Uploading bank statements to Ramp

Overview

For customers who have linked their accounts "manually" to Ramp, please upload a statement for each bank account linked manually on the Financial accounts tabon Ramp (Financial Accounts > Linked Accounts).

On this page, we will call out which accounts require statement uploads. For those that you need to take action on, click on the Upload statement button.

On a regular basis, we will send out a reminder email to the designated point-of-contact, reminding them to upload a PDF of their most recent statements for each bank account linked to Ramp. The recipient of these emails can be any Ramp user with an Accounting, Admin, or Business Owner role.