How to Upgrade T&E Tools Without Changing Banks

Switching to a new expense management solution can feel daunting, especially if it means uprooting your established banking relationships. But what if you could upgrade your capabilities without the hassle of switching banks? DisputeHelp did just that, and its journey offers valuable insights for any organization considering a similar move.

The Challenge: Strong Bank Loyalty, No T&E Tools

DisputeHelp, a leader in dispute management, relies on conventions and trade shows to fuel nearly half of its business. But the company lacked formal T&E tools and policies, which meant the company’s road warriors were spending precious time booking travel from multiple sources and tracking travel via spreadsheets.

Back in the office, DisputeHelp’s accounting team was reviewing and coding each expense submission manually, and they lacked control and visibility into company spend.

Despite these challenges, DisputeHelp was satisfied with its existing banking partnership, and wasn’t necessarily looking to switch.

The Solution: Navan Connect

Vinay Shiriwastaw, Chief Commercial Officer at DisputeHelp, sought a T&E tool that would streamline company processes and scale with the rapidly growing company.

He had experienced poor results with outdated, bureaucratic expense tools in the past, but was hopeful he could find the right solution.

After demoing Navan and finding out that DisputeHelp could link its existing corporate cards to Navan, he was sold.

“

The ability to load our business card and have every expense pulled into the expense management system at Navan really made it an easy choice.

Vinay Shiriwastaw

Chief Commercial Officer

The Benefits: Efficiency Unlocked

With Navan, DisputeHelp has experienced:

• Streamlined Processes: Automated expense workflows have reduced manual work and increased accuracy.
• Time Savings: Employees who used to spend 30 to 45 minutes booking a trip now spend less than seven minutes completing the same task.
• Automatic Policy Control: Navan ensures seamless compliance with expense policies — out-of-policy spend won’t even go through.
• No Expense Reports: Gone are the days of laborious expense reports; Navan streamlines the entire process, making burdensome paperwork a relic of the past.
• Real-Time Insights: DisputeHelp’s accounting team is benefiting from enhanced, real-time visibility into spending patterns.

“

Having the business credit card connected, and the fact that all expenses are ported in for visibility — we take the burden off the associate to enter and record that expense.

Vinay Shiriwastaw

Chief Commercial Officer

Why It Matters

For companies like DisputeHelp, finding a solution that fits without needing to switch banks is a game-changer. It demonstrates that upgrading to a more efficient system doesn’t have to mean compromising existing financial partnerships.

“

At the end of the day, growing any business is about putting procedures in place that allow for scalability. Navan is a great example of a tool that allows for growth.

Vinay Shiriwastaw

Chief Commercial Officer

DisputeHelp’s experience shows that with the right tools, companies can transform operations while setting their businesses up for sustained success. Explore the full case study to learn more about DisputeHelp’s partnership with Navan.