Reporting & Analytics

AI-powered insights that drive smarter decisions

Build custom reports, spot trends automatically, and let AI surface the insights that matter. From variance analysis to forecasting — everything your team needs to close with confidence.

Custom Reports

Build the exact reports you need

Create financial reports tailored to your business. Choose your accounts, time periods, and comparison metrics — then export to PDF or Excel in one click. Save templates so your team never starts from scratch.

Drag-and-drop report builder
Reusable report templates
One-click PDF and Excel export
Custom Report
PDFExcel
AccountActualBudgetVariance
Revenue$142K$135K+5.2%
COGS$61K$58K+5.1%
Operating Expenses$34K$38K-10.5%
P&L Summary — Apr 2026Generated
Variance Analysis

Spot variances before they become problems

Automatically compare actuals against budgets, forecasts, or prior periods. Set thresholds so significant variances are flagged instantly — and drill down to the transaction level to understand the root cause.

Automated period-over-period comparisons
Threshold-based variance alerts
Drill-down to transaction detail
Variance Analysis2 flagged
Marketing SpendAbove threshold
Current: $28.4KPrior: $22.1K+28.5%
Payroll
Current: $94.2KPrior: $93.8K+0.4%
Software & ToolsAbove threshold
Current: $12.7KPrior: $8.9K+42.7%
Period-over-period · 10% threshold
AI Insights

Let AI surface what matters

Vergo's AI analyzes your financial data to detect anomalies, forecast trends, and generate plain-language summaries. Spend less time digging through numbers and more time acting on what the data is telling you.

AI-powered anomaly detection
Trend forecasting and projections
Natural language summaries
AI Insights3 new
Revenue trending upRevenue has increased 12% over the past 3 months, outpacing forecast by 4%.
Unusual spike in T&ETravel & Entertainment spend is 35% above the rolling 6-month average.
Cash flow projectionBased on current trends, projected cash balance of $1.2M by end of Q2.
AI analysis updated daily

Turn data into decisions, faster

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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

Smarter reporting starts here

See how Vergo helps accounting teams surface AI-powered insights, track trends, and make better decisions every close.