Ramp for early customers – Ramp

Note: This article primarily applies to Ramp Administrators.
Cardholders may find other articles in the Ramp overview section to be more applicable.

Overview

Early customers of Ramp – customers who submitted a Ramp financial application and/or had an existing Ramp account before September 19, 2023 – were given full access to all Ramp Plus features until September 2024 through a complimentary 1-year trial. At the end of the trial, early customers will have the option to continue with Ramp Plus or revert back to all the features they had before the trial began at no cost.

How it works

If you decide not to continue with Ramp Plus after the complimentary 1-year trial period, we will revert you back to all the features you had before your trial began at no cost. We will notify you well in advance of the end of the complimentary trial period. By default, we will not charge Ramp Plus without your consent.

Frequently Asked Questions (FAQs)

Ramp Plus trial for early customers
Decide whether to continue with Ramp Plus

Do I qualify as an early customer?

Businesses will be eligible for complimentary access to Ramp Plus for 1-year if they:

Had an existing Ramp account before September 19, 2023
Submitted a financial agreement before September 19, 2023

What do I get as an early customer?

As an early customer, you will have full access to all Ramp Plus features until September 2024. Ramp Plus–a more powerful edition on top of our core platform–offers advanced controls, automations, and integrations to address our customers’ most complex financial needs. With this newest edition, companies of all sizes can now rely on Ramp as their ultimate finance platform to save time and money as they scale and manage their finance operations from end to end.

If you decide not to continue with Ramp Plus after the complimentary 1-year trial period, we will revert your account back to all the features you had before the trial began at no cost.

We will notify you well in advance of the end of the complimentary trial period. By default, we will not charge Ramp Plus without your consent.

Will I be notified before the complimentary 1-year trial period ends in September 2024? Are you going to automatically charge me?

Yes, we will notify you well in advance of the end of your complimentary trial period to ensure that you are not surprised if new Ramp Plus features become unavailable.

We will not charge for Ramp Plus without your consent. This is not an automatic renewal. If you choose not to upgrade, you will lose access to the new Plus features (left column above) at the end of the 1-year complimentary period. We will revert your account back to all the features you had before the trial began at no cost.

How will I know which features are Ramp Plus versus free in the product during the trial?

Your Ramp Account will display a Plus badge beside any new feature that will require you to be on a paid plan after September 2024 to access the feature. Any feature you will get for free after September 2024 as part of being an early customer, such as direct Netsuite or Sage integration and auto-locking cards, will not show the Plus badge. Thus, your Ramp account instance will look different from another business that is not an early customer.

For example, you will see a Plus badge beside Policy Rules, giving admins and managers expense auditing intelligence (Settings > Company Settings > Policy Rules). This indicates that this is a Plus feature that will require you to pay for access after the complimentary trial period.

Which features are included in Ramp Plus? Which features will continue to be free after my complimentary 1-year trial period as an early customer?

As a reminder, we will always continue investing in our free Ramp platform with all the essential tools to help you control spend, automate payments, and close your books at lightning speed. You will continue to see new features being launched for free. See our full feature list here.

Until September 2024, early customers will also have access to all the following Ramp Plus features. After that, you can decide whether you want to continue using the new Ramp Plus features or revert back to all the features you had before your trial began at no cost.

Ramp Plus features available if you upgrade after September 2024

Ramp Plus features you will continue to have access to after September 2024, free of charge

Expense Management:
- - - Advanced policy rules
    - Advanced submission policy
Travel:
- - - Multiple travel policies
Accounting Integrations:
- - - Microsoft Dynamics Business Central
    - Acumatica
Multi-entity Support:
- - - UCSV
Workflows:
- - - Advanced approval workflows with parallel approvers
    - Custom spend programs with approval policies
Procurement and PO Management:
- - - Procurement automation and purchase order (PO) requests
    - Intake with custom forms
    - Ironclad Integration
Advanced Automation with NetSuite:
- - - Amortization of credit card transactions and reimbursements
    - SuiteTax (advanced tax within NetSuite)
    - Intercompany Journal Entries in NetSuite
International capabilities:
- - - International cashback
    - International debiting
User Management & Compliance:
- - - Advanced user roles including IT Admin and Auditor User
Priority Support

Expense Management:
- - - Auto-locking cards (with missing items)
Accounting Integrations:
- - - NetSuite
    - Sage
Multi-Entity Support:
- - - NetSuite
    - Sage
Accounting Automation:
- - - Advanced accounting rules
    - Conditional filtering
    - Amortization of bill payments (NetSuite only)
    - International tax reporting (NetSuite only)
    - FX gain/loss for statement payments (NetSuite only)
International Capabilities:
- - - Card limits and spend programs in non USD
User Management & Compliance:
- - - HRIS continuous sync
    - Workday HR integration
    - Delegate approvers
    - Guest role

You will continue to have access to all features on our free plan. See our full feature list here.

If I wanted to continue with Ramp Plus after Sept 2024, how much would it cost?

Head to your Ramp Plus tab and select Upgrade to Paid to see how much Plus would cost based on your current user count on Ramp. You also have the option to apply your cashback towards Ramp Plus. Learn how to redeem your cashback as a Ramp Plus payment here.

If you decide that you’d like to continue using Ramp Plus after the complimentary period, you can upgrade at any time. Once you upgrade, your first paid subscription will begin at the end of your complimentary period.

What happens to my existing workflows if I don't continue with Ramp Plus?

To ensure a seamless experience after your early customer Ramp Plus trial, any workflows you’ve set up as part of the Ramp Plus trial will remain functional. To make changes to existing workflows that use Plus features or to access new Plus features, you’ll need to upgrade to Ramp Plus.

	Ramp Plus feature	Your access after trial ends	What happens after trial ends
Procurement	Procurement spend programs & purchase orders (POs)	⚠️Limited	Procurement spend programs created before the trial ends, including those with Ironclad integrations, can still be used. Admins can also delete these existing programs. Existing purchase orders can still be edited and used. New purchase orders can continue to be created against existing procurement spend programs. Editing or creating new procurement spend programs will not be possible after trial ends.
	3-Way Match	⛔ Not available	Access to 3-Way Match will be lost after trial ends. 2-Way Match will still be available after trial ends.
	Overbilling Protection	⚠️Limited	Overbilling protection created before trial ending will continue to function. Enabling overbilling protection will not be possible after trial ends.
Workflows	Advanced workflows	⚠️Limited	Advanced workflows created before the trial ends will continue to function. Editing existing or creating new advanced workflows with Plus conditions will not be possible after trial ends.
	Submission policies	⚠️Limited	Submission policies created before trial ending will continue to function. Editing existing or creating new submission policies with Plus conditions will not be possible after trial ends.
	Delegate approvers	✅ Available	Managers, admins, and owners can continue to be assigned as delegate approvers, at no additional cost.
Accounting	NetSuite integration	✅ Available	NetSuite direct integration, including multi-entity functionality, will continue to function after the trial ends, at no additional cost.
	Sage integration	✅ Available	Sage direct integration, including multi-entity functionality, will continue to function after the trial ends, at no additional cost.
	Microsoft Dynamics Business Central integration	⛔ Not available	Access to the Microsoft Dynamics Business Central direct integration will be lost after the trial ends. Any current accounting rules, suggested coding, or conditional filtering will also be removed from the Ramp account. CSV can be used to continue syncing transaction data after the trial ends.
	Acumatica integration	⛔ Not available	Access to the Acumatica direct integration will be lost after the trial ends. Any current accounting rules, suggested coding, or conditional filtering will also be removed from the Ramp account. CSV can be used to continue syncing transaction data after the trial ends.
	Zoho Books integration	⛔ Not available	Access to the Zoho Books direct integration will be lost after the trial ends. Any current accounting rules, suggested coding, or conditional filtering will also be removed from the Ramp account. CSV can be used to continue syncing transaction data after the trial ends.
	CSV export for multi-entity	⚠️Limited	Multi-entity access will be maintained and CSV exports will continue to function after the trial ends, at no additional cost. Adding another entity to the account will not be possible after the trial ends without Ramp Plus.
	Advanced accounting rules	✅ Available	Advanced accounting rules will continue to function after the trial ends, at no additional cost.
	Conditional filtering	✅ Available	Conditional filtering rules will continue to function after the trial ends, at no additional cost.
	Amortization for bills (NetSuite only)	✅ Available	Bill amortization will continue to be available after the trial ends, at no additional cost.
	Amortization for card transactions and reimbursements (NetSuite only)	⛔ Not available	Card and reimbursement amortization will no longer be available.
	SuiteTax (NetSuite only)	⛔ Not available	Applying SuiteTax to expenses on Ramp will no longer be possible after the trial ends.
	FX gain / loss (NetSuite only)	✅ Available	FX gain / loss will continue to function after the trial ends, at no additional cost.
	Intercompany JE (NetSuite Only)	⛔ Not available	Intercompany account will be removed from accounting setting for all entities after the trial ends. Transactions will still be able to be synced to NetSuite but will not have the inter-company transfer noted on them when relevant.
Spend Management	Auto-locking cards	✅ Available	Auto-locking cards will continue to be available after the trial ends, at no additional cost.
	Custom forms for spend programs	⚠️Limited	Existing spend programs with Plus features can continue to be spent against. Admins can also delete these existing programs. Editing existing or creating new spend programs with Plus features will not be possible after trial ends.
	Custom spend request approval policy rules for spend programs	⚠️Limited	Existing spend programs with custom spend request approval policy rules can continue to be spent against. Admins can also delete these existing programs. Editing existing or creating new spend programs with custom spend request approval policy rules will not be possible after trial ends. All transaction approval policy rules will continue to function.
	Advanced policy rules	⚠️Limited	All existing advanced policy rules will continue to function. Customers will be able to delete any policy rules post downgrade. Customers will not be able to edit existing policy rules or create new policy rules with Plus features.
Travel	Multiple travel policies	⚠️Limited	All existing travel policies (including non-default travel policies) will continue to function. Customers will be able to delete any non-default travel policies. Customers will not be able to edit existing or create new non-default travel policies.
International	Card limits and spend programs in non-USD	✅ Available	Card limits and spend programs in non-USD will continue to function after your trial ends, at no additional cost.
International	International Cashback	⛔ Not available	International transactions will no longer earn cashback.
User Management	HRIS continuous sync	✅ Available	HRIS continuous sync will continue to function after your trial ends, at no additional cost.
	Workday integration	✅ Available	Workday integration will continue to function after your trial ends, at no additional cost.
	Guest role	✅ Available	Guest roles will continue to function after your trial ends, at no additional cost.
	IT Admin and Auditor roles	⚠️Limited	Any IT Admin or Auditor roles will remain as is. Customers will be able to change IT Admin or Auditor roles to other non-Plus roles (e.g. Admin, Manager, Bookkeeper). Customers will not be able to assign new users to IT Admin or Auditor roles.

What happens if I upgrade to Ramp Plus, but decide to downgrade in the future?

If you upgrade to Ramp Plus but later decide to downgrade, you will return to Ramp’s basic free tier. This means features like NetSuite, Sage Intacct, Advanced Accounting rules, and others, which you currently have free access to as an early customer, will require a Ramp Plus subscription to continue using.

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