Tax Return Review for Accounts Payable Managers with Ramp
The Problem
Senior reviewers spend hours tick-and-tying AP Operations returns against source documents and prior year — and small-dollar variances still slip through into partner review.
What We Build in Ramp
AI reconciles each line of the return against source docs in Bill.com and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running Ramp — uses the native API or agent integration so nothing leaves the system of record.
Ramp Integration Approach
Audit your Ramp configuration
We map the specific Ramp objects, custom fields, and workflows the automation needs to touch for your ap operations practice.
Build on the Ramp API or agent
Integration happens inside Ramp — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Ramp with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Ramp instance
30-minute call. We'll look at your actual Ramp setup and show exactly how this workflow fits.