4.7out of5|8K+ reviews

Navan: Software for Accounting and CPA Firms

Manage all clients from a single dashboard

The Navan Partner Console provides full expense automation for your client base and consolidates card feeds — without requiring clients to change their existing bank and card partners.
Navan Partner Console - Software for Accounting Firms and CPA Firms
Clients keep banks and cards
Proactive spend policies
Real-time visibility and insights
Infinite Advisors Logo

“We’ve been waiting for this! Navan fills the holes for our firms and clients with the controls and flexibility that no other expense management platform currently provides.”

Christine Triantos
Infinite Advisors
Bring your own card capability

Serve clients better with BYOC technology

Get a centralized view of all client spend, regardless of clients’ existing bank and credit card partners. Focus on financial insights and advice — not selling cards.
Navan Accountant Console - Serve clients better with BYOC tech
Centralized client console

One dashboard for all your clients

Monitor all client activity in a single place. Leverage real-time transaction data that eliminates the wait for delayed feeds or month-end reports.
Navan Accountant Console - One dasboard - Acme
Track spend with precision

Bye-bye manual reconciliation

Say goodbye to tedious, line-by-line reviews — and save hours. Expenses are automatically checked against company policy, coded, and reconciled for seamless integration into your general ledger.
Tackle travel spend

Travel expenses made easy

Give clients access to a world-class travel management solution. They’ll earn loyalty points and rewards while getting 100% payment reconciliation on travel booked through Navan.
Navan Accountant Console - Travel Expenses Made Easy v2
Unlock new growth

Transform your firm’s future

Set up new clients in minutes and tap into a fast-growing revenue stream through efficient travel and expense management. It’s the simplest way to automate, consolidate, and scale.

Explore the power of partnering with Navan.