AI workers for Ramp

What is an AI worker for Ramp?

Review Ramp spend, receipts, reimbursements and vendor information, and perform permitted finance actions under the connecting user's Ramp role. The available capabilities load after you connect and depend on your vendor permissions and enabled features. Each worker receives the tools its owner grants. Start with a specific set of records and a result your team can verify; this connection does not add vendor-side field or record permissions.

What these workers do

Prepare a spend review

Summarize available transactions and receipts for the requested period and flag items needing finance review.

Investigate a reimbursement

Read an accessible reimbursement and related evidence to explain its status and missing information.

Maintain agreed coding

Where the connected role and granted tools permit it, apply specified accounting codes and verify the transaction details.

How an AI worker runs in Ramp

Connect the right account

Start with a concrete workflow

Grant the actions the job needs

Check the outcome

Ramp questions, answered.

How do I connect Ramp?

Your Ramp role must allow the intended work. Ramp must allow WorkerKit's callback before first sign-in. Sign in to Ramp and authorize the account and permissions requested. The first authorized connection loads the available capabilities. Review those tools and the account identity before granting access to a worker; the app's presence in the directory does not establish a connection.

What can a worker access or change?

Review Ramp spend, receipts, reimbursements and vendor information, and perform permitted finance actions under the connecting user's Ramp role. The available tools follow the connected user's vendor permissions, and WorkerKit exposes only the tools granted to that worker. Tool-level grants do not create a separate field mask, per-customer boundary or monetary limit inside the vendor.

What is a useful first workflow?

Summarize available transactions and receipts for the requested period and flag items needing finance review. Start with a bounded period or small set of records, ask for source references and review the result in Ramp. Granted actions can change cards, approvals or reimbursements. Tool grants do not impose amount limits. Confirm the actual available tools before making a kit depend on them.