Why is a file import the path into SurePoint Finance Enterprise?
SurePoint Finance Enterprise is hosted legal accounting software, and SurePoint publishes no public API documentation for it — there is no developer subdomain and no open interface a third-party expense platform can build against. The integration claims that do exist come from resellers and consulting partners, not from the vendor. That leaves structured file import as the dependable way to move card activity into the system.
What has to be true before a card charge can be imported?
A charge is not ready for SurePoint the moment it clears the card. Before it can be posted it needs the client and matter it belongs to, the expense code the firm uses on the ledger, the date and amount, and — for anything a client will see — a receipt the billing partner can stand behind. A raw bank download has none of that. It has a merchant string and a number.
That gap is why most firms retype card statements. The statement arrives weeks late, someone in accounting emails the attorneys asking what the charge was for, and the coding gets reconstructed from memory long after the work happened.
How does Vergo produce the import file?
Vergo moves the coding to the front. When a card is used, the cardholder gets a prompt in the app, picks the client and matter, chooses the expense code, and photographs the receipt right there. Approvals run in Vergo against the firm's own rules — a supervising attorney or the controller signs off on the charges in their scope.
At period close, Vergo produces a custom-built CSV export matched to the import format SurePoint Finance Enterprise expects. The accounting team loads one file of already-coded, already-approved, receipt-attached transactions instead of keying a month of charges line by line.
What does the workflow look like end to end?
The cycle is short. Spend happens and is coded on the spot. Receipts are captured while the attorney still remembers the matter. Approvals clear during the month rather than in a scramble at close. Vergo generates the export, accounting reviews it, and the batch is imported into SurePoint. Nothing reaches the ledger without a person loading it.
Vergo does not claim an API sync with SurePoint Finance Enterprise, because SurePoint does not publish one. What Vergo claims is that the file path stops being manual work: coding captured once, at the point of spend, and a ready import file at the end of the period.
What about client-billable card spend?
Disbursements charged on a firm card are the ones that hurt most when coding slips, because an uncoded charge is an unbilled charge. Capturing the matter at the point of spend means billable card expenses arrive at the ledger already attached to the matter that should carry them, with the receipt the client may ask to see.
What should the firm check before importing?
Batch total against the card statement, any transaction still missing a receipt, and any charge coded to a matter that has closed or been billed. All three are visible in Vergo before the export is produced, so the file the accounts team loads is one they can import rather than one they have to repair.
Does SurePoint Finance Enterprise have a public API?
No public API documentation is published. There is no developer subdomain and no API mention on the vendor site; the integration claims on record come from resellers rather than SurePoint.
What file does Vergo generate for SurePoint?
A custom-built CSV export matched to the import layout SurePoint Finance Enterprise expects, carrying client, matter, expense code, date, amount and the approval trail for each transaction.
Who reviews the batch before it posts?
Approvals happen in Vergo before the export is generated, and the accounting team imports the file themselves — nothing enters SurePoint automatically.
How often should the import be run?
Most firms run it on their close cycle, monthly. Because coding and receipts are already captured, running it more often costs nothing extra.
