What are your options for getting card transactions into Patriot?
Patriot Software does not publish a public API, so there is no direct-sync option — every route into Patriot's hosted accounting product ultimately runs through a file import. In practice that leaves three ways to handle card spend: key transactions in by hand, export a raw statement from your card provider and rework it in a spreadsheet, or use a card platform that produces an import-ready file for you. The first two work, but they put the coding and cleanup burden on your team at month end.
How does the Vergo-to-Patriot workflow run?
Vergo replaces the manual steps upstream of the import. The workflow looks like this:
1. Spend happens on Vergo cards. Every transaction is captured at the point of sale, with the cardholder prompted for a receipt.
2. Transactions are coded in Vergo. Each transaction is assigned to the right expense account, matching how your Patriot chart of accounts is set up, with rules doing most of the work automatically.
3. Vergo generates the export. When you are ready to book the period, Vergo produces a custom-built CSV matched to the import format Patriot expects — columns, dates, and amounts structured so the file lands cleanly.
4. You import into Patriot. Bring the file into Patriot the same way you would import any transaction file, review, and post. Done in minutes, not hours.
Why does a matched export format matter?
Generic card-provider statement exports rarely line up with what an accounting system's importer wants — wrong column order, missing account codes, dates in the wrong format. That is where import errors and re-work come from. Vergo maintains the export template for Patriot specifically, so the file is built for Patriot's importer rather than adapted to it each month.
How often should you import?
That is your call — the export covers whatever date range you choose. Many teams import weekly to keep the books current; others run one import as part of month-end close. Because transactions are already coded and receipt-backed inside Vergo, the timing of the import does not change the amount of work involved.
What do you need before the first import?
Two things: your Patriot chart of accounts reflected in Vergo, so coding rules assign spend to the accounts you actually book to, and a first test file covering a short date range so you can confirm the import lands the way you expect. After that, the workflow is repeatable — same export, same import steps, every period. Vergo maintains the Patriot-matched export template, so format drift is not something your team has to monitor.
Can card transactions sync into Patriot automatically?
No. Patriot publishes no public API, so there is no direct sync. Transactions come in by file import — Vergo generates the import-ready CSV for you.
What file format does Vergo produce for Patriot?
A custom-built CSV matched to the import format Patriot expects, with transactions already coded to your accounts, so the file imports cleanly without spreadsheet rework.
Do I still have to code transactions after importing?
No. Coding happens in Vergo before export — cardholders attach receipts and rules assign accounts — so what you import into Patriot is already categorized.
How long does the import take?
Minutes. The slow parts of card reconciliation — chasing receipts, coding, and reformatting data — happen automatically in Vergo before the file is generated.
