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What is Vergo?

Vergo is a cloud-based financial platform enhanced by AI specifically tailored for construction companies, enabling them to seamlessly automate their project accounting tasks. By capturing and organizing credit card transactions, receipts, and expenses in real-time, it effectively matches receipts to corporate card transactions. The platform simplifies the accounts payable process by streamlining invoice entry and approval workflows, while also synchronizing all spending data with major construction ERP systems such as Viewpoint Spectrum & Vista, Foundation, Sage, Acumatica, and QuickBooks, which helps teams to accelerate their financial closing procedures and reduce manual intervention. Moreover, it includes features like mobile receipt capture, customizable job cost tagging driven by AI, approval routing, and duplicate detection. With real-time analytics that highlight project spending and billing issues, Vergo equips users with configurable controls to minimize data entry errors, ensuring that both field and office personnel can efficiently track transactions, manage reimbursements, and gain valuable financial insights. This all-encompassing solution ultimately enables construction firms to boost operational efficiency and make data-driven financial choices while adapting easily to their unique accounting needs.

What is JobPlanner?

JobPlanner serves as a comprehensive software solution for construction management, allowing teams to efficiently plan, oversee, and execute projects from the pre-construction phase right through to the final closeout, all within a singular, customizable platform specifically designed for the nuances of construction workflows. This software enhances various aspects of project management, including bid administration, pre-construction planning, invitation distribution for bids, Gantt chart-based project scheduling, task monitoring, job costing, budgeting, daily updates, resource distribution, document management and sharing, requests for information, punch list creation, and time card oversight, which collectively improve real-time insight into project progress, timelines, and critical performance metrics. With the ability to integrate effortlessly with leading accounting platforms such as QuickBooks, Sage, and Acumatica, it promotes financial alignment and reduces the necessity for manual data input, while mobile applications ensure that both field and office personnel remain connected and up-to-date. Furthermore, JobPlanner incorporates AI-enhanced tools for efficient note-taking in meetings, optical character recognition for the digitization of documents, and predictive analytics, all of which work to streamline administrative tasks and save valuable time. By providing a rich array of features, JobPlanner not only enhances productivity but also equips construction teams with the tools necessary to navigate the complexities of the project lifecycle with improved efficiency and success. Ultimately, the platform stands out as an indispensable asset for modern construction management, driving teams toward achieving their goals more effectively.

What is EasyEXP365?

EasyEXP365 Employee Expense Management optimizes the workflow of capturing, coding, reviewing, and approving employee expense reports, providing a simpler and more cost-effective alternative to traditional methods. Utilizing Office 365 functionalities like SharePoint’s document libraries, Power Automate for automated workflows, and Power Apps for mobile entry, it offers an intuitive platform that is notably more economical than other solutions available, without sacrificing critical features. This application integrates effortlessly into your current system, ensuring a smooth user experience that takes full advantage of the Microsoft Power Platform's capabilities. The subscription model aligns with services you likely already have, enhancing its accessibility for users. Furthermore, EasyEXP365 enables integration with your ERP system, which allows for immediate transaction creation once an expense report is approved through web services. It also provides the ability for employees to assign credit card transactions to the appropriate GL accounts while conveniently attaching receipts for proper documentation. By doing this, EasyEXP365 not only boosts operational efficiency but also simplifies compliance and record-keeping processes for your organization, making financial management more streamlined and effective. With its innovative features, this tool empowers businesses to better manage their expenses while remaining compliant with regulatory requirements.

Media

Media

Media

Integrations Supported

Acumatica Cloud ERP
QuickBooks Online
Microsoft Dynamics 365
Microsoft Dynamics GP
SAP Cloud Platform
Axon
Buildxact
ComputerEase
Deltek Vantagepoint
IFS
JD Edwards EnterpriseOne
Jonas Enterprise
MIP Cloud
Microsoft Power Apps
Microsoft Power BI
SAP Business ByDesign
SAP Business One
Sage 100 Contractor
Sage Intacct
Tyler Content Manager

Integrations Supported

Acumatica Cloud ERP
QuickBooks Online
Microsoft Dynamics 365
Microsoft Dynamics GP
SAP Cloud Platform
Axon
Buildxact
ComputerEase
Deltek Vantagepoint
IFS
JD Edwards EnterpriseOne
Jonas Enterprise
MIP Cloud
Microsoft Power Apps
Microsoft Power BI
SAP Business ByDesign
SAP Business One
Sage 100 Contractor
Sage Intacct
Tyler Content Manager

Integrations Supported

Acumatica Cloud ERP
QuickBooks Online
Microsoft Dynamics 365
Microsoft Dynamics GP
SAP Cloud Platform
Axon
Buildxact
ComputerEase
Deltek Vantagepoint
IFS
JD Edwards EnterpriseOne
Jonas Enterprise
MIP Cloud
Microsoft Power Apps
Microsoft Power BI
SAP Business ByDesign
SAP Business One
Sage 100 Contractor
Sage Intacct
Tyler Content Manager

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1 per report
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vergo

Date Founded

2021

Company Location

United States

Company Website

www.getvergo.com

Company Facts

Organization Name

JobPlanner

Date Founded

2023

Company Location

United States

Company Website

jobplanner.com

Company Facts

Organization Name

DynamicPoint

Company Location

United States

Company Website

www.dynamicpoint.com/expense-reimbursement/

Categories and Features

Construction Accounting

Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates

Categories and Features

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Categories and Features

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

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