Set up your Console, invite staff, connect clients, and assign the access they need. Ramp Academy is a separate destination for training and certification.

Yes. Use the client connection workflow and obtain the client’s authorization. Your Console administrator then assigns staff access.

Use the Your clients audience filter above. Start with the Ramp overview, a relevant comparison, or a customer story.

Start with Ramp’s switching page for accounting partners and the client’s AP workflow. Confirm the migration scope with your Ramp contact.

Find QuickBooks Online, QuickBooks Desktop, NetSuite, Sage Intacct, Xero, and other integration resources under Set up clients. Check the source for plan and configuration requirements.

Console roles and client permissions serve different purposes. A Console administrator can assign only the client roles the customer has authorized.

The Reporting area covers cross-business spend, efficiency, and AP reporting.

Yes, you can download row-level data from a graph.

Keep estimates separate from recorded financial benefits and cost avoidance. Use the source methodology and explain the period and assumptions before sharing a result.

The Referrals area shows referrals made through the Console and your firm’s partner landing page. If something is missing, contact your accounting partnerships representative.

The partner payout guide explains how to provide bank and tax details and check whether those details have been submitted.

Start with the existing messaging and announcement guidelines. Ask Partner Marketing about a custom or co-branded asset.