Navan Launches Accountant Console With a Unique Innovation

Today marks a seismic shift in how the 86,000 CPA and accounting firms in the U.S. can manage expenses for their clients.

That’s because today, Navan has launched the Navan Accountant Console, offering accounting firms a centralized location to manage all of their clients and staff. It also enables firms to invite those clients to take advantage of a modern expense management solution — without needing to change their card program.

For accounting firms handling multiple clients, the console streamlines the complexities of expense management with features such as real-time transaction visibility and GL integrations.

But one feature in particular makes this console a real game-changer. Thanks to Navan Connect, clients of accounting firms can keep their existing Visa, Mastercard, or Amex cards while reaping the benefits of Navan Expense. We call it BYOC: Bring Your Own Card.

This feature lets firms’ clients maintain their current banking relationships and credit card rewards. And the firms themselves get not only an innovative expense management platform, but also an opportunity to standardize their tech stacks. Thanks to the power of Navan’s intelligent automation, the days of coding credit-card statements line by line are over.

The console also enables clients to take advantage of Navan Travel, completing the entire T&E cycle efficiently and effectively, while realizing significant cost savings. Imagine having the ability to save clients that much while using their existing card.

Streamlining and Consolidating

The Navan Accountant Console up-levels the expense management process for accounting firms with several key features:

• Personalized dashboard: Along with a centralized view of all their clients, firms can dig into individual clients and manage the accountants assigned to them from a single dashboard with one login.
• Setting permissions: Admins and users can be assigned appropriate permissions for their roles and tasks.
• Billing consolidation: Firms can access aggregated monthly billing for one or all of their clients, along with key account information.
• Audit trail: All activities that accountants perform on a client’s behalf are logged.

A New Era for Accounting Firms

The Navan Accountant Console provides accounting firms with a unique opportunity: to simplify processes, strengthen client relationships, and offer a complete travel and expense solution — without reselling credit cards.

Don’t miss this chance to take your accounting firm’s operations to the next level. Get started with the Navan Accountant Console today.