The Scenario
You are a finance manager and it is three days before the monthly close. Someone on the team flags that two employees submitted reimbursements six weeks ago and neither has been paid. You go into Ramp — 34 open reimbursements, submitted across two months, in various states of pending and processing. You have no idea which ones are old enough to be a problem.
The bad version:
- Filter Ramp to status pending, note the count. Filter again to processing, note that count — the UI does not combine them.
- Export two separate CSVs, open both in Excel, copy-paste them into a combined worksheet, add a column for submission date, write a DATEDIF formula to calculate days open.
- Discover three rows have no submission date in the export — go back into Ramp to check those manually.
You needed this before the close meeting, not the morning after.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It connects to Ramp through a built-in integration, pulling reimbursement data and computing additional columns without you leaving the workbook.
List all Ramp reimbursements with status pending or processing, import submitter name, amount, date, and status into this workbook, then add a Days Open column calculated from today
What You Get
- All open reimbursements land in a single table — pending and processing combined, no manual merge.
- The Days Open column is populated per row from the submission date.
- Submitter name, amount, currency, and status are in labeled columns.
- Rows with no submission date show a blank in Days Open so they stand out immediately.
What If the Data Is Not Quite Ready
You only want items open longer than 14 days
Fetch all pending and processing Ramp reimbursements, paste submitter name, amount, date, and status into this workbook, and flag any row where submission date is more than 14 days ago as Overdue in column F
You want to group by employee to see outstanding amounts per person
List all open Ramp reimbursements, paste them into this workbook grouped by submitter name, and add a subtotal row per employee showing total outstanding amount
Some rows are missing a submission date
Pull all pending and processing Ramp reimbursements into this workbook, and for any row where submission date is missing write Check Manually in the Days Open column
Kill chain: age, flag, sort, and surface in one prompt
Fetch all pending and processing Ramp reimbursements, paste submitter name, amount, date, and status starting at A2, add a Days Open column from today, mark any row over 14 days as Overdue in column F, and sort by Days Open descending so the oldest items are at the top
One prompt, one sorted and flagged result.
Try It
Get the 7-day free trial of SheetXAI and open your monthly close workbook, then ask it to pull all open Ramp reimbursements with their age calculated. Related: bulk export all transactions, or audit the full card portfolio.