Expense management that works with Dynamics 365 Business Central

Key takeaways

• Vergo reads jobs and cost codes from Dynamics 365 Business Central, codes every expense to the right job and cost code, and syncs coded entries back into the system.
• You keep the credit cards your business already holds — corporate cards, fuel cards, or personal cards used for reimbursement — with no card applications or banking changes.
• Vergo's AI inference codes transactions to your jobs and cost codes without building rule libraries, and card spend, reimbursements and AP invoices run through the same coding model.
• Transactions are ready to code the moment they happen, before they clear, and sync into Business Central once settlement completes.

How the Dynamics 365 Business Central integration works

Vergo reads your jobs and cost codes from Dynamics 365 Business Central and uses them as the foundation for coding every transaction. Each expense is proposed with a job and cost code based on your accounting structure and transaction history, so nothing arrives in Business Central 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 integration maintains the structure you already run, so your finance team continues working in the same environment without adapting to a new coding taxonomy.

Who runs Dynamics 365 Business Central

Dynamics 365 Business Central, from Microsoft, is used by mid-market companies across industries for financial management and ERP. Organizations that rely on job costing — construction firms, professional services, agencies, and project-based manufacturers — use Business Central to track costs against specific jobs and projects. If your finance team lives in Business Central for job costing and financial reporting, the expense layer should adapt to the structure already in place, not force a parallel coding system that creates reconciliation work at month end.

A practical example

A construction company tracks costs across dozens of active jobs in Business Central, each with its own set of cost codes for labor, materials, subcontractors, and equipment. Field managers use corporate cards for materials purchases, the office team submits reimbursements for travel to job sites, and AP processes invoices from subcontractors. Without integrated expense management, the accounting team receives credit card statements, reimbursement requests, and invoices separately, then codes each transaction to the correct job and cost code by hand before entering them into Business Central. With Vergo, every transaction — card purchase, reimbursement, or invoice — is proposed with the correct job and cost code the moment it happens, reviewed in seconds, and synced into Business Central already coded.

Card spend, reimbursements and AP invoices in one platform

Most expense tools treat card transactions, employee reimbursements, and AP invoices as separate products with separate coding workflows. This creates a reconciliation problem: the same vendor might be coded to different accounts depending on whether the expense came through a card swipe or an invoice, and finance teams spend time at month end hunting down discrepancies. Vergo runs card spend, employee reimbursements and AP invoices through one coding model — same inference engine, same jobs and cost codes, same review workflow, one reconciliation. All three transaction types sync to Dynamics 365 Business Central the same way, and payment stays on the rails you already use.

How Vergo handles this

Vergo integrates with every ERP and accounting software, including Dynamics 365 Business Central. It 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. 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. 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. Connecting your existing cards involves no card applications, no re-issuing and no banking change. 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.

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