---
name: month-end-analyst-snapshot
description: "Finance-style rollup — totals, trends, and outliers for a period."
title: "Month-end analyst snapshot"
url: https://agents.ramp.com/playbooks/month-end-analyst-snapshot
runtimes: [Claude Desktop, ChatGPT, Claude Code, Codex, Perplexity]
---

# Month-end analyst snapshot

Leadership updates need a rollup, not a transaction dump. Your agent pulls aggregate spend for the period you name, highlights top vendors and categories, and flags outliers — built for month-end or board prep.

## How to run

Identify which runtime you're operating in (Claude Desktop, ChatGPT, Claude Code, Codex, Perplexity). Use the matching section below; ignore the others.

## Claude Desktop

Copy and run this prompt:

```
## Before you run
- Ramp connector enabled in Claude Desktop ([connector directory](https://claude.ai/directory/61bac03c-3f98-4b3c-affb-1b99533fa82c))

Build a month-end spend snapshot from Ramp for leadership.

Period: [REPLACE — e.g. "March 2026" or "Q1 2026"]

Include:
- Total spend and how it compares to the prior period if data allows
- Top vendors and categories
- Notable outliers or spikes

Use aggregate reporting — not individual transaction approvals. Read-only; do not change anything in Ramp.
```

## ChatGPT

Copy and run this prompt:

```
## Before you run
- Ramp connector enabled in ChatGPT ([app](https://chatgpt.com/apps/ramp/asdk_app_69250fb6281c819195b52a1556b0060c))

Build a month-end spend snapshot from Ramp for leadership.

Period: [REPLACE — e.g. "March 2026" or "Q1 2026"]

Include:
- Total spend and how it compares to the prior period if data allows
- Top vendors and categories
- Notable outliers or spikes

Use aggregate reporting — not individual transaction approvals. Read-only; do not change anything in Ramp.
```

## Claude Code

Copy and run this prompt:

```
## Before you run
- Ramp CLI installed: `curl -fsSL https://agents.ramp.com/install.sh | bash`
- Logged in: `ramp auth login`

Build a month-end spend snapshot from Ramp for leadership.

Period: [REPLACE — e.g. "March 2026" or "Q1 2026"]

Include:
- Total spend and how it compares to the prior period if data allows
- Top vendors and categories
- Notable outliers or spikes

Use aggregate reporting — not individual transaction approvals. Read-only; do not change anything in Ramp.
```

## Codex

Copy and run this prompt:

```
## Before you run
- Ramp CLI installed: `curl -fsSL https://agents.ramp.com/install.sh | bash`
- Logged in: `ramp auth login`

Build a month-end spend snapshot from Ramp for leadership.

Period: [REPLACE — e.g. "March 2026" or "Q1 2026"]

Include:
- Total spend and how it compares to the prior period if data allows
- Top vendors and categories
- Notable outliers or spikes

Use aggregate reporting — not individual transaction approvals. Read-only; do not change anything in Ramp.
```

## Perplexity

Copy and run this prompt:

```
## Before you run
- Ramp connector enabled in Perplexity ([connector](https://www.perplexity.ai/computer/connectors?connector=ramp))

Build a month-end spend snapshot from Ramp for leadership.

Period: [REPLACE — e.g. "March 2026" or "Q1 2026"]

Include:
- Total spend and how it compares to the prior period if data allows
- Top vendors and categories
- Notable outliers or spikes

Use aggregate reporting — not individual transaction approvals. Read-only; do not change anything in Ramp.
```