Service
Financial Systems & Spend Management
A clean QuickBooks Online or Xero setup, a written accounting manual and SOPs, clear approvals and tools that work together.
Ramp implementation for nonprofits
Get Ramp set up properly from the start: cards, bill pay, approvals and the sync with your accounting system.
Is this you?
- You’ve chosen Ramp and want it done right the first time.
- You’ve already started with Ramp, but the setup is half-finished.
- Transactions sync to your books in the wrong accounts, classes or funds.
What’s included
- Planning your setup around your chart of accounts, funds and programs
- Card programs, spending limits and policies
- Approval workflows for bills, purchases and reimbursements
- Accounting integration and coding rules
- Moving vendors and recurring bills
- Training for staff, approvers and your finance team
- Post-launch review and fixes
Our experience
We have extensive hands-on experience setting up and running Ramp. We are independent: we’re not affiliated with Ramp, and we’re not paid by Ramp.
Common questions
How long does it take?
It depends on your size and setup. We confirm the timeline in your proposal.
Can you fix an existing Ramp setup?
Yes. Cleaning up an existing setup is a common project.