Ramp Integration for CodeWords | Connect & Automate
Overviews
How it works?
Connect your Ramp account
Authenticate your Ramp workspace with CodeWords by providing your API credentials and configuring access permissions. Once connected, you can access transaction data, cardholder information, and spending analytics across your automation workflows.
Monitor new transactions
Track corporate card transactions as they occur and capture detailed spending information. When employees make purchases using Ramp cards, the transaction data flows into CodeWords for immediate processing and approval workflows.
Automate receipt collection
Send requests to cardholders for missing receipts and supporting documentation. The system identifies transactions that need receipts and triggers reminder workflows to ensure compliance with your expense policies and accounting requirements.
Process expense approvals
Route transactions through approval workflows based on amount, category, or department rules. Managers receive notifications about pending expenses and can approve or flag items directly, streamlining your expense management process.
Sync accounting records
Export transaction data to your accounting software to maintain accurate financial records. Ramp expenses flow into your general ledger with proper categorization, reducing manual data entry and ensuring books stay current.
Manage spending limits
Monitor card limits and budget thresholds to prevent overspending. Receive alerts when cardholders approach their limits or when department budgets require attention, enabling proactive spend management across your organization.
Generate spending reports
Pull financial analytics and spending patterns to understand company expenses. Access detailed reports on spending by category, department, vendor, or time period to identify cost-saving opportunities and inform budget planning.
Detect policy violations
Identify transactions that may violate company spending policies or require additional review. Flag unusual purchases, duplicate expenses, or out-of-policy spending for investigation and corrective action to maintain financial controls.
Configure
Build
Receipt compliance automation
Create workflows that identify missing receipts and send automated reminders to employees until documentation is submitted. The system escalates to managers if receipts remain outstanding, ensuring complete expense documentation for accounting and auditing purposes.
“You can’t do this anywhere else.”
Your stack,
connected.
