Automate requests to every stakeholder
Collect approvals, invoices, insurance certs, and compliance docs from internal teams, vendors, and clients — all tracked in one place.
One tool for every stakeholder
Internal Teams
Collect budget updates, approvals, and supporting documents from department heads and team members.
Vendors
Request invoices, W-9s, insurance certificates, and compliance documents from every vendor.
Clients
Gather billing approvals, supporting documents, and signed agreements from clients in one place.
Send document requests to any stakeholder in one click
Select your recipients — internal teams, vendors, or clients — choose the documents you need, and send requests in bulk. Each stakeholder gets a simple link to upload their documents directly.
See exactly who has responded — and who to chase
Every request is tracked in real time. See which stakeholders have submitted their documents, which are overdue, and which missing items are blocking your close or payment run.
Every document filed by stakeholder and type, ready for audit
Submitted documents are automatically organized by stakeholder and document type. Maintain a complete compliance record with full audit trails — so when it's time to close, every document is accounted for.
Stop chasing stakeholders. Get full visibility.
See how Vergo automates document collection from stakeholders and vendors.
Book a DemoWhat 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
Manage every stakeholder request with confidence
See how Vergo helps you collect and track documents from stakeholders and vendors throughout your close.