Expense management that works with FinancialForce

Key takeaways

• Vergo integrates with Certinia and reads your projects and phases directly from the ERP.
• Vergo proposes the coding by inference from your own accounting structure and history — including projects and phases — with no rule library to build and no keyword lists to maintain.
• You keep your existing corporate cards, fuel cards, and personal reimbursement cards — no card applications or re-issuing required.
• AI inference codes transactions to the correct project and phase on first sight, with explanations for every coding decision.
• Card spend, employee reimbursements, and AP invoices all flow through one coding model and sync to Certinia the same way.

How the Certinia integration handles projects and phases

Vergo reads your projects and phases directly from Certinia and uses them as coding dimensions for every transaction. When an expense comes in, the system proposes the correct project and phase based on your accounting structure and history, then syncs the coded entry back to Certinia. Transactions are ready to code the moment they happen, not when they clear, so your project accounting stays current. Nothing arrives as an uncoded lump at month end because the coding happens in real time and entries flow into Certinia with full dimensional detail already attached.

Do you need to change banking or card providers?

No. Vergo connects to the cards your business already holds, including corporate cards, fuel cards, and personal cards used for reimbursement. Connecting your existing cards involves no card applications, no re-issuing, and no banking change. This matters for teams running Certinia because the finance stack is already complex — professional services firms typically have project accounting, CRM, and billing all interconnected. Adding expense management should not require renegotiating banking relationships or reissuing plastic to every employee. The platform is card-agnostic by design, so the infrastructure you have in place continues to work.

What AI-native means for project accounting

Traditional rules engines match text patterns, so when a transaction does not match a keyword list, someone codes it by hand. Vergo proposes the coding by inference from your own accounting structure and history — including projects and phases — with no rule library to build and no keyword lists to maintain. New vendors are coded on first sight, and every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. For project-based teams, this means the system learns which consultants charge to which projects, which phases map to which types of spend, and which GL accounts pair with which project codes, all without manual setup or ongoing maintenance of logic trees.

A practical example

A consulting firm runs three client engagements simultaneously. A project manager buys software licenses for Client A's implementation phase, while another consultant travels to Client B's site for discovery work. Vergo reads the firm's Certinia projects and phases, codes the software license to Client A / Implementation and the airfare to Client B / Discovery, and shows the reviewer why each coding was chosen — perhaps the consultant is staffed to that project, or similar software was previously charged there. The reviewer confirms both in seconds, and the coded transactions sync to Certinia with full project and phase detail. No keyword rules were written, and the next unfamiliar vendor will be handled the same way.

How reimbursements and AP invoices work with Certinia

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, which means the same vendor coded two different ways becomes a reconciliation problem at month end. When reimbursements and invoices flow through one system with one inference model, a vendor that appeared on a card transaction is coded consistently when it shows up on an invoice. All three transaction types carry the same project and phase dimensions and arrive in Certinia with the same structure.

Who runs Certinia

Certinia is run by mid-market companies in professional services — it is the former FinancialForce, the Salesforce-native PSA platform. These are firms where project accounting is the backbone of financial reporting, where billing, revenue recognition, and resource planning all depend on accurate project coding. If your finance team lives in Certinia, the expense layer should adapt to it, not the other way round. That means reading the project structure directly from the ERP, using it as a native coding dimension, and syncing entries back with full fidelity so project reporting stays intact.

How Vergo handles this

Vergo integrates with every ERP and accounting software, including Certinia. Transactions are ready to code the moment they happen — no waiting for clearing — and once they clear, they sync into your ERP. Vergo proposes the coding by inference from your own accounting structure and history, including project and phase dimensions, with no rule library to build, no keyword lists to maintain, and new vendors 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.

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