Ramp works best when it’s connected to the systems your clients already use. In these courses, you’ll learn how to set up Ramp’s native integrations—like ERPs, HRIS tools, AI tools and more—and configure automation features that reduce manual work. These are the practical skills you need to build efficient, scalable workflows.
Set up automations and integrations in Ramp
Courses in this track
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QuickBooks Desktop deep dive
Deepen your expertise in Ramp’s QuickBooks Desktop integration to guide clients through advanced configuration, data syncing, and troubleshooting practices.
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QuickBooks Online deep dive
Deepen your expertise in Ramp’s QuickBooks Online integration to guide clients through advanced configuration, data syncing, and troubleshooting practices.
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Workday Financials deep dive
Learn how to configure and support the Ramp-Workday Financials integration, from technical setup to transaction syncing and client advisory.
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Accounting setup overview: QuickBooks Desktop
Learn how to integrate Ramp with QuickBooks Desktop for seamless financial management and workflow optimization.
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Accounting setup overview: QuickBooks Online, NetSuite, Sage Intacct, and Xero
Integrate Ramp with popular accounting software to enhance reconciliation and automate financial processes.
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Accounting setup overview: Other providers (Universal CSV)
Learn how to integrate accounting systems using CSV imports to automate and optimize financial workflows.
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NetSuite deep dive
Learn how to configure and support the Ramp-NetSuite integration, from environment setup to transaction syncing and strategic client enablement.
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Sage Intacct deep dive
Expand your expertise in Ramp’s Sage Intacct integration to help clients master setup, optimize data synchronization, and troubleshoot complex accounting workflows.
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AI Agents & automations: Foundations and best practices
Learn how Ramp’s AI Agents and AI foundations power intelligent automation to streamline financial workflows and unlock greater efficiency.
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AI in Action: AP Agent
Learn how Ramp’s AP Agent automates accounts payable workflows to reduce manual effort, improve accuracy, and accelerate invoice processing.
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AI in Action: Policy Agent
Learn how Ramp’s Policy Agent automatically enforces spend policies to prevent violations, reduce risk, and ensure compliant spending before it happens.
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AI in Action: Accounting Agent
Learn how Ramp’s AI Agents and AI foundations power intelligent automation to streamline financial workflows and unlock greater efficiency.