In this course, you will learn how Ramp Stack transforms tasks like your month-end close from a manual, time-intensive process into an automated workflow your firm can scale. You'll explore how AI-powered Coworkers interpret instructions, pull data directly from QuickBooks, and produce reviewable work products — reconciliations, journal entries, and roll-forward schedules — with human approval required before anything posts. From setting up your first client to building reusable skills and scheduling agents to run automatically, this step-by-step course equips you to close faster, advise more clients, and grow your firm's capacity without adding headcount.
In order to successfully complete this course and earn 1 CPE credit, you must:
- Complete the course content
- Answer the review questions throughout the course
- Complete the qualified assessment with a minimum of 75% accuracy within one year of course enrollment
For a list of key terms, check out our Course Glossary.
Looking for details on certificates, CPE credits, or support? Visit the FAQs.
Get started below to begin.