Proven ways to run Ramp with agents — plays the Ramp team uses and recommends. Copy them or write your own.
Hand your agent this playbook. It gets you set up on Ramp — or applying, if you're new — plus the menu of everything else you can do.
Hand your agent your details and a formation doc. Get back a Ramp application filled in and ready for you to submit.
Here's my EIN letter — apply me to Ramp and hand me the submit link.
No company yet? Your agent forms your US LLC and gets you onto Ramp in one motion — no separate application.
I don't have a company yet — form my LLC and get me onto Ramp.
Hand your office-manager agent an Amazon link or a shopping list. Browserbase drives the checkout; your agent card pays and codes it.
“Order 5 reams of paper, under $60.”
Need hardware? Your agent configures and checks out on apple.com, pays with an agent card, and files the receipt.
“A 14-inch MacBook Pro for the new hire.”
Team’s hungry? Your office-manager agent orders to the office and codes it straight to Meals.
“Thai for 6 to the office, around $120.”
Hand your agent a card and a task. It checks out, then closes the loop on memo, receipt, and coding.
“Buy this, code it to Marketing, attach the receipt.”
A morning brief from your agent. Pending approvals, missing receipts, and items waiting on you, in one summary.
“What needs my attention today?”
Your finance agent slices Ramp spend by vendor, time, category, person, or team.
“Q2 SaaS spend by vendor.”
Cash across your Ramp Treasury accounts in one pass. Balances now, trend over the window, recent transfers.
“How much cash do we have right now?”
Open POs, pending requests, and anything aging. Your procurement work in one summary.
“Anything stuck in the PO queue?”
Snap a receipt to your agent; get back a submitted, policy-checked reimbursement — no form, no portal.
“Expense this $14 lunch.”
Find a declined charge and get a plain-English reason plus what to do next.
“Why was my $312 charge declined yesterday?”
Your transactions missing receipts or memos, with suggested fixes.
“What's still missing on my card spend?”
Ask whether a planned purchase fits policy before you swipe.
“Can I expense a $180 team dinner?”
See fund limits, remaining balances, and restrictions before you spend.
“Which fund should I use for a $200 software purchase?”
Suggested memos and accounting categories for a charge.
“What GL code should this AWS charge use?”
Bills in your approval queue — totals, vendors, due dates, and flags.
“What bills need my approval this week?”
Look up a vendor bill — line items, history, comments, and status.
“Pull up the Acme bill from last week — what's on it?”
Recurring bills and subscription exposure — vendors, amounts, and schedules.
“Which subscriptions bill us every month?”
Pending employee reimbursements with policy context for approvers.
“Which reimbursements should I approve today?”
Check where your reimbursements stand — pending, approved, or paid.
“Did my hotel reimbursement get approved?”
Close out a trip — bookings, estimates, and loose ends on card spend.
“Help me close out my NYC offsite.”
Get a mileage reimbursement estimate using your company's rates before you submit.
“What's 42 miles worth at our rate?”
Calculate per diem for a trip with meal deductions and weekend rules.
“Per diem for Mon–Thu with lunches provided?”
Match a card charge to the right business trip using Ramp's trip context.
“Which trip does this $89 Uber charge belong to?”
Match colleague names to Ramp users for a team meal charge.
“Add Sarah and James to last night's team dinner.”
Search policy-tagged flights and book only after you confirm the summary.
“Direct flight to Chicago next Tuesday.”
Upcoming trips, bookings, and related card spend in one pre-trip brief.
“What's on my calendar for travel next month?”
Search in-policy flights for a colleague and book only after you confirm.
“Book Alex a flight to Denver next Tuesday.”
PO status, amounts, and what's still open — for buyers, not approvers.
“Where's PO #1042 — issued or received yet?”
Spend and fund requests waiting on you — broader than POs alone.
“What requests are waiting on me?”
Contracts renewing soon — values, dates, and auto-renew flags.
“What SaaS renews in the next 60 days?”
Finance-style rollup — totals, trends, and outliers for a period.
“Give me a March spend snapshot for leadership.”
MoM or QoQ spend comparison — totals, top movers, and percent change.
“How did March spend compare to February?”
Department-level spend rollup with top vendors and outlier flags.
“Q1 spend by department.”
Recent money movement across treasury accounts.
“What moved in or out of treasury this month?”
Investment and managed portfolio balances in one read.
“What are our investment account balances today?”
Daily balance history for one checking account over a period.
“How has our main checking balance moved this quarter?”
Scheduled bill payments by due date — totals, status, and at-risk items.
“What bill payments hit in the next two weeks?”
Active cards and fund balances for your team.
“Show my team's active cards and remaining limits.”
Team spend rollup by vendor and person — outliers and totals in one view.
“How did Engineering spend last month?”
See which reports on your team still have incomplete card transactions.
“Who on my team is still missing receipts?”
Rank your approval queue by due date, amount, and age — not just a flat list.
“What should I approve first today?”
Reimbursements aging in your queue — who, how much, and how long.
“Which reimbursements have I been sitting on?”
Bills due this week, your approval queue, and total cash needed.
“What bills are due this week and what's waiting on me?”
Draft bills not yet submitted — vendors, amounts, and what's incomplete.
“What draft bills are still in the queue?”
360° vendor view — spend, contracts, open bills, and renewal risk.
“Give me the full picture on Salesforce.”
Three-way match check — PO amount vs. bill, with variance flags.
“Does PO #1042 match the Acme invoice?”
Unpaid bills by aging bucket — counts, totals, and top vendors.
“Show me AP aging as of today.”
PO volume, open commitments, and approval queue in one procurement rollup.
“How much do we have committed in open POs?”
Company-wide transactions missing coding, memos, or receipts.
“What transactions are still missing GL codes?”
Software spend, renewals, and recurring bills — overlap and renewal flags.
“What software are we paying for and what renews soon?”
Enable Agent Cards for your business and confirm funds are ready.
“Set up Agent Cards for our team.”
Suggest who owns an uncoded or ambiguous charge.
“Who probably owns this uncoded Slack charge?”
Upgrade a GitHub plan or add seats through browser checkout with an agent card.
“Add two GitHub Copilot seats, about $40/month.”
Register a domain or pay for hosting through browser checkout with an agent card.
“Register acme-labs.io for one year, under $20.”
