About PEX

PEX offers commercial businesses, churches, and nonprofit organizations an integrated solution for simplifying their expenses. The PEX Platform enables businesses to migrate from traditional methods of handling petty cash and instead issue funds to employees and volunteers via prepaid cards. PEX can be accessed through a mobile app or through the web.

Management features include the ability to instantly view and fund account and card balances, review purchases, pull reports, and more. Funding can be added or removed both manually or on an automatic scheduler. Managers can also activate or block cards remotely, while cardholders can capture receipts and tag transactions with GL codes. PEX also improves expenses visibility by tracking activity in real-time.

Pricing starting from:

US$8,00/month

  • Free Trial
  • Free Version
  • Subscription

Key benefits of PEX

  • PEX is web-based management solution suitable for managing the expenses of business employees or volunteers, combining online and mobile administration with prepaid Visa debit cards.
  • Use PEX to establish daily spending and transaction limits for an employee base, while specifying approved merchant categories and also specific vendors.
  • Administrators can centralize the issuing of traceable funds to cardholders on an ad hoc or scheduled basis, instantly wiring money for all sorts of purposes and eliminating the handling of physical petty cash.
  • Receipt capture feature aids expense reporting with the ability to snap a photo of a receipt while out in the field before uploading and attaching to transactions, alongside any additional notes.
  • PEX Card app for Android and iOS devices enables cardholders to access card information and view balances while giving administrators account management tools such as adding and removing funds while on the move.
  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Pricing starting from:

    US$8,00/month

    • Free Trial
    • Free Version
    • Subscription

    Images

    The PEX platform integrates across desktop and mobile environments, linked to your PEX card.
    The PEX Marketplace allows you to integrate your employee spend data with your accounting software
    The PEX Virtual Card brings contactless payments right to your smart phone
    View 4 more
    PEX video PEX screenshot: The PEX platform integrates across desktop and mobile environments, linked to your PEX card. PEX screenshot: The PEX Marketplace allows you to integrate your employee spend data with your accounting software PEX screenshot: The PEX Virtual Card brings contactless payments right to your smart phone

    Features

    Total features of PEX: 48

    • ACH Payment Processing
    • API
    • Account Reconciliation
    • Accounting
    • Accounting Integration
    • Accounts Payable
    • Alerts/Notifications
    • Approval Process Control
    • Audit Trail
    • Bank Reconciliation
    • Budgeting/Forecasting
    • Compliance Management
    • Corporate Card
    • Credit Card Management
    • Data Security
    • Debit/Credit Card Processing
    • ERP
    • Electronic Payments
    • Employee Self Service
    • Expense Tracking
    • Financial Reporting
    • For Religious Organizations
    • In-Person Payments
    • Mobile Access
    • Mobile Alerts
    • Mobile Payments
    • Mobile Receipt Upload
    • Online Payments
    • PCI Compliance
    • Point of Sale (POS)
    • Prepaid Cards
    • Real Time Data
    • Real Time Monitoring
    • Real Time Reporting
    • Real-time Updates
    • Receipt Management
    • Recurring/Subscription Billing
    • Reimbursement Management
    • Reporting & Statistics
    • Reporting/Analytics
    • Scheduled / Automated Reports
    • Spend Analysis
    • Spend Control
    • Third Party Integrations
    • Time & Expense Tracking
    • Traceability
    • Transaction History
    • Transaction Monitoring

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    Reviews

    Overall rating

    5 /5
    (21)
    Value for Money
    4,8/5
    Features
    4,9/5
    Ease of Use
    5/5
    Customer Support
    4,8/5

    Already have PEX?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 21
    Stephen P.
    Overall rating
    • Industry: Entertainment
    • Company size: 51-200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Completely revolutionized the way we track spending on film productions

    Reviewed on 2019/01/24

    Pros

    In the past we used 3" Binders, Paper, tape and Excel to track every expense on our 30+ projects a year. End Users hated the antiquated process, so did our Supervisors and we were running out of valuable space to store/find binders. Enter PEX which captures expense data automatically and has mobile photo uploads of receipts, completely revolutionizing our process.

    Cons

    Some vendors/film crew do not have the ability to accept credit/debit cards/online payment processors and instead prefer check or cash. Adding the ability to cut/mail checks like a standard Bill Pay offered by most major banks or ability to withdraw cash at an ATM would help keep all expense tracking under one platform!

    Mark D.
    Overall rating
    • Industry: Renewables & Environment
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    PEX Cards: Simplifying your Employee Purchases

    Reviewed on 2019/10/18

    Excellent. Setup, support and adding users is a breeze.

    Excellent. Setup, support and adding users is a breeze.

    Pros

    It is simple to use and saves so much accounting time to track employee purchases. We used to spend days collecting receipts, figuring out who made the purchases and which GL Account they should hit. Plus we had tons of digital copies of receipts all over the place taking up valuable space on our drives.

    Cons

    I can't think of anything that we didn't like

    Knalidi D.
    Overall rating
    • Industry: Food Production
    • Company size: 501-1 000 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    HR Generalist/Recruiter

    Reviewed on 2018/11/06

    Pros

    It's a decent product. Mostly intuitive.

    Cons

    Have to call customer service to order new cards

    Paul B.
    Overall rating
    • Industry: Hospitality
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great cash management tool

    Reviewed on 2019/01/24

    Anytime I've had to work with a customer service rep I've got my problem resolved. Love the...

    Anytime I've had to work with a customer service rep I've got my problem resolved. Love the software and the service

    Pros

    I love how easy it is to use for both my users and my administrators. It's been very easy to manage each card separately without having to call in and wait on somdone to do it for me. What used to take a lot of time now can get done in seconds.

    Cons

    The cards are magnetic stripe cards. not sure if new users are getting the chips or not but that would be a great upgrade.

    Response from PEX

    Thanks for your review, Paul. We will be rolling out chip cards in 2019. Stay tuned!

    Jennifer N.
    Overall rating
    • Industry: Religious Institutions
    • Company size: 11-50 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 10.0 /10

    PEX is a great alternative to reimbursement checks for regular volunteers

    Reviewed on 2020/09/30

    Having a PEX account has allowed key ministry volunteers to have a set amount of funds to use...

    Having a PEX account has allowed key ministry volunteers to have a set amount of funds to use toward their ministry needs without the need for reimbursement checks or handing out too many credit cards. I would caution that recordkeeping is easiest when an individual only needs to use the card for a single expense account area.

    Pros

    PEX is very intuitive to set up and use. It is easy to navigate the process of requesting a card for a new user, initiating a transfer, funding individual cards, and closing accounts. Receipts can be easily uploaded on the app by the cardholders so they don't have to turn in physical receipts for recordkeeping purposes.

    Cons

    I wish transfers didn't take four business days to complete. Regular transfers are free, but it would be nice to have an Instant Transfer option even if there were a small fee involved for times when a last minute need arrises.

    Showing 5 reviews of 21 Read all reviews

    PEX FAQs

    Below are some frequently asked questions for PEX.

    PEX offers the following pricing plans:

    • Starting from: US$8,00/month
    • Pricing model: Free, Subscription
    • Free Trial: Available

    After 60 day trial, PEX BUSINESS pricing as follows: $8.00 per card per month $49.95 one-time set up fee No fees when you spend more than $50,000 in a month* No domestic transaction or load fees* Free fund transfers to PEX through PEX ACH Service Free card replacements *1.5% international service fee always applies Nonprofit and Ambassador pricing plans are available – see website for full details.

    We do not have any information about PEX features

    PEX has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    PEX supports the following languages:

    English

    PEX supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    PEX integrates with the following applications:

    Blackbaud CRM, Emburse Certify Expense, Emburse Nexonia Expenses, Expensify, Microsoft Excel, QuickBooks Online Advanced, Quickbooks Online, Xero

    PEX offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

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