11 workflow automations purpose-built on top of Ramp — no data leaves your system, no parallel tool for your team to learn.
AI pipes KPIs from NetSuite and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time. Purpose-built for teams running Ramp — uses the native API or agent integration so nothing leaves the system of record.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in NetSuite, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running Ramp — uses the native API or agent integration so nothing leaves the system of record.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day. Purpose-built for teams running Ramp — uses the native API or agent integration so nothing leaves the system of record.
AI pulls bills from every channel, extracts line items, assigns GL codes using AP Operations patterns, routes approvals, and sends payment files to Bill.com — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running Ramp — uses the native API or agent integration so nothing leaves the system of record.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day. Purpose-built for teams running Ramp — uses the native API or agent integration so nothing leaves the system of record.
AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payroll errors caught pre-run, not post-deposit. Purpose-built for teams running Ramp — uses the native API or agent integration so nothing leaves the system of record.
AI classifies every incoming notice, links it to the client file in Bill.com, drafts the response, and calendars the deadline — no notice slips past a response window. Purpose-built for teams running Ramp — uses the native API or agent integration so nothing leaves the system of record.
AI ingests bank feeds, statements, and Bill.com data, rebuilds a clean transaction timeline, and flags suspicious patterns — investigators start at analysis, not data entry. Purpose-built for teams running Ramp — uses the native API or agent integration so nothing leaves the system of record.
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running Ramp — uses the native API or agent integration so nothing leaves the system of record.
AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recommended actions — the forecast is always current. Purpose-built for teams running Ramp — uses the native API or agent integration so nothing leaves the system of record.
AI pipes KPIs from Bill.com and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time. Purpose-built for teams running Ramp — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Ramp for any repetitive process. Tell us what you'd automate.