Overview

When you sign up for Vergo, you're assigned a dedicated onboarding specialist (and account manager) who guides your team through every step — connecting your cards and ERP, training your team, and processing your first live transactions. You also get unlimited support throughout. Onboarding begins after your first monthly payment.

Phase 1: kickoff and discovery

Your specialist schedules a kickoff call at a time that works for your team. On it, they walk through your current expense process, your ERP setup, your approval workflow (who approves what, for which jobs), which cards and cardholders will connect, and a target go-live date. No technical setup happens on this call.

Phase 2: account configuration

Your specialist configures Vergo to match your setup:

Connecting your card accounts (Amex, Visa, Mastercard) to pull in transactions automatically
Integrating your ERP — Foundation, Viewpoint Vista, or Viewpoint Spectrum
Importing your jobs, cost/phase codes, and GL accounts from your ERP
Creating user accounts and assigning roles (Employee, Project Manager, Admin)
Setting up approval routing so transactions reach the right approver for each job

You'll have a little "homework" along the way — typically due 24 hours before each session — such as providing your user list for bulk upload, any custom role configurations, connecting cards, and completing user profiles. Having ERP access ready at the start keeps things moving.

Phase 3: testing and validation

Before going live, your team runs a few test transactions through the full workflow — purchase appears, gets coded and submitted, is approved, and syncs to your ERP. Testing uses your real ERP and real card data (there isn't a separate sandbox), usually on a low-risk test job, so issues like routing, missing cost codes, or connection errors are caught before go-live.

Phase 4: team training

Your specialist leads live training, typically split into two groups:

Cardholders and PMs — viewing and coding transactions, submitting for approval, and the mobile app. About 30–45 minutes with open Q&A.

Accounting and admins — approving, managing users and cards, coding, and your ERP sync. About 30–45 minutes with open Q&A.

Sessions are live, with supplemental on-demand videos provided. You can have as many sessions as your team needs until you're comfortable running it solo, and new hires can be trained using the supplemental videos.

Phase 5: go live

Your team starts processing real transactions. Your specialist stays with you through go-live, and you continue to have unlimited support afterward — via in-app chat, email ([email protected]), and phone during support hours.

What makes a successful implementation?

An internal champion — one person (usually accounting or operations) who owns the rollout
Committed training attendance — the more of your team trained before go-live, the fewer questions after
ERP access ready at kickoff — credentials on hand saves days of back-and-forth