Accounting automation without the chaos

The accounting automation platform that streamlines reconciliations, vendor management, and month-end close. Full visibility into every workflow.

01Tasks

Create month-end close tasks

Build your close checklist for reconciliations, account reviews, and reporting deadlines. Assign owners, set deadlines, and track dependencies across teams.

Reconciliation checklists
Task dependencies and deadlines
Recurring monthly templates
Learn more
Close Checklist12 tasks
Account Reconciliation
JL
Apr 3
Vendor Billing Review
SK
Apr 4
Variance Review
MT
Apr 5
3 of 12 complete
JL
SK
MT
02Collaborate

Collaborate with your accounting team & stakeholders

Keep everyone aligned with shared workflows and real-time visibility. Collect data, approvals, and supporting documents from teams across your business — all in one place.

Requests to stakeholders and vendors
Compliance and approval workflows
Real-time progress tracking
Close ReviewDraft
MT
Mike Torres, Manager
2 hours ago

Confirmed forecast on Project 1042. Labor estimate is accurate.

SC
Sarah Chen, Controller
1 hour ago

Flagged variance on Project 1087 — need to verify with vendor.

JR
James Rivera, CFO
30 min agoApproved

Approved. Ready to finalize.

2 of 3 approved1 pending review
03Request

Send data requests automatically to stakeholders, vendors & clients

Automate outbound requests for updates, approvals, invoices, and compliance documents. Vergo sends requests on your schedule and tracks every response.

Automated requests to stakeholders
Vendor invoice and document collection
Client billing and approval requests
Learn more
Stakeholder Requests3 total
👤
Budget UpdateMike (Department Lead)
Responded
1 file attached
🏢
Insurance CertificateSarah (Vendor)
Pending
👥
Expense ApprovalDave (Team Member)
Responded
1 file attached
All requests tracked in one place

See how Vergo works for your team

Start your free trial and get set up with your dedicated account manager.

Book a Demo
04Reporting

Build custom reports and management dashboards

Generate financial reports, build variance analysis by department or cost center, and track performance across the business. Every report is repeatable and rolls forward each month.

Custom report builder
Variance and budget-vs-actuals analysis
Departmental and cost center reporting
Automated report distribution
Learn more
Cost Report
Apr 2026
Jan
Feb
Mar
Apr
Project 1042$695K15.2%On Track
Project 1087$1.05M12.5%At Risk
Project 1103$310K8.8%At Risk
3 active projects2 at risk
05Analyze

Use AI to analyze years worth of financial data

Ask questions about your financial data in plain English. Vergo AI surfaces variances, anomalies, vendor performance issues, and trends across your entire business.

Natural language data analysis
Variance and anomaly detection
Vendor performance insights
Account-level anomaly surfacing
Learn more
Vergo AI
Online

Which accounts are trending out of budget?

I found 2 accounts with declining performance over the last 3 months:

Project 108718% → 12%
Project 110314% → 9%

Both are driven by rising operating costs. Account 1087 has $42K in unapproved spend.

Ask about your financial data...
06Agents

Setup AI Agents to automate repetitive spreadsheet work

Configure AI agents to handle the repetitive work across your close — reconciliations, follow-ups, data pulls, and report generation. Each agent runs on your rules, and nothing gets finalized until you approve it.

Reconciliation agents
Automated vendor follow-ups
Report generation
Report assembly and distribution
Learn more
1
You Build
Reconciliation AgentConfigured
Threshold: $0.01·Daily 6am
2
Agent Executes
847/850
3 exceptions flagged
3
You Review & Approve
Account ReconciliationAwaiting Review
847 matched · 3 exceptions · $2,340
07Close

Close the month with confidence

With accounts reconciled, reports generated, and approvals verified, your team closes the books faster — with full visibility and a complete audit trail.

Faster close cycles
Complete reconciliation visibility
Full audit trail
Learn more
Month-End CloseApril 2026
100%Complete
5 of 5 steps completeClose Complete

What accounting teams are saying

Since the transition to Vergo, we have been able to cut back the time spent on reconciliations immensely. What was a full time job previously, takes about an hour to process daily!

Taylor Ricard

Controller, Moss Utilities

The integration with our ERP made the decision easy. With a few clicks in the Vergo app - our team are turning expenses in more timely, not to mention the ease of review and approval with the online platform.

Laurie Weisensel

CFO, DNT

Since the signing I cannot speak highly enough of the customer service we have received, the team are continuously improving the product and are always on hand to jump on a call.

Mark Goan

Accountant, JMB

Work on higher value tasks today

Join the accounting teams closing faster with less manual work.