How to Use Navan in 2026: Step-by-Step Guide
AI-powered corporate travel and expense platform — book travel, manage expenses, and enforce policy in one system used by 10,000+ companies.
Navan (formerly TripActions) is an enterprise travel management and expense platform that uses AI to make corporate travel booking and expense reporting seamless. Founded in 2015 and used by 10,000+ companies, Navan handles the full travel-to-expense lifecycle: book the trip, track expenses, reimburse employees.
Platform Overview
AI travel booking — Navan's booking interface uses AI to surface the most policy-compliant options first. Search for flights, hotels, and rail; Navan highlights choices within budget and shows out-of-policy options with an explanation. Unused ticket management tracks credits from cancelled flights and surfaces them for future bookings.
Navan Expense — Mobile-first expense reporting. Employees photograph receipts, and Navan's AI extracts the data, codes the expense, and routes it for approval. Reimbursements process within 24 hours via direct deposit.
Navan Rewards — Employees who book under budget on travel earn points redeemable for personal travel. This creates an incentive to spend less — aligning employee and company interests.
Real-time visibility — Finance teams see all travel and expense in a single dashboard, with predictive budget analytics, department-level breakdowns, and duty-of-care tracking (know where your employees are during travel).
Integrations — Connects to HRIS systems (Workday, BambooHR), ERP platforms (SAP, Oracle), and expense tools. Navan cards handle out-of-pocket expenses.
Who Uses Navan
Navan serves companies from 50 employees to enterprise scale. It's strongest for companies with high travel volume where manual expense processes create significant overhead.
What You'll Need
- A Navan account (starting from Contact for pricing)
- A modern web browser or the Navan app
- Payment method for paid features
Getting Started
Create Your Account
Visit https://navan.com and sign up for a enterprise account. You'll need an email address to register.
Start Your First Conversation
Once logged in, you'll see the main chat interface. Type a question or task in the input box and press Enter. Navan supports travel-booking, expense-management, policy-enforcement, receipt-capture, travel-analytics — start with a simple text prompt to get familiar.
Pro Tips
- Be specific: The more context you provide, the better the response. Instead of "write an email," try "write a professional follow-up email to a client who hasn't responded in two weeks."
- Iterate: If you don't get what you need, ask for clarification or refinement: "Make it shorter" or "Use a more formal tone."
- Use examples: Show Navan what format you want by including an example in your prompt.
- Save useful conversations: Most platforms let you name and revisit conversations — organize by project or topic.
Common Use Cases
Finance & Business
AI assistants for financial planning, business strategy, market analysis, and accounting.
Browse Finance & Business chatbots →Travel
AI assistants for trip planning, destination recommendations, itineraries, and travel tips.
Browse Travel chatbots →Troubleshooting
- Responses seem generic or unhelpful
- Add more context to your prompt. Specify the audience, tone, length, and format you need. Try starting over with a clearer description of your goal.
- The tool isn't responding or is slow
- AI chatbots can experience high traffic. Refresh the page and try again. Check the service's status page if issues persist.
- Output is too long or too short
- Explicitly specify the length: "in 100 words," "as a brief summary," or "in detail with examples."
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Frequently Asked Questions
- Is Navan free to use?
- Navan requires a paid subscription, starting from Contact for pricing.
- Do I need an account to use Navan?
- Yes, you need to create an account to use Navan.
- What can I use Navan for?
- AI-powered corporate travel and expense platform — book travel, manage expenses, and enforce policy in one system used by 10,000+ companies.
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