Expense management that works with Certinia

Key takeaways

• Vergo proposes the coding by inference from your own accounting structure and history — no rule library to build, no keyword lists to maintain — and reads your projects and phases from Certinia to code transactions to the correct project and phase on first sight.
• You do not need to change cards — Vergo connects to the corporate cards, fuel cards and personal cards your business already uses.
• Card spend, employee reimbursements and AP invoices run through one coding model and sync to Certinia the same way.
• Transactions are ready to code the moment they happen, before they clear, and sync to Certinia once cleared.

How the Certinia sync works

Vergo reads your projects and phases from Certinia, codes every expense to the right project and phase, 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 Certinia. The structure that matters here is projects and phases: every transaction gets coded to both the GL account and the project-phase combination, so your project accounting stays current without manual allocation at close. This approach means finance teams see coded transactions in real time rather than discovering miscoded expenses after the fact.

Do you need to change cards?

No. Vergo does not issue cards and does not ask you to switch providers. It 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 means the card programs, credit limits, rewards structures and banking relationships you have in place continue unchanged. Employees keep the physical cards in their wallets, and finance teams avoid the disruption of migrating to a new card program mid-year or renegotiating terms with issuers.

What AI-native expense management means for project accounting

Rules engines match text patterns; when a transaction does not match a rule, a person codes it by hand. AI-native expense management works differently: 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. This applies to GL accounts and to your projects and phases. Every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. For teams running project accounting, this means a transaction at a new vendor gets coded to the right phase on first sight, without waiting for a rule update or manual intervention.

Who runs Certinia

Certinia is run by mid-market companies in professional services. Formerly FinancialForce, it is a Salesforce-native PSA platform. Finance teams in these organizations live in Certinia for project accounting, revenue recognition and resource management, so the expense layer should adapt to the way Certinia structures projects and phases — not the other way round. When your general ledger and your project accounting sit in the same system, expense coding needs to respect both dimensions at once, which is why syncing coded entries matters more than syncing transaction feeds that still require manual allocation downstream. Vergo integrates with Certinia and codes transactions to both the GL account and the project-phase combination by inference from your accounting history.

Do reimbursements and AP invoices work with Certinia?

Yes — the same coding model handles card spend, employee reimbursements and AP invoices, and all three sync to Certinia 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 a software subscription arrives as both a card charge and an AP invoice, or when the same consultant bills through reimbursement one month and invoice the next, a single coding model means the GL account and project-phase stay consistent. Payment itself stays on the rails you already use — Vergo captures, codes and syncs invoices, but does not replace your AP payment process.

How Vergo handles this

Vergo integrates with every ERP and accounting software, including Certinia. It reads your chart of accounts, projects and phases, then codes transactions by inference from your 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 Certinia. 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. 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. Connecting your existing cards involves no card applications, no re-issuing and no banking change.

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