Expense management that works with Dynamics SL

Key takeaways

• Vergo integrates with Dynamics 365 Business Central (formerly Dynamics SL) to sync projects, phases, and coded transactions using inference rather than rules engines.
• Vergo uses inference rather than rules engines to code expenses to the correct project and phase, learning from your own accounting structure and history.
• You keep the cards your business already uses — corporate cards, fuel cards, or personal cards — with no re-issuing or banking changes required.
• Card spend, employee reimbursements, and AP invoices all run through the same coding model and sync to Dynamics 365 Business Central the same way.

How Dynamics 365 Business Central sync works

The structure that matters here is projects and phases: Vergo reads them from Dynamics 365 Business Central, 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 appear ready to code the moment they happen, before they clear, and once clearing completes the coded entries sync into your ERP. This means your project accounting structure in Business Central drives the expense layer directly, rather than requiring duplicate setup or manual mapping between systems.

Do you have to change cards?

No. Vergo does not issue cards and never asks you to switch. It connects to the cards your business already holds — corporate cards, fuel cards, personal cards used for reimbursement. Connecting your existing cards involves no card applications, no re-issuing and no banking change. This card-agnostic approach means teams that have negotiated specific rewards programs, credit terms, or banking relationships can maintain those arrangements while adding AI-native coding and approval workflows on top. The platform treats all card sources the same way for coding and reconciliation purposes.

What AI-native expense management means for project accounting

Rules engines match text patterns; when a transaction does not match, a person codes it by hand. AI-native expense management works differently: the system infers the correct coding from your own accounting structure and history, including your projects and phases, without requiring you to build a rule library or maintain keyword lists. New vendors are coded on first sight based on context and past behavior. This matters especially in project accounting, where the same vendor might bill different projects depending on job site, phase, or purchase type — distinctions that keyword-based rules cannot capture but that emerge clearly from transaction history and context.

Who runs Dynamics 365 Business Central?

Dynamics 365 Business Central, from Microsoft, is run by mid-market companies across industries. If your finance team lives in it, the expense layer should adapt to it — not the other way round. Many organizations running Business Central today started on Dynamics SL and still use SL terminology internally even after the rebrand. The project and phase structure remains central to how these teams track profitability, bill clients, and allocate overhead, which is why expense management needs to respect that structure from the first transaction rather than treating project codes as optional metadata added during monthly close.

Do reimbursements and AP invoices work with Dynamics 365 Business Central too?

Yes — the same coding model handles card spend, employee reimbursements and AP invoices, and all three sync to Dynamics 365 Business Central 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 field employee uses a personal card for materials, an office employee submits a mileage claim, and a subcontractor invoice arrives by email, all three transactions flow through one coding model that knows your projects and phases. 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 every ERP and accounting software, including Dynamics 365 Business Central. 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. 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. 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. Connecting your existing cards involves no card applications, no re-issuing and no banking change.

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