BrexPay for Navan

Overview

Our partnership with Navan combines Brex's payment solutions with Navan's travel and expense management capabilities. With BrexPay for Navan, we automatically create a new virtual card for every booking, reconciling your end of month travel report against your card statement with 100% accuracy. Every swipe will be properly allocated to an employee, trip, and other custom metadata that used to organize the expense in accounting.

About Navan

The Navan platform helps companies manage travel and travel-related expenses by helping you book trips, change flights, and track expenses. Learn more at navan.com.

Getting Started

Depending on whether or not you already have a Brex account, our team can help you get started with BrexPay for Navan. Please refer to this page to sign up, and one of our account representatives will be in touch.

Setting up the integration

To set up BrexPay for Navan, follow the steps on your Navan dashboard. Step 1: Sign into the Navan dashboard and make sure you have Navan expense enabled. Step 2: Go to Expense admin > Company settings > Card programs. Step 3: Click Apply for BrexPay. Step 4: If you already have a Brex account, click Connect existing Brex account. If you don’t have a Brex account, click Apply for a Brex account.

Adding Brex as a travel payment method

After initial setup, you can add Brex as a payment method in Navan by following the steps below: Step 1: In your Navan Dashboard, go to Admin > Travel Admin > Settings > Payments > Add Travel Method. Step 2: Click Connect Card. Step 3: Choose Brex as your card program and choose which departments or entities have Brex available to them. You can ensure employees only book via Brex by clicking Prioritize this card, after which your employees will see Brex as their default payment method when booking travel.

Requesting a physical Brex card

Physical cards issued through Navan will automatically enforce Navan policy and show transactions in Navan for real-time expense management. After you’ve set up the integration, you and your team can request physical Brex cards by following these steps:

Allow users to request a card

Admins can enable Navan’s physical card policy following the steps below, which will let your team request cards for themselves. Step 1: Sign into the Navan dashboard and click Admin > Expense Admin > Policy. Step 2: Under Physical Card > Connect Physical Card, you can click Eligible for Brex card. Note: If you don’t see this option, go to Expense Admin > Company > Settings > Card Programs > and click Enable Card Management in the Brex section.

Request a card

Turning on expense sharing

If you use Navan expense and want to import all your Brex transactions into Navan, you can enable expense sharing from the Brex dashboard. This gives Navan read-only access to the transaction data across all the cards in your Brex account, including those not created by Navan, for use in Navan Expense. Expenses will automatically map to the correct user in Navan by email address / name. Step 1: Set up BrexPay for Navan within Navan. Step 2: Click your name in the top right of the dashboard. Step 3: Click Integrations > Navan. Toggle on Allow Navan to access all transaction data.

Disconnecting the integration

You can also disconnect the Navan integration from here by clicking Disconnect. Disconnecting the connection with Navan will result in all pending Navan booked trips on Brex cards and Brex physical cards issued through Navan to stop working.

Statements

With this partnership, you can use Brex’s global corporate card program to centrally pay for all your bookings through Navan. When your employee makes a booking in Navan, it will immediately impact your Brex credit limit. Once the transaction clears, it'll post to the appropriate entity’s statement in Accounts > Credit.

Note: Pending transactions do not appear on your billing statement.

Transactions made during your existing workflows will still appear in your Wallet, and you'll continue to pay your statement via your Brex dashboard. To learn how to pay statements through Brex, please refer to this article.

Reconciliation

At the end of each month, you can go to Admin > Expense Admin > Statements > Connect Report to download a Navan Connect Report from Navan that includes reconciliation data. When downloading the report, use the same date range as your Brex statement period. Your Brex Statement will also include all transactions made with Navan. To filter for only Navan Travel transactions, select Brex under Card program. and download a PDF or CSV of the results. This report will 100% reconcile with your Brex transactions. To verify this, sign into your Brex dashboard, go to Accounts > Credit, filter for the same date range you used in Navan Connect, filter for the Navan Travel user, and click Download in your preferred format. You’ll see a unique key that binds both statements. The Reporting transaction ID column in your Navan connect report and Card clearing ID column in your Brex statement will reconcile across the same date range for your Brex program. If you have trouble with reconciliation, check your date range, entity, and Brex card program.

Entities

If you have multiple entities set up with Navan, you can map those entities to your Brex entities. To do so, sign in to your Navan dashboard, go to Company settings > Card programs, and click Edit entity mapping. This option will only show up if you have more than one entity. If the entity you’re looking for is not available in the drop-down, you can choose Create in the dropdown to share that entity over to Brex. If the entities aren’t verified, click Edit Brex Legal Entities to redirect you to the Brex Dashboard, where you can add more entities or finish verification. Transactions will post to the correct Brex entity statement based on the user’s entity in Navan. You can bill in local currency in 50+ countries and 30+ currencies, reducing your use of FX. Our team can help you set up multi-entity billing to set up individual statements or to pay your bill back in local currency.