Use “Ramp statement close brief” in Recued. It provides a read-only Ramp statement-close brief.

How it works 10 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (10 steps)

◆ balance recued-core.ramp.business.balance.read

Read business balance on ramp

◆ statements_raw recued-core.ramp.statement.search

Search statement on ramp

◆ transactions_raw recued-core.ramp.transaction.search

Search transaction on ramp

■ defaults defaults

Apply defaults

■ statement_count count

Count items in statements

■ transaction_count count

Count items in transactions

✦ summarize core.ai.summarize

AI generates a concise summary

■ statement_table to_table

Format results as a data table

■ transaction_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

▼

Output

summary card

table statement_table

table transaction_table

json balance.result

Settings 6 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

focus setting = Summarize the visible Ramp statement period and statement-linked transactions. Reconcile opening balance, charges, credits, payments, and ending balance only from returned fields; identify unsynced or not-ready transactions, missing memo or approval evidence, and date-scope mismatches. Do not fetch statement URLs or claim an accounting close is complete.

to date setting = [object Object]

from date setting = [object Object]

max length setting = 1200

statement id setting = [object Object]

transaction sync status setting = NOT_SYNC_READY