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Receipts and Expenses

Auto-Collect and Match Card Receipts from Email with Ramp

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What the source describes

Ramp's announcement of receipt automation explains that it can fetch receipts directly from Gmail or Outlook inboxes and receive them automatically from Amazon Business, Uber and Lyft. Its AI parses merchant, amount and date from submitted receipts and combines this with card network data to match receipts to card transactions.

Result or outcome

According to the source, Ramp matches receipts to transactions with 90%+ accuracy and states it had saved customers more than 1 million hours that would otherwise have gone to manually submitting expenses.

How to run it

  1. Connect the client's Gmail or Outlook inbox to Ramp so it can fetch emailed receipts, and link Amazon Business, Uber and Lyft where used.
  2. Let Ramp parse merchant, amount and date from incoming receipts and match them to card transactions, then open the transaction list for the month.
  3. For receipts held outside Ramp, or as a second check, run the prompt on this page against exported card transactions and receipt details.
  4. Chase cardholders for every transaction left without a receipt, and investigate any receipt that did not match a transaction.
  5. Confirm the automatic coding from your card, merchant, department and location rules, then sync the verified transactions to the accounting system.

Try it yourself

Copyable prompt

I need to close out card expenses for [client name] for [month]. Below is a list of card transactions (date, merchant, amount) and a list of receipt details pulled from emailed receipts (date, merchant, amount). Please match each receipt to the most likely transaction. Treat a match as strong when merchant and amount agree and the dates are within [number] days. Output a table with: transaction, matched receipt, match strength (strong, possible, none) and a short reason. Then list every transaction with no receipt so I can chase the cardholder, and every receipt that did not match any transaction. Do not guess when two transactions look equally likely.

Transactions: [paste]
Receipts: [paste]

Replace the [bracketed] placeholders. Remove client names, account numbers, and personal data before pasting into any AI tool.

What to review

Open a sample of auto-matched receipts and confirm the merchant, amount and date agree with the card charge, especially split or tipped purchases. Ramp says its matching is 90%+ accurate, so expect some misses. Check that the email connection only covers the client's business inbox, and strip cardholder personal details before pasting lists into a general AI tool.

Related free download: 50 AI Prompts for Bookkeepers (Prompt pack (PDF))

Source: Ramp Blog

Not professional advice. This is general information, not accounting, tax, legal or financial advice. Check AI output yourself and consult a licensed professional for your situation. See our Terms of Use.

This entry summarizes a public source. Features, plans, and availability change, so confirm details with the vendor. Tool names are trademarks of their respective owners.

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