Navan

1. Employee makes a purchase using a corporate card or personal card connected to Navan.

2. Navan automatically captures the transaction data.

3. Employee uploads a receipt via mobile app or email.

4. Navan scans the receipt and extracts relevant information.

5. Navan automatically categorizes the expense based on predefined rules.

6. Employee submits the expense report for approval.

7. Manager reviews and approves the expense report.

8. Navan integrates with accounting software for reconciliation.

1. Employee logs into Navan and searches for flights or hotels.

2. Navan displays travel options that comply with company policies.

3. Employee selects a travel option and books it through Navan.

4. Navan automatically sends itinerary emails and calendar invites.

5. Navan tracks the travel booking and provides real-time updates.

6. Navan provides 24/7 travel support in case of any issues.

1. Company configures travel policies in Navan.

2. Employee searches for travel options.

3. Navan displays only travel options that comply with the policies.

4. If an employee attempts to book an out-of-policy option, Navan displays a warning.

5. Manager approval may be required for out-of-policy bookings.

1. Travel Manager plans a team offsite in Navan

2. Invites the team members

3. Team members book their own travel based on pre-set budget

4. Travel manager can track all bookings in one place

1. Configure the ERP integration in Navan.

2. Expense data is automatically synchronized with the ERP system.

3. Accounting team can reconcile expenses in the ERP system.

4. Any changes made in Navan are automatically updated in the ERP system.

1. Employee submits an expense report in Navan.

2. Manager approves the expense report.

3. Navan automatically generates a reimbursement request.

4. Finance team processes the reimbursement request.

5. Employee receives the reimbursement via direct deposit.