Expense management that works with Greentree

Key takeaways

• Vergo is an AI-native expense management platform that codes transactions 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.
• You keep your existing corporate cards, fuel cards, and personal cards — Vergo connects to them without applications, re-issuing, or banking changes.
• The platform integrates with MYOB (formerly Greentree) and syncs jobs and cost codes so your expense coding matches your project structure.
• Card spend, employee reimbursements, and AP invoices all run through one coding model and sync to MYOB the same way.

Does Vergo sync jobs and cost codes from MYOB?

Yes. Vergo reads jobs and cost codes from MYOB and uses them to code every expense. This means transactions arrive in MYOB already assigned to the correct job and cost code, not as uncoded entries that need manual sorting at month end. The sync runs both ways: Vergo pulls your chart of accounts and job structure from MYOB, codes transactions against that structure, and pushes the coded entries back. Teams that built their workflows around Greentree's job costing keep the same structure under MYOB, and Vergo adapts to it rather than forcing you to flatten your accounting or work around a generic expense tool.

Do we have to change cards to use Vergo?

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, and personal cards used for reimbursement. Connecting your existing cards involves no card applications, no re-issuing, and no banking change. This matters for businesses that have negotiated terms with a card provider, earned rewards balances, or simply want to avoid the operational friction of reissuing plastic and updating recurring payments. The platform is card-agnostic by design, so you control the banking relationship and Vergo handles the coding and reconciliation layer on top of whatever cards you already use.

How does AI-native coding work for job costing?

Traditional rules engines match keyword patterns: if a transaction does not match a rule, someone codes it by hand. Vergo proposes the coding by inference from your own accounting structure and history. There is no rule library to build and no keyword lists to maintain. New vendors are coded on first sight, including assignment to the correct job and cost code. Every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. This approach removes the setup burden that makes most expense tools impractical for businesses with detailed job costing, where the number of active projects and cost codes changes constantly and a rules engine would require continuous manual updates to stay current.

A practical example

A construction company runs fifteen active jobs in MYOB, each with its own cost code structure for materials, subcontractors, and equipment hire. A site manager buys timber from a new supplier using a corporate card. Vergo reads the transaction, infers from the card holder's role and recent job activity that the expense belongs to Job 4507 under the materials cost code, and shows the inference reasoning. The finance reviewer sees the proposed coding with its explanation, confirms it in seconds, and the transaction syncs to MYOB already allocated. When Job 4507 closes and a new job opens the following month, Vergo adapts without anyone updating a rule or keyword list.

Do reimbursements and AP invoices work with MYOB too?

Yes. The same coding model handles card spend, employee reimbursements, and AP invoices, and all three sync to MYOB the same way. Most tools treat these as separate products with separate coding setups, which creates reconciliation problems when the same vendor is coded differently depending on payment method. Vergo uses one inference model across all three transaction types, so coding is consistent and reconciliation happens once. Invoices are captured, coded, and approved in Vergo, then synced to MYOB — payment itself stays on the rails you already use, whether that is bank transfer, cheque, or an existing AP automation platform.

How Vergo handles this

Vergo integrates with every ERP and accounting software, including MYOB. 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. Vergo proposes the coding by inference from your own accounting structure and history, including jobs and cost codes. 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. 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.