Why Exact Partners trusts Ramp to deliver scalable solutions

How one modern firm is using Ramp to automate, advise, and build confidence with clients

Numbers offer clarity—a solid foundation for growth. At Exact Partners, that belief drives their mission: deliver real-time, accurate accounting and tax support that empowers smart decisions. Founded by former Big Four professionals, Exact Partners set out to bring enterprise-grade processes, internal controls, and technology to a broader market of startups, SMBs, and private equity-backed companies.

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“We wanted to take what the world’s biggest companies had access to—tools, structure, technology—and make that accessible to the rest of the market,” says Dan Spada, CPA and Partner at Exact Partners. “Most businesses can’t afford an internal tax department or FP&A team. Our role is to bring those pieces to them.”

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That philosophy has shaped Exact’s model from the ground up. Their diverse client base ranges from tech startups to roll-up acquisitions and franchises. However, what unites them is a common profile: ambitious businesses in need of expert financial guidance and a scalable foundation. Exact brings that to life through embedded advisory services, seamless onboarding, and integrated technology platforms built for growth.

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A cornerstone of that solution is the partnership with Ramp. “Ramp comes into play when we begin recommending tactics for efficiency,” says Dan. “Ramp is a key component of our scalable tech stack—and it makes our clients' lives easier.” With a unified platform for managing corporate cards, reimbursements, and AP workflows, Ramp consolidates spend into one place, giving Exact the oversight they need to advise effectively—and their clients the confidence they need to move fast.

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From startups with just a few employees to companies managing hundreds of transactions each month, Ramp adapts to fit a variety of needs. “We’ve advised clients to adopt Ramp at companies that have a handful of cards and others that need dozens,” Dan explains. “It’s simple, intuitive, and scalable.”

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Beyond the features, Ramp’s real-time visibility has made a lasting impact. Previously, clients relied on paper receipts, end-of-month statements, and after-the-fact reconciliation. Today, Ramp allows both Exact and their clients to monitor and manage spend daily, with every transaction backed by receipts, memos, and documentation. “That level of transparency builds trust,” Dan notes. “Ramp eliminates surprises and gives clients confidence in their financials.” 

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That confidence, in turn, fuels better decision-making. Whether a client is evaluating the cost of a trade show or projecting runway after a fundraising round, the data is readily available and reliable. “The days of not trusting your numbers are over,” Dan says. “When the financials are clean and audit-ready, leadership can focus on moving forward.” As Dan explained, Ramp is a key part of how the firm delivers a cost-effective solution for companies seeking outsourced accounting expertise, rather than building an in-house finance function. “Ramp is part of how we scale, how we maintain controls, and how we create a process that actually grows with our clients.”

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Ramp’s quick implementation timeline has also helped Exact differentiate its offering. “We can implement Ramp in one to two hours and have everything live within a week,” Dan shares. “Our team handles the heavy lift, so clients just need to get their employees onboarded and active. That ease of use is a game changer.” The Exact Partners team often gets clients up and running within the same week, with less tech-savvy clients frequently reaping the benefits.

“Some of our most blue-collar clients have had the biggest success with Ramp,” says Dan. “When they’re in the truck and need gas, they swipe, upload the receipt, and they’re done. No spreadsheets or required expense reports a month later—the chase is gone.”

While ROI is highly client-dependent, Ramp has meaningfully accelerated financial operations. Exact has seen clients shorten their month-end close by up to five days when leveraging Ramp’s direct integrations, and by up to two days on average. But for Dan, the most significant value lies in how Ramp elevates the firm’s people.

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“Our employees want to grow in their careers, and their avenue for that is providing valuable services,” he explains. “Ramp is freeing them up to work on the skills they need to get that next promotion.” With less time spent chasing receipts and reconciling cards, team members can focus on what they do best—providing insights, analysis, and advisory support that moves the needle for clients. This has become especially critical in today’s hiring climate. “There’s a shortage of accountants—not just in public firms, but in private industry too,” Dan explains. “Efficiency isn’t just nice to have anymore—it’s a requirement. Ramp is helping us deliver that.”

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As their client base matures, Ramp continues to meet their evolving needs. Exact increasingly supports clients moving from QuickBooks to mid-market systems like Sage or NetSuite. With Ramp’s flexibility and integrations, the platform transitions right alongside. “That continuity is huge,” says Dan. “We don’t have to re-engineer the whole stack—we can scale up the ledger while keeping the tools that work.” The partnership with Ramp extends beyond the product itself. “Whether it’s our partner manager Logan or someone on support, the team has been incredibly responsive,” says Dan. “Ramp feels like a true extension of our firm—solving issues, helping with edge cases, showing up when it matters.”

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Together, Exact Partners and Ramp are shaping the future of financial operations: one where clarity, control, and confidence are built into every transaction. By pairing trusted expertise with powerful technology, they’re empowering a new standard for what growing businesses should expect from their advisors.