FinanceAI teammates for Ramp
Find missing receipts, rising vendor costs, and duplicate subscriptions.
Your Mate
Your result
The request
Find expense claims with missing receipts
Result and follow-up
Review the work with your Mate.
More work to hand off
- Identify vendors whose costs rose this month
- Flag duplicate software subscriptions for a closer look
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
What needs your approval
Changes to Ramp need your approval.
Connecting Ramp
- Connection
- API key
- Setup
- About 5 minutes
Setup instructions
Create API credentials in the Ramp Developer Portal. Enter them as CLIENT_ID:CLIENT_SECRET. The mate will handle the OAuth client credentials token exchange.
Ramp setup guide
QuickBooks
Stripe
Slack
Google Sheets