Accounts payable · Production

Snapdocs consolidates multiple finance tools into Ramp, reclaiming 24 hours per month

The problem

Snapdocs ran multiple separate finance tools — Amex and Brex for corporate cards, Expensify for reimbursements, Bill.com for vendor payments, and Tropic for procurement — none of which integrated cleanly with QuickBooks. Month-end reconciliation required extensive manual work, and the team lacked a centralized approval process, creating a persistent backlog.

Workflow diagram · grounded in source
1
Expense activity enters Ramp
trigger
“I spend maybe 10 to 15 minutes in Ramp every day, and I know that we're set.”
2
OCR processes bill uploads
ai_action
“bill uploads that used to require manual data entry process through OCR in seconds”
3
Automatic GL coding
ai_action
“The GL coding that once had to happen by hand now runs automatically for 84% of transactions”
4
Approval routing by context
routing
“Snapdocs needed the ability to route different expense types to different approvers depending on context like team, amount, and/or circumstance.”
5
QuickBooks sync
integration
“We loved the fact that Ramp has the ability to fully sync up with QuickBooks”
6
Month-end close output
output
“Reconciliation alone took 5 to 6 hours. On Ramp, the same close takes under 30 minutes.”
Reported outcome

After switching to Ramp, Snapdocs reclaimed roughly 24 hours per month: month-end reconciliation dropped from 5 to 6 hours to under 30 minutes, 84% of GL coding now runs automatically, and OCR handles bill uploads in seconds.
Combined savings from cashback, platform consolidation, and spend controls exceed $1.1M.

Reported metrics
Time reclaimed per month24 hours
month-end close time (after Ramp)under 30 minutes
reconciliation time (before Ramp)5 to 6 hours
GL coding automated84%
Show all 6 reported metrics
time reclaimed per month24 hours
month-end close time (after Ramp)under 30 minutes
reconciliation time (before Ramp)5 to 6 hours
GL coding automated84%
combined savings since switchingexceeds $1.1M
daily time in Ramp10 to 15 minutes
Reported stack
RampOCRQuickBooks
Source
https://ramp.com/customers/snapdocs
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

After switching to Ramp, Snapdocs reclaimed roughly 24 hours per month: month-end reconciliation dropped from 5 to 6 hours to under 30 minutes, 84% of GL coding now runs automatically, and OCR handles bill uploads in…

What tools did this team use?

Ramp, OCR, QuickBooks.

What results were reported?

Time reclaimed per month: 24 hours; month-end close time (after Ramp): under 30 minutes; reconciliation time (before Ramp): 5 to 6 hours; GL coding automated: 84% (source-reported, not independently verified).

How is this accounts payable AI workflow structured?

Expense activity enters Ramp → OCR processes bill uploads → Automatic GL coding → Approval routing by context → QuickBooks sync → Month-end close output.

Related accounts payable cases