Ramp Finance Operations

Use this guidance-only skill to design operational workflows around corporate spend management. It does not execute API or MCP actions.

When to use

• You need tighter spend controls and approval policies.
• You want cleaner reimbursement and receipt compliance.
• You need predictable monthly close and audit traceability.

Core workflows

1) Spend policy design

• Define limits by role, department, and vendor risk.
• Set pre-approval rules for high-value or exceptional spend.
• Standardize policy exceptions with explicit approvals.

2) Reimbursement governance

• Define required fields (business purpose, receipt, cost center, approver).
• Set SLA targets for submission and approval turnaround.
• Flag repeat non-compliance patterns for manager follow-up.

3) Card and vendor controls

• Map card programs to budget owners and policy boundaries.
• Review top vendors monthly for anomalies and contract leakage.
• Use periodic control attestations for high-risk categories.

4) Close and reporting cadence

• Reconcile transactions and outstanding items on a fixed schedule.
• Publish monthly spend summaries by department and category.
• Track variance against budget and assign remediation owners.

Risk controls

• Avoid manual overrides without documented rationale.
• Prevent orphaned transactions by enforcing receipt SLAs.
• Maintain an auditable chain from request to approval to accounting classification.

Output format

When asked for help, provide:

• A spend policy matrix.
• A reimbursement compliance checklist.
• A monthly close operations template.