Free T&E management software for financial services

Leading financial services companies trust Ramp's T&E management solution to manage travel policy, categorize expenses automatically, and provide full visibility into travel spend. Trust us, we know finance.
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Get a real-time pulse on travel spend

Now with Ramp, travel can be managed from a single dashboard that allows you to surface current and upcoming employee trips, itineraries, flight information and more. For ease of use, your travel expense policy is build in so you'll get alerts should anyone try to charge an out-of-policy expense while on a trip.

Digitize your travel policy and leave the rest to Ramp

Say goodbye to out-of-policy travel spend. With Ramp, you can create expense policies that ensure that all travel spend is within approved guidelines. And no more cash per-diems, You can always quickly and conveniently issue physical cards to employees right in your dashboard in just a few clicks.

Earn 1.5% cashback on every trip

All purchases give you 1.5% cashback. No blackouts, no limits, and no confusing points multipliers. Book business travel anywhere and automate receipts and expenses with the world’s first open travel solution.

FAQ

What is Ramp?
Ramp is the only finance automation platform designed to save you time and money. Ramp is 5-in-1 software that consolidates corporate cards, expense management, bill payments, accounting automation, and insights and reporting into one user-friendly free platform providing you the best control and visibility.
What is T&E expense management?
The goal of T&E expense management is to managing business travel expenses, from correctly recording the expenses to posting them accurately and timely in the accounting system. A good T&E expense management system will give you visibility into travel spends and enables your employees to make smart decisions, while ensuring they are submitting expenses that comply with your T&E policy.
How can Ramp help manage T&E for financial services companies?
Ramp is the newest and fastest way to manage your travel spend. Now, finance teams can centralize control of travel spending while allowing employees to book travel using their favorite booking platforms. From bookings to expense reporting, Ramp for Travel makes travel management much easier for your employees while giving you the same controls, insights, and automation that you’d get from a standalone travel solution. With Ramp for Travel, you can: 1. See every active trip in one dashboard with complete itineraries; 2. See all travel expenses related to a trip grouped by category; and 3. Get real-time alerts when employees spend out-of-policy Employees can request to travel and book wherever they want. Thanks to Ramp's receipt integrations and travel enrichment capabilities, they will spend minimal time submitting expenses.
How can Ramp automate the expense management process?
Here are just a few ways Ramp automates your expense management/provides greater control and visibility: 1. Advanced card level controls: Ramp allows Admins to set and adjust spend limits on every card used in the business business. Managers can do the same with their teams. 2. Receipt and memo requirements: Admins can also set the business-level threshold for receipts, and then receive SMS or email notifications whenever these large transactions occur. 3. Automatic receipt matching: Employees are prompted to provide their receipts after each transaction, and Ramp will automatically match their receipts with the appropriate transactions. 4. Request and approval workflows: Employees can request to spend within Ramp, and you will be able to review and approve the spend in real time. 5. Multi-level approvals: You can set up custom approvals flows to help track expenses and new cards that are being created for employees and managers. 6. Real-time visibility: Through the Ramp dashboard, Admins can easily remind team members to upload their receipts, as well as view spend analytics and identify trends.
How can Ramp help my company save time?
Here are just a few ways Ramp saves time for your financial services company: 1. Automatic expense submission: our automatic receipt matching saves time for both employees and finance teams. Users who make purchases simply need to take a picture of their receipt, then text or email it to Ramp! This also means that your finance team no longer needs to chase after employees for receipts. 2. Automatic categorization: Ramp automatically categorizes transactions based on the rules you set up so you can close your books more quickly. 3. Automatic invoice management: Ramp uses Optical Character Recognition (OCR) to automatically recognize the invoice and receipt details. 4. Automatic accounting sync: Your finance team can connect Ramp with your existing accounting software and sync Ramp data to your accounting system, making reconciliation simple.

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More than just best-in-class T&E management solution for financial services

Ramp is 5-in-1 software that consolidates corporate cards, expense management, bill payments, accounting automation, and insights and reporting into one user-friendly free platform

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Control your business spend with daily limits and auto-locking cards, card programs, and an intuitive dashboard full of spend and savings insights.

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