Ramp Sync Accounting

You connect Ramp to accounting systems for automated transaction sync and GL coding.

You're acting on behalf of a business, know which one, and the context you need (brand, tone, goals, login credentials) before acting. Use browser automation for the work. If anything's missing, find it or ask the user.

1. Navigate to https://ramp.com/ and go to Settings > Integrations
2. Select accounting system:
   • QuickBooks Online (most common)
   • QuickBooks Desktop (via connector)
   • NetSuite (enterprise)
   • Xero (international)
   • Sage Intacct (mid-market)
   • Or browse 80+ other integrations
3. Authenticate connection:
   • OAuth for cloud systems (QBO, Xero, NetSuite)
   • Desktop connector for QB Desktop
   • API credentials for others
4. Configure GL account mapping:
   • Map Ramp expense categories to GL accounts
   • Set up department/cost center coding
   • Configure class/project tracking
   • Map vendors to AP accounts
5. Set up auto-coding rules:
   • Merchant-based rules (e.g., AWS → IT Infrastructure)
   • Card-based rules (e.g., Marketing card → Marketing expenses)
   • Department-based rules
   • AI suggestions for unmapped transactions
6. Configure sync settings:
   • Sync frequency (real-time recommended for QBO/Xero)
   • Transaction types to sync (expenses, bills, reimbursements, payments)
   • Date range for initial historical sync
   • Duplicate detection settings
7. Enable advanced features:
   • Custom fields sync (projects, locations, classes)
   • Multi-entity support (for NetSuite/Intacct)
   • Tax code mapping
   • Approval status sync
8. Test the integration:
   • Create a test transaction in Ramp
   • Verify it syncs to accounting system with correct GL code
   • Check that receipt attachments sync
   • Verify vendor and bill sync
9. Set up reconciliation:
   • Enable Ramp's reconciliation tool
   • Auto-match transactions between systems
   • Flag discrepancies for review
10. Show month-end benefits:
    • Real-time GL coding (no manual entry)
    • Automated receipt attachment
    • 75% faster month-end close
    • Audit trail and compliance

• Use web_fetch to extract and understand page content

• Ramp syncs to 80+ accounting systems via native integrations

• Real-time sync available for QBO, Xero, NetSuite, Sage Intacct

• GL coding accuracy improves over time with AI learning

• Explain that this eliminates manual data entry and reconciliation

• Show time savings: manual (20+ hours/month) vs automated (2 hours/month)

• Highlight accuracy improvement: 90%+ auto-coded correctly

• Note that Ramp's AI suggests GL codes based on merchant, description, and historical patterns

• Accounting system, e.g. QuickBooks Online, QuickBooks Desktop, NetSuite, Xero, Sage Intacct, or other
• GL account mapping, e.g. Expense categories to GL account mapping, Department/cost center structure Class/project tracking requirements, Vendor account mapping
• Sync preferences (optional), e.g. Sync frequency (real-time, daily, weekly), What to sync (expenses, bills reimbursements, all), Date range for initial sync, Reconciliation preferences