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Reconcile an employee's Ramp reimbursements with Intacct
For finance teams who want to compare an employee's reimbursements across Ramp and Intacct by asking their AI assistant.
On this page
Connector
Connect Ramp, pick your AI tool and paste the prompt.
The problem
Employee reimbursements fall between Ramp and Intacct
Checking whether an employee's Ramp reimbursements reached Intacct means finding the person in both systems, then comparing reimbursements and expense reports by amount and date. Items on one side only are hard to spot.
Without PopdockAI
- Find the employee in Ramp and in Intacct
- List their Ramp reimbursements
- Search Intacct reimbursements and expense reports
- Compare amounts, dates and payment status by eye
With PopdockAI
- The employee found in Ramp and confirmed in Intacct
- Reimbursements and expense reports read on both sides
- Matched by amount with dates within 7 days
- Status differences and totals reported, 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:** Reconcile reimbursements for the employee with employee id `{employee-id}` between Ramp and Intacct, from `{date-from}` (YYYY-MM-DD) onward.
**Step 1: Identify the employee in Ramp**
Call `ramp-get-user` (Ramp server) with `employee-id` set to `{employee-id}`. If no user is found or several are found, report and stop. Keep the user id and name.
**Step 2: Read Ramp reimbursements**
Call `ramp-get-reimbursement` (Ramp server) with `user-id` set to that user id and `transaction-date.from` set to `{date-from}`. Note id, entity-amount, transaction-date, state, sync-status.
**Step 3: Read Intacct records**
Call `intacct-get-employee` (Intacct server) with `employee-id` set to `{employee-id}` to confirm the employee exists. Then call `intacct-get-reimbursement` with `employee-id` and `reimbursement-date.from` set to `{date-from}`, and `intacct-get-expense-report` with `employee-id` and `report-date.from` set the same.
**Step 4: Match and report**
Match each Ramp reimbursement to an Intacct reimbursement or expense report by amount and date within 7 days. Report Ramp-only items, Intacct-only items, and matched items whose payment status disagrees (Ramp state against Intacct payment-status and amount-due). End with totals per side and the difference.
**Rules & Guidelines:**
* Read-only. Do not call `ramp-reimbursement-add-mileage`, `intacct-create-reimbursement` or any update tool.
**Validation:**
* If the employee is missing from Intacct, say so and still list the Ramp reimbursements.
* Report currency differences instead of comparing amounts across currencies.Who it's for
One answer, three teams that use it
Accounts payable
Answer a reimbursement query fast
See what was paid in Ramp and what Intacct shows for one employee.
Reconcile reimbursements for employee E-2210 between Ramp and Intacct since 1 August.
Payroll and expenses
Catch claims paid twice
Matched items whose payment status disagrees are flagged for review.
Are any of employee E-3301's reimbursements paid in both Ramp and Intacct?
Accountants
Find items missing from Intacct
Ramp reimbursements with no Intacct match are listed with totals per side.
Which Ramp reimbursements for employee E-1550 this year are not in Intacct?
How it works
What PopdockAI does when you ask
You give an employee id and start date and your AI assistant reconciles their reimbursements. If the employee is missing from Intacct it says so and still lists the Ramp items.
01
Ask
You give an employee id and a start date.
02
Find
It locates the employee in Ramp and confirms they exist in Intacct.
03
Match
It pairs Ramp reimbursements with Intacct reimbursements and expense reports by amount and date.
04
Report
You get unmatched items, payment status differences and totals per side.
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-user
ramp-get-reimbursement
sage-intacct-get-employee
sage-intacct-get-reimbursement
sage-intacct-get-expense-report
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
Nobody left unpaid or paid twice
Related use cases
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One prompt template with infinite possibilities.
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