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Category
Finance & Accounting
Built by
Beam.ai
Ramp is a finance or commerce platform used by finance and procurement teams to manage cards, transactions, reimbursements, bills, and vendors. Beam agents can read those records, apply an approved rule, create or update the next record, and route exceptions for review. Start with an event such as a transaction or expense needs coding or approval, then confirm account permissions and connector availability before moving it into production
What the Ramp integration does
Ramp is a finance or commerce platform used by finance and procurement teams to manage cards, transactions, reimbursements, bills, and vendors. In Beam, it becomes a controlled action point: agents can retrieve the context they need, make an approved update, and hand unusual cases to a person. The exact objects and permissions depend on the connector configuration, so use the capability evidence in the migration record when defining a workflow.
How Beam agents use Ramp
A workflow starts with an event such as a transaction or expense needs coding or approval. The agent checks cards, transactions, reimbursements, bills, and vendors in Ramp, applies the workflow rule, performs the permitted update, and records the result. If the data is incomplete or the requested action falls outside the connector's permissions, the agent routes the case for review instead of guessing.
Example workflows
When a transaction or expense needs coding or approval, a Beam agent reads cards, transactions, reimbursements, bills, and vendors in Ramp, updates the next record, and routes exceptions to the responsible owner.
When a workflow request arrives, a Beam agent retrieves cards, transactions, reimbursements, bills, and vendors from Ramp, applies the agreed rule, and records the outcome for finance and procurement teams.
After a status, approval, or delivery event changes, a Beam agent checks cards, transactions, reimbursements, bills, and vendors in Ramp, sends the next notification, and leaves an auditable handoff.
Operational value
Fewer manual handoffs between Ramp and the systems around it.
A clearer audit trail for cards, transactions, reimbursements, bills, and vendors and exception handling.
More consistent movement from a transaction or expense needs coding or approval to the next owner or system.
Before you build
Confirm the supported cards, transactions, reimbursements, bills, and vendors, authentication scopes, and availability for your Beam workspace. Keep exception handling explicit: the agent should pause and route a case when required data or permissions are missing.
