Expense management that works with B2W

Key takeaways

• Vergo reads jobs and cost codes from B2W, codes every expense to the right structure, and syncs coded entries back automatically.
• You keep your existing cards — Vergo connects to corporate cards, fuel cards, and personal cards used for reimbursement without issuing new ones.
• AI-native coding proposes the right job and cost code by inference from your accounting history, not keyword rules.
• Card spend, employee reimbursements and AP invoices run through the same coding model and sync to B2W the same way.

How does the B2W sync work?

Vergo reads jobs and cost codes from B2W, codes every expense to the right job and cost code, and pushes coded entries back so nothing arrives as an uncoded lump at month end. Transactions are ready to code the moment they happen — no waiting for clearing — and once they clear, they sync into your accounting or ERP software. The structure that matters here is jobs and cost codes: expenses arrive in B2W already assigned to the correct project and line item, ready for reconciliation and job costing review.

Do you have to change cards?

No. Vergo connects to the cards your business already holds — corporate cards, fuel cards, personal cards used for reimbursement — and connecting your existing cards involves no card applications, no re-issuing and no banking change. This applies whether you have five cardholders or five hundred. The platform is card-agnostic, so you keep the banking relationships, reward programs, and credit terms you negotiated. Every transaction from those cards flows into Vergo for coding, approval and sync, regardless of which issuer or card program holds the account.

What is AI-native expense management for teams that do job costing?

Rules engines match text patterns; when a transaction does not match, a person codes it by hand. 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 — including your jobs and cost codes. Every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. This approach eliminates the maintenance work that makes rules engines impractical once a business runs dozens of active jobs, each with its own cost code structure.

Who runs B2W?

B2W, from Trimble, is run by mid-market companies in construction. If your finance team lives in it, the expense layer should adapt to it — not the other way round. Job costing systems like B2W structure financial data around projects, phases and cost codes rather than simple GL hierarchies, and expense management needs to respect that structure from the moment a transaction happens. When the expense system understands jobs natively, the sync produces clean data instead of requiring manual reallocation after the fact.

Do reimbursements and AP invoices work with B2W too?

Yes — the same coding model handles card spend, employee reimbursements and AP invoices, and all three sync to B2W the same way. Most tools treat these as separate products with separate coding setups; the same vendor coded two different ways is a reconciliation problem you inherit. When one inference engine learns from all three streams, coding stays consistent across payment types. An invoice from a concrete supplier codes to the same job and cost code as a card purchase from that supplier, and reimbursed fuel expense codes the same way as corporate fuel card transactions.

How Vergo handles this

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. Every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Transactions are ready to code the moment they happen — no waiting for clearing — and once they clear, they sync into your accounting or ERP software. Approval workflows are optional and fit how you already control spend: route by GL account, by amount, or by project — or skip approval flows entirely and let policy flags catch only what breaks a rule. Employees handle everything by text message — no app to download, no portal login — and Vergo chases missing receipts itself instead of waiting for a report. 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. Vergo integrates with every ERP and accounting software, including B2W.