Expense management that works with Katana

Key takeaways

• Vergo integrates with Katana and codes expenses to jobs and work orders by inference, not rules.
• Vergo reads your jobs and work orders from Katana, codes every expense to the right job and work order, and pushes coded entries back into Katana.
• You keep your existing cards — Vergo connects to corporate cards, fuel cards and personal cards used for reimbursement without re-issuing.
• Card spend, employee reimbursements and AP invoices all flow through one coding model and sync to Katana the same way.
• Transactions are ready to code the moment they happen, and coded entries sync into Katana once they clear.

How does the Katana sync work?

Vergo reads your jobs and work orders from Katana, codes every expense to the right job and work order, and pushes coded entries back into Katana. This means 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 or ERP software. The structure that matters here is jobs and work orders: Vergo uses them as part of the coding target so that every expense lands in the right place in Katana.

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 you control your banking relationships and card programs independently of your expense management layer, and Vergo adapts to what you already have in place.

What is AI-native expense management for teams that do job costing?

AI-native expense management infers the coding from your own accounting structure and history instead of matching text patterns to rules. Vergo proposes the coding by inference — no rule library to build, no keyword lists to maintain, and new vendors are coded on first sight — including your jobs and work orders. Every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Rules engines require you to anticipate every vendor and build logic in advance; inference adapts to your actual data and gets smarter as your history grows.

Who runs Katana?

Katana is run by small and mid-sized businesses in manufacturing. These businesses often track inventory, production schedules and work orders in Katana, and their finance teams need expense data to land in the same structure. If your finance team lives in Katana, the expense layer should adapt to it — not the other way round. The integration reads the jobs and work orders you already have and uses them as coding targets, so expense data fits the way you already run operations and costing.

Do reimbursements and AP invoices work with Katana too?

Yes. The same coding model handles card spend, employee reimbursements and AP invoices, and all three sync to Katana the same way. Most tools treat these as separate products with separate coding setups; when the same vendor is coded two different ways, you inherit a reconciliation problem. Vergo codes all three transaction types through one model, so a vendor, a GL account or a job is always treated consistently. For AP invoices, Vergo captures, codes, approves and syncs the invoice — 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 Katana and every other ERP and accounting system. 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 or ERP software. Employees handle everything by text message — no app to download, no portal login — and Vergo chases missing receipts itself instead of waiting for a report. 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.