Ramp

Finance

Neotask gives you autonomous control over Ramp - manage cards, track spending, handle reimbursements, and oversee your entire corporate finance operation through conversation.

• Create and manage corporate cards, set spend limits, and control card programs without opening the Ramp dashboard
• Track transactions, categorize spending, and generate expense summaries across your entire organization
• Process reimbursements, manage vendors, and handle bills through natural language

What You Can Do

Ramp through Neotask provides 17 actions that span the complete corporate spend management workflow:

Area	Actions	What They Do
Cards	List cards, get card, create card, update card limits, terminate card	Full card lifecycle management - create virtual or physical cards with precise limits and restrictions
Transactions	List transactions, get transaction	Browse company-wide spend with filters by user, merchant, category, date, or card
Users	List users, get user	View employees, their roles, and card assignments across the organization
Reimbursements	List reimbursements, get reimbursement	Track and review employee expense reimbursements
Vendors	List vendors	Browse your approved vendor list for policy management
Departments	List departments	View department structures for spend categorization
Locations	List locations	Access location data for multi-site spend analysis
Bills	List bills	Review outstanding and processed bills
Accounting	List accounting fields	Retrieve accounting field definitions for GL code mapping

Every action runs autonomously or requires your approval - you decide.

Try Asking

• "Show me all transactions over $500 in the Engineering department this month"
• "Create a virtual card for the new contractor with a $2,000 monthly limit on SaaS purchases only"
• "What's our total spend by category for Q1 compared to budget?"
• "Terminate the card for the employee who left last week"
• "List all pending reimbursements over $200 waiting for approval"
• "Update the spend limit on Sarah's card from $1,000 to $1,500 this month"
• "What vendors has the Marketing team been paying most frequently?"
• "Show me all bills due in the next 14 days"
• "Which employees have outstanding reimbursement requests from last month?"

Pro Tips

• Schedule weekly spend summaries through automations so finance leadership gets category breakdowns every Monday morning.
• Combine Ramp with your accounting system in an app group so transactions automatically flow to the right GL codes without manual reconciliation.
• Approval gates on card creation ensure new cards go through the proper finance review before being issued.
• Multi-agent teams can audit the entire organization's spend simultaneously - one agent per department, consolidated into one report.
• Use spend limit updates dynamically as budgets shift - agents can adjust limits based on department budget consumption in real time.
• Transaction filtering by merchant category is powerful for compliance audits - pull all entertainment or travel spend in seconds.

Plans

Works Well With

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