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Ramp Expense Management from Ramp
AI-powered expense categorization, automated receipt matching, customizable approval workflows, real-time spend controls, vendor management, savings insights, multi-entity support for portfolio companies, and advanced reporting for fund management.
Product analysis by function
Expense Management Systems for Operations and Finance
Tools tracking operational expenses, travel costs, and allocation of expenses between management company and funds.
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Core Expense Tracking
(10 Yes /10 Known /11 Possible features)
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Multi-entity support Ability to track and allocate expenses across multiple legal entities (e.g., management company, multiple funds). |
Ramp advertises multi-entity and portfolio company support specifically, allowing for tracking/allocating across multiple legal entities. | |
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Expense categorization Automatic or manual classification of expenses into user-defined categories (travel, office supplies, etc.). |
AI-powered expense categorization is a core Ramp feature per website and product docs. | |
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Automated receipt capture Upload, scan, or email receipts with OCR to automatically attach them to expense entries. |
Automated receipt capture and OCR matching are explicitly featured—users upload/email receipts and the system matches automatically. | |
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Bulk import Import bank or credit card statements and map transactions to expenses in bulk. |
Bulk import of bank/credit card statements is supported; the platform syncs with banks and allows batch reconciliation. | |
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Custom allocation rules Ability to automatically split expenses between entities or cost centers based on preset rules. |
Custom allocation rules are available; Ramp allows allocation by department, entity, or rule-based splits. | |
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Manual allocation override Ability to manually adjust or override automatic allocations per transaction. |
Manual allocation override is supported, enabling corrections after automatic allocations. | |
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Multi-currency support Capture and reconcile expenses in multiple currencies with automatic conversion. |
Multi-currency support is advertised, including auto conversion. | |
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Sync with accounting systems Direct integration or export to accounting/ERP platforms. |
Ramp offers direct integration to accounting/ERP systems and manual exports. | |
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Custom fields Support for user-selected custom fields on expense entries (deal code, event, etc.). |
Supports custom fields (projects, deals, events, etc.) per expense policy documentation. | |
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Tagging Ability to add searchable tags to expenses for better reporting and search. |
Tagging is supported for expenses per reporting and search documentation. | |
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Transaction processing speed Average time taken to process an expense entry from upload to approval. |
No information available |
Approval Workflow
(9 Yes /9 Known /10 Possible features)
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Multi-level approvals Support for multi-step approval chains based on dollar amounts, departments, or entity. |
Ramp provides multi-level approval workflows configurable by dollar amount, department, and entity. | |
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Custom approval routing Configurable workflow according to team structures and policies. |
Approval routing is customizable by policy, user role, and spend control. | |
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Role-based permissions Permission control for different user types (employee, manager, admin, finance). |
Role-based permissions are available (employee, admin, finance, etc.). | |
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Automated escalation Automatic escalation if an expense isn’t approved within a set timeframe. |
Automated escalation for overdue approvals can be configured in workflow policy. | |
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Mobile approvals Ability for approvers to review and approve expenses via a mobile app. |
Mobile approvals possible via iOS/Android app and mobile web platform. | |
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Delegated approvals Allow temporary delegation of approval rights during absences. |
Temporary delegation of approval rights is available for out-of-office use cases. | |
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Batch approvals Ability to approve multiple expenses at once. |
Batch approvals/review is available for managers. | |
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Audit trail Full logging of approvals, changes, and actions for compliance and transparency. |
Ramp logs all expense actions, changes, and approvals for audit/compliance. | |
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Approval notification speed Average time between expense submission and notification sent to approver. |
No information available | |
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Customizable notifications Configurable notification settings (email, SMS, push) for different stages of approval. |
Notification settings are configurable for approval events in web/mobile/email. |
Integration & Connectivity
(7 Yes /7 Known /8 Possible features)
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Accounting software integration Direct two-way sync with leading accounting systems (QuickBooks, NetSuite, Sage, Xero, etc.). |
Ramp offers direct two-way sync with major accounting systems like QuickBooks, Xero, NetSuite. | |
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Bank & credit card integration Automated import of transactions directly from bank or credit card feeds. |
Ramp imports bank and card feeds automatically for expense matching. | |
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Payroll integration Sync reimbursements or expense payments with payroll providers. |
Payroll integration (reimbursements) is available via select payroll partners, per support documentation. | |
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API access Open APIs for data import/export to custom systems. |
Public API access available for import/export and integration. | |
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Single sign-on (SSO) Support for single sign-on via SAML, OAuth, and/or SSO providers (Okta, Google Workspace, etc.). |
Single sign-on supported for Okta, Google Workspace, and other SAML/OAuth SSO providers. | |
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Calendar & email integration Ability to extract expenses from calendar events, or auto-generate expenses from corporate email receipts. |
Calendar & email integration available for automated receipt/expense extraction. | |
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File export formats Support for exporting data in CSV, XLSX, PDF, and custom templates. |
Export formats supported: CSV, XLSX, PDF for expenses and reports. | |
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Integration setup speed Average time required to connect and configure an integration. |
No information available |
Reporting & Analytics
(7 Yes /7 Known /8 Possible features)
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Custom reporting Create, save, and schedule custom reports by team, entity, expense type, etc. |
Custom reporting is available, including saving and scheduling reports. | |
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Real-time dashboards Interactive dashboards with real-time data visualization. |
Real-time dashboards for spend and advanced analytics are featured. | |
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Budget tracking & variance analysis Track budgets by cost center/entity and analyze variance vs. forecasts. |
Budget tracking and variance analysis included in reporting suite. | |
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Fund vs. management company reporting Segregated reporting for expenses allocated to funds vs. management company. |
Reporting supports segregation between fund and management company/entity. | |
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Historical comparison Compare expense performance over different periods (year-on-year, month-on-month). |
Historical comparison tools (period vs. period, trends) available. | |
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Audit export reports Produce detailed audit-friendly reports for compliance review. |
Audit export reports are supported for compliance/audit requests. | |
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Automated scheduled delivery Automatically deliver pre-set reports to stakeholders at scheduled intervals. |
Users can set up automated scheduled reporting deliveries. | |
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Report generation speed Average time to generate and export a standard report. |
No information available |
User Experience & Accessibility
(5 Yes /5 Known /8 Possible features)
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Mobile app availability Native mobile apps for iOS and Android. |
Native iOS and Android mobile apps available for all users. | |
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Intuitive user interface Modern, easy-to-use, and thoughtfully designed UI. |
User interface is consistently rated as intuitive/easy by industry reviews and official docs. | |
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Multi-language support Ability to select from a variety of supported languages. |
No information available | |
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Accessibility compliance Compliance with accessibility standards (WCAG, ADA). |
No information available | |
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Guided onboarding Interactive product tours and onboarding flows for new users. |
Guided onboarding is available in the form of product tours and self-service onboarding flows. | |
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Drag-and-drop upload Simple drag-and-drop interface for documents and receipts. |
Drag-and-drop upload for receipts and other docs is part of the UI. | |
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Customizable layouts User-configurable dashboards and screen layouts. |
Users can customize dashboards and some system layouts for role/team needs. | |
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User onboarding time Average time required for a new user to become proficient. |
No information available |
Travel & Policy Management
(4 Yes /4 Known /9 Possible features)
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Built-in travel booking Integrated booking engine for travel (flights, hotels, car rental) linked to expense capture. |
No information available | |
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Travel policy enforcement Automated flagging of non-compliant travel bookings or expenses. |
Travel policy enforcement is supported via automated flagging controls for noncompliant transactions. | |
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Per diem management Calculation and allocation of per-diem rates based on location/days. |
No information available | |
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Mileage tracking Automated tracking of personal/business mileage for reimbursement. |
Built-in mileage tracking is a standard feature for reimbursement purposes. | |
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Travel approval workflow Separate approval flows specifically for travel-related expenses. |
No information available | |
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Integration with travel vendors Direct connection to preferred travel providers, aggregators, or travel agencies. |
No information available | |
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Pre-trip authorization Ability to request and document authorization prior to business travel. |
No information available | |
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Travel spend analytics In-depth analysis and reporting on travel-related spend and trends. |
Advanced reporting on travel spend—analytics by category, role, etc.—is available. | |
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Policy violation reports Automatic generation of reports highlighting policy breaches. |
Policy violation reporting is part of Ramp’s compliance reporting suite. |
Compliance & Audit Controls
(7 Yes /7 Known /9 Possible features)
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Audit trail logging Immutable, time-stamped record of all actions taken within the system. |
Audit trail logging for all actions and changes is supported, and viewable in system and export. | |
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SOX compliance features Support for Sarbanes-Oxley (SOX) act compliance workflows. |
No information available | |
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Custom retention policies Ability to set how long expense documents/records are retained. |
Custom retention periods for document/expense data are configurable. | |
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Automated expense matching Automatic cross-referencing of expense reports, card transactions, and receipts. |
Automated expense matching available via receipt/card/statement matching engine. | |
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Detection of duplicate submissions Automatic flagging of duplicate expense claims. |
Automatic detection/flagging of duplicate expense submissions is supported. | |
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Exceptions reporting Custom rules for identifying potential compliance breaches. |
Configurable exceptions reporting and compliance rules per policy. | |
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Configurable audit export Ability to quickly export a full audit package with receipts, approvals, and allocations. |
Configurable export of audit packages including receipts and all compliance info. | |
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GDPR compliance Conformance with EU data privacy regulations. |
Ramp maintains GDPR compliance for EU clients, per privacy and compliance documentation. | |
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SEC reporting support Assistance with preparing reports/regulatory filings for SEC or other regulators. |
No information available |
Security & Data Privacy
(6 Yes /6 Known /7 Possible features)
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End-to-end data encryption Encryption of data at rest and during transmission. |
End-to-end encryption during transit and at rest, stated in Ramp security white paper. | |
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Multi-factor authentication Support for MFA on all user accounts. |
Multi-factor authentication is supported for all users (SMS, authenticator). | |
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Granular access controls Configurable user and group access permissions. |
Granular user/group permissions and access control settings provided. | |
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Regular penetration testing Third-party conducted security reviews and penetration tests. |
Ramp undergoes regular third-party penetration testing (per security docs). | |
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Data residency options Ability to select where data is physically stored (data center region/country). |
Ramp provides data residency options for large/regulated clients (see security/compliance section online). | |
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Automatic session timeout Automatic logout after a period of inactivity. |
Automatic session timeout is a default security control. | |
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Audit log retention period Length of time full security audit logs are available for review. |
No information available |
Deployment & Scalability
(4 Yes /4 Known /6 Possible features)
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Cloud-based deployment Hosted in a secure cloud environment accessible from anywhere. |
The product is natively cloud-based and accessed from anywhere. | |
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On-premises deployment option Option for on-premises hosting for enhanced control. |
No information available | |
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Uptime guarantee Service level agreement (SLA) commitment to system uptime. |
Ramp offers a published SLA with uptime guarantees for paid tiers. | |
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System concurrent user capacity Maximum number of users who can access the system simultaneously. |
No information available | |
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Mobile device compatibility Optimized for a wide range of mobile and tablet devices. |
Mobile app and web are optimized for a wide variety of devices. | |
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Integration sandbox Test environment for integration development and QA. |
API sandbox available for integration testing (via developer portal). |
Support & Service
(6 Yes /6 Known /7 Possible features)
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24/7 customer support Access to support agents at any time, with multiple channels (chat, phone, email). |
24/7 support is available via chat and email channels, per support portal. | |
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Dedicated account manager Assignment of a direct point-of-contact for larger clients. |
Dedicated account managers assigned for enterprise/large clients. | |
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Online knowledge base Comprehensive and searchable self-service support resources. |
Ramp has an online, searchable knowledge base for all customers. | |
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Training resources Online courses, webinars, or in-person training for users. |
Wide range of training resources offered (webinars, help articles, videos). | |
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Implementation support Expert assistance during system setup and configuration. |
Ramp provides guided implementation support to all new clients. | |
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Feature request process Ability for users to suggest new features or enhancements. |
Clients can submit product feedback and feature requests through the dashboard. | |
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Response time (support requests) Average initial response time to support tickets. |
No information available |
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