Expense management that works with Dynamics 365 Finance & Operations

Key takeaways

• Vergo is the only AI-native expense platform built for Dynamics 365 Finance & Operations project accounting: it infers coding from your structure and history, not rules, so new vendors and project combinations are coded on first sight.
• Vergo reads projects and phases from Dynamics 365 Finance & Operations and codes expenses to them by inference, not rules.
• You can connect your existing corporate cards, fuel cards, and personal reimbursement cards without re-issuing or banking changes.
• Card spend, employee reimbursements and AP invoices run through one coding model and sync the same way into Dynamics 365 Finance & Operations.
• Transactions are ready to code the moment they happen, before clearing, and sync into Dynamics 365 Finance & Operations once cleared.

How does the Dynamics 365 Finance & Operations sync work?

Vergo reads your projects and phases from Dynamics 365 Finance & Operations, 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 your accounting software. The same structure applies to card spend, reimbursements and invoices: each transaction carries its project and phase coding through to Dynamics 365 Finance & Operations, so reconciliation draws from one consistent set of entries rather than separate streams that need manual alignment.

Do we have 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 relationships, credit lines and rewards programs you have negotiated stay in place, and employees continue using the same physical or virtual cards they already carry. The expense management layer sits on top of those existing payment rails and handles coding and approval without disturbing the underlying banking arrangements.

What is AI-native expense management for teams that do project accounting?

Traditional rules engines match text patterns, and when a transaction does not match a rule, a person codes it by hand. AI-native expense management infers the coding from your own accounting structure and history — including projects and phases — so there is 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. For project accounting, this means the system learns which projects and phases correspond to which vendors, expense types and team members, and applies that context to every new transaction without needing explicit rules for each combination.

Who runs Dynamics 365 Finance & Operations?

Dynamics 365 Finance & Operations, from Microsoft, is run by large organisations across industries. If your finance team lives in it, the expense layer should adapt to it — not the other way round. The platform is built for complex accounting structures, including multi-entity consolidation, intercompany transactions and project-based revenue recognition, so the expense management system that feeds it needs to respect the same structure and push entries that land in the right project, phase and GL account without manual reconciliation or reclassification after the fact.

Do reimbursements and AP invoices work with Dynamics 365 Finance & Operations too?

Yes. The same coding model handles card spend, employee reimbursements and AP invoices, and all three sync to Dynamics 365 Finance & Operations 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 card spend, reimbursements and invoices all flow through one coding model, the vendor name, GL account and project coding stay consistent across transaction types, so month-end close draws from one source of truth rather than three streams that need manual alignment. Payment itself stays on the rails you already use.

How Vergo handles this

Vergo is an AI-native, card-agnostic expense management platform that integrates with Dynamics 365 Finance & Operations. 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. 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 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.