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Review Ramp reimbursements for duplicates, outliers and receipts
For finance teams who want recent reimbursement claims checked before approval by asking their AI assistant.
On this page
Connector
Connect Ramp, pick your AI tool and paste the prompt.
The problem
Duplicate and oversized claims slip through one-by-one approval
Reimbursement claims in Ramp are often approved one by one, so nobody sees the same claim entered twice, a claim far above the norm, a claim with no memo or receipt, or one that never reached accounting.
Without PopdockAI
- Approve claims one at a time
- Miss the same claim entered twice
- Overlook claims with no memo or receipt
- Never compare a claim with the norm
With PopdockAI
- Claims read for your window and minimum amount
- Large, memo-less, repeated and unsynced claims flagged
- Receipts checked for the same period
- Totals by user, and 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:** Review reimbursements from the last {days-back} days (default 30), optionally above {min-amount} (default 0), and flag what needs a closer look.
**Step 1: Pull claims**
Call `ramp-get-reimbursement` with `transaction-date.from` set to the window start and `entity-amount.min` set to the minimum.
**Step 2: Flag**
* Large claims compared with the median of the set.
* Claims with no memo.
* The same user and merchant appearing more than once, or the same amount repeated.
* Sync status showing the claim is not in accounting.
**Step 3: Receipts**
Call `ramp-get-receipt` with `created-at.from` set to the window start. Claims whose id never appears as a receipt reimbursement id have no receipt.
**Step 4: Report**
A table of flagged claims: user, merchant, date, amount, flag. Then totals by user.
**Rules & Guidelines:**
* Read only. Never call `ramp-reimbursement-add-mileage` or any other write tool.
**Validation:**
* If nothing is returned, say so and stop.Who it's for
One answer, three teams that use it
Expense approvers
Spot duplicates before you approve
Repeated user and merchant pairs or amounts are flagged for a closer look.
Are there any duplicate Ramp reimbursement claims in the last 30 days?
Accounts payable
Chase missing receipts and memos
Claims with no receipt or memo are listed with user and merchant.
Which Ramp reimbursements over 100 dollars this month have no receipt or memo?
Controllers
See outliers by user
Claims far above the median and totals by user show where to look.
Review Ramp reimbursements from the last 90 days and show totals by user with any outliers.
How it works
What PopdockAI does when you ask
You give a window and your AI assistant reviews Ramp reimbursements and receipts. It flags what needs a closer look and approves or rejects nothing.
01
Ask
You give a window, default 30 days, and an optional minimum amount.
02
Pull
It reads Ramp reimbursement claims in that window.
03
Flag
It marks large claims, missing memos, repeats and claims not in accounting.
04
Receipts
It checks uploaded receipts and reports a table of flagged claims with totals by user.
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-reimbursement
ramp-get-receipt
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
Problem claims flagged before approval
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One prompt template with infinite possibilities.
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