Ramp for early customers

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

Overview

Early Ramp customers - those who applied for Ramp or had an existing account before September 19, 2023 - received complimentary access to all Ramp Plus features through a 1-year trial ending in September 2024. At the end of that trial period, early customers could choose to upgrade to Ramp Plus or be automatically moved to a fixed set of features at no cost.

How it works

If you chose not to continue with Ramp Plus when the complimentary trial ended, your account was moved to the fixed set of no-cost features listed below. You were not charged.

Frequently asked questions

What do I get as an early customer?

As an early customer, you had full access to all Ramp Plus features through September 2024. Ramp Plus provides enhanced controls, advanced automation, and deeper integrations designed to support more complex finance operations.

When the trial ended:

You could choose to upgrade to Ramp Plus and keep all advanced features.
If you did not upgrade, your account was moved to the fixed set of no-cost features listed below.

Ramp did not automatically upgrade or charge customers without consent.

Which features were included in Ramp Plus, and which remained free after the trial?

Ramp continues to invest in the free platform, and many core features remain available at no cost. Early customers had temporary access to all Ramp Plus features until September 2024. After the trial, early customers moved to a fixed set of no-cost features. See our full feature list here.

Ramp Plus features available if you upgrade after September 2024:

Expense Management:
- Advanced policy rules
- Advanced submission policy
Budgets
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:
- Purchase order requests
- Automatic purchase order imports
- Intake with custom forms
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
User Management & Compliance:
- Advanced user roles
Priority Support

Features only early customers continue to have access to at no cost:

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)
Procurement and PO Management:
- Purchase order requests
- Automatic purchase order imports
International Capabilities:
- Card limits and Spend Programs in non USD
User Management & Compliance:
- HRIS continuous sync
- Workday HR integration
- Delegate approvers
- Guest roles

The Ramp Procurement add-on is required for Procurement Spend Programs and the Ironclad integration.

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

What happens to my existing workflows if I do not upgrade to Ramp Plus?

Workflows and configurations created during the trial remain functional, but cannot be edited or expanded without upgrading to Ramp Plus. To make changes to existing workflows that use 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	Existing procurement Spend Programs (including Ironclad integrations) can still be used and deleted. Existing purchase orders can still be edited and used. New POs can be created against existing programs. Editing or creating new procurement Spend Programs will not be possible after trial ends.
3-Way Match	⚠️ Limited	3-way match for imported POs is unavailable without Ramp Plus. Access to 3-way match for POs created in Ramp depends on your Ramp Procurement subscription. 2-way match remains available.
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	Any non-Guest user who can serve as an approver in Ramp, including standard roles such as Employee, Manager, Accounting, Accounts Payable, Admin, Finance Admin, IT Admin, Owner, and View-Only Admin, can continue to be assigned as delegate approvers at no additional cost.
Accounting
NetSuite integration	⚠️ Limited	NetSuite direct integration, including multi-entity functionality, will continue to function at no additional cost for customers who had the integration set up prior to September 2023. Connecting this integration for the first time after that date requires an upgrade to Ramp Plus, but existing connections can be reactivated without upgrading.
Sage integration	⚠️ Limited	Sage Intacct direct integration, including multi-entity functionality, will continue to function at no additional cost for customers who had the integration set up prior to September 2023. Connecting this integration for the first time after that date requires an upgrade to Ramp Plus, but existing connections can be reactivated without upgrading.
Microsoft Dynamics Business Central integration	⛔ Not available	Access to the Microsoft Dynamics Business Central direct integration will be lost after the trial ends. Current suggested coding will also be removed. CSV can be used to continue syncing transaction data.
Acumatica integration	⛔ Not available	Access to the Acumatica direct integration will be lost after the trial ends. Current suggested coding will also be removed. CSV can be used to continue syncing transaction data.
Zoho Books integration	⛔ Not available	Access to the Zoho Books direct integration will be lost after the trial ends. Current suggested coding will also be removed. CSV can be used to continue syncing transaction data.
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.
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 sync 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 programs with custom 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 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.
View-Only Admin role	✅ Available	View-Only Admin does not require Ramp Plus. It is not available with standalone Bill Pay access alone.

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 your fixed set of no-cost early-customer features. Your previously retained access to NetSuite, Sage Intacct, and advanced accounting rules will continue.