Partnering with accounting firms to save clients time and money

Here at Ramp, we share the same goals as accounting service providers of helping businesses reach their potential. We’re building product innovations and partner programs to push accounting forward to present time. That’s why we’re launching Ramp for Accounting Firms.

Ramp already helps over 10,000 businesses control spend, save time, and automate busywork. Many of them rely on accounting firms for their day-to-day bookkeeping. These firms see value in the tools we're building, with the number of businesses on Ramp referred through accounting partners growing 6x in the last year alone. Now, with Ramp for Accounting Firms, we’re announcing new product experiences, services and dedicated programs specifically designed to help accounting firms save their clients money and increase operational efficiency.

“Most CPA firms tend to think about value from the client or the business side, but Ramp has provided critical operational value that has made our life infinitely easier” - Scott Orn, COO, Kruze

In a time where accounting firms are eager to introduce more technology for their clients as well as within their own practices, finding the right long-term partner to support and innovate alongside them is vital to long-term growth.

Products purpose-built for accounting firms

Accounting firms are powering small businesses nationwide. Servicing these businesses in a more impactful way requires a modern platform that empowers advisory, streamlines accountant workflows, and improves the end-client experience. At Ramp, we’re developing innovative tools designed to improve the accounting experience and support successful advisory services, which include:

• New Advisor Console:Ramp’s brand new Advisor Console is an intuitive and secure solution for managing all of your Ramp clients in one place. Now you can easily manage staff roles and permissions as you assign clients across your team. Security is key for the Advisor Console, and each user will have their own unique Unified Login, which makes auditing and revoking staff access a smooth experience. If you're interested in getting early access to the Advisor Console, sign up here.

• Powerful Ramp platform: Ramp already provides 5-in-1 software that offers corporate cards, accounts payable, expense management, reporting, and accounting in one centralized platform By giving you access to a variety of payment methods, you can help clients better manage their cash flow. We even offer payment extension for invoices so you can strategically manage client assets while ensuring vendors are paid on time. And all of your payments and vendor details sync to your accounting system/ERP automatically, eliminating manual or duplicative work.

• Seamless accounting automations: We've continued to expand the features for our integrations to NetSuite, QuickBooks, Sage Intacct, and Xero to make the closing process easier. You can amortize your bills, report on sales tax, and sync transactions in multiple currencies (all on NetSuite), as well as connect multiple entities (Sage/NetSuite) with Ramp. We are also excited to announce advanced accounting rules, improving the automation experience to allow for conditional coding of transactions across your organization.

Exclusive benefits for accounting partners

By partnering with Ramp, you’ll have access to:

Enhanced partner rewards program: Receive aggregated client insights, referral payouts, and co-marketing opportunities.

Expanded Advisor Directory: Generate leads for your practice through marketing your services to existing Ramp clients (available at the Silver status and beyond) through our accounting partners directory. Unlock further access as you advance through the Ramp partner rewards program.

Dedicated partner support: Ramp’s accounting partner success team is made up of former accountants / CPAs who have the necessary product knowledge and industry expertise to support your firm and clients in reaching your goals. By leveraging decades of experience in the accounting industry, our team is poised to provide best-in-class white-glove support, including:

• Instructor-led trainings for your firm
• Ongoing education and enablement
• Ensuring smooth onboarding for clients new to Ramp

"Ramp's accounting automation software and integrations help our accounting clients achieve greater operational efficiency. We are also impressed with the responsiveness of Ramp's team and how quickly the product has grown with new features"-Colman Edwards, Sr. Director of Technology, Countsy

Run your entire book of business from one platform with Ramp Stack

Adding clients only grows your margin if your team still has room for advisory work. Across a full book, the same coding, reconciliations, and journal entries eat up that time every month. Most practice tools track that work well, but leave your staff to do all of it.

Ramp Stack is an AI accounting platform that does your recurring client work and manages it across your whole practice. Agents follow the skills your team defines and produce review-ready workbooks and journal entries from each client's accounting system. You assign and approve that work from one place, which gives senior staff their hours back for advisory.

Here's what running your client book looks like with Ramp Stack:

• Offload monthly work to agents: They can code transactions, prepare journal entries, and run recurring schedules and reconciliations up to 9x faster.
• Teach a process once: You train agents on a workflow the way you'd train a new staff accountant, then save it as a skill for every client.
• See every client in one view: Ramp Stack's Advisor Console and Close Checklist show each task's status, owner, reviewer, and due date across your book.
• Stay in control: Agents show their work in native, formula-backed workbooks. Nothing syncs to QuickBooks, NetSuite, or Sage Intacct without accountant approval.
• Start without a credit application: Stack doesn't require a Ramp card, and your team can have it running within an hour.

Try Stack for free to see why 4,500+ accounting firms, including 92 of the top 100 CPA firms, partner with Ramp.