Integration
Ramp + Ottit

Ramp + Ottit

Ramp spend, coded weekly, not at month end

Ramp is a corporate card and spend platform whose Free plan includes unlimited cards, receipt matching, bill pay by ACH, card, check or wire, and QuickBooks Online and Xero integrations; Plus ($15 per user a month plus a platform fee) adds AI coding, NetSuite and multi-entity support. Ottit, a Ramp partner, sets the vendor and class rules, codes transactions weekly, manages Bill Pay approvals and reconciles the Ramp statement monthly.

100+Brands on this stack
EveryPayout tied to the bank deposit
15thFinancials by, often sooner
$595Ottit from, per month

Trusted by 100+ of your favorite DTC & CPG brands

01

How the data flows

Ramp
Spend management and AP Ramp cards and reimbursements
Ramp
Spend management and AP Ramp Bill Pay
QuickBooks Online
Ledger Coded transactions synced to QBO or Xero
Ottit
Ottit Weekly review by Ottit
Output Monthly reconciliation
02

One day in the ledger

What a single entry looks like in your ledger once Ottit has mapped it. One line per component, so margin by channel and the balance sheet fall out of the books instead of a spreadsheet.

Card spend · Ramp · 29 Sep 2026Synced from Ramp · Coded by Ottit · Illustrative figures
LineDebitCredit
Meta ads6200 · Advertising: paid social6,150.00
Klaviyo6300 · Software: email890.00
Ramp card liability2100 · Credit cards: Ramp7,040.00
Totals7,040.007,040.00
Receipts and memos come through from Ramp; the statement payment clears the card liability.✓ Reconciled by Ottit
03

Setup and monthly work

Set the rulesVendor, merchant category and card-level rules map spend to accounts and classes; ad platforms, apps and freight get their own lines.
Code weeklyOttit reviews uncoded transactions and missing receipts every week and nudges cardholders through Ramp.
Run AP through Bill PayBills captured by Ramp's OCR, approval routing set by Ottit, payments scheduled to match cash.
SyncTransactions and bills sync to QBO or Xero with the right accounts, classes and vendors.
ReconcileRamp statement reconciled monthly; 1099 vendor data reviewed in December.

Ottit transformed our messy spreadsheets and broken 2021 tax filing into perfect QuickBooks books in just 4 weeks. They set everything up as I wanted, integrated our tech stack, and handled our back office.

Chandler QuintinCEO · Ottit client
Chandler Quintin
04

Who it's for

  • 4.1Brands replacing personal cards and expense reports
  • 4.2Teams that want ad spend, software and contractors coded by department automatically
  • 4.3Companies moving AP onto Ramp Bill Pay
  • 4.4Multi-entity operators on Ramp Plus
Runs on Ramp is one piece. Ottit works inside the rest.
QuickBooks OnlineQuickBooks Online
XeroXero
Bookkeep
Gusto
Bill.comBill.com
Ramp
Mercury
StripeStripe
QuickBooks OnlineQuickBooks Online
XeroXero
Bookkeep
Gusto
Bill.comBill.com
Ramp
Mercury
StripeStripe
"I've NEVER worked with a firm as great as Ottit. My books have been a mess for years and I never kept track of anything."
Andrew EdwardsClient since 2023 · Sam's List
"Amazing bookkeeping agency! really understand ecom and very granular about different channels and contrarevenue accounts which can get very complicated across the sheer transaction volume necessary in ecom."
Robert YangClient since 2023 · Sam's List · Google
05

Questions

Is Ramp really free?

The Free plan is $0 per user with cards, expenses, AP, AR and QBO/Xero sync; 1099 filing costs $0.65 per IRS filing. Plus adds AI coding and multi-entity for $15 per user a month plus a platform fee.

Ramp or Brex or Mercury cards?

All three integrate with QBO and Xero. Ramp's rule engine and Bill Pay make it the easiest to keep clean; Ottit works with whichever you have.

Can Ottit approve bills in Ramp?

Yes, on the Controllership & Fractional CFO plan Ottit manages the AP workflow; on other plans Ottit sets up routing and you approve.

Do you handle Ramp's treasury and investment accounts?

Yes, interest and transfers are booked and reconciled like any bank account.

Already on Ramp? Let us look at the mapping.

A free 30-minute health check with a written read-out.

Book a free health check Or call (949) 229-2905
E-Commerce
Startups
SaaS
Advertisers
Marketing Agencies
IT Firms
CPG
App Developers
Pre Revenue
Fund Raising
E-Commerce
Startups
SaaS
Advertisers
Marketing Agencies
IT Firms
CPG
App Developers
Pre Revenue
Fund Raising
E-Commerce
Startups
SaaS
Advertisers
Marketing Agencies
IT Firms
CPG
App Developers
Pre Revenue
Fund Raising
Ready to jump in?
Let's recon
something
amazing
together.
Revenue Recognition
Analysis + Reporting
Reconciliation
Inventory Assets
COGS
Categorization
A/P + A/R
Data Entry
Historical Clean Ups
Revenue Recognition
Analysis + Reporting
Reconciliation
Inventory Assets
COGS
Categorization
A/P + A/R
Data Entry
Historical Clean Ups
Revenue Recognition
Analysis + Reporting
Reconciliation
Inventory Assets
COGS
Categorization
A/P + A/R
Data Entry
Historical Clean Ups