The quarter cutover needs a single allocation file before the old entity closes.
The customer needs continuity into the new ledger, while finance needs proof that spend was not committed to the wrong entity.
Who you’d be doing this for
“My controller keeps asking which entity owns these open charges, and I don’t have one answer yet.”
Hakizimana Mburu · Global Expense Administrator
He manages the expense program and card policies across the customer’s changing legal entities.
What is at stake
1,260 of 18,000 open card transactions have conflicting evidence for their legal-entity assignment. You must weigh close continuity against the risk of committing spend to the wrong entity.
Why it isn’t already fixed
Every obvious fix costs something else. That’s the part you’d have to decide.
- quarter-close speed vs legal-entity accuracy
- automated allocation vs finance sign-off
- operational continuity vs audit defensibility
- customer-specific rules vs reusable product learning
Why Navan
Navan Expense ERP integrations sit directly between corporate card spend and the finance records customers use to close their books.
Written with these in mind
Not your kind of problem? 54 more at Navan, or browse every organization.
This is the setup. The work is inside.
Running it puts you in the room: the full situation and its constraints, stakeholders who push back in their own words, and the decisions that are yours to make. What you produce becomes a Day One Plan — work you can show someone instead of describing.