Navan for Financial Services

Take control of travel and expense management

Boost efficiency and savings with Navan’s all-in-one solution. We handle travel and expense so your team can focus on driving financial success.

Industry Vertical - Energy and Utilities - Hero

Trusted by thousands of companies

and 1000+ more

Managing travel and expense shouldn't drain your resources

Financial control at your fingertips

Keep your budget on track with advanced expense management. Expenses are automatically categorized and logged at the point of purchase, providing full visibility into team spending via real-time dashboards.

Travel made seamless

Keep travel expenses aligned with your firm’s budget and maintain compliance through customizable policy controls. Enable teams to book travel quickly from a broad selection of options while gaining real-time visibility into travel-related spend.

Travel and expense made easy for:

Client-facing professionals

Say goodbye to saving receipts and manually filling out expense reports. With Navan’s end-to-end automation, spending on client meetings, conferences, and travel is captured, submitted, and approved effortlessly.

Regional managers

Gain real-time insights into travel and expenses to manage client-related costs effectively. Monitor budgets across teams or departments from a single dashboard, so you can focus on driving client satisfaction and team performance.

Accounting and finance teams

Complete spend visibility means you can shift from reactive to proactive cost management. Enhanced coding and policy enforcement help eliminate errors and automate expense reconciliation.

“One of the biggest pieces Navan could offer compared to other options was its integrated travel management tool. We knew we would be ramping up travel and wanted a better solution for travel and expense management to provide a better end-user experience.”

Kristen RuffinInformation Technology Advisor

Save time and money on T&E

See how SumUp optimized its T&E program — and saved 19% on hotels — with Navan.

Join these leading companies using Navan:

Hugh Drinkwater

Head of Procurement, Carta

“We chose Navan because it provides a unified traveler experience.”

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“We chose Navan because it provides a unified traveler experience.”

Hugh Drinkwater

Head of Procurement, Carta

Read story

Vinay Shiriwastaw

Chief Commercial Officer, DisputeHelp

“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.”

Read story

“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

Read story

Hugh Drinkwater

Head of Procurement, Carta

“We chose Navan because it provides a unified traveler experience.”

Read story

“We chose Navan because it provides a unified traveler experience.”

Hugh Drinkwater

Head of Procurement, Carta

Read story

Yordan Stoyanov

Senior Manager, Financial Processes, SumUp

“We have full visibility, the dashboards are really clear, and we get the data we need with one click.”

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“We have full visibility, the dashboards are really clear, and we get the data we need with one click.”

Yordan Stoyanov

Senior Manager, Financial Processes, SumUp

Read story

Vinay Shiriwastaw

Chief Commercial Officer, DisputeHelp

“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.”

Read story

“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

Read story

Pay your way with Navan

Choose the payment method that fits your business best:

Navan corporate cards: Issue cards with built-in expense management — and get up to 1.5% back.*
Navan Connect: Link existing Visa, Mastercard, or American Express corporate cards.
Reimbursements: Pay employees back within days for out-of-pocket expenses.

No matter what you choose, your business can gain full visibility into spend and eliminate manual expense reports, approvals, and reconciliation.

Why choose Navan:

Track every dollar spent
Automatically code transactions by project, vendor, entity, or trip — in real time.
Build custom policy controls
Configure travel and expense policies by project or location and automatically enforce compliance.
Automate workflows
Sync Navan with your accounting, HRIS, or ERP systems in minutes.
Eliminate manual expense reports
Automate expense reporting to save time and reduce errors.
Simplify travel
Make sure all employee travel is efficiently managed, cost-effective, and compliant with company policies.
Gain real-time spend visibility
Track travel and expenses company-wide or across projects with interactive, real-time dashboards.

Navan: Rated No. 1 by Real Users*

In the latest 2025 G2 rankings verified users ranked Navan the No. 1 solution overall and No. 1 across all company sizes — Enterprise, Mid-Market, and Small Business. Navan also took top rankings in regional rankings for EMEA and Europe.