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Finance integration

Ramp integration for AI agents

Insiro connects AI agents to Ramp so they can act in it under your rules. Ramp is a finance automation platform for tracking business expenses and income. It helps you manage spending and gain actionable insights into your company's finances. Every Ramp action runs through Insiro's governed gateway, using each person's own connection (OAuth 2.0).

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What can AI agents do with Ramp?

With Insiro, agents can reconcile transactions against the ledger, flag exceptions for a reviewer without posting changes, prepare month-end and variance packs and match invoices to purchase orders, all inside the permissions you set for Ramp.

  • Reconcile transactions against the ledger.
  • Flag exceptions for a reviewer without posting changes.
  • Prepare month-end and variance packs.
  • Match invoices to purchase orders.

A journey through Insiro

Ramp logo RampInsiroNetSuite

Example: Ramp → Insiro → NetSuite to reconcile payouts against the ledger. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Ramp

Can Insiro AI agents use Ramp?

Yes. Insiro connects AI agents to Ramp through its governed MCP gateway. Agents can reconcile transactions against the ledger and flag exceptions for a reviewer without posting changes using each person's own Ramp access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Ramp?

Ramp connects with OAuth 2.0. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Ramp read-only for agents?

Yes. In Insiro Governance, set Ramp to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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All Finance & Accounting integrations

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