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See one vendor's exposure across Ramp and GP
For finance teams who want a vendor's Ramp spend, bills and agreements beside its Dynamics GP balance by asking their AI assistant.
On this page
Connector
Connect Ramp, pick your AI tool and paste the prompt.
The problem
One vendor's exposure takes Ramp, GP and a spreadsheet
Before a payment run or renewal call, someone opens Ramp, then Dynamics GP, then a spreadsheet to see what is owed to one vendor. The two views are never reconciled, and the same payment can be counted twice.
Without PopdockAI
- Look up spend, bills and agreements in Ramp
- Look up balance, payables and orders in GP
- Combine them in a spreadsheet
- Count the same payment twice
With PopdockAI
- Ramp spend, unpaid bills and agreement end dates read
- GP balance, open payables and purchase orders read
- A stop if either system returns several vendors
- Amounts side by side, never added, 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:** Build one exposure summary for vendor `{vendor-name}` using Ramp and Dynamics GP company `{gp-company}`, looking at GP activity since `{since-date}` (default the start of this year).
**Step 1: Ramp side**
Call `ramp-get-vendor` (ramp) with `name.contains` set to `{vendor-name}`. If more than one vendor matches, list them and stop. Keep `id`, `name`, `total-spend-ytd`, `total-spend-last-365-days`. Then call `ramp-get-bill` (ramp) with `vendor-name` set to the Ramp vendor name and keep unpaid bills (`payment-status`, `amount`, `due-date`). Call `ramp-get-vendor-agreement` (ramp) with `name.contains` set to `{vendor-name}` and keep `end-date`, `total-value` and `renewal-status`.
**Step 2: GP side**
Call `powergp-online-get-vendors` (powergp-online-ai) with `vendor-name.contains` set to `{vendor-name}` and `company` set to `{gp-company}`. If it matches more than one, list them and stop. Keep `vendor-id`, `current-balance`, `on-order-amount`, `last-payment-number`. Call `powergp-online-get-payablestransactions` (powergp-online-ai) with that `vendor-id`, `company` and `document-date.from` set to `{since-date}`; keep unpaid items (`unapplied-amount` above zero). Call `powergp-online-get-purchaseorders` (powergp-online-ai) with `vendor-id`, `company` and `purchase-order-date.from` set to `{since-date}`.
**Step 3: Report**
Sections: identity (Ramp name against GP name), Ramp spend and open bills, agreements, GP balance, open payables and on-order amount, then a short list of observations such as an open balance in both systems, an agreement ending within 90 days, or a vendor present in one system only.
**Rules & Guidelines:**
* Tools whose names start with ramp-get are on the ramp server; tools whose names start with powergp-online-get are on the powergp-online-ai server. Both servers must be connected.
* This prompt is read-only. Never call any Ramp tool that adds, updates, deletes, archives, suspends or terminates anything (any `-add`, `-update`, `-delete`, `-archive`, `-suspend` or `-terminate` tool on the ramp server). The powergp-online-ai server has no write tools.
* Pass `company` to every GP tool; if `{gp-company}` is empty, ask which GP company to use before calling.
* Report amounts with their currency. Do not net amounts across different currencies.
**Validation:**
* If the vendor is in only one system, report that side fully and state the other is absent.
* Do not add Ramp amounts to GP amounts; they may be the same payments seen twice. Show them side by side.Who it's for
One answer, three teams that use it
Accounts payable
Prepare for the payment run
Open bills and payables from both systems sit side by side.
What do we owe Contoso Print across Ramp and our Fabrikam GP company?
Procurement
Walk into a renewal call informed
Agreement end dates and spend appear with the GP balance.
Trace Northwind Software across Ramp and GP before our renewal call.
Controllers
Spot vendors set up on one side only
One-sided vendors are flagged in the observations.
Is Fabrikam Signs set up in both Ramp and GP, and what is open since 1 July?
How it works
What PopdockAI does when you ask
You name the vendor and GP company and your AI assistant traces it through Ramp and PowerGP Online. Observations such as an agreement ending within 90 days are called out.
01
Ask
You name the vendor, the GP company and a start date.
02
Ramp
It reads the vendor, unpaid bills and agreements.
03
GP
It reads the vendor balance, open payables and purchase orders.
04
Report
You get one summary with observations, amounts shown side by 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-vendor
ramp-get-bill
ramp-get-vendor-agreement
powergp-online-get-vendors
powergp-online-get-payablestransactions
powergp-online-get-purchaseorders
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
One vendor's exposure seen across both systems
Related use cases
More ways to put this data to work
Reconcile Ramp bills to PowerGP Online payables
Ask your AI to compare a vendor's Ramp bills with GP payables. It matches by invoice number and lists what is missing or different on each side.
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Compare Ramp vendors to PowerGP Online vendors
Ask your AI to check Ramp vendors against the GP vendor master. It lists vendors with no GP record by spend and flags loose name matches as ambiguous.
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Compare Ramp card spend to PowerGP Online vendor payments
Ask your AI to compare a merchant and it totals Ramp card spend and reimbursements beside Dynamics GP applied payments for the dates you give. Read-only.
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Match Ramp purchase orders to PowerGP Online
Ask your AI to compare a Ramp purchase order with the GP order and receipts. It lists differences in totals, lines and received quantities and changes nothing.
Learn More
Match Ramp users to PowerGP Online employees
Ask your AI to match Ramp users to GP employees. It flags active Ramp users whose employee is inactive or missing, marks name-only matches low confidence, and shows no personal data.
Learn More
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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