Common questions about Ramp’s integration with NetSuite

If your team is planning to connect Ramp with NetSuite, you probably have the same questions we hear from hundreds of finance teams every month: How smooth is the migration? What happens to my ERP data? Will my vendor bank details stay safe? And how much setup help will we get once we go live?

Let’s go over some of the most common questions companies have before integrating Ramp and NetSuite, and what the process looks like once you’re ready to make the switch.

First, what can Ramp’s Built-for-NetSuite integration do?

Ramp’s Built-for-NetSuite integration connects your corporate cards, reimbursements, bill payments, and purchase orders directly to NetSuite in real time. NetSuite remains as your system of record while Ramp brings in automation that eliminates manual uploads, reconciliations, and data entry.

Here’s what you can expect once your systems are connected.

Sync Ramp and NetSuite in real-time

Card transactions, bills, reimbursements, and purchase orders are instantly synced from Ramp into NetSuite without the need for CSVs or manual reconciliation. Whether updates happen in Ramp or NetSuite, your data stays accurate and up to date in both places.

Manage multi-entity and global finance structures

Ramp mirrors your NetSuite subsidiary setup, supporting multi-entity workflows, multi-currency transactions, and intercompany clearing. This reduces the need for intercompany transactions between entities and helps keep your books clean. Teams can manage local approvals and coding rules while still maintaining accurate, consolidated reporting.

Accruals that post and reverse automatically

Ramp posts an accrual journal entry for any transaction that isn’t ready to sync by month-end, then reverses it on the first day of the following month. Every transaction lands in the right period without the need to hold books open to catch stragglers.

Reconciliation that surfaces mismatches instantly

Ramp automatically flags and surfaces any discrepancies between Ramp and NetSuite, so you tie out quickly and confidently every month without the need for manual spreadsheet work.

Code transactions using your NetSuite chart of accounts

Ramp pulls in every account, department, class, location, and custom segment from NetSuite. These are enforced at the line level in Ramp, so transactions are coded accurately before they ever hit your books.

Automate purchase order matching and invoice workflows

Ramp supports 3-way match by referencing PO and invoice data from NetSuite and tracking receipt status within Ramp. This gives finance teams visibility into the full procurement process without managing separate systems or duplicating data, while keeping NetSuite as the source of truth.

Recognize amortized expenses through Ramp AP automation

Ramp lets you apply amortization templates from NetSuite directly within its AP workflow. This helps you recognize large expenses over time, keeping your books compliant and your reporting accurate.

Automate accounting tasks and approvals across tools

Ramp rules can automatically code expenses, trigger multi-level approvals, and collect receipts from tools like Gmail, Lyft, and Amazon Business. Every transaction posts back to NetSuite with linked documentation for easier audits.

Rely on a secure, enterprise-ready integration

Ramp is SOC 2 compliant and certified Built-for-NetSuite, so your IT and audit teams can trust its performance, security, and data quality across every transaction.

Bring AI Finance to NetSuite.

Ramp unifies corporate cards, expenses, and bill pay in one automated platform that syncs to NetSuite on your cadence.

Integrate with Ramp

Common questions about Ramp’s integration with NetSuite

As teams prepare to implement Ramp with NetSuite, a few setup questions naturally come up. What happens during the ERP-to-NetSuite cutover? How are subsidiaries configured? Who needs admin access?

Here’s what you need to know.

1. Migrating from an ERP to NetSuite

Most customers connecting Ramp to NetSuite are in the middle of an ERP transition. The key question is always timing: when to disconnect the old ERP and start fresh in NetSuite. Ramp’s integration supports a clean cutover by allowing you to stay connected to your system until you finish your final close.

During the cutover period:

• Ramp keeps transaction data in queue until your NetSuite chart of accounts is finalized
• You can run your final close in your ERP, sync all open transactions, and leave newer ones unsynced

You can safely leave newer transactions in Ramp, then re-sync them into NetSuite once your chart of accounts and departments are live. The Ramp team helps you sequence the steps so you can close out the old environment before connecting the new one.

This flexibility means you can complete your final close without rushing your ERP migration. Ramp can only connect to one ERP at a time, but it handles the handoff cleanly through its built-in ERP migration tool.

2. Subsidiary and entity configuration

Many companies using NetSuite operate multiple subsidiaries. Ramp mirrors that structure by letting you map each Ramp entity to the corresponding NetSuite subsidiary. Each subsidiary in NetSuite becomes an entity within Ramp, with its own payment account, approval routing, and reporting.

For example:

• Subsidiary A can have its own Ramp cards, statements, and default bank account
• Subsidiary B can follow different approval thresholds or payment schedules

All of these roll up into one unified Ramp workspace, so your finance team can see entity-level details without switching systems. As your company grows, you can add new subsidiaries or merge existing ones without reconfiguring the integration.

3. Roles, permissions, and required NetSuite features

Some common setup challenges come from missing roles or disabled features. Ramp’s connection uses NetSuite’s RESTlet and token-based authentication (TBA). To connect, your NetSuite admin enables SuiteCloud features (like SuiteTalk and TBA) and assigns the Ramp Accountant role with the necessary global permissions to create and update transaction records.

If something isn’t configured correctly, Ramp’s onboarding team helps you enable the right settings. The goal is to make sure your accountant or finance admin can connect once and maintain a stable sync afterward. Once configured, the integration is now secure, permanent, and event-based—no manual reauthentication or token renewals needed.

4. Mapping your data

Field mapping is one of the biggest questions customers ask during onboarding. Ramp automatically mirrors your NetSuite chart of accounts, departments, classes, and custom fields. Any updates you make in NetSuite—like adding new GL codes or departments—automatically appear in Ramp during the next refresh.

5. Approval workflows and expense automation

Ramp’s approval and reconciliation flows are designed to fit directly into your NetSuite structure. Once an expense or reimbursement is fully approved in Ramp, it automatically syncs to NetSuite. You can create dynamic workflows that route expenses or invoices based on department, subsidiary, vendor, or amount.

Here’s how it functions:

• Employees swipe their Ramp card or submit a reimbursement
• Ramp automatically captures the receipt using OCR or via email and categorizes it using the NetSuite fields
• If a transaction violates policy (for example, duplicate receipt, excessive tip, alcohol purchase), it’s automatically flagged for review
• Managers and finance approvers receive notifications via Slack, email, or the Ramp app to approve or reject
• Once fully approved, the transaction syncs to NetSuite with the right coding and status

You can control when transactions post—right after approval or only after a second review—and decide which types of changes trigger re-approval. Ramp’s AI also audits receipts for duplicates, excessive tips, and other violations before your team has to review them.

6. Accounts payable and payment processing

For accounts payable, many teams switch to Ramp to reduce manual invoice entry and payment processing time. Ramp can automatically capture invoices from a shared AP inbox, detect duplicates or potential fraud, code them to the right NetSuite subsidiary, and move them through a custom approval chain.

Payments can be sent via ACH, wire, or check. Standard ACH takes about two business days, while same-day ACH and international wires are also available when needed. If you prefer to keep using your existing bank, Ramp can act as the payment facilitator without changing your banking relationships.

7. Protecting vendor banking data

A major concern during any AP migration is keeping vendor banking information accurate. Ramp never overwrites your NetSuite vendor bank details. Instead, you can bulk import vendor payment details into Ramp once or manage them within the AP tool. Ramp encrypts all sensitive financial data and meets the same security standards as major financial institutions.

8. Reliable, real-time syncing

Unlike traditional bank feeds that require frequent reauthentication, Ramp’s NetSuite integration maintains an indefinite, event-based connection. Updates flow automatically every 15 to 20 minutes, and any changes to your GL structure, departments, or vendors in NetSuite appear in Ramp almost immediately.

Ramp customers can sync transactions over to NetSuite in real-time at their desired cadence. Routine, in-policy transactions can even be automatically synced to allow for a more targeted and focused review queue. Approved bills and reimbursements sync automatically once complete.

Also, when Ramp syncs to NetSuite, it posts each transaction as a journal entry, bill, or reimbursement record using the native NetSuite object type. Card transactions flow into NetSuite as credit card charges mapped to your designated liability accounts. Approved bills and reimbursements both post as vendor bills. Each record includes linked documentation, merchant data, and coding dimensions—so your audit trail is already complete when it hits the ledger.

9. Live onboarding and go-live support

Every NetSuite-connected customer receives guided onboarding sessions with Ramp’s implementation team. These sessions cover disconnecting from your ERP, connecting to NetSuite, mapping fields, and testing live transactions.

Your onboarding lead also provides step-by-step documentation and troubleshooting guides, including best practices for ERP transitions, approval setup, and closing processes. Once connected, most customers are fully operational within an hour.

10. Security, compliance, and pricing transparency

Ramp’s infrastructure follows SOC 1 and SOC 2 standards, ISO 27001, and full bank-grade encryption. Customers can request security documentation or involve their IT teams during implementation.

As for pricing, Ramp’s core NetSuite integration is included for customers on Ramp Plus. If there are feature add-ons or enterprise modules under an old structure, your account manager will confirm any differences before setup.

Wrap up: Ramp delivers agentic finance, built for NetSuite

Finance teams using Ramp with NetSuite consistently report faster closes, cleaner reconciliations, and far less manual work without the complexity of external connectors. Because Ramp’s integration is native and Built-for-NetSuite certified, it’s maintained in-house, not by a third party. That means performance stays reliable and data stays accurate.

But the value goes beyond syncing. Ramp brings agentic finance into your existing stack, giving you AI-powered workflows across cards, bills, reimbursements, and approvals—without needing to overhaul your ERP or change your processes. You get real-time visibility and autonomous execution, layered directly into the tools you already use.

Companies easily rely on Ramp to eliminate manual exports and mismatched data, ultimately driving faster reporting and cleaner books. Take Marianne Hawes, Senior Accountant at Betterment, for example:

“We utilize NetSuite as a source of truth for a lot of our reporting,” she says. “The frequency of our syncing with NetSuite and Ramp is better—the reporting is more accurate, because it’s more up to date.”

On a vendor level, Marianne says, she and her team can find answers more quickly, better, and more accurately thanks to Ramp’s NetSuite integration. The real-time visibility that Ramp provides has also helped cut costs across the company.

“It helps save a lot of redundancy, where a vendor has existed forever and was on a corporate card in perpetuity. We’ve cleaned a lot of those out since switching to Ramp,” says Marianne.

The ability to set monthly limits has added another layer of control that helps the team keep spend in check. Marianne has personally saved 4-5 hours each week tracking, reviewing, and uploading receipts. Now, employees own the cards and payments, and they can easily upload receipts themselves.

Ramp doesn’t just integrate with your systems. It helps your finance operation move faster, stay proactive, and reduce friction, all without adding more tools to your stack.

Your NetSuite integration, done right.

Moving to NetSuite and integrating your spend management platform at the same time can feel intimidating, but the right setup eliminates months of manual work. Ramp’s direct NetSuite integration handles syncing, approvals, and reconciliation automatically—without requiring technical maintenance or daily exports.

If you’re preparing for migration, start by confirming your chart of accounts and scheduling a Ramp onboarding session. The rest is handled by the platform.

Close faster, sync smarter. Connect Ramp to NetSuite today.