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What is Stack?

Ramp Stack is an innovative AI solution tailored for accounting firms, offering an all-encompassing approach to managing bookkeeping, reconciliations, month-end closures, and ongoing accounting tasks seamlessly from inception to completion. This platform empowers firms to assign significant responsibilities to AI from day one, including reconciliations, schedules, monthly reports, journal entries, schedule roll-forwards, variance analysis, accruals, and other closure-related tasks, all while maintaining human oversight throughout the process. With built-in accounting knowledge, Ramp Stack is designed to adapt to each firm's distinct practices for every client, enabling teams to function consistently while ensuring control, transparency, and readiness for audits. The system is organized around standardized operating procedures known as skills, which agents can utilize and modify across clients for commonly performed tasks such as reconciliations, journal entries, variance analysis, schedules, and accruals. Moreover, firms have the option to adjust any existing skill or develop new ones as their bookkeeping requirements change, allowing them to tailor Ramp Stack for the unique needs of each client. This level of customization guarantees that the platform stays relevant and efficient in response to the evolving landscape of accounting challenges, ultimately enhancing the firm's operational capacity and client satisfaction. In a rapidly changing industry, Ramp Stack stands out by providing flexibility and precision, ensuring that firms can meet their clients' demands with confidence.

What is Canopy?

Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.

Media

Media

Integrations Supported

Xero
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
QuickBooks Accountants
QuickBooks Online
Ramp
Salesforce
Shift
Slack

Integrations Supported

Xero
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
QuickBooks Accountants
QuickBooks Online
Ramp
Salesforce
Shift
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

$15 per month
Free Trial Offered?
Free Version

Pricing Information

$50.00/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ramp

Date Founded

2019

Company Location

United States

Company Website

ramp.com/stack

Company Facts

Organization Name

Canopy

Date Founded

2013

Company Location

United States

Company Website

www.getcanopy.com

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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