What can an AI teammate do with Ramp?

A Ramp AI teammate can read transactions, pull spend summaries by department or vendor, review card limits, identify missing receipts, flag budget overruns, and generate expense reports on a schedule or on demand. Write actions like submitting reimbursements or adding memos require your approval.

Can my AI teammate approve or decline transactions?

No. Your teammate can read transaction data and flag items for your review, but approval and decline actions remain with authorized finance admins. Write actions like creating memos require your explicit approval.

How is a Ramp AI teammate different from Ramp's built-in reporting?

Ramp's dashboards show you data when you log in. A Ramp AI teammate proactively monitors spend, reasons across categories and time periods, sends alerts when something looks off, and combines Ramp data with other tools like QuickBooks or Slack to give you a full picture without manual effort.

Can I scope the teammate to a specific department or cost center?

Yes. You can configure task instructions to filter by department, card holder, merchant category, or date range. The teammate only reads and reports on the spend data that falls within those parameters.

Finance

AI Teammate for Ramp

An AI teammate that monitors, categorizes, and optimizes your company spend.

Your AI teammate for Ramp reads transactions, tracks budgets, reviews receipts, and generates spend analytics. An ideal AI assistant for corporate spend management, expense reporting, and vendor analysis. Write actions always require your approval.

Finance teams waste hours manually categorizing expenses and chasing down receipts. A Ramp AI teammate watches your spend in real time, flags anomalies, surfaces budget overruns before they become problems, and turns raw transaction data into clear reports your team can act on.

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What your AI teammate can do with Ramp

Read-only actions run automatically. Write actions require your approval.

Read-only actions

list transactions

Read all card transactions with filters for date, department, or merchant

get transaction

Fetch details for a single transaction including receipts and memos

list cards

View all corporate cards, their holders, and spending limits

list departments

See all departments and their associated spend categories

get spend summary

Retrieve aggregated spend totals by department, vendor, or time period

Write actions (require approval)

create memo

Add a memo or note to a transaction for accounting purposes

submit reimbursement

Submit an out-of-pocket expense for reimbursement

Example workflows with Ramp

Real tasks you can run on a schedule or on demand.

task

generate a weekly spend report by department and post it to the finance Slack channel

task

flag any transaction over $500 missing a receipt and notify the cardholder

task

compare vendor spend month-over-month and surface the top cost increases

task

pull all software subscription charges and identify duplicate or unused tools

How to connect Ramp

Create a free m8tes account.

Connect Ramp

Click Connect and complete the OAuth flow or enter your API key.

Create a task

Give your AI teammate a task that uses Ramp. It handles the rest.

Ramp AI teammate: FAQ

Common questions about using an AI teammate with Ramp.

Build an AI teammate for Ramp

Connect Ramp to an autonomous AI teammate that reads data, runs tasks on schedule, and delivers structured output.

AI teammates — all integrations
Build a teammate that uses Ramp alongside your other tools.

Related integrations

Teams that use Ramp also connect these.

QuickBooks

Finance

Stripe

Finance

Slack

Communication

Google Sheets

Productivity

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