How to connect your Ramp account to Inkle Books

Ramp is one of the leading providers of financial products which includes, Credit Card, Spend Management and much more. Head to Ramp's website to learn more about their product.

With Inkle Books, customers can now directly connect Ramp to Inkle, ensuring seamless data transfer.

Connecting Ramp to Inkle is pretty straightforward. Let's do this one step at a time:

1. Create your account on Inkle

We have explored this topic in detail here.

2. Connect your Ramp account

Click on the big plus icon on the data sources page on Inkle Books to connect your Ramp account. You will be redirected to Ramp's web page to provide your credentials and allow Inkle to access some read-only data. You are redirected back to the Data Sources page after confirmation.

3. Transactions start streaming in from Ramp

Once the connection is live, Inkle starts fetching the transactions and starts auto-categorising in the background accordingly.

4. Access Ramp Statements directly from Inkle

Inkle makes it really easy for the Ramp users to handle their accounting by fetching the statements directly from the platform and making it available for them to verify the month end balances.

5. Categorise the transactions and generate the financials in the live financials section

After verification of transaction categories, head over to the live financials section to see the prepared financials.

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