From AI answers to accounting execution: How finance teams are putting Ramp Stack to work
With month-end approaching, an accountant’s to-do list might look like this:
- Record gift card sales as deferred revenue, then recognize revenue as balances are redeemed across locations.
- Combine Toast and Shopify sales, map taxes across jurisdictions, account for refunds and discounts, and reconcile collected tax to the GL.
Most teams assume work like this must stay manual, pieced together from spreadsheets, system exports, and years of institutional knowledge.
More than 1,000 businesses are proving otherwise with Ramp Stack. Their agents apply the right context, handle exceptions, build formula-backed workbooks, and follow each team’s standards. Across these businesses, a broader shift is taking shape: AI in finance is moving beyond answering questions to executing work teams once thought they could not hand off.
Accounting work has outgrown the tools built to support it
These same nuanced processes teams manage every month are made harder by a fragmented set of tools. One system tracks the close, another handles reconciliations, and general-purpose AI sits outside both. Teams must download reports, upload files, and rebuild context before work can ever begin.
Early evidence already links AI adoption to more accurate financial reporting and faster closes.¹ Teams putting AI to work across a connected, purpose-built platform are beginning to pull ahead. Numbers are ready sooner. Discrepancies get fixed while they’re fresh. The books are closed in days rather than weeks.
“Some reconciliations I previously handled quarterly can now be completed monthly with Stack. That gives me more up-to-date, buttoned-up numbers to share with leadership throughout the quarter.” Jared Lee, CFO, Bissell Brothers Brewing
One connected canvas for accounting work
On Stack, agents execute accounting work from source data to output.
For bank reconciliations, they cross-check bank statements against GL detail, compare balances, match transactions, flag differences, and build required workbooks and journal entries. For payroll, they’ll map employee wages, withholdings, and deductions into balanced journal entries while prorating cross-month accruals, and create matching reversals.
Agents propose plans, ask questions, and route work to relevant reviewers within your existing processes. Outputs remain editable, whether you’re adjusting a workbook formula or customizing a journal entry. Stack records every plan, source, action, and handoff in a Session Audit Log, giving teams a clear record of what happened and who did what.
Turn recurring accounting work into repeatable Skills
Accountants’ time is often consumed by work that repeats every month while requiring team-specific judgment, precision, and granularity.
Stack turns that knowledge, often held by only a few people, into skills every agent follows. Skills capture every part of the work:
- Source data to use
- Rules to follow
- Mapping and exception considerations
- Workbook structure
- Formula and formatting preferences
- Review and approval steps
“I had never created a Skill before and didn’t really know what one was. Stack recognized the repeatable work and showed me when to save it as a Skill, so I could run the process again each month.” — Michael Kaufman, Director of Finance, Proprietors Capital Holdings
Handle reports, schedules, and reconciliations at scale
As businesses grow, accounting becomes more complex: more fixed assets to depreciate, financial reports to build, and accounts to reconcile. Stack brings it all into one system built to manage that complexity at scale:
- Create financial reports directly from connected GL data and inspect the records behind every line
- Manage asset registers and apply relevant depreciation schedules
- Set up and run recurring reconciliations from one view
- Categorize, match, and sync transactions across connected accounts from one dashboard
“For the first time, our accounting team used one system to automate our fixed asset process. We completed our July fixed asset close entirely in Stack, caught an error in our existing spreadsheet, and posted depreciation directly to NetSuite without issue.” — Melissa Montgomery, Controller, Ramp
Set the pace
Stack is changing how accounting teams work. Teams are completing more work faster, saving hours each month and shortening the close. See what Stack can unlock for your team today.
¹ Jung Ho Choi and Chloe L. Xie, “Human + AI in Accounting: Early Evidence from the Field,” Journal of Accounting Research 64, no. 3 (2026): 1333–1373.
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