Carta Fund Admin now integrates with Ramp to sync your expenses
Now, customers can sync expenses from Ramp cards directly into their Carta Fund Administration.
Stay ahead of your firm’s spend with real-time visibility into your Ramp corporate card expenses. With transactions flowing directly into your general ledger, you get a more connected, accurate view of your firm’s financials.
How this helps:
- Real-time Financial Visibility: See your financial position without delay—down to the transaction level. Now you can easily update your GL by syncing your latest expenses straight from Ramp.
- Accurate and Consistent Reconciliations: Speed up month-end close with built-in categorization rules. Use our pre-built mappings (or create your own) to populate your Carta general ledger accounts based on your Ramp categories.
- A Single Source of Truth: Maintain audit readiness with full transaction-level visibility. Sync expenses as soon as they’re ready or hold them in Ramp’s review queue until approved. Drill into every detail from within your Carta GL.
Why this matters:
Disconnected expense data slows you down. With Carta and Ramp working together, you can confidently manage spend, simplify reporting, and keep your books in order—without switching between tools.
Who this is available for:
This is immediately available for Carta Fund Admin customers who have a management company on Carta.
Don’t have your management company on Carta? Or unsure if you do? Reach out to your Fund Admin team or navigate to “Management Companies” towards the bottom of the left-hand menu in your Carta account.
How to get started:
It’s simple to get set up with Carta's Ramp integration in just a few steps. Start by completing the Ramp task in your Carta dashboard to connect the two platforms.
See additional details for more on enabling the integration and getting started.