Iterable Expands From Travel to Expense with Navan

Region

NORAM: North America

Headquarters

San Francisco, CA

Industry

Tech

Products Used

• Navan Expense
• Navan Travel Payments
• Navan Business Travel

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Iterable is a leading AI-powered marketing platform that helps organizations build deeper customer relationships through personalized, real-time engagement. With well over 600 employees and 6 offices worldwide, the company needed a travel and expense solution that could scale to support its global workforce and deliver a great employee experience along with reliable financial oversight.

Before Navan

“We had a lot of complaints from our users saying the old travel platform wasn’t very intuitive and was kind of difficult to use,” said Eric Ha, Senior Accounting Manager. “On both the user and admin side, I really care about simplicity, and I just wasn’t seeing that.” 

The company also relied on a traditional expense tool for expense management and a separate tool for P-card transactions. This fragmented approach created friction for employees and inefficiencies for finance and accounting. “It wasn’t efficient for anyone,” said Ha.

“

The fact that Navan combines P-cards, travel, and expense in one platform has saved us a lot of time. From both a cost and workflow perspective, centralizing everything in one tool just makes sense.

Eric Ha

Senior Manager of Accounting

Why Navan

When Iterable decided to make a change, usability and policy compliance were top priorities. “I really focused on the experience for users and admins,” said Ha. “On the user side, Navan makes booking travel easy and centralized. On the admin side, I love the dynamic approvals and ability to customize travel policies.”

That seamless experience with Navan Travel soon led Iterable to consider adopting Navan Expense as well. The finance and accounting team was eager to consolidate systems, and their previous solution hadn’t released new features in years, said Ha. “The fact that Navan combines P-cards, travel, and expense in one platform has saved us a lot of time. From both a cost and workflow perspective, centralizing everything in one tool just makes sense.”

“

Employees really appreciate us for combining everything in one place. When they book travel and need to be reimbursed, they just use the same platform. It’s easy for everyone to manage.

Yanie Kong

Senior AP Accountant

Results with Navan

Since rolling out Navan Expense in 2025, Iterable has seen improvements in both efficiency and employee satisfaction. “Employees really like the auto-approval workflow,” said Senior AP Accountant Yanie Kong. “When they submit something within policy, it gets auto-approved, and the reimbursement process moves much faster than it did with our previous solution.” 

Kong said she saves at least an hour every day managing expenses with Navan versus the old solution, thanks to streamlined visibility and reduced manual tracking. “Previously, we had to go back and calculate what had already been submitted for a specific category,” she said. “Now, with Navan, employees can see exactly what they’ve already submitted and what’s left, which is easier for both sides.”

That ease of use made a big difference for teams that frequently book travel — particularly marketing and executive assistants. “A lot of feedback that I got from our marketing managers and EAs was that they really love Navan,” said Ha. “They find it easy to use and appreciate how seamless it makes the booking process.” The sentiment is reflected in Iterable’s impressive Net Promoter Score (NPS) of +71 for Navan, underscoring its value to employees.

The integrated experience of booking travel and submitting expenses in the same platform is also a major benefit. “Employees really appreciate us for combining everything in one place,” said Kong. “When they book travel and need to be reimbursed, they just use the same platform. It’s easy for everyone to manage.”

“

When somebody asks me what travel booking platform I recommend, I always say Navan. Other platforms just don’t compare.

Eric Ha

Senior Manager of Accounting

Looking Ahead 

By adopting Navan for both travel and expense management, Iterable has streamlined processes, reduced time spent on manual tasks, and improved the employee experience. Iterable is excited to continue building on this foundation by leveraging Navan’s all-in-one platform to support its growth and evolving business needs. Ha summed up the experience like this: “When somebody asks me what travel booking platform I recommend, I always say Navan. Other platforms just don’t compare.”