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Ramp Integration Consulting Services

Ramp is a unique finance platform that allows businesses to automate different accounting functions. Learn how Cherry Bekaert’s consulting services can help you implement this solution and start cutting costs and optimizing workflows.

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Ramp Accounting Software

Ramp is an all-in-one financial operations platform designed to help businesses spend less and automate the manual "busywork" of accounting. By consolidating corporate cards, expense management and bill pay into a single system, Ramp allows finance teams to close their books significantly faster — often reported as 8x faster than traditional methods.

Who Is Ramp Designed For?

This versatile financial platform caters to a wide range of organizations, from high-growth startups that benefit from no personal credit checks to global enterprises requiring complex multi-entity management. To qualify, businesses must generally be U.S.-based corporations, LLCs, or LPs with at least $25,000 in cash reserves. The platform is particularly popular among tech, construction and financial service firms, helping them automate everything from software spending to complex audit trails.

Overall, Ramp serves as an all-in-one solution for any incorporated team looking to consolidate cards, expenses and bill payments into a single automated system.

Optimize Your Finance Operations With Ramp Integrations

Ramp proactively controls wasteful spending by allowing users to set merchant-level restrictions and utilizing AI to automatically capture receipts and identify out-of-policy items. This simplifies procurement through automated bill pay with high-accuracy OCR technology and centralized vendor management to help negotiate better terms.

To see these features in action, contact us today for a live demo.

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Ramp Finance and Accounting Automation Tools

Corporate Cards

Ramp’s corporate cards are designed as a comprehensive financial operations tool rather than just a payment method, offering businesses a combination of high-limit credit, automated expense management and proactive spend control. Benefits include:

  • Cash Back: Ramp's cashback program is designed for simplicity, offering straightforward rewards on every business purchase without the need to track complex categories or point systems.
  • Virtual and Physical Cards: Ramp provides extensive flexibility for businesses by allowing the issuance of unlimited virtual and physical cards to employees, teams and departments, all managed under a single set of granular controls.
  • Spend Controls: Ramp provides finance teams with the tools to move from reactive oversight to proactive spend control. By setting granular rules, companies can ensure every dollar spent aligns with their specific business goals.
  • No Fees: Ramp provides a cost-effective solution for business finances by offering its core product without the burden of traditional banking fees.

Expense Management

Ramp simplifies expense management by consolidating spending, policies and accounting into one automated platform by offering:

  • Receipt Capturing: Ramp streamlines expense management by allowing users to instantly capture receipts through photos, text or email forwarding. Its AI-powered system then automatically extracts data and identifies out-of-policy items to simplify the reconciliation process.
  • Policy Enforcement: Ramp allows businesses to move from manual oversight to automated policy enforcement by embedding rules directly into every corporate card.
  • Mobile Access: Ramp provides several convenient ways for users to access the platform and upload receipts directly from their mobile devices, ensuring expenses are recorded in real-time.
  • Accounting and ERP Integrations: Ramp’s integration with Sage, specifically Sage Intacct, is a native, two-way API connection designed to automate financial workflows and accelerate the month-end close process.

Accounting and Bookkeeping Automation

Ramp helps businesses save money by combining automated tools with direct financial incentives to reduce wasteful spending and operational costs.

  • Invoice Processing: Ramp’s invoice processing leverages advanced automation to minimize the administrative burden on finance teams. By integrating data capture and error detection directly into the workflow, Ramp reduces the need for manual data entry and oversight.
  • Multi-step Approvals: Ramp enables businesses to create custom, multi-step approval workflows that ensure every payment is vetted according to specific company policies. Using a no-code workflow builder, finance teams can layer and nest conditions to automate complex authorization paths.
  • Batch Payments: Ramp streamlines the bill payment process by consolidating multiple invoices for a single vendor into one batch transaction, significantly reducing administrative overhead. The platform further simplifies high-volume accounts payable workflows by using intelligent data capture and error detection to ensure payment accuracy and automated categorization.
  • Tax Compliance: Ramp simplifies tax compliance by automating the collection and organization of financial data, ensuring that businesses remain audit-ready and compliant with IRS regulations throughout the year.

Real-time Tracking

Ramp additionally offers:

  • Notifications: Ramp provides finance teams with automated, real-time notifications to help proactively manage company spend and maintain compliance. These custom alerts are designed to surface critical information immediately, reducing the need for manual monitoring.
  • Spending Insights: Ramp uses AI-powered spending insights to help businesses identify waste, consolidate vendor relationships and negotiate better pricing.
  • Centralized Data: Ramp provides a centralized platform that consolidates all vendor information, giving finance teams a single source of truth for their business spend.

Travel and Procurement Management

Ramp helps businesses manage travel and procurement through automated workflows and embedded controls that ensure all spending remains in policy.

  • Simplified Bookings: Ramp simplifies business travel by providing an all-in-one booking platform where users can manage flights, hotels and rental cars directly within their dashboard. This integrated solution, known as Ramp Travel, uses Priceline’s global inventory to offer competitive rates while embedding company travel policies into the booking flow.
  • Expense Tracking: Ramp automates travel expense tracking by providing real-time visibility and intelligent categorization for every booking. Its AI-driven system seamlessly matches receipts to transactions and codes them to your general ledger, ensuring an audit-ready trail for your ERP without manual effort.
  • Price Protection: Ramp's Hotel Price Drop feature automatically monitors refundable bookings and rebooks them if a price drop of over $50 is detected, ensuring effortless savings of about 12%. The process is risk-free, as the original reservation is only canceled once the new, lower-priced booking is confirmed.

Corporate Cards

Ramp’s corporate cards are designed as a comprehensive financial operations tool rather than just a payment method, offering businesses a combination of high-limit credit, automated expense management and proactive spend control. Benefits include:

  • Cash Back: Ramp's cashback program is designed for simplicity, offering straightforward rewards on every business purchase without the need to track complex categories or point systems.
  • Virtual and Physical Cards: Ramp provides extensive flexibility for businesses by allowing the issuance of unlimited virtual and physical cards to employees, teams and departments, all managed under a single set of granular controls.
  • Spend Controls: Ramp provides finance teams with the tools to move from reactive oversight to proactive spend control. By setting granular rules, companies can ensure every dollar spent aligns with their specific business goals.
  • No Fees: Ramp provides a cost-effective solution for business finances by offering its core product without the burden of traditional banking fees.

Expense Management

Ramp simplifies expense management by consolidating spending, policies and accounting into one automated platform by offering:

  • Receipt Capturing: Ramp streamlines expense management by allowing users to instantly capture receipts through photos, text or email forwarding. Its AI-powered system then automatically extracts data and identifies out-of-policy items to simplify the reconciliation process.
  • Policy Enforcement: Ramp allows businesses to move from manual oversight to automated policy enforcement by embedding rules directly into every corporate card.
  • Mobile Access: Ramp provides several convenient ways for users to access the platform and upload receipts directly from their mobile devices, ensuring expenses are recorded in real-time.
  • Accounting and ERP Integrations: Ramp’s integration with Sage, specifically Sage Intacct, is a native, two-way API connection designed to automate financial workflows and accelerate the month-end close process.

Accounting and Bookkeeping Automation

Ramp helps businesses save money by combining automated tools with direct financial incentives to reduce wasteful spending and operational costs.

  • Invoice Processing: Ramp’s invoice processing leverages advanced automation to minimize the administrative burden on finance teams. By integrating data capture and error detection directly into the workflow, Ramp reduces the need for manual data entry and oversight.
  • Multi-step Approvals: Ramp enables businesses to create custom, multi-step approval workflows that ensure every payment is vetted according to specific company policies. Using a no-code workflow builder, finance teams can layer and nest conditions to automate complex authorization paths.
  • Batch Payments: Ramp streamlines the bill payment process by consolidating multiple invoices for a single vendor into one batch transaction, significantly reducing administrative overhead. The platform further simplifies high-volume accounts payable workflows by using intelligent data capture and error detection to ensure payment accuracy and automated categorization.
  • Tax Compliance: Ramp simplifies tax compliance by automating the collection and organization of financial data, ensuring that businesses remain audit-ready and compliant with IRS regulations throughout the year.

Real-time Tracking

Ramp additionally offers:

  • Notifications: Ramp provides finance teams with automated, real-time notifications to help proactively manage company spend and maintain compliance. These custom alerts are designed to surface critical information immediately, reducing the need for manual monitoring.
  • Spending Insights: Ramp uses AI-powered spending insights to help businesses identify waste, consolidate vendor relationships and negotiate better pricing.
  • Centralized Data: Ramp provides a centralized platform that consolidates all vendor information, giving finance teams a single source of truth for their business spend.

Travel and Procurement Management

Ramp helps businesses manage travel and procurement through automated workflows and embedded controls that ensure all spending remains in policy.

  • Simplified Bookings: Ramp simplifies business travel by providing an all-in-one booking platform where users can manage flights, hotels and rental cars directly within their dashboard. This integrated solution, known as Ramp Travel, uses Priceline’s global inventory to offer competitive rates while embedding company travel policies into the booking flow.
  • Expense Tracking: Ramp automates travel expense tracking by providing real-time visibility and intelligent categorization for every booking. Its AI-driven system seamlessly matches receipts to transactions and codes them to your general ledger, ensuring an audit-ready trail for your ERP without manual effort.
  • Price Protection: Ramp's Hotel Price Drop feature automatically monitors refundable bookings and rebooks them if a price drop of over $50 is detected, ensuring effortless savings of about 12%. The process is risk-free, as the original reservation is only canceled once the new, lower-priced booking is confirmed.

Why Choose Ramp Software? Key Benefits for Businesses

Ramp is an all-in-one finance platform that helps businesses save time and money by consolidating corporate cards, expense management and accounts payable into a single automated system. Learn more about the following benefits: 

  • Easier Expense Tracking

    Ramp simplifies expense tracking by replacing manual workflows with real-time visibility, intelligent automation and proactive controls. By integrating corporate cards with automated software, the platform ensures that every transaction is documented and categorized without the need for traditional expense reports. 

  • More Accurate Records

    Ramp enhances recordkeeping by using intelligent data capture to automatically match receipts, detect out-of-policy items and identify categorization errors. This centralized automation creates a clear digital audit trail, ensuring financial accuracy and simplifying tax compliance.

  • Automated Repetitive Tasks

    Ramp’s automation features, powered by Ramp Intelligence, simplifies expense categorization by leveraging historical data, merchant information and past user behavior to eliminate manual data entry.

  • Expedited Final Reviews

    Ramp ensures financial compliance by using automated real-time auditing and intelligent guardrails to identify out-of-policy expenses, duplicate transactions and missing documentation instantly. The platform proactively prevents unauthorized spending through embedded merchant restrictions while maintaining a continuous, digital audit trail for effortless tax and internal reviews.

  • Increased Scalability

    Ramp is designed to scale with businesses by offering a comprehensive, modular financial operations platform that evolves from a startup’s first card to complex enterprise automation. By consolidating fragmented tools into one unified system, Ramp helps companies grow without the administrative burden of managing disconnected workflows.

  • Streamlined Integrations

    Ramp accelerates the month-end close process by up to 8 times through direct integrations with over 30 ERP and accounting systems, including NetSuite, Sage Intacct, and QuickBooks Online. The platform leverages AI to automatically code 90% of transactions and match receipts in real-time, significantly reducing manual data entry and "busywork." Additionally, Ramp connects with over 200 applications to automate HRIS syncing and digital receipt collection from major vendors.

Our Ramp Consulting Service Offerings  

Cherry Bekaert integration services provide experienced assistance to help businesses tailor Ramp to their unique operational needs. Among the many services Cherry Bekaert offers:

  • Implementation: As a strategic Ramp service partner, Cherry Bekaert follows a structured approach to ensure the platform is optimized for a business's unique operational requirements.
  • ERP Integration: Cherry Bekaert streamlines financial operations by providing technical guidance and end-to-end configuration to connect Ramp with major ERP platforms like Sage Intacct, Sage 100, Sage 100 Contractor, Sage 300, Sage X3 or Microsoft Dynamics 365.
  • Customization and Configuration: Cherry Bekaert manages critical data mapping, automates approval workflows and offers post-live support to ensure every expense is accurately recorded while maintaining your ERP as the sole source of truth.
  • Process Optimization: By mapping out a customer’s business journey, Cherry Bekaert distinguishes between intelligence-based tasks and repetitive ones, applying automation to the latter to free up your team for more strategic priorities.
  • On-going Support and Maintenance: Beyond initial setup, Cherry Bekaert provides team training and outsourced solutions to overcome talent shortages and ensure long-term adoption and maintenance of modernized processes.
  • Security and Compliance: Cherry Bekaert helps organizations ensure compliance and data security when using Ramp by providing specialized risk advisory, cybersecurity services and custom integration solutions.

Common Ramp Integrations

Ramp integrates with over 1,000 different platforms across your entire finance and operations tech stack, allowing for seamless data flow and automated processes. These integrations cover a broad range of categories to ensure all your business systems stay in sync.

Some of the most popular integrations include:

  • Sage

    Ramp offers a direct, no-code integration with Sage products that automatically syncs card transactions, reimbursements and receipts in real-time while maintaining all tracking categories and dimensions.

    Learn More

  • ADP

    Ramp integrates with ADP Workforce Now to automatically sync your employee directory, enabling you to seamlessly onboard new hires, issue benefits cards based on department or location and instantly lock accounts for terminated employees.

    Learn More

  • Microsoft

    Ramp integrates across the Microsoft ecosystem by providing bi-directional data syncing with Dynamics 365, automated receipt matching in Outlook, spend approvals via Microsoft Teams and secure user provisioning through Microsoft Entra ID.

    Learn More

  • QuickBooks

    Ramp offers a direct, bi-directional integration with both QuickBooks Online and QuickBooks Desktop that automates the entire expense management process in real time. It uses AI to auto-code transactions and automatically syncs receipts, memos, and tracking categories directly into your general ledger.

Cherry Bekaert Can Guide You Forward

As a premier Ramp Services Partner, Cherry Bekaert leverages its Digital Advisory experience to bridge the gap between Ramp’s spend management power and complex enterprise resource planning (ERP) systems. Our deep background in finance modernization allows us to act as a strategic guide, ensuring that technology implementation aligns with specific business objectives rather than being a generic "out-of-the-box" setup.

Connect With a Ramp Integration Consultant

Our Industries

Cherry Bekaert leverages specialized industry knowledge to configure Ramp for complex sectors like healthcare and government contracting while providing a "finance-first" approach to digital transformation.

Beyond technical setup, we offer comprehensive services including Risk & Compliance Advisory for standards like SOC and FedRAMP, as well as Finance Modernization to optimize accounting workflows. Our advisors further support business growth through strategic ERP road mapping, advanced cybersecurity protection and tailored talent solutions to ensure long-term platform success.

Our Professionals

Connect With Us

Roy Nicholson headshot

Roy Nicholson

Business Optimization Leader

Partner, Cherry Bekaert Advisory LLC

Dave Kerr headshot

Dave Kerr

ERP Sage Implementations Leader

Partner, Cherry Bekaert Advisory LLC

Koray Ozturk headshot

Koray Ozturk

Enterprise Resources Planning - Sage

Partner, Cherry Bekaert Advisory LLC

Paul White headshot

Paul White

Client Success – Sage

Managing Director, Cherry Bekaert LLC

Ramp Frequently Asked Questions

Ramp is an all-in-one corporate card and finance automation platform designed to help businesses control spending, automate expenses and streamline their accounting processes. By consolidating corporate cards, expense management, bill payments and accounting integrations into a single system, Ramp helps finance teams eliminate manual data entry, reduce wasteful spending and close their books faster.

Ramp offers a vast ecosystem of over 1,000 integrations designed to automate financial workflows by connecting with your entire tech stack. The platform provides bi-directional syncing with more than 30 major ERPs, including a direct, no-code integration with Sage Intacct that maintains all tracking dimensions in real-time.

Beyond accounting, it automates employee lifecycle management by syncing with HRIS partners like ADP and Gusto for instant card provisioning. Productivity is further enhanced through automated receipt capture from apps like Gmail and Amazon Business, alongside seamless communication via Slack and Microsoft Teams.

Cherry Bekaert typically completes a standard Ramp implementation in two to four weeks, though focused automation projects can often be even faster. While complex ERP integrations with systems like Sage Intacct or Microsoft Dynamics 365 can span three to nine months, the initial setup is accelerated by specific phases, such as five to 10 days for data preparation and seven to 20 days for mapping accounting fields.

Ultimately, the speed of your rollout is heavily influenced by your team’s availability for testing and training, which is critical for meeting the two-to-four-week target.

Ramp offers three primary pricing tiers, starting with a Free version for basic corporate card needs and scaling up to Plus and Enterprise for advanced multi-entity management and custom ERP integrations. To ensure you select the most cost-effective plan for your unique financial requirements and maximize ROI, we recommend reaching out to our consultants for a customized quote.

Contact Our Ramp Integration Consultants