BYOBot

Ramp Workflow Automation

Automate Ramp Without Code

Expense categorization, receipt matching, policy checks, approval routing, spend reporting: describe your Ramp workflow and get a portable agent spec. First build free.

Categorize transactions Match receipts Check policy Route approvals Report spend Prep the close

What You Can Automate

🏷️
Expense Categorization
Code transactions to the right accounts and departments using your rules, and flag only the ambiguous ones for a human.
🧾
Receipt Matching
Match receipts to transactions, chase the missing ones from the cardholder, and close the documentation gap before close.
🛡️
Policy Checks
Flag spend that breaks policy, over limit, wrong category, missing memo, so exceptions surface early instead of at audit.
✅
Approval Routing
Route out-of-policy or high-value expenses to the right approver, with the context attached, and track sign-offs.
📊
Spend Reporting
Roll spend up by team, category, and vendor into a report leadership reads without exporting a thing.
📆
Close Prep
Reconcile and package the month's card spend so finance starts close with the expense side already done.

Tools It Works With

Ramp Brex Expensify Xero QuickBooks NetSuite Slack Google Sheets

Where It Runs

💬
AI Chat Tool
Run it in any chat AI
Paste a transaction export into Claude, ChatGPT, or Gemini with a BYOBot spec and get back the categorization, the policy flags, or the report. No OAuth required.
🖥️
Browser Agent
Agent works your spend
A browser agent moves through Ramp directly, coding transactions and chasing receipts, without a developer wiring the API first.
⚙️
Automation Stack
Fully automated spend ops
Connect the spec through your stack so categorization and policy checks run as spend happens, and close starts prepped.

Build Your First Ramp Agent

Describe the spend workflow. Get a portable spec. Run it wherever your expenses live.

$25 USD
S$34 SGD · 5 builds per pack · first build free
Build your Ramp agent →
No account. No code. Never moves money.

Who Uses This

Finance Operations Accountants Operations Managers Founders Financial Analysts

Ramp makes spending easy, which is exactly why the work moves downstream to whoever has to categorize, document, and reconcile it. Every card swipe becomes a transaction that needs a code, a receipt, and a policy check, and multiplied across a company that is a steady tax on the finance team's month. The categorization is rule-based, the receipt chase is repetitive, and the policy check is a pattern. All three are automatable, so the human keeps the judgment and drops the sorting.

BYOBot turns each spend workflow into a portable spec: a structured file holding your chart of accounts, your spend policy, and the output format. Build the categorization spec once and run it from a chat AI, a browser agent inside Ramp, or your stack as transactions post. Because your policy lives in the file, the exceptions it flags are the ones your finance team cares about, not a generic default. It writes into your Xero or QuickBooks books and shares logic with expense report automation.

Start with categorization, since it runs on every transaction and the rules are stable, then let receipt matching and policy checks follow. The payoff shows up at close, which starts with the expense side already reconciled instead of a backlog. Running Expensify alongside for out-of-pocket claims? The Expensify automation uses the same specs, so card spend and reimbursements close on one method.

Common Questions

BYOBot automates the work behind card spend: categorizing transactions to your chart of accounts, matching receipts and chasing missing ones, flagging out-of-policy spend, routing approvals, reporting spend by team and category, and prepping expenses for month-end close. It handles the coding and chasing and leaves approvals to a human.
No. BYOBot categorizes, matches receipts, checks policy, and drafts approval routing, then a person approves. It never moves money or authorizes spend. The finance team keeps control of every decision that commits a dollar, which is where that control belongs.
Categorization automation reads each transaction and codes it to the right account and department using your rules, flagging the genuinely ambiguous ones for review. You approve a coded batch instead of touching every line, so coding stays consistent across a high volume of card spend.
It flags, it does not block. Policy automation checks each expense against your rules, over limit, wrong category, missing memo, and surfaces the exceptions for a human to handle, with approval routing where needed. You see policy breaks early instead of discovering them at audit.
Ramp workflows write to Xero, QuickBooks, and NetSuite, and the same specs cover Brex and Expensify, because BYOBot maps your finance logic rather than one product's API. Your card spend reconciles into your books without manual re-entry.
No. Paste a transaction export into an AI chat tool for instant categorization, run a browser agent against Ramp directly, or connect the spec to your automation stack for hands-off coding. You can start with no integration and automate as you go.