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Automate Ramp with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Ramp. It runs the Ramp steps your team does by hand today, and connects it to Quickbooks, Bill.com, and Salesforce. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Ramp integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Ramp and every tool it touches, including the screens with no API.

Building on the Ramp API?Visit ramp.com

How to automate Ramp

  1. Connect Ramp to Caddi

    Allow

    1Sign in to Ramp

    One click with your own Ramp login. No API keys.

  2. Automate expense to accounting sync in Ramp.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Ramp integrations

Connect Ramp with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Ramp

Why teams automate Ramp

Ramp runs corporate cards, spend, and bill pay for the firm. Caddi AI Agents automate the loops that push Ramp transactions into accounting and route approvals so finance stops rekeying.

Reconciling Ramp expenses and bills into the books eats hours of finance time each week. Caddi moves the data and routes approvals automatically so the ledger stays current.

Loops Caddi runs against Ramp

  • Expense to accounting sync

    Recommended pattern
    1. Ramp
    2. QuickBooks

    Caddi pushes new Ramp transactions into QuickBooks and confirms the entry.

  • Bill approval routing

    Recommended pattern
    1. Ramp
    2. Slack

    Caddi routes Ramp bills for approval and alerts the owner when action is due.

  • Spend report build

    Recommended pattern
    1. Ramp
    2. Microsoft Excel

    Caddi pulls Ramp spend, builds the report, and shares it with finance.

Where professional services teams use it

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Ramp with no rekeying.

  • Meeting prep & follow-up

    Pull the right Ramp data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.

  • Reporting & archiving

    Generate household, performance, or compliance PDFs, file them with the right Ramp metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against Ramp, and write the audit-ready record back to the right account.

Questions about automating Ramp

Does Caddi have a real Ramp integration?

Yes. Caddi runs verified code against Ramp's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Ramp is reviewed before it runs in production.

Do I need engineering help to automate Ramp with Caddi?

No. You demonstrate the workflow, clicking through Ramp the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Ramp data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Ramp, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Ramp to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Ramp, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Ramp?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Ramp

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See it on your stack

Ready to automate Ramp?

Drop your work email and we'll show you Caddi running end-to-end against Ramp and the rest of your stack.