- Save time with custom-tailoring.
- Gain accuracy and flexibility with your bills.
- Identify discrepancies and prevent payment errors on purchase orders.
- Find actionable insights with our all-new reporting experience.
- Enjoy more intuitive insight—and effective oversight.
- Streamline reimbursements and expense submissions.
- Block out-of-policy travel expenses.
From customizable CSV export to saved filters in Bill Pay, this month’s updates are all about personalizing your Ramp setup to match your unique workflows.
Watch our video recap or read on for a full breakdown.
Save time with custom-tailoring.
For most finance teams, CSV is the king. But working with the ol’ Comma-Separated Values file can be rigid and unforgiving.
That’s why we’ve released new functionality that lets you tailor your CSV export before exporting. Modify columns, hard-code field values, and even switch between single- and double-line journal entries. You can also use new fields in the Expenses and Accounting tabs to export details about reimbursements made in non-USD currencies.
For folks on Acumatica or Zoho Books, integrate your account with Ramp to sync your transactions, bill payments, reimbursements, and card statement payments in real time—no more switching between platforms to reconcile your data.
Gain accuracy and flexibility with your bills.
Expedite your accounts payable work with our new dashboard filters, customizable CSV exports, and bulk actions for Ramp Bill Pay. Filter and arrange columns to match your workflow and save your preferred views. Use CSV to export details like accounting categories, line item details, trace ID, banking partner ID, and vendor memos. Cancel bills, mark bills as paid, update vendor owners, download paid and open invoices, with a single click.
An informed vendor is a happy vendo—which is why you can now update them about payment status and payment dates directly through Ramp’s activity feed. Working with international vendors? Ramp now supports local currency payments for all major accounting providers, including Sage Intacct and Xero, to help you avoid high exchange fees. And, you can now see applied vendor credits within the For Approvals and For Payments tabs.
For a live demo of these Bill Pay features and more, join our upcoming webinar.
Identify discrepancies and prevent payment errors on purchase orders.
3-way match is now available for NetSuite users. Confirm your purchase order (PO), invoice, and goods received are always accurate. You can also match non-USD bills to POs to better track overbilling, billed amounts, and more. To improve accounting accuracy, customize the categories that employees should use to code procurement line items.
To help you stay on top of incoming requests and POs, you can now see all of your purchase requests and POs in Ramp—with key information highlighted to make it easier to find details, attached documents, and related activities.
Managing and comparing vendor contracts can be tedious and time-consuming. Ramp now makes it easy for you to see previous contracts and expenditures when reviewing procurement requests for existing vendors, so you don’t have to dig through past documents.
Find actionable insights with our all-new reporting experience.
Uncover key trends using pre-built reports that help you investigate unusual spending patterns, resolve recurring compliance issues, and address bottlenecks seamlessly.
For those who prefer working within Excel, you can now query your Ramp data directly in your spreadsheet. Analyze thousands of Ramp transactions effortlessly with the Ramp for Excel app—no need to leave your familiar workspace. Simply install the plug-in to get started.
Enjoy more intuitive insight—and effective oversight.
Proper approval workflows are also essential to prevent payment issues. Our new workflow simulator lets you test new workflows before rolling them out. And if you ever need to check previous changes, you can track and review edits in our new audit log.
Streamline reimbursements and expense submissions.
Expense reporting has always been a breeze with Ramp—and now it’s even breezier. In addition to texting photos of receipts for Ramp card purchases, folks can now text receipts for purchases made with their personal cards. We’ll start the reimbursement in seconds and guide employees through the entire process, all from SMS.
Collect the information you need for different expenses upfront to remove the need to chase employees for that information at the end of the month. Now you can customize submission requirements based on certain conditions—for example, if employees submit a reimbursement, require a receipt, memo, and accounting category.
Block out-of-policy travel expenses.
Using Ramp Travel to book employee trips? Get alerted on potential out-of-policy travel spend before it happens. With our updated approval workflows and templates, you can now be alerted if, say, an employee attempts to book a business-class flight.
Want to get even deeper? Read the full list on our Product Announcements page.
“I assumed I would have to choose between speed and control. What I found is that you can have both. A well-designed system takes friction out, for the finance function and for everyone else.”
Justin Webster
CFO, Denver Broncos
“A well-run district should not have to choose between getting work done at the school site and keeping control of the dollars behind it. We're not hiring more people to do more jobs, so we have to be smarter about the process. With Ramp, the purchase, the receipt, and the record stay together from the start. ”
Nick Brizeno
Director of Purchasing, San Marcos Unified School District
“AI is moving faster than the finance context around it. Prices change, models change, and the value is not always obvious from an invoice. We needed enough detail to know which bets deserved more investment — and which ones did not.”
Greg Cooley
Controller, AngelList
“Invoices, cards, tokens. The categories change but the principle doesn't: know where the money is going, remove the work around it, and make sure the spend is worth it.”
Maciej Mylik. Finance
ElevenLabs
“There's just no surprises anymore. No more waiting two months to find out how a job did. We know how it's doing as it's happening.”
Erich Kuss
Financial Systems Manager, Infinity Home Services
“More token spend isn’t proof that AI is working. Less isn’t proof that it isn’t. What matters is whether we’re buying the right level of intelligence for the work. Ramp lets us make that judgment in the same place we manage every other type of spend.”
Cody Nutt
Senior Director of Business Systems, Daxko
“Most banks treat the back office as a cost to keep down. We treat ours as a return to compound, which is why we run it on Ramp. Now we put our clients on Ramp, too.”
Patrick Gaughen
President & COO, Hingham Institution for Savings
“Browserbase builds infrastructure so AI agents can do real work. Ramp is doing the same for finance. It’s not another tool. It’s a system purpose-built for AI-driven finance, and that’s why we chose Ramp as our financial operating system from day one.”
Paul Klein IV
Founder & CEO, Browserbase
