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Reconcile Ramp bills to Business Central invoices
For AP teams who want Ramp bills checked against Business Central purchase invoices, just by asking their AI assistant.
On this page
Connector
Connect Ramp, pick your AI tool and paste the prompt.
The problem
Unposted Ramp bills hide in Business Central until month end
AP staff tick Ramp bills off against Business Central purchase invoices one at a time, searching posted and unposted documents. Bills that never posted or posted with a different amount surface at month end, and reused invoice numbers fool quick checks.
Without PopdockAI
- List Ramp bills due in the period
- Search posted and unposted invoices in Business Central
- Compare amount and currency by hand
- Get fooled by a number another vendor also used
With PopdockAI
- Each Ramp bill looked up by vendor invoice number
- Posted invoices checked first, then unposted ones
- The vendor confirmed before a match is accepted
- Unmatchable and ambiguous bills listed, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For Ramp bills due from `{due-from}` to `{due-to}` (optionally for vendors matching `{vendor-name}`), confirm each one exists in Business Central and that the amounts agree. Read-only.
**Step 1: Read the Ramp bills**
Call `ramp-get-bill` (Ramp server) with `due-date.from` set to `{due-from}`, `due-date.to` set to `{due-to}`, `vendor-name.contains` set to `{vendor-name}` when given, and `max-records` 100. Keep `id`, `vendor-name`, `invoice-number`, `amount`, `currency-code`, `due-date`, `approval-status`, `payment-status`, `sync-status`.
**Step 2: Find each bill in Business Central**
For each bill call `business-central-get-posted-purchase-invoice` (Business Central server) with `vendor-invoice-number` set to the bill's `invoice-number`. If that returns nothing, call `business-central-get-purchase-transaction` (Business Central server) with `vendor-invoice-number` set to the same value and `document-type` Invoice to find an unposted one. Confirm the vendor by comparing `buy-from-vendor-name` with the bill's `vendor-name`; a number match with a different vendor is not a match.
**Step 3: Compare**
Compare `amount` with `amount-including-tax` (posted) or `total-amount-including-tax` (unposted), and the currency codes. Treat differences under 0.01 as equal.
**Step 4: Report**
A table per outcome: posted and matching; posted with an amount or currency difference; present but unposted; missing from Business Central. Show the Ramp `sync-status` beside each. Finish with totals per outcome.
**Rules & Guidelines:**
* `ramp-get-bill` is on the Ramp server; the two Business Central tools are on the Business Central server.
* Read-only. Do not call `ramp-bill-update`, `ramp-bill-archive`, `ramp-accounting-sync-ready`, `business-central-create-purchase-invoice` or `business-central-update-purchase-invoice`.
**Validation:**
* If Ramp returns no bills, report that and stop.
* If an invoice number is empty in Ramp, list the bill as unmatchable instead of guessing.
* If several Business Central documents share one invoice number, list them all and mark the bill as ambiguous.Who it's for
One answer, three teams that use it
Accounts payable
Reconcile bills in one pass
Bills come back grouped as matching, different, unposted or missing.
Reconcile Ramp bills due in November with Business Central purchase invoices.
Accountants
Find bills waiting to be posted
Unposted invoices are listed with Ramp sync status, so you can finish them.
Which Ramp bills for Contoso Supplies are only unposted in Business Central?
Controllers
Catch amount differences before close
Amount and currency differences are flagged with totals for the period.
Show Ramp bills due in September whose Business Central amount differs.
How it works
What PopdockAI does when you ask
You give a due-date range and your AI assistant reconciles Ramp bills with Business Central. It confirms the vendor on every match and changes nothing.
01
Ask
You give a due-date range and optionally a vendor name.
02
Find
It looks up each Ramp bill in Business Central by vendor invoice number, posted first and then unposted.
03
Compare
It confirms the vendor, then compares amount and currency.
04
Report
You get a table per outcome with Ramp sync status and totals.
What PopdockAI provides
The tools behind the answer
Ready made tools for Ramp and one secure connection to your AI tool. No code, no exports.
ramp-get-bill
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Missing and mismatched bills found before month end
Related use cases
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