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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 Float?

Experience the benefits of innovative corporate cards, efficient next-day payment processing, and an attractive 4% interest rate all through a singular, streamlined platform designed for Canadian businesses. Float's state-of-the-art corporate cards allow you to effortlessly manage, monitor, authorize, and reconcile expenses in both CAD and USD. Eliminate the fees tied to USD transactions while enjoying complete financial oversight, no matter the currency. With Float, you have access to both physical and virtual cards that come with customized spending controls and real-time reporting to enhance your organization's expenditure management. You'll benefit from instant notifications, enabling you to easily text, email, or upload receipts right after each purchase. Boasting an unlimited number of virtual cards for vendors and employees, you can maintain rigorous control by funding cards only as needed. Additionally, you have the power to set spending limits, as well as the option to pause or cancel cards at any moment to avert unauthorized spending. Each transaction made with a Float card automatically generates receipts and categorizes them with pertinent GL codes, tax codes, vendors, and other critical details, ensuring meticulous financial tracking. This all-encompassing strategy not only streamlines expense management but also equips businesses with the insights necessary to make sound financial decisions with confidence, ultimately fostering a more effective financial environment. By utilizing Float, companies can enhance their operational efficiency and gain a competitive edge in their financial practices.

Media

Media

Integrations Supported

Microsoft Dynamics 365
NetSuite
QuickBooks Online
Xero
Aplos
Blackbaud Financial Edge NXT
Buildxact
CRM for SYSPRO
Deltek Ajera
Epicor CRM
FOUNDATION
JD Edwards EnterpriseOne
JOBPOWER
Katana
M3
Multiview ERP
Plex
Sage 100 Contractor
Uber Eats
Viewpoint Spectrum

Integrations Supported

Microsoft Dynamics 365
NetSuite
QuickBooks Online
Xero
Aplos
Blackbaud Financial Edge NXT
Buildxact
CRM for SYSPRO
Deltek Ajera
Epicor CRM
FOUNDATION
JD Edwards EnterpriseOne
JOBPOWER
Katana
M3
Multiview ERP
Plex
Sage 100 Contractor
Uber Eats
Viewpoint Spectrum

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per month
Free Trial Offered?
Free Version

Pricing Information

$10 per month
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

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

Company Facts

Organization Name

Vergo

Date Founded

2021

Company Location

United States

Company Website

www.getvergo.com

Company Facts

Organization Name

Float

Date Founded

2019

Company Location

Canada

Company Website

floatfinancial.com

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

Business Bank Accounts

Bank Wires
Bill Pay
Billing & Invoicing
Business Credit Cards
Checking Account
Checks
Expense Management
Instant Payouts
No Fee Payments
Rewards
Savings Account
Spend Management

Expense Report

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

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