How to Build Your Own Ramp

Customizable multi-level approval chains with conditional routing based on amount and department.

AI-powered extraction and matching of invoice data with automatic three-way matching capabilities.

Schedule and process vendor payments with approval workflows and audit trails.

AI-powered detection and prevention of duplicate invoice payments and billing errors.

Pre-built and customizable invoice templates matching industry and company branding standards.

AI-powered predictions of future cash needs based on spending and payment patterns.

Create custom reports with filters and visualizations for board presentations and analysis.

Export data to Excel, CSV, and PDF formats for external reporting and analysis.

Track outstanding invoices by aging buckets with drill-down to individual transactions.

Live visibility into cash position, spending trends, and budget utilization across the organization.

Set department and team budgets with real-time alerts when spending approaches or exceeds limits.

Issued virtual and physical corporate cards with real-time spend controls and automatic categorization.

Allocate expenses across multiple departments and cost centers for accurate cost tracking.

Mobile app for employees to submit expenses with automatic receipt capture and receipt recognition.

Snap photos of receipts on mobile app with automatic data extraction and submission.

Two-way sync with accounting software for automatic journal entry creation and reconciliation.

REST API for custom integrations and automated data import/export capabilities.

CSV import for bulk invoice, expense, and vendor data migration.

Forward invoices via email for automatic processing and invoice capture.

256-bit encryption, SOC 2 Type II compliance, and enterprise-grade data protection standards.

AI algorithms detect anomalous spending patterns and flag suspicious transactions automatically.

Granular permissions system allowing customized access levels for different user roles.

Optional 2FA with TOTP and SMS support for enhanced account security.

Dedicated setup assistance and data migration for smooth implementation.

Dedicated support team with priority response times and account management.

Online training sessions and documentation for team onboarding and best practices.

Automatic tracking of vendor 1099 payments with year-end reporting integration.

Complete history of all system actions with timestamps and user identification for compliance.

Customizable alerts for invoice arrivals, payment approvals, and spending thresholds.