Navan - Business Travel Solutions & Expense Management
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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
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chime - blue - 900paychex - blue - 900standish - blue - 900Stripesumup - blue - 900freshbooks - blue - 900upstart - blue - 900xero - blue - 900

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. 
Expense Feature - Financial Services

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 Feature - Financial Services

Travel and expense made easy for:

Client-facing professionals

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

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

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 AdvisorStandish Management

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:

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

Hugh Drinkwater

Head of Procurement, Carta

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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.
Badges G2 WINTER 2025 Leaders