Navan
62 Case Studies
A Navan Case Study
Loom, a rapidly scaling video messaging platform, faced a significant operational challenge as its user base grew by 900% year-over-year. Their fragmented financial tech stack, utilizing Brex for corporate cards and Paylocity for expenses, required extensive manual work from the finance team to reconcile data and review reports. This inefficiency prompted Loom to seek a new, streamlined solution for travel, corporate card, and expense management, leading them to evaluate vendors including Navan.
Loom implemented Navan's all-in-one expense, corporate card, and travel management platform. The solution streamlined operations by eliminating the need to bridge separate systems and provided crucial features Brex and Ramp lacked, such as custom fields for detailed budget tracking without complicating their chart of accounts. As a result, the finance team saved significant manual review time, enabled self-serve spending reports for managers, and gained robust policy controls. This empowered Loom to issue corporate cards to all employees, improving company culture by allowing teams to make spending decisions within clear guidelines without fronting their own money.
Connie Nguyen
Senior Manager of Finance