Ramp + Puzzle: Smarter Automation for Modern Finance Teams

Sync transactions instantly, automate categorization, and close your books faster—no spreadsheets required.

About

Ramp

Ramp is a modern corporate card and finance automation platform that helps businesses save time and money. With built-in spend controls, real-time reporting, and seamless integrations, Ramp empowers finance teams to operate efficiently and strategically.

How It Works

Connect Ramp to Puzzle using Ramp’s direct integration for Puzzle. Puzzle ingests posted card transactions (merchant, amount, memo), reimbursements, and bill pay exports, along with receipt references and mapped accounting fields (categories, classes, custom fields). That means entries arrive pre-coded with documentation, so review is faster and audit trails stay intact. If you need a backfill, export prior transactions/bills/receipts from Ramp and import to Puzzle to seed history.

Close the Books in Days, Not Weeks

Integrating Puzzle with your banking and expense platforms gives you real-time access to categorized transactions, payment activity, and account balances—automatically categorized to your chart of accounts. No more downloading CSVs, chasing receipts, or waiting for monthly statements.

Spot Trends and Anomalies Instantly

Stay ahead of cash flow shifts and spending patterns with real-time dashboards powered by your banking data. Whether it's tracking burn, runway, or unexpected spikes in card activity, It’s proactive financial insight built for fast-moving team

Automate the Monotonous, Focus on Growth

With direct integrations, tedious tasks like reconciliation, categorization, and duplicate detection happen automatically in the background. That means fewer manual errors for more time focused on what you are building, your customers, and scaling. Puzzle turns your financial ops into a strategic advantage.

Alignment That Instills Investor Confidence

With Puzzle connecting your banking, cards, and accounting, the whole team operates from the same real-time data. Founders stay on top of burn, operators move fast with clarity, and finance teams are always ready with investor-grade reports. When your team is aligned, your numbers tell a story investors can trust.

How to Connect

1

In Ramp, open Integrations and connect Puzzle (authorize the right entities).

2

Choose what to sync (cards, reimbursements, bill pay) and confirm accounting fields.

3

Map categories/classes/custom fields.

4

Run the first sync and spot-check entries with their attached receipts.

5

Keep continuous sync on; use exports for any historical backfill.

FAQs

What accounting tools integrate with Ramp?

Ramp connects to modern ERPs and supports CSV. For venture backed startups and small to medium sized businesses, there’s a direct integration with Puzzle so card spend, reimbursements, bill pay, and receipts arrive enriched and ready to post.

How can I categorize business expenses automatically?

Set accounting rules and required fields in Ramp (department, project, vendor). Those mappings can then travel with each transaction to a modern accounting tool like Puzzle. Puzzle will ingest them and learn from your edits so coding becomes a quick review, not a rebuild.

How can I automate receipt collection?

You can set receipt policies in an expense tool like Ramp (e.g., require receipts over a set threshold or by category). Employees snap, upload, or forward receipts; Ramp auto-matches them and pings for anything missing. To finish it all off, a modern accounting tool like Puzzle ingests the transaction with its receipt reference, flags exceptions, and keeps documents attached to entries, so month-end doesn’t stall on paperwork.

Does Ramp have accounting?

Ramp cannot do accounting because it isn’t a “general ledger”. Rather it’s a spend platform with accounting automation (policies, rules, custom fields, receipts) and modern integrations. One of the accounting integrations commonly used with Ramp is Puzzle. Connecting Puzzle will help automate many manual processes. Your card spend, reimbursements, and bill pay arrive pre-coded with receipt links, so your books live in Puzzle and month-end is mostly review.

What is the most automated finance and accounting tech stack?

A modern, low-touch stack pairs best-in-class ops tools with an AI accounting hub: banking (e.g., Mercury or Meow), spend (Ramp or Brex), payments (Stripe), payroll/HR (Gusto or Rippling), and accounting (Puzzle) to automate categorization, receipts, reconciliation, and close. The result is clean entries with documents attached and far fewer spreadsheets.

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