Automate Ramp with Caddi
Built for professional services teams.
Ramp runs corporate cards, spend, and bill pay for the firm. Caddi automates the loops that push Ramp transactions into accounting and route approvals so finance stops rekeying.
Automating Ramp takes one screenshare.
Show Caddi the Ramp workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Record it once
Screen-share the Ramp task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Ramp
Why teams automate Ramp
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- Ramp
- QuickBooks
Caddi pushes new Ramp transactions into QuickBooks and confirms the entry.
Bill approval routing
Recommended patternCaddi routes Ramp bills for approval and alerts the owner when action is due.
Spend report build
Recommended pattern- Ramp
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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Ramp with no model in the loop.
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.
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.