applications, no re-issuing and no banking change.
Does Vergo handle supplier invoices?
Yes. Card spend, employee reimbursements and AP invoices run through one coding model — same coding, same review, one reconciliation — and payment stays on the rails you already use.
Where are the details?
On the Clear Books integration page.
