Vergo University

Learn how to use the Vergo app to efficiently upload receipts and automatically match them to transactions without manual searching. The app leverages AI to scan receipts for key information such as date, merchant, and amount, ensuring accurate pairing with corresponding transactions. Follow along as we demonstrate taking a photo of a receipt, using the app's 'auto match' feature, and verifying matched transactions efficiently on the dashboard. This tutorial simplifies the process of managing your financial records by automating receipt and transaction matching.

In this tutorial, we explore how to seamlessly add receipts to credit card transactions using the Vergo app. Learn how to manage and update transactions that are missing receipts and ensure they are coded correctly. The video walks through the application dashboard, showing how to attach images, update transaction data, and sync everything in real-time for your accounting team. By following these steps, you can enhance your team's ability to close books faster and more efficiently.

Learn how to seamlessly add job costing information to credit card transactions in real-time using the Virgo dashboard. We explore connecting your credit cards to the Visa, Amex, or MasterCard network for automatic transaction updates, coding transactions with details from your accounting ERP, and customizing information fields. Discover how to efficiently use the dashboard to manage and update transaction data, add receipts, memos, and manipulate information for quick processing. Perfect for teams looking to streamline their transaction coding workflow.

learn how to automatically import your banking transactions into Vergo. Say goodbye to manual data entry and downloading bank statements; Vergo connects directly with Visa, MasterCard, and Amex networks to bring in transactions in real time. This guide walks you through linking your cards to Vergo, ensuring seamless integration and automatic transaction updates for your finance team. Simplify your process and start coding transactions as soon as they happen.

In this tutorial, we cover the manual import process of banking transactions into your Vergo account. This step-by-step guide simplifies the traditionally time-consuming process, enabling your team to collaboratively and efficiently manage financial transactions.