What is the route into Traction Ag?
Traction Ag, the cloud farm accounting platform, publishes no public API documentation — so card transactions cannot flow in through a direct connection from an expense platform. They enter through import, which makes the import file the whole game: a clean, matched file is a two-minute load; a raw card statement is an afternoon of spreadsheet work.
What does the manual month end look like?
Download the card statement. Work out which charges were fuel, which were parts, which were inputs, which were personal. Chase whoever holds the other cards for receipts and answers. Reshape the columns to what the import expects, load it, and fix rejections. On an operation where cards are spread across family and employees through planting and harvest, this lands on the person doing the books at exactly the busiest times.
How does Vergo automate the import?
- Capture in the moment. Every card transaction shows up in Vergo when it happens. The cardholder snaps the receipt and codes the spend from the cab or the parts counter, not from memory weeks later.
- A file built for Traction Ag. Vergo exports a structured CSV custom-built to the import format Traction Ag expects — columns and values arranged to load cleanly the first time.
- A quick load in the app. Traction Ag is cloud-hosted, so whoever keeps the books imports the file in the app as a routine step.
How often should you import?
Weekly keeps the books live through the season; monthly matches a statement-cycle rhythm. The coding is already done in Vergo either way, so the cadence is a preference rather than a workload decision.
What makes the imports stay clean?
Keep the coding options in Vergo aligned with how the operation's books are structured, so exported values validate on load. Receipts stay stored in Vergo against each transaction — useful at tax time and whenever a charge needs explaining.
What does this change at tax time?
Every transaction that entered Traction Ag through the Vergo route arrived coded and with its receipt on file. When your accountant or the IRS asks about a charge, the answer is a lookup, not an archaeology project through shoeboxes and statement PDFs. The import files themselves are also a clean record of what entered the books and when.
Can card spend post into Traction Ag automatically?
Not through an API — Traction Ag publishes no developer documentation to connect to. The working automation is Vergo's custom CSV export matched to Traction Ag's import format.
What does the cardholder do?
Snap the receipt and pick the coding on their phone when they spend. Vergo handles everything downstream, through to the export file.
Where does the import happen?
In the Traction Ag app — it is cloud-hosted, so the bookkeeper loads the Vergo export as a routine in-app step.
Does this handle multiple cards across the operation?
Yes. Every card's transactions flow into the same Vergo workspace, get coded by their holders, and export together in one matched file.
