Auto-assign Bills to the Correct Entity + Single Shared Inbox for Multi-Entity Orgs

We operate 80+ entities and are migrating our AP workflow to Ramp. Two related gaps are creating major friction - both of which our previous AP system handled natively.

Request 1: Smart & Automatic entity assignment from invoice content

When a bill is uploaded or received, Ramp should read the invoice - including the “Bill To” field, header text, and other context clues - and automatically assign it to the correct entity.

This is especially important for multi-entity organizations because:

  • Entity names on invoices are often abbreviated, informal, or inconsistent with how they’re registered in the system
  • The “Bill To” field alone isn’t always enough to make a clean match
  • Manual assignment at scale (80+ entities) is error-prone and time-consuming

Suggested solution - Entity aliases Allow each entity to have configurable aliases (alternate names, abbreviations, DBA names) that Ramp uses when scanning incoming bills to determine the correct match. Our previous AP system (AvidXchange) supported this and it worked reliably.

Request 2: Single shared bill inbox for all entities

Requiring a separate email inbox per entity doesn’t scale. With 80+ entities, there’s no realistic way to manage that many addresses - for us or our vendors.

Suggested solution - One shared inbox One email address that accepts bills for all entities, with Ramp reading each invoice and routing it to the correct entity automatically - the same way it would if a bill were uploaded directly. AvidXchange handled this with a single inbox and achieved accurate entity assignment by reading invoice content.

Hey Emily! This is Elena, a product manager at Ramp. Just as a heads up, we’re actively working on this feature. In the short term, we do have a single shared bill inbox you can use. You can find this by clicking ‘new bill’ and it will show you your cross-entity mailbox address. You can set a default entity on the vendor and it will set the entity on the bill correctly for that vendor if you use the cross-entity mailbox address. I know this is pretty manual, and we’re working on the more automated entity-selection you requested above!