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Spend health
94%
Expenses, invoices, and reimbursements complete and coded
Next close
You're closing the books in 14 days
13 of 15 budgets on track

Needs your attention

⏰
3 invoices pending approval by Sarah Chen for 48+ hours
Hudson Yards Tower A · $12,450 total
We'll remind Sarah again tomorrow at 9am.
🧾
3 expenses need receipts
Home Depot ($847) · Shell ($124) · Grainger ($289)
🔄
24 expenses ready to sync to Sage
All coded and approved · $18,420 total

What Ramp did today

✓
Sent approval reminders
Riverside Commons · Reminded Tom Wilson about 2 invoices at 9:15am via text
✓
Auto-coded 3 transactions
Home Depot — $847
Mike Rivera · Hudson Yards Tower A
02-100 Materials
94% confidence
Why: Merchant is Home Depot (materials vendor) + Mike coded last 4 Home Depot purchases to Materials
Shell Gas Station — $124
Mike Rivera · Hudson Yards Tower A
03-300 Equipment Fuel
91% confidence
Why: Gas station + Mike always codes fuel to Equipment Fuel on this project
Grainger — $289
Tom Santos · Maple Street Renovation
01-400 Small Tools
78% confidence
Why: Grainger is tool supplier + similar past purchases. Lower confidence — could also be 02-100 Materials
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Projects
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Set up job costing
Track spend by project, phase, and cost code.
Import from your accounting system or create projects manually.
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Agents
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Projects
Active (5) Closed (1)
# Project PM Spend Synced
0147
Hudson Yards Tower A
 John Smith
Actual
$847,200
Committed
$1,240,000
Remaining
$260,000
93
0152
Maple Street Renovation
 Sarah Chen
Actual
$234,500
Committed
$412,000
Remaining
$88,000
✓
0203
City Hall HVAC
 —
Actual
$0.00
Committed
$0.00
Remaining
$800,000
✎
Map to accounting project
2025-0003 City Hall HVAC Suggested
2025-0008 Municipal Services
2025-0012 Government Facilities
+ Create new in Sage
0215
Westbrook Medical Center
 Sarah Chen
Actual
$0.00
Committed
$1,500,000
Remaining
$1,000,000
✎
Map to accounting project
2025-0015 Westbrook Medical Suggested
2025-0018 Healthcare Campus
+ Create new in Sage
0198
Riverfront Office Park
 Mike Rivera
Actual
$1,230,000
Committed
$2,180,000
Remaining
$1,320,000
78
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Hudson Yards Tower A
Budget
On track
Actual
$847,200
Committed
$1,240,000
Remaining
$260,000
Synced to accounting
93%

Costs

Phase / Cost Code Committed Actual
▶ Phase 1: Site Work 3 codes $250,000 $198,000
▶ Phase 2: Foundation 2 codes $555,000 $312,000
Project Manager
Approval Policy
APPROVAL FLOW
Cardholder → Project Manager → 2 Admins (if >$10K) → ✓ Synced
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Bill Pay
Needs review (4) Scheduled (12) Paid Awaiting release (3)
# Vendor PO # Amount Due Payment
4521 ABC Concrete Inc PO-2024-0892 $45,000 Feb 15 Check
8834 Steel Supply Co PO-2024-1105 $12,400 Feb 18 Card
2201 Midwest Electric PO-2024-0934 $8,750 Feb 20 Check
7743 ProBuild Materials PO-2024-1221 $3,200 Feb 22 –
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ABC Concrete Inc

Invoice #
4521
Amount
$45,000.00
Invoice Date
Jan 28, 2026
Due Date
Feb 15, 2026
Matched Purchase Order
Change
PO-2024-0892
Foundation concrete - Phase 2
PO Amount
$50,000.00
Retainage: 10%
Default Coding
Foundation pour - Phase 2
$38,500
Finishing work
$4,200
Materials - rebar ties
$2,300
📄
Invoice PDF Preview
ABC Concrete Inc - Invoice #4521
ABC CONCRETE INC
123 Industrial Blvd, Queens, NY 11101
Foundation pour - Phase 2 $38,500.00
Finishing work $4,200.00
Materials - rebar ties $2,300.00
TOTAL $45,000.00
Lien Waiver
⚠️ Lien waiver not collected
⚙️
Retainage
10% ($4,500) will be withheld from payment
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Purchase Orders
Open (5) Closed (1)
# Name Owner Spend
0892 Maple Street Foundation Sarah Chen
Paid
$40,500
Committed
$5,000
Retained
$4,500
0891 Hudson Yards Steel Package Mike Rodriguez
Paid
$112,500
Committed
$0
Retained
$12,500
0890 Maple Street Electrical Sarah Chen
Paid
$17,290
Committed
$14,300
Retained
$910
0889 Hudson Yards Plumbing Mike Rodriguez
Paid
$46,800
Committed
$26,000
Retained
$5,200
0888 Maple Street Drywall Sarah Chen
Paid
$21,600
Committed
$0
Retained
$2,400
0887 Hudson Yards Scaffolding Mike Rodriguez
Paid
$28,500
Committed
$15,000
Retained
$1,500
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PO-2024-0892

ABC Concrete Inc · Foundation concrete - Phase 2
Open
Project
Maple Street Renovation
Cost Code
02-100 Concrete
Created
Nov 15, 2024
Retainage
10%
Committed
$50,000
Invoiced
$45,000
Remaining
$5,000
Withheld
$4,500
Invoices
Invoice # Date Gross Retained Net Paid Payment Status Retainage
4521 Jan 28, 2026 $15,000 $1,500 — Scheduled Held —
4412 Jan 15, 2026 $15,000 $1,500 $13,500 Paid Held
4298 Dec 20, 2025 $15,000 $1,500 $13,500 Paid Held
Total $45,000 $4,500 $40,500
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Integrations

Accounting

Set up accounting
Connect Sage Intacct, QuickBooks, NetSuite, Viewpoint, and more

Project Management

PC
Procore
Not connected
Import projects, project managers, and cost codes. Auto-sync spend data back to Procore.
ST
ServiceTitan
Not connected
Sync jobs, technicians, and invoices. Auto-match spend to ServiceTitan jobs.
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Agents
💡
Ramp noticed a pattern
You check W9 status before every payment. Want to automate compliance checking?

Active Agents

Coding Agent
Auto-codes transactions to projects and cost codes
Active
847 transactions coded
91% accuracy
7 corrections this week
Budget Agent
Monitors project budgets and alerts on thresholds
Active
12 projects monitored
2 trending over
5 alerts sent

Learning

Compliance Agent
Collects W9s, COIs, and lien waivers before payment
Learning
Observing your compliance workflow... 12 patterns detected. Ready to activate in ~3 days.