In this course, you will learn how Ramp’s Policy Agent transforms expense policy enforcement from a manual, inconsistent process into an autonomous, always-on control system. You’ll explore how the agent interprets written policies in natural language, reviews every transaction in real time, and delivers transparent, well-reasoned recommendations with clear policy citations. From qualifying the right clients to configuring, training, and optimizing the agent, this step-by-step course equips you to increase compliance, reduce manual review, and unlock ongoing advisory opportunities—positioning you as a trusted advisor delivering scalable value through agentic automation.
In order to successfully complete this course and earn 1 CPE credit, you must:
- Complete the course content
- Answer the review questions throughout the course
- Complete the qualified assessment with a minimum of 75% accuracy within one year of course enrollment
For a list of key terms, check out our Course Glossary.
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