Ramp is a financial technology platform that streamlines expense management and spending optimization for businesses.
Enhance your financial operations with AI agents that can automate expense workflows, provide real-time insights, and ensure policy compliance.
Ramp streamlines expense management with automated reporting and real-time insights. Relevance AI transforms this financial data into intelligent actions through AI agents that can automate approvals, monitor budgets, and enforce policies.
Automated Workflow Orchestration
The agent streamlines expense approval processes, reducing manual intervention and enhancing efficiency.
Real-time Financial Insights
The agent provides immediate visibility into spending patterns, enabling proactive financial decision-making.
Dynamic Budget Management
The agent monitors budgets in real-time, alerting teams to potential overspending before it occurs.
Relevance AI gives you access to Ramp's expense management capabilities within your automated workflows and AI agents.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Ramp account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Ramp data. Relevance AI handles API operations through the Ramp Sandbox environment—so you can safely test workflows before deploying to production.
Built-in request validation and response handling ensure your financial operations run smoothly, with automatic error handling and rate limiting.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Ramp + Relevance AI integration without writing code:
- Use sandbox testing: Start with Ramp's sandbox environment to test API calls safely.
- Verify authentication: Ensure OAuth credentials are properly configured for secure API access.
- Follow API best practices: Use appropriate HTTP methods and include required headers.
- Handle responses properly: Monitor response status codes and handle errors gracefully.
- Respect rate limits: Implement proper request spacing to avoid hitting API throttling limits.
