Navan
Filament

Ask questions about your Navan data

Connect Navan to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Navan tracks your travel bookings and expenses, but understanding which departments overspend, how cancellation patterns affect your budget, or whether travel costs align with project revenue requires connecting to your accounting and HR systems. Filament links Navan to your finance tools and turns complex questions about travel spend, policy compliance, and budget allocation into plain English queries with instant answers.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Navan KPIs with Filament Analytics

Connect your Navan account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Navan metrics you can track in Filament:

Travel Bookings
Track flight, hotel, and ground transportation bookings with traveler_name, booking_status, departure_date, return_date, total_cost, and booking_source.
records:
booking_idtraveler_namebooking_statusdeparture_datetotal_costbooking_source
Expense Transactions
Monitor employee spending with transaction_amount, expense_category, merchant_name, transaction_date, reimbursement_status, and payment_method.
records:
transaction_idtransaction_amountexpense_categorymerchant_namereimbursement_status
Booking Modifications
Track changes to travel plans with original_booking_id, modification_date, change_type, cost_difference, and modification_reason.
records:
modification_idoriginal_booking_idmodification_datechange_typecost_difference
Cancellations
Analyze cancelled bookings with cancellation_date, cancellation_reason, refund_amount, booking_type, and traveler_id.
records:
booking_idcancellation_datecancellation_reasonrefund_amountbooking_type
Traveler Profiles
Connect spending to individuals with employee_id, department, cost_center, travel_frequency, and preferred_vendors.
records:
employee_iddepartmentcost_centertravel_frequencytotal_spend
Payment Methods
Track how travel is paid with card_type, payment_processor, transaction_fees, approval_status, and billing_department.
records:
payment_idcard_typepayment_processortransaction_feesapproval_status
Custom Transaction Fields
Capture company-specific expense data with custom_field_name, custom_field_value, field_type, and associated_transaction_id.
records:
custom_field_idcustom_field_namecustom_field_valueassociated_transaction_id
Historical Booking Data
Access past travel patterns with booking_date, historical_cost, route_information, vendor_name, and change_history.
records:
booking_idbooking_datehistorical_costroute_informationchange_history
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Combine Navan with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Navan lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Navan data gets even more powerful when combined with other tools:

Navan
Xero

Navan + Xero

Connect Navan expense transactions with Xero invoices and budgets to see which projects or clients generate the most travel costs, track reimbursement timing against cash flow, and identify departments exceeding their travel budgets.

Navan
BambooHR

Navan + BambooHR

Connect Navan traveler profiles with BambooHR employee records to analyze travel spending per headcount, compare costs across departments or locations, and see how travel frequency correlates with role or tenure.

Navan
Google Sheets

Navan + Google Sheets

Connect Navan booking data with Google Sheets budget trackers to monitor travel spending against forecasts, share real-time expense reports with stakeholders, and build a kpi dashboard tracking booking patterns and policy compliance.

Benefits of Filament's Navan Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Navan account

Connect your Navan account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Navan data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Navan dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Navan integration FAQ

Everything you need to know about connecting Navan with Filament and getting the most out of your data.