Navan + Ledge Integration
With the Navan integration for Ledge, AI agents automatically pull and prepare travel, card, and expense data for the month-end close. As a result, Navan-driven reconciliations and accruals are ready for review, not rebuilt by hand.
Eliminate manual expense and card rebuilds during close
Accounting teams export Navan reports, clean and reformat data, rebuild Excel schedules, and manually reconcile expenses and card balances back to the GL. The same work is repeated every month, with logic trapped in spreadsheets and review starting only after the rebuild is finished.
Ledge removes that manual step. Navan data becomes a direct input to the close with finance-owned AI agents preparing the work automatically so teams start in review, not data collection.
What makes Navan + Ledge different
Navan captures employee spend, travel charges, and card transactions throughout the month. With Navan connected to Ledge, agents pull the exact data needed for close tasks and prepare reconciliations, accruals, and support in the same structure your team already uses instead of relying on one-off exports and copy-paste workflows.
Expense activity changes continuously as charges are submitted, approved, and finalized. Ledge agents rebuild Navan-related schedules each close with fresh data, ensuring period cutoffs, accruals, and reconciliations reflect what actually posted in the period. Late activity and timing differences are handled consistently instead of patched manually at the end.
How the Navan + Ledge integration works
Securely connect Navan to Ledge in minutes using a native, lightweight integration. Setup is fast and flexible enough to support multiple entities and accounts.
Use Ledge’s Agent Studio to configure how Navan data supports your close. Describe the workflow in plain language—such as expense accrual logic, card reconciliation rules, or department allocations—and create a custom agent in minutes.
Each period, agents automatically pull fresh Navan data, rebuild Excel workpapers with live formulas, and prepare reconciliations and accruals. Your team reviews and approves instead of rebuilding.
Expense and card-driven close work, prepared automatically
Prepared work, not raw exports
Navan data is used to prepare reconciliations, accrual schedules, and supporting workpapers before review begins.
Excel-native outputs
Agents generate fully editable Excel workbooks with live formulas, rollforwards, and clear source traceability.
Review instead of preparation
Accountants focus on judgment, exceptions, and approvals—not exporting reports and fixing spreadsheets.
Audit-ready by default
Source data, calculations, assumptions, approvals, and changes are captured as part of the close.
Full visibility and control
Navan-related tasks are tracked alongside the rest of the close with clear ownership and real-time status.
FAQ
Navan is treated as an expense and card data source that feeds agent-driven close workflows. It is not a standalone reconciliation or expense tool inside Ledge.
No. Ledge works alongside your ERP and Navan. Agents use Navan data to prepare close work, while posting follows your existing ERP approval process.
Yes. Ledge is spreadsheet-native. Agents generate Excel workpapers that your team can open, edit, and review.
No. Ledge is human-in-the-loop by default. Agents prepare the work; accountants review and approve before anything posts.
What is Ledge?
Ledge is an agent-driven close management platform where AI agents don’t just track progress, they execute close work under your team’s direction.
Each close task can have its own agent that pulls data from your ERP, banks, HRIS, AP platforms, CRMs, billing systems, and expense tools like Navan. Agents prepare reconciliations, schedules, flux analysis, and draft journal entries before the task is even opened.
Ledge combines close orchestration, Excel-native workpapers, and human-in-the-loop approvals in a single platform, so the close runs on prepared work, not manual rebuilds.
See the Navan + Ledge integration in action
Request a demo to see how Navan fits into an agent-driven close and how expense and card data becomes close-ready without added manual work.
