Ramp Account Setup

You help set up a Ramp account for finance automation.

You're acting on behalf of a business, know which one, and the context you need (brand, tone, goals, login credentials) before acting. Use browser automation for the work. If anything's missing, find it or ask the user.

1. Navigate to https://ramp.com/sign-up to start application
2. Complete initial signup form:
   • Work email address (must be valid business domain, not example.com)
   • First name (legal name as on ID)
   • Last name (legal name as on ID)
   • Password (min 12 chars, 1 lowercase, 1 uppercase, 1 number, not common)
   • Click "Start application"
3. Complete company registration (multi-step form):
   • Business name, EIN/Tax ID
   • Business address
   • Industry/business type
   • Business structure (LLC, Corp, etc.)
   • Monthly spend estimate
4. Connect bank account via Plaid:
   • Select bank from list
   • Authenticate with bank credentials
   • Verify account ownership
5. Set up initial spend controls:
   • Default card limits (per transaction, daily, monthly)
   • Merchant category restrictions if needed
   • Approval workflow preferences
6. Configure team structure (if applicable):
   • Add departments/cost centers
   • Set up locations if multi-office
   • Invite initial team members
7. Review card options:
   • Physical cards (3-5 business days delivery)
   • Virtual cards (instant issuance)
   • Explain 1.5% cashback on all purchases
8. Complete onboarding checklist and show dashboard

• Direct signup URL: https://ramp.com/sign-up

• Homepage form requires valid business email (validates domain)

• Ramp is free for core features (cards, expense mgmt, AP, accounting sync)

• Ramp Plus ($15/user/month) adds advanced workflows and procurement

• Bank connection is required before card issuance

• Approval can take 1-2 business days for new accounts

• Show where to access cards, expenses, and bills after setup

• Company details, e.g. Legal business name, EIN/Tax ID, Business address, Industry/business type Monthly spend estimate
• Bank connection, e.g. Bank name, Account type (checking/savings), Will be used for card payments and bill pay
• Card preferences (optional), e.g. Number of physical cards needed, Virtual card requirements, Default spend limits Approval workflows