The platform built for accounting teams
Everything you need to manage your book close — tasks, requests, reconciliations, reports, and AI — in one unified workflow.
Manage every close task in one place
Create, assign, and track tasks across your entire close checklist. Set dependencies, deadlines, and recurring schedules so nothing falls through the cracks.
- Customizable close checklists
- Task dependencies and deadlines
- Recurring task templates
Auto-request documents and approvals
Automatically send requests to stakeholders for the documents, sign-offs, and data you need. Track status in real time and send smart reminders.
- Automated request workflows
- Real-time status tracking
- Smart reminder sequences
Match transactions with confidence
AI-powered reconciliation that automatically matches transactions, identifies discrepancies, and flags items for review.
- Auto-matching engine
- Exception flagging
- Audit trail for every match
Surface insights with AI
Let AI review your data, spot anomalies, and suggest journal entries. Get answers to questions about your financials instantly.
- Anomaly detection
- AI-suggested entries
- Natural language queries
Generate reports in seconds
Build and share financial reports with real-time data. Customize templates and schedule automated distribution.
- Real-time dashboards
- Custom report templates
- Automated distribution
Work together seamlessly
Comments, @mentions, and activity feeds keep your team aligned. Everyone sees the same source of truth.
- Inline comments and threads
- Activity feeds per task
- Role-based permissions
The results speak for themselves
“We cut our close time in half within the first quarter.”
David Lin
Accounting Manager, Presto
“The auto-request feature alone saves my team 20 hours a month.”
Rachel Adams
Controller, Finway
“Vergo is the only tool that actually understands how accountants work.”
James Okoro
VP Finance, Helix
“Our auditors love the clean audit trail Vergo provides.”
Priya Sharma
CFO, Nexus Solutions