Accounting teams spend a full workday each month manually coding hundreds of transactions, while rules-based automation breaks on spend permutations it was never configured to handle — a hotel stay for a client dinner miscodes under a general travel rule — leaving teams chasing missing details at month-end close.
How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · Transaction triggers auto-coding
Every transaction is auto-coded the moment it happens.
Tools used
RampERP
Outcome
Teams using Ramp's Accounting Agent see 3.5x more transactions coded automatically compared to legacy tools, 98% accuracy on auto-synced transactions, 70% fewer corrections in the first month, and a 3x faster monthly close.
What failed first
Rules-based 'automation' tools failed because they could not anticipate every permutation of spend, breaking whenever a familiar vendor appeared in an unexpected context and forcing teams to keep rewriting rules and manually re-coding transactions.