Advisor Console overview
Overview
The Advisor Console is a Ramp product built specifically for partners.
The core sections of the product are:
- Clients: add new clients and manage existing clients
- People: add staff to manage clients
- Reporting: view spend across connected clients — cross-business spend, AP reporting, and efficiency
- Close checklist: manage your clients' month-end close process using a checklist and an AI coworker that can complete tasks on your behalf
- Knowledge: repository for skills leveraged by the AI coworker that runs the close checklist
- Billing: manage your firm's payment details and view clients for which you're managing the bill, statements, and payments
- Price Intelligence: view benchmark data across distinct vendors on pricing and contract details
- Ramp Academy: become a Ramp Specialist or Ramp AI Specialist via course programs and earn CPE credits for completion
- Referrals & rewards: track referral status and rewards paid out to the firm
Related articles
- Clients: add, invite, and connect
- People: invite staff and assign to clients
- Assign staff members to clients
- Connect with your Accounting firm
- Advisor Console roles and permissions
- Reporting: track spend, AP, and efficiency across clients
- Close checklist: manage month-end close across clients
- Billing: add payment details and view statement payments
- Ramp Partner Academy: Overview and FAQs
- Partner status, referrals and payouts
- Security: 2FA and authenticator devices for Advisor Console