Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More
Ramp, the corporate credit card and expense management software startup, is making life easier for its customers who also use Microsoft products. Known for serving large clients like Shopify, Ramp has launched a new integration with Microsoft 365 Copilot, the AI assistant available across the Windows 11 operating system. With this move, Ramp becomes the first financial software partner for Copilot.
Introducing Ramp in Teams
This new integration lives within the Microsoft Teams collaborative messaging app. It appears as a bot labeled “Ramp,” acting like another user but powered by AI. This bot brings expense workflows and finance-related conversations directly into Teams.
During an interview, Ramp co-founder and CEO Eric Glyman explained that the integration allows users—mainly those in expense or accounting departments but potentially any authorized employee—to ask Ramp bot questions about expenses, budgets, policies, and related matters. For instance, someone in accounting can use Teams to prompt a notification to remind all Ramp users to submit their receipts or expenses by the month’s end.
If all employees have access to Ramp, they can also use the bot to ask general questions about the company’s expense policy. Instead of reading a lengthy document, employees can interact directly with the Copilot bot to check if certain purchases are within policy.
Saving Time
The motivation behind this integration is that a lot of work happens through chat and Teams. Now, employees can access expense-related information quickly, even on mobile, and get answers from an AI assistant. The integration is available to all users of Ramp’s expense management software, even those on its free tier. Ramp generates revenue by charging merchant fees on its corporate credit cards.
Glyman believes this integration will save time for Ramp customers by reducing the workload of expense and accounting departments. Employees no longer have to wait for email responses; they get immediate answers to their queries through the AI bot.
Taking Actions
The integration includes interactive actions, such as approvals, that administrators can set up. For example, if an employee asks for expense approval, the Ramp bot can verify the request against the company’s policy and approve it directly within Teams. All actions are recorded in Ramp’s expense management software. The system also supports multi-user chats, allowing several employees to engage with the bot simultaneously.
Why Partner with Microsoft?
Glyman mentioned that the decision to integrate with Microsoft was influenced by the positive results of a previous project that involved receipt forwarding from Microsoft Outlook to Ramp’s platform. Seeing the benefits for their combined customers, Ramp was eager to join the Copilot ecosystem to extend its capabilities to where people work.
Ramp’s new Microsoft 365 Copilot integration is available now to all existing Ramp customers.