How to add multiple entities at once on Ramp

Overview

Available on Ramp Plus. See Ramp Plus overview for plan details.

If you're setting up more than one legal entity on Ramp, you can add them all in a single flow instead of repeating the process individually. You can import entities from a connected ERP, upload documents and let AI extract entity details for you, or enter everything manually.

Before you start, review the requirements covered in Ramp support for multi-entity businesses to confirm your entities meet the requirements.

Video walkthrough: Add multiple business entities to Ramp at once, including the required fields and what happens after upload. Best when onboarding or expanding a multi-entity business without creating entities one by one. Watch the video.

How to access

You can start bulk entity creation during onboarding or from your account settings at any time.

• During onboarding: Select the bulk add option when prompted in the setup flow.
• For existing customers: Go to Company > Entities and select + Add Entities > Bulk Add .

How it works

Step 1: Import or create entities

When you start the bulk add flow, you have three options for getting entity data into Ramp:

Option A: Import from an ERP

If you have NetSuite or Sage Intacct connected, Ramp imports your subsidiary entities automatically. Select the ones you want to add to continue.

What Ramp imports from your ERP:

• Legal entity name and DBA
• Registered address
• Country of registration
• Accounting currency

Option B: Upload documents

Upload formation or registration documents and Ramp uses AI to extract entity details automatically. This is a good option when you don't have an ERP connected but have existing documentation for your entities.

Supported document types include:

• Articles of Incorporation or Certificates of Formation
• IRS EIN confirmation letters
• Canadian business number (BN) registrations
• Business registration certificates
• Bank statements

You can upload up to 10 files at a time in PDF, PNG, or JPEG format (max 20 MB per file).

What Ramp extracts from your documents:

• Legal business name and DBA
• Business address
• Entity type and date of incorporation
• State or jurisdiction of incorporation
• EIN (US) or business number (Canada)
• Website and business description (if present)

After uploading, review the extracted details and select which entities to create. The selected entities are added to the flow as drafts so you can verify and complete any remaining fields.

Option C: Manual entry

If you don't have an ERP connected or documents to upload, specify how many entities you want to add and enter the details manually.

Step 2: Complete entity details

Fill in the required fields for each entity. Use Bulk Apply to set the same value across multiple entities at once, such as a shared website URL, business description, or ownership type. Progress saves automatically, so you can close the flow and return later to finish.

If you used document upload, many fields will already be filled in. Review the AI-extracted values and correct anything that needs updating before continuing.

Step 3: Submit and track

After submitting, each entity enters a pending state while Ramp completes compliance review. Track the status of each entity from Company > Entities. While an entity is pending, you can invite users, assign roles, and set up integrations. Issuing cards and processing payments requires compliance approval first, and timelines vary by country. You will receive an email notification when each entity is approved and ready for full use.

Things to know

• There is no hard limit on entities per session. Customers regularly onboard 50 or more at once.
• Each entity requires its own bank account and payment method setup after approval.
• Partially owned entities may require additional beneficial owner documentation.
• Bulk entity creation covers entity setup, not KYB. After submitting, each entity still goes through compliance review individually.
• If you used document upload, always review the extracted details before submitting. AI extraction works best with clear, high-quality documents.

Frequently asked questions

Can I edit an entity after publishing?

Yes. Update entity details anytime from Company > Entities.

What if I need to pause and come back?

Your draft is saved automatically. Pick up where you left off under Company > Entities > Drafts.

Do I need NetSuite or Sage to use bulk add?

No. You can upload formation documents and let AI extract entity details, or enter everything manually.

What is the difference between a draft and a published entity?

A draft has been created in the flow but not yet submitted for compliance review. A published entity has been submitted and is either pending review or active.

Does bulk add include KYB?

No. Bulk entity creation streamlines the setup and data entry step. KYB review still happens separately for each entity after you submit. For more information, see Ramp support for multi-entity business.

What documents can I upload for AI extraction?

You can upload Articles of Incorporation, Certificates of Formation, IRS EIN letters, Canadian BN registrations, business registration certificates, and bank statements. Supported formats are PDF, PNG, and JPEG (up to 10 files, max 20 MB each).