Key takeaways
- WorkBook already handles expense entries, so an add-on must improve job coding and receipt capture.
- Vergo ranks first for job-level coding by inference on existing cards.
- SAP Concur and Emburse are travel and expense suites; Expensify focuses on reports.
- Ask whether each option lands spend in WorkBook as expense reports or leaves it for re-keying.
Where should you go next?
- Vergo's Deltek WorkBook integration
- What expense management software integrates with Deltek WorkBook?
- Get started with Vergo
Which expense management add-ons work best with Deltek WorkBook?
- Vergo: job, activity and task by inference, text receipts, existing cards, expense reports through WorkBook's REST API.
- WorkBook expense entries: the native option for personal expenses, mileage and card import.
- SAP Concur: travel and expense for global agency networks.
- Emburse: travel and expense on existing card programs.
- Expensify: receipt scanning and expense reports.
| Option | Cards | How coding is proposed | Route into Deltek WorkBook |
|---|---|---|---|
| Vergo | The cards you already have | Inference from your own Deltek WorkBook structure and history, with the reason shown | Expense reports with receipts through the REST API |
| WorkBook expense entries | Corporate card import | Staff or finance map lines to jobs | Native |
| SAP Concur | Existing cards through bank card feeds | Categorisation from merchant and transaction data | Ask how entries reach Deltek WorkBook |
| Emburse | Existing Amex, Mastercard or Visa programs, or Emburse Cards | AI categorisation | Ask how entries reach Deltek WorkBook |
| Expensify | Card-agnostic; also offers the Expensify Card | AI categorisation | Ask how entries reach Deltek WorkBook |
What should an expense add-on do for WorkBook?
- Code to jobs, so client costs get billed.
- Arrive as expense reports, so WorkBook approvals still run.
- Reach producers and freelancers without another login.
Should you use WorkBook expenses or an add-on?
If most spend is out-of-pocket and small, WorkBook's entries and mobile app may be enough. If agency cards carry production spend, an add-on that proposes the job pays back in billed costs. Every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Once your IT enables WorkBook API access, Vergo creates expense reports with receipts through WorkBook's REST API, coded to job, activity and task.
Frequently Asked Questions
Is Vergo a Deltek product?
No. Vergo is a separate platform that connects through WorkBook's REST API once IT enables access.
Can Vergo and WorkBook expenses run together?
Yes. Keep mileage in WorkBook 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 creditor 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 Deltek WorkBook integration page.
