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Procurement and expenses · Available

Ramp for Claude, ChatGPT and Copilot

Finance teams on Ramp chase the same things every month: card transactions without receipts or memos, spend against a department’s funds, bills scheduled this week, reimbursements pending and procurement requests in review. Cardholders, managers and finance can ask Claude, ChatGPT or Copilot directly. Anything that moves money or adds spending power needs a second approver. A guided pilot sets up Ramp with your finance lead.

Start a pilot What it can do
Status
Available
Setup
Guided pilot with your team
AI assistants
Claude, ChatGPT, Copilot Studio
Access
By role, view only or with approvals

Ask in a sentence

What can your team ask Ramp?

Questions from cardholder, engineering manager, AP manager and others, answered from live Ramp data and only for the people allowed to see them.

Records it works with

  • Card transactions
  • Cards
  • Funds
  • Bills
  • Reimbursements
  • Vendors
  • Procurement requests
  • Cardholder

    “Which of my Ramp card transactions this month still need a receipt or memo?”

  • Engineering manager

    “How much is left in the team software fund for this quarter?”

  • AP manager

    “Which bills are scheduled to pay this week, and which vendors are paid by check?”

  • Controller

    “Which transactions over $2,500 were coded to the wrong GL account last month?”

  • Head of people

    “Which reimbursements from the offsite are still waiting for approval?”

  • Finance lead

    “What did we spend with SaaS vendors by department this year, and which subscriptions are duplicated?”

Changes, governed

What the assistant can prepare in Ramp

The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.

  1. 1 Prepare The assistant drafts the change from the request.
  2. 2 Preview and confirm The person sees exactly what will change.
  3. 3 Approve Above your limits, a second person decides.
  4. 4 Saved and logged Written to Ramp under a named person.

  • Request a new virtual card for a vendor subscription

    Every new card or limit increase needs the cardholder’s manager and a finance approver.

  • Prepare a bill for payment from a vendor invoice

    All bill payments need a second approver; above $10,000 the controller approves.

  • Add a memo and receipt to a card transaction

    A memo and receipt only document a purchase already made, so the cardholder confirms them.

Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.

Why it needs care

Governance built for Ramp

Ramp controls company cards, limits and outgoing payments, so one careless change can spend real money. A new virtual card is spending power, not paperwork. Card requests need the manager and finance, bill payments always need a second person, and the controller joins above $10,000.

Security and data handling

  • Sign-in by work email

    Only people you invite, with a one-time code. No shared logins.

  • Roles per tool

    Each role reaches only the Ramp records it needs.

  • View only, if you prefer

    Admins can keep a connection to lookups with one switch.

  • A preview first

    Every change is shown in full before anything is saved.

  • Approval rules

    Above your limits, a second person approves the change.

  • One audit log

    Every request tied to a named person, ready for review.

Setup

How Ramp gets connected

We connect Ramp for your team in a guided pilot, on the same gateway every app uses. No code on your side.

  1. 01

    Agree the questions

    We list the Ramp questions and changes your team needs, and who may use each.

  2. 02

    Connect with your admin

    Your Ramp administrator creates a dedicated integration user with only that access.

  3. 03

    Test with your people

    A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.

  4. 04

    Roll out with rules

    Roles, approval limits and the audit log are in place before everyone joins.

Then people use it from the assistant they already have

Ramp questions

Can the assistant issue Ramp cards?

It can prepare a card request with the limit, vendor and fund. Nothing is issued until the requester confirms it and a second approver agrees, because new cards add spending power.

Can it schedule bill payments?

It can prepare a bill and a payment date. A second approver in finance has to agree before it is paid, and payments above your threshold also go to the controller.

Can it help close the books?

Yes. Accountants can ask which transactions are missing receipts, memos or GL coding before the month closes, and get a list by cardholder to follow up on, sorted by amount.

Does mcpbizapps keep a copy of our Ramp data?

No. When someone asks a question, mcpbizapps reads the answer live from Ramp through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.

Ramp is a trademark of its owner. mcpbizapps is not affiliated with Ramp; the name describes the connection only.

Related

Often connected alongside Ramp

All Procurement and expenses apps

Part of Finance and accounting: Ledgers, planning, spend, billing, tax and cash.

Start

Bring Ramp into your AI assistant

Tell us how your team uses Ramp, and we will plan a guided pilot around your own questions.

  • We agree the tools and approval rules with you
  • Your admin creates the integration user; no code
  • Business data is read live and not stored

Start a Ramp pilot

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