Key takeaways
- Exact Online add-ons need to fill analytical dimensions and VAT, not just the GL account.
- Vergo ranks first for coding by inference on existing cards.
- Exact Expense Management (SRXP) is Exact's own add-on, with OCR and a mobile app.
- Expensify, Zoho Expense and SAP Concur are established; confirm how each reaches Exact Online.
Where should you go next?
- Vergo's Exact Online integration
- What expense management software integrates with Exact Online?
- Get started with Vergo
Which expense management add-ons work best with Exact Online?
- Vergo: GL, VAT, cost centre and cost unit by inference; text receipts; existing cards; entries through the REST API.
- Exact Expense Management (SRXP): Exact's own app and portal with OCR and one-swipe approvals.
- Expensify: receipt scanning and expense reports.
- Zoho Expense: receipt capture and corporate card feeds.
- SAP Concur: travel and expense suite for larger organisations.
| Option | Cards | How coding is proposed | Route into Exact Online |
|---|---|---|---|
| Vergo | The cards you already have | Inference from your own Exact Online structure and history, with the reason shown | Purchase, general journal or bank entries through the REST API |
| Expensify | Card-agnostic; also offers the Expensify Card | AI categorisation | Ask how entries reach Exact Online |
| Zoho Expense | Existing corporate card program | Zia reads receipts for merchant, date, amount and tax | Ask how entries reach Exact Online |
| SAP Concur | Existing cards through bank card feeds | Categorisation from merchant and transaction data | Ask how entries reach Exact Online |
What should an expense add-on do for Exact Online?
- Fill cost centres, cost units and projects per line.
- Set VAT codes for the VAT return.
- Write entries through the API, not a spreadsheet import.
- Keep your cards.
Why dimensions decide the choice
Exact positions cost centres and cost units as the way to get grip on the numbers, and they are only as good as the coding on each line. An add-on that exports by GL account and cost centre still leaves cost units and projects to someone. Ask each vendor which dimensions it fills, and how.
How does Vergo connect to Exact Online?
Vergo connects directly through Exact Online's public REST API and records coded spend as purchase entries, general journal entries or bank entries. Transactions are ready to code the moment they happen — no waiting for clearing — and once they clear, they sync into Exact Online.
Frequently Asked Questions
Is Vergo an Exact App Center app?
Vergo runs as its own platform and connects through Exact Online's public REST API.
Can Vergo run alongside SRXP?
Yes, though most teams using Vergo for card spend and reimbursements do not need both.
Do we need new cards?
No. Connecting your existing cards involves no card applications, no re-issuing and no banking change.
Does Vergo handle purchase 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 integration details?
On the Exact Online integration page.
