Expense management that works with Tabs3

Key takeaways

• Vergo reads clients and matters from Tabs3, codes every expense to the correct client and matter, and syncs coded entries back.
• You keep your existing cards — no card applications, no re-issuing, and no banking change required.
• Card spend, employee reimbursements and AP invoices run through the same coding model and sync to Tabs3 the same way.
• AI inference codes transactions to clients and matters without building rule libraries or maintaining keyword lists.

How does the Tabs3 sync work?

Vergo reads your clients and matters from Tabs3, codes every expense to the right client and matter, and pushes coded entries back — so nothing arrives as an uncoded lump at month end. Transactions are ready to code the moment they happen, not after they clear, giving your team immediate visibility into matter costs. Once transactions clear, the coded entries sync into Tabs3 automatically. This structure preserves the client and matter detail that drives legal billing, and every transaction arrives in Tabs3 with the context your team needs for matter-based reconciliation and client invoicing.

Do we 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 means your team continues using the payment methods they already carry, with the rewards programs and credit lines you've already established, while Vergo handles the coding and sync layer between those cards and Tabs3. The platform is card-agnostic by design, so you control the banking relationships that work for your practice.

What is AI-native expense management for matter-based billing?

Rules engines match text patterns; when a transaction does not match, someone codes it by hand. 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. This includes clients and matters: the system learns from how your firm has coded similar expenses before and applies that understanding to new transactions. Every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. For firms doing matter-based billing, this means travel to a client site, a filing fee for a specific case, or research subscriptions all route to the correct matter without manual rules for each scenario.

Do reimbursements and AP invoices work with Tabs3 too?

Yes — the same coding model handles card spend, employee reimbursements and AP invoices, and all three sync to Tabs3 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 an associate submits mileage for a client meeting, an expert witness invoice arrives, and a partner charges a client dinner to a card, all three get coded to the correct matter using the same inference model. This eliminates the scenario where card expenses go to one GL account, reimbursements to another, and invoices require manual journal entries to align them for billing purposes.

A practical example

A litigation partner travels to a deposition. She books flights and a hotel on her corporate card, a paralegal on the same matter Ubers to the courthouse and submits a reimbursement, and the court reporter invoices the firm for the transcript. In a traditional setup, each expense type enters through a different system — card transactions import in a batch, reimbursements wait for a monthly report, and the invoice sits in email until someone keys it into AP. Vergo codes all three to the same matter as they happen: the card transaction is ready to code immediately, the paralegal submits the Uber receipt by text, and the court reporter invoice is captured and coded alongside the rest. All three sync to Tabs3 with client and matter detail intact, and the full cost of that deposition is visible in one place without manual reconciliation.

How Vergo handles this

Vergo integrates with Tabs3 and reads your clients and matters directly. It proposes the coding for every transaction 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. Transactions are ready to code the moment they happen — no waiting for clearing — and once they clear, they sync into Tabs3 as coded entries. 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. 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.

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