Connect Ramp to Wrapper
Automate finance work with live card and bill data.
Overview
Let your agents take action with Ramp
Automate finance work with live card and bill data.
Finance questions usually mean exporting statements and rebuilding the same spreadsheet. With Ramp connected, agents read the numbers directly and show their work, with read-only access to your accounts.
Key problems solved
What changes when you connect Ramp.
Manual exports
Agents read transactions directly, without CSV exports
Slow close
Reconciliation starts as soon as the data lands
Unclear spend
Answer spend questions by team, vendor, or card
Audit trail
Every answer links back to the source records
Features
Integration features
Everything your agents can do with Ramp.
What agents can do in Ramp
Answer spend questions by department or vendor
Chase missing receipts before month-end close
Prepare budget-versus-actual reports
Read-only access
Agents can’t move money or approve payments
Limit access to specific accounts
Disconnect at any time from settings
Why it matters: Connect financial accounts with confidence
Reconciliation
Match transactions to invoices and receipts
Flag duplicates and unusual charges
Prepare entries for your accounting system
Why it matters: Close the books faster each month
Setup
Setup guide
Connect Ramp in a few minutes, with no code.
1
Open the integration
In Wrapper, go to Settings → Integrations, find Ramp, and select Connect.
2
Approve access in Ramp
Connect Ramp with an admin account. Agents can read transactions and bills and request receipts, but they can’t approve payments.
3
Choose what agents can do
Pick the actions agents can take on their own and the ones that need your approval. You can change this at any time.
4
Test with a sample request
Ask an agent a question that needs Ramp, check the sources it cites, then turn it on for your team.
Support
Troubleshooting & support
Common issues, fixes, and where to get help.
Other resources
Guides and links for Ramp.
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