---
title: PEX Reviews
meta_title: 'PEX Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 207 reviews by the users' company size, role or industry
  to find out how PEX works for a business like yours.
aggregate_rating:
  rating_value: 4.6
  review_count: 207
  scale: '5'
date_modified: '2026-09-17'
parent_category:
  name: Travel & Expense
  url: https://www.g2.com/categories/travel-expense
---


# PEX Reviews
**Vendor:** PEX  
**Category:** [Expense Management Software](https://www.g2.com/categories/expense-management)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 207  
**AI Enabled:** This product embeds AI to enhance or extend its core functionality.
## About PEX
PEX (also known as PEX Card or PEXCard) is an expense management and corporate card platform specifically designed to meet the needs of finance teams seeking enhanced control, visibility and efficiency in managing company expenditures. With over a decade of experience serving various industries, PEX has established itself as a reliable solution for organizations looking to streamline their spending processes at scale. The platform is developed and maintained in-house, ensuring that users benefit from a secure and dependable system backed by extensive expertise in payments and financial operations. The target audience for PEX includes finance professionals and teams within organizations of all sizes that require a robust system for managing expenses. The platform is particularly beneficial for companies that deal with high volumes of transactions and need to maintain strict compliance and oversight. PEX addresses specific use cases such as automating expense reporting, enforcing spending policies, and integrating seamlessly with existing financial systems, thereby reducing the administrative burden on finance teams. Key features of PEX include AI-powered tools that significantly enhance the expense management process. The Auto Tagger feature automates general ledger coding, while the Auto Enforcer ensures compliance by restricting card usage until necessary expense details are provided. Additionally, PEX offers real-time receipt capture and matching, customizable spend controls, and approval workflows that facilitate smoother transaction processing. The platform also provides virtual cards and direct integrations with over 50 ERP and accounting systems, ensuring that all transactions are automatically synced and ready for reconciliation. By utilizing PEX, finance teams can close their books more quickly, minimize errors, and prevent overspending. The platform has been shown to save customers an average of 657 hours annually, translating into significant efficiency gains and cost control. This allows finance professionals to redirect their focus from administrative tasks to strategic financial management, ultimately enhancing the overall financial health of the organization. PEX stands out in the expense management category by combining advanced technology with a deep understanding of financial operations, making it a valuable tool for modern finance teams.



## PEX Pros & Cons
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.

**What users like:**

- Users find PEX incredibly **easy to use** , streamlining card management and saving significant time on expense reports. (51 reviews)
- Users highlight the **exceptional customer support** from PEX, appreciating 24/7 assistance and responsiveness during implementation. (23 reviews)
- Users value the **real-time visibility** of PEX, allowing proactive budget management and streamlined expense processes. (18 reviews)
- Users value the **flexibility of virtual card management** , enjoying easy funding and adjustable limits for their needs. (18 reviews)
- Users value the **convenience** of real-time expense tracking and streamlined workflows with PEX, enhancing overall efficiency. (17 reviews)
- Easy Setup (16 reviews)
- Efficiency (16 reviews)
- Users value the **seamless management of employee credit cards** , making expense tracking and approvals effortless. (16 reviews)
- Tracking Ease (16 reviews)
- Efficiency Improvement (14 reviews)

**What users dislike:**

- Users face **card issuance delays** and tracking challenges, complicating the onboarding of new teammates with PEX. (23 reviews)
- Users find the **approval issues** with PEX to be frustrating, especially regarding card delays and verification challenges. (12 reviews)
- Users find the **limited options** for auto funding and load limits restrict PEX&#39;s usability for their needs. (9 reviews)
- Users find **receipt management time-consuming and cumbersome** , wishing for easier, more streamlined processes for handling receipts. (9 reviews)
- Users express frustration with **poor customer support** , noting slow response times and syncing issues during crucial tasks. (8 reviews)
- Limited Acceptance (7 reviews)
- Purchasing Issues (7 reviews)
- Users experience **integration issues** with QuickBooks and other systems, affecting overall usability and report control. (6 reviews)
- Manual Entry (6 reviews)
- Inadequate Categorization (5 reviews)

## PEX Reviews
  ### 1. Streamlined Our Financial Operations Seamlessly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Scott S. | CFO, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 26, 2026

**What do you like best about PEX?**

I find PEX incredibly easy to use, which made it seamless for our cardholders to adopt quickly. I also appreciate that it lets cardholders upload their own receipts, which avoids unnecessary back-and-forth with staff. Sending receipts to PEX is straightforward, and the matching process has been smooth for us. The auto tagger and workflows work well for our needs, and I value the integration with our Blackbaud software. Setup was very simple, and we were live within three weeks of signing the agreement. performance has been reliable and the ROI is already on our favor after one month.

**What do you dislike about PEX?**

We are new adopters and don't have any dislikes yet.

**What problems is PEX solving and how is that benefiting you?**

PEX simplifies our debit card transactions, helping with easier reconciliation of six bank accounts, matching receipts efficiently, and reducing payroll by one full-time equivalent. It integrates with Blackbaud, offering a more unified solution than separate bank accounts.

**Official Response from Zach Reichenberger:**

> Thank you for sharing your experience with PEX! It's great to hear how quickly your team was able to get up and running and that features like receipt matching, Auto Tagger, workflows, and the Blackbaud integration are already making an impact.

Hearing that PEX has helped simplify reconciliation across six bank accounts and contributed to reducing payroll by a full-time equivalent after just one month is especially meaningful. We appreciate you choosing PEX and look forward to continuing to support your team as you expand your use of the platform!


  ### 2. Streamlined Receipt Management with Seamless QuickBooks Integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Religious Institutions | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** October 15, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about PEX?**

I like that each card user can upload their receipts and categorize their own transactions. Some of the tools that I value the most are the ease of using the system and that it talks with our accounting software, QuickBooks Online. I also like some of the AI features that are new to PEX. We use PEX Enforcer, which is very helpful for keeping our employees compliant with uploading receipts. The PEX Auto Tagger with AI technology helps cut down time spent with bookkeeping. I appreciate PEX for listening to their customers and continuing to improve their software.

**What do you dislike about PEX?**

I found losing a receipt to be a hassle, but I like that PEX has improved this with a new feature allowing employees to sign a statement if they lose a receipt.

**What problems is PEX solving and how is that benefiting you?**

I find that PEX reduces my time on routine tasks with features like receipt uploading and categorization. It helps keep employees compliant with PEX Enforcer, integrates with QuickBooks Online, and utilizes new AI features to streamline expense management.

**Official Response from Zach Reichenberger:**

> Thank you for the updated Review - it sounds like you have really adopted several new PEX features! It's great to hear that features like PEX Enforcer, Auto Tagger, receipt management, and our QuickBooks Online integration are helping your team save time and stay compliant.

We also appreciate you calling out the improvements we've made around lost receipts. Customer feedback plays an important role in how we continue to improve PEX, so it's especially rewarding to hear that those updates are making a difference for your team.

Thanks for being a PEX customer and for taking the time to share your experience!

  ### 3. Simple Yet Robust Expense Management Solution

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jeffery H. | Mechanic Operator, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 12, 2026

**What do you like best about PEX?**

I use PEX mainly to manage my business expenses and keep track of my spending. It makes it easier to organize payments, control expenses, and have better visibility over where my money is going. What I like most about PEX is how easy it makes it for me to manage, track, and control my business spending. I also like how simple and convenient it is to use. The initial setup was quite easy.

**What do you dislike about PEX?**

I find it frustrating when access to my PEX account is restricted during certain issues and the administrator can't clear them. It can be annoying when access to funds or account features is limited without a clear explanation. I would appreciate clearer reasons for restrictions, faster support responses, and more transparent steps for resolution. It would also be helpful to receive timely notifications explaining what caused the restriction and what information or actions are needed to fix it.

**What problems is PEX solving and how is that benefiting you?**

I use PEX to manage business expenses, making it easier to organize payments and control spending while providing better visibility over money flow.

**Official Response from Zach Reichenberger:**

> Thank you for taking the time to share your experience with PEX! It’s great to hear that the platform helps you organize expenses, control spending, and maintain better visibility into your business finances. We weren’t able to find any support cases associated with your account regarding the restrictions you mentioned, but we’d like to learn more and make sure you receive the right support. Please reach out to us at customersuccess@pexcard.com so our team can assist.

  ### 4. Easy to Use with Flexible Funding Options

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 13, 2026

**What do you like best about PEX?**

I like the ease of use and flexibility of funding. Before using PEX, we used cash which was both unsafe and messy. The PEX Card is much more streamlined and we don't have employees walking around with a lot of cash on them at events anymore.

**What do you dislike about PEX?**

I don't like how long it takes for ACH transactions to post. I was unable to use the PEX Card at an event due to the length of time it took to ACH transfer funds from our bank account to the PEX account. We had to rely on our traditional method of using cash.

**What problems is PEX solving and how is that benefiting you?**

It helps streamline petty cash use for events. Instead of 3 or more people walking around very crowded, busy events with pockets full of cash, we are able to fund a PEX card for each of them. It is much safer and efficient.

**Official Response from Zach Reichenberger:**

> Thank you for the 5-star review! We're glad PEX has helped make managing event expenses safer and more efficient.

We also appreciate your feedback about ACH funding times. For future events where you need funds available on a tighter turnaround, PEX does offer Same Day ACH when your bank account is connected through Plaid. We also offer wire transfers as another option for quickly funding your PEX account. I'll include a link below for you to leverage next time. We hope these options can help you avoid having to fall back on cash at future events. Thanks again for sharing your experience with PEX!

  ### 5. Effortless Expense Management with PEX

**Rating:** 5.0/5.0 stars

**Reviewed by:** Miranda M. | Accounting Assistant, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** July 27, 2026

**What do you like best about PEX?**

I like how organized and easy PEX is to use, both for admins and for the teachers. It makes it very easy to see who has what charges and helps keep receipts organized. I love that the teachers are able to use the app on their phones to upload receipts, making it convenient for them and reducing the need for me to constantly remind them to upload receipts when they come into the office. The initial setup of PEX was very easy and it's still easy now if we need to add or remove someone.

**What do you dislike about PEX?**

I would love for there to be more automation in reminders. I still have to send reminders through the PEX app for things like receipts, and I would love for there to be an automation reminder that sends every week.

**What problems is PEX solving and how is that benefiting you?**

PEX makes it easy to track charges and organize receipts. I like its simplicity and how the app lets teachers upload receipts conveniently, reducing my need to remind them.

**Official Response from Zach Reichenberger:**

> We're thrilled that PEX has made expense tracking and receipt collection easier for you and your teachers, and that the mobile app is saving you time.

Great news on your request for automated reminders: that capability already exists today. You can set up recurring receipt reminders in your Notification settings, and you can also enable Auto Enforcer, which automatically notifies cardholders about missing receipts (and can restrict card use until they're submitted). No manual nudging required. Our Admin Support team would be happy to walk you through turning both on for your account. Just reach out to adminsupport@pexcard.com and they'll get you set up.

Thanks for being a PEX customer!

  ### 6. Effortlessly Manage Business Transactions with PEX

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alec W. | Operations Coordinator, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a review partner

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** July 01, 2026

**What do you like best about PEX?**

I like the simplicity of PEX. As the admin responsible for funding the cards, I really appreciate being able to see a full list of what everybody's got in their card and being able to quickly add or take out money. The super simple interface makes this process seamless. I don't have to spend a lot of time looking into each individual card or worrying about what people are spending, thanks to the restrictions setup. I can quickly check balances in the morning and make adjustments in just about five minutes, which is very efficient. The initial setup of PEX was beyond easy—just plugging in how many cards we needed and truck names. It doesn't require any real training, so it's simple to manage.

**What do you dislike about PEX?**

I think as an admin, I have technically two accounts, a cardholder and the admin account. I'm having to jump back and forth in between those. If someone's an admin, they should just have the card under their account and not have multiple accounts. I think, to simplify things even further.

**What problems is PEX solving and how is that benefiting you?**

PEX helps categorize transactions and keeps card usage smooth with restrictions.

**Official Response from Zach Reichenberger:**

> Thanks so much for taking the time to share your experience! We're thrilled to hear that PEX has made managing your team's cards quick and simple. It's great to know that features like real-time balances, spend controls, and our easy setup process are helping you manage your program in just a few minutes each day.

We also appreciate your feedback about having separate admin and cardholder accounts. We wanted to mention that we do offer My Wallet, which allows admins to easily switch between and access the cards they're assigned without needing to manage separate logins. If you're not using it today, we'd be happy to help you get the most out of it. I've included a link below with more details. We also appreciate your feedback on further simplifying the admin experience, and we'll be sure to share it with our product team.

  ### 7. PEX Revolutionizes Expense Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**AI Translated:** This review has been translated from Spanish; Castilian using AI.

**Reviewed Date:** August 26, 2026

**Describe the project or task PEX helped with:**

PEX offers a comprehensive solution for managing expenses, integrating seamlessly with QuickBooks to streamline accounting processes. It allows users to attach evidence, add comments, and tag expenses, enhancing transparency and control.

**What do you like best about PEX?**

I like that PEX is an easy-to-use platform and has greatly reduced the loss of receipts. I love that they can attach evidence and add comments about what is being spent. Also, the way we approve and manage expenses helps us a lot, along with the control of what type of expense we are making with tags, which helps a lot in accounting. Additionally, we have PEX linked to QuickBooks, which has been very useful for us. I also really like the reports that can be downloaded.

**What do you dislike about PEX?**

Perhaps PEX could have more features with QuickBooks, or maybe we need more training to make the most of the integration. A way to justify expenses without a ticket was a need, but fortunately, there is now an update for that. So I think we need more training to maximize the link with QuickBooks or more features.

**Recommendations to others considering PEX:**

To enhance the user experience, consider offering more training sessions on integrating PEX with QuickBooks. Additionally, expanding the feature set to include more seamless integration options could be beneficial.

**What problems is PEX solving and how is that benefiting you?**

PEX has greatly reduced reimbursements, allowing our contractors to justify expenses without personal disbursement issues. Additionally, it facilitates attaching evidence, comments, and tagging expenses, which aids in accounting. The integration with QuickBooks is also very useful for us.

**Official Response from Zach Reichenberger:**

> Thank you for the 5-star review! We appreciate your support and are glad to have you as part of the PEX community.

  ### 8. Effortless Spend Management with PEX

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rena H. | Administrative Coordinator, Non-Profit Organization Management, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 18, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about PEX?**

I like how PEX makes it easy to divide money. It's easy to use, and I love the funding scheduler. PEX keeps budgets and spending separate, dividing spending money onto separate cards for different groups. The scheduled transfers and funding scheduler ensure money is allocated correctly and timely. The setup was straightforward, with no red tape.

**What do you dislike about PEX?**

I honestly don't have any major dislikes about Pex.

**What problems is PEX solving and how is that benefiting you?**

I use PEX for expense management, dividing budgets onto separate cards for different groups. It's easy to use with scheduled transfers ensuring correct, timely funds allocation. I love the funding scheduler.

**Official Response from Zach Reichenberger:**

> Thanks so much for the kind words! We’re glad PEX is making it easy to manage and allocate budgets, and that the funding scheduler is helping keep everything on track. We appreciate you being part of the PEX community!

  ### 9. All Our Company Cards in One Place

**Rating:** 4.5/5.0 stars

**Reviewed by:** David H. | Chief Operating Officer, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 26, 2026

**What do you like best about PEX?**

The ability to see all our company cards in one place The value is excellent compared to what we are paying.

**What do you dislike about PEX?**

The top level admin functionality is lacking, where we need the platform to make changes to multiple subsidiaries at the same time.

**What problems is PEX solving and how is that benefiting you?**

visibility into spend and fraud issues!

**Official Response from Zach Reichenberger:**

> Thank you for sharing your feedback! We truly appreciate all of the input you and your team have provided during our partnership. Your feedback has been incredibly valuable as we continue to improve the experience of managing multiple accounts and subsidiaries within PEX. We're glad PEX is providing strong value and greater visibility into spend and potential fraud. We look forward to continuing to grow together and making the platform even better for your team!

  ### 10. Receipt Auto-Backup to Google Drive Makes Finding Receipts Fast and Easy

**Rating:** 4.0/5.0 stars

**Reviewed by:** Anthony I. | Finane and Administrative Associate, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

**What do you like best about PEX?**

Autoback up of receipts to Google Drive makes locating a receipt later much faster and easier than searching within PEX.

**What do you dislike about PEX?**

The constant need to manually refresh the dashboard page.

**What problems is PEX solving and how is that benefiting you?**

The prepaid expenses option allows us to easily control spending by limiting the amount available and with what vendors.

**Official Response from Zach Reichenberger:**

> It’s great to hear that the Google Drive receipt backup is making it faster and easier for your team to locate receipts when you need them. We also appreciate hearing how PEX’s prepaid controls are helping you manage spending and vendor restrictions more effectively. Thanks for choosing PEX!

  ### 11. Extremely User-Friendly Settings Control Across App and Desktop

**Rating:** 5.0/5.0 stars

**Reviewed by:** Julia H. | Executive Operations Assistant, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** March 04, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about PEX?**

The ability to adjust any and all settings from the app and the desktop are extremely user friendly.

**What do you dislike about PEX?**

Accessibility to certain reports aren't always available for the volume that I'm operating with.

**What problems is PEX solving and how is that benefiting you?**

Excessive use of company funds, tracking information, and honor code

**Official Response from Zach Reichenberger:**

> Thanks for the review. We’re glad to hear the flexibility of managing settings from both the app and desktop has been helpful. Our goal is to make it easy for teams to control spend, track activity and maintain accountability across their organization. We appreciate you taking the time to share your experience with PEX! 

  ### 12. Flexible Online Access with Custom Permissions for Team Transactions

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 26, 2026

**What do you like best about PEX?**

Having access online for to see the transactions of our team, with the flexibility and ability to set permissions individually.

**What do you dislike about PEX?**

Can't easily zoom in and navigate to review receipts from a browser. The "window" is small so being able to see more of the receipt at the same time is not an option. And in the Transaction list, if you open a receipt you can't zoom in at all.

**What problems is PEX solving and how is that benefiting you?**

Simple improvements from feedback is encouraging.

**Official Response from Zach Reichenberger:**

> Thank you for the thoughtful feedback! We're glad to hear that PEX is giving your team the flexibility and visibility you need to manage transactions and individual permissions.

We also appreciate the feedback around viewing receipts. One helpful tip is that if you click "Edit" on a receipt, you can zoom in and out. That said, it might be a good idea to  bring this same functionality directly into the "View" option would make the experience even better, and we'll share that suggestion with our team.

Since contact details weren't provided with the review, we don't have a way to reach out directly with updates. If you'd like, please email customersuccess@pexcard.com so we have your information and can keep you posted.

Thanks again for helping us continue to improve PEX!

  ### 13. Streamlines Church Finances with Ease

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jonathan S. | Secretary/Treasurer, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account added to their profile

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** April 19, 2026

**What do you like best about PEX?**

I appreciate PEX for its ease of use in financial reporting and tracking of expenses. I like that it allows spending without needing users to put money out before they spend. The scheduled reporting feature is especially valuable as it saves me time by providing reports in an easy-to-use format. I find it easy to transfer funds to the cards, which is essential for meeting the financial needs of different ministries in the church. The integration and ease of use are just right for my needs, and the initial setup was simple and quick, including funding of the account, user setup, and administration.

**What do you dislike about PEX?**

nothing

**What problems is PEX solving and how is that benefiting you?**

PEX simplifies financial reporting and tracking expenses, allows spending without upfront payment, and eases fund transfers. It saves me time with scheduled reporting and efficiently manages our church's financial needs across various ministries.

**Official Response from Zach Reichenberger:**

> It’s great to hear PEX is helping streamline reporting and make it easier to manage spend across your ministries. We’re especially glad the scheduled reporting and simple fund transfers are saving you time. That’s exactly what we aim for, giving you clear visibility and control without adding extra work.

If you ever want to take things a step further, features like Auto Enforcer and tagging can help automate receipt collection and make reporting even more structured and timely.

  ### 14. PEX Simplifies Media Production Finances

**Rating:** 5.0/5.0 stars

**Reviewed by:** Fey H. | Marketing Director, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 13, 2026

**What do you like best about PEX?**

I use PEX for my entertainment show, short vertical dramas, and media commercials, and it really helps my line producers and unit program managers access money efficiently when everyone's busy on set. I appreciate how it allows our employees and production team to work separately and efficiently. The feature that lets us see all the expenses on the card and sort them by different categories in the PEX app is extremely helpful. Also, the initial setup was easy, which I really liked.

**What do you dislike about PEX?**

It could be better if we could use it for renting cars and other usage where our card is not available to use.

**What problems is PEX solving and how is that benefiting you?**

PEX helps my line producers and program managers access funds and run errands efficiently, especially when everyone's busy on set.

**Official Response from Zach Reichenberger:**

> We’re thrilled to hear that PEX has helped your production team manage expenses efficiently and keep operations running smoothly on set. It’s great to know the expense tracking, categorization features, and easy setup have been valuable for your workflows. We also appreciate your feedback around rental car purchases. Based on your needs, Credit Expense could be a great fit, as it supports purchases like rental cars where prepaid cards may not be accepted.

  ### 15. PEX Makes Transaction Tracking and Card Management Effortless

**Rating:** 5.0/5.0 stars

**Reviewed by:** Erik C. | Finance Secretary, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 19, 2026

**What do you like best about PEX?**

The most helpful thing about PEX is how it organizes every transaction. And it also gives transparent statements that helps keep our records organized. I also love the way PEX allows us to order multiple cards at once in one single batch. It is very easy to implement throughout our organization. There is also the ease of integration such as making cards for each vendor and keep them in a list whenever we need them to purchase any goods or services. The customer support is also great all team support are very helpful and friendly whenever we have any questions regarding our account or the different uses that we can implement on our logistics. Our organization frequently uses PEX whether it be for fuel for our equipment or to purchase materials and services.

**What do you dislike about PEX?**

One downside of PEX is that funding can take a while to transfer to the account. In an emergency, our organization needs a fast way to fund certain services or purchase materials right away so operations can continue without interruption.

**What problems is PEX solving and how is that benefiting you?**

PEX has helped us improve the way we organize our transactions by keeping track of the dates for each one and generating reports for our organization. It also helps us keep our departments within their capped budgets. On top of that, it supports employee accountability, since we can quickly spot and address any questionable purchases that show up in our account.

**Official Response from Zach Reichenberger:**

> We are glad to hear PEX is helping your team stay organized and making transaction tracking and card management easier. We also appreciate the kind words about our support team.

We hear your feedback on funding speed. For more urgent needs, we do offer faster options like wire transfers and same-day ACH to help ensure funds are available when you need them. Feel free to reach out to adminsupport@pexcard.com if you would like additional information or support. 

  ### 16. Professional presentation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Carla E. | Administrative Office Coordinator, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** September 27, 2024

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about PEX?**

The company is very forward looking and coming up with new innovations, testing the product with their employees and then allowing consumers to sign up to test the new feature.  

**What do you dislike about PEX?**

They have been updating but sometime the ability to split transaction is not available and it feels like there are a few glitches in reporting your transactions, tags, etc.

**What problems is PEX solving and how is that benefiting you?**

It has help solve our departmental request for funding, eliminating lost paper work as well as we have a record of all transactions.  We can now track most of departmental spending. It has also increase accountability throughout the departments that utilized the cards.

**Official Response from Zach Reichenberger:**

> Thank you for such a detailed and thoughtful review! We're thrilled to hear that PEX has been a valuable asset in streamlining your processes, especially with reducing paperwork and helping your culinary staff manage their funding more efficiently. We're also glad that our customer support team has been responsive when needed and that the overall implementation has been smooth for you.

We appreciate your feedback on the new features and the need for more detailed instructions in some areas. If there’s ever a specific feature or documentation you'd like more clarity on, please don't hesitate to reach out—we’re here to help!

  ### 17. Just what we needed and easy to use interface.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rebecca S. | Executive Assistant, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 26, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about PEX?**

The ease of use and accessibility to manage cards

**What do you dislike about PEX?**

Not considered a CC so we can't use it to hold for a car rental.

**What problems is PEX solving and how is that benefiting you?**

Petty cash solution for our properties.

**Official Response from Zach Reichenberger:**

> We’re glad to hear you find PEX easy to use and that it’s helping simplify petty cash across your properties.

On your point about car rentals, I wanted to clarify that PEX does offer a credit card solution that can be used for situations like holding a reservation on a rental car. If you’d like, our team can walk you through this solution and it's benefits.

We really appreciate you taking the time to leave this review and for being a PEX customer.

  ### 18. Streamline Expense Management for Nonprofits

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alyson G. | Executive Director, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 13, 2026

**What do you like best about PEX?**

I really like the low fees of PEX as other platforms charge fees that don't work well for cash flow, especially for small nonprofits like ours. The staff at PEX are excellently trained; everyone I have spoken to has expert-level knowledge of the platform, even the salespeople. I've talked to a lot of salespeople in my career about software, and PEX's staff are clearly well-prepared. Additionally, I appreciate the low level of upselling, which makes the experience more comfortable. The initial setup of PEX was very easy, and on a scale from 1 to 10, I would definitely recommend PEX to others and give it a 10.

**What do you dislike about PEX?**

Nothing

**What problems is PEX solving and how is that benefiting you?**

PEX helps me with expense tracking, spend management, and financial controls.

**Official Response from Zach Reichenberger:**

> Thank you for the amazing review! We’re so glad PEX has been a great fit for your nonprofit, especially when it comes to keeping fees low and simplifying expense management. We also appreciate your kind words about our team; providing knowledgeable, low-pressure support is something we care deeply about. Thanks again for the recommendation and for being part of PEX!

  ### 19. Receipts, Notes, and GL Tags in One Place—Plus Helpful Updates Like Auto Enforcer

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brenda L. | Senior Property Accountant, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 04, 2026

**What do you like best about PEX?**

I like that my receipts and notes are all in one place. I also really like the updates, such as Auto Enforcer, and the fact that I can add GL codes as tags.

**What do you dislike about PEX?**

I have 9–10 PEX accounts that I reconcile, and they don’t all have the same reports available for each account. It would be nice if there was a uniformity in the reports.

**What problems is PEX solving and how is that benefiting you?**

I was having issues getting cardholders to reconcile their accounts in a timely manner. I would start making my entries in PEX, only to find that a user still hadn’t finished uploading receipts or adding notes about the purchase. With auto enforcer, users are prompted to reconcile their transactions on time, which has helped keep things moving more consistently.

**Official Response from Zach Reichenberger:**

> Thanks for sharing this. We are glad to hear Auto Enforcer is helping keep reconciliations moving and that having receipts, notes, and GL tags in one place has been valuable for your workflow.

For the reporting differences across accounts, please reach out to adminsupport@pexcard.com with your account names and the reports you need access to, and our team will get everything aligned. We appreciate the feedback and your partnership.

  ### 20. Easy to Use, Simple to Navigate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Claudia B. | Adminstrator, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 12, 2026

**What do you like best about PEX?**

It's easy to use and easy to navigate as well

**What do you dislike about PEX?**

I don't have any comments about the software

**What problems is PEX solving and how is that benefiting you?**

it keeps our workflow in order and easy to consolidate

**Official Response from Zach Reichenberger:**

> Thank you for the review! We’re glad to hear PEX is easy to use and navigate, and that it helps keep your workflow organized and easy to consolidate. We appreciate your feedback and are happy to support your team!

  ### 21. User-Friendly Interface with Excellent Transaction Visibility

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 26, 2026

**What do you like best about PEX?**

The interface is user friendly and the integration with Outlook to scan emails and attach receipts to matching transactions is a huge time saver.

**What do you dislike about PEX?**

The initial setup is time-consuming and a tad confusing.  A step-by-step video or collaboration with an implementation specialist would be helpful for new users.

**What problems is PEX solving and how is that benefiting you?**

It solves the management of our employee reimbursements

**Official Response from Zach Reichenberger:**

> Thank you for the feedback! We're glad to hear you're finding PEX user-friendly and that the transaction visibility is helping your team manage employee reimbursements.

We also appreciate the feedback around the initial setup experience. A great resource for step-by-step guidance is support.pexcard.com, which includes helpful articles and instructions. You can also reach out to our Admin Support team with any questions along the way. We're always here to help make the experience as easy as possible!


  ### 22. Effortless International Payments, Needs Better Alerts

**Rating:** 4.0/5.0 stars

**Reviewed by:** Opare D. | Banking Specialist, Accounting, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 13, 2026

**What do you like best about PEX?**

I like that PEX allows us to easily get cash to our international staff on the prepaid cards. I also appreciate how easy it is to fund the cards and monitor the spending. We are able to easily integrate it into our accounting with our custom categories and general ledger, which makes the process smooth and efficient.

**What do you dislike about PEX?**

I think the alerts could be better when cards reach a certain balance. It would also be helpful for users to request easier in the platform.

**What problems is PEX solving and how is that benefiting you?**

PEX helps pay international staff easily and lets us quickly fund and monitor spending on prepaid cards, integrating with our custom categories and GL.

**Official Response from Zach Reichenberger:**

> Thank you for the thoughtful review and for sharing how PEX is supporting your international staff payments and GL workflow, it's great to hear.

On your feedback: PEX does support configurable Low Balance Alerts (cardholders can set a threshold in Account → Notifications to get a push notification when a card drops below it) and in-app Funding, Spend Limit, and Card Unblocking Requests that cardholders can send to admins for approval. Your CSM will reach out shortly to make sure these are turned on and set up the way you want.

  ### 23. Effortless Card Management with Quick Setup

**Rating:** 4.5/5.0 stars

**Reviewed by:** KaLynn H.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 04, 2026

**What do you like best about PEX?**

I love the ease of setup with PEX and how easy it is to navigate the portal. It's super quick to fund any card in our account with just a click of a button. The integration with QuickBooks also saves a ton of time administratively, and it's great that receipts and reimbursement requests can be sent directly from the app without needing to track down paper copies. The prompt and easy use of PEX helps solve issues quickly, providing peace of mind in potentially stressful situations.

**What do you dislike about PEX?**

I would say when we are funding cards from the cards tab, it would be nice to have a notes section appear to add what funds are being sent for. It would also be nice to have the ability to allow our drivers to pull cash off their cards, if we allow it. So, some kind of permission to be able for them to do this if card is not accepted. The ability to send ACH payments to our drivers would also be a helpful option or allowing us to reallocate funds from their card accounts to their personal bank account if needed. Some vendors don't accept cards, and cash is king

**What problems is PEX solving and how is that benefiting you?**

PEX streamlines the funding process for truck drivers, eliminating the hassle of using cash apps or credit cards, and helps track expenditures precisely. It's easy to set up, navigate, and fund cards swiftly, reducing stress during urgent situations.

**Official Response from Zach Reichenberger:**

> Thanks for sharing your experience. We are glad to hear setup has been quick, funding cards is easy for your team, and the QuickBooks integration and in app receipts are helping reduce administrative work and stress.

We also appreciate the candid feedback around notes, cash access, and alternative payment options. For situations where vendors do not accept cards or when individuals need to be reimbursed directly, our reimbursement feature may be a good fit. It allows you to reimburse individuals through PEX while still maintaining visibility and control. We have included a support article below on this feature but please reach out to adminsupport@pexcard.com if you want to learn more. 

  ### 24. User-Friendly with Stellar Features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Caroline  O.

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 04, 2026

**What do you like best about PEX?**

I love that PEX is extremely user-friendly and they are constantly making updates and improvements. My favorite feature is the digest email reminder, which allows me to reach out to multiple card-holders at once using different filters. The emails provide plenty of detail, so no further explanation is needed on my end, making it a great automated process. Adding new card-holders is a very easy process.

**What do you dislike about PEX?**

I wish I could still check transactions as reviewed even if they do not include user notes or receipt attachments. The review status is how I know if I have entered a transaction into my spreadsheet for accounting purposes, so all transactions having an option for review (with or without receipts and/or notes) would be a helpful visual. Also, it is not automated with our ERP.

**What problems is PEX solving and how is that benefiting you?**

PEX helps us track recurring transactions with the credit card and allows for flexible purchases with spending cards. The digest email reminder is invaluable, enabling easy communication with card-holders and efficient process automation.

**Official Response from Zach Reichenberger:**

> Thanks for taking the time to share this. It is great to hear the digest email reminders have been a strong fit for your workflow and that adding new cardholders has been straightforward.

We appreciate the thoughtful feedback on transaction review status and ERP automation. That kind of visibility is important for accounting processes, and input like this helps guide where we continue to improve. Thanks again for the detailed review and for sharing how your team uses PEX.

  ### 25. Streamlined Financial Management, Needs Enhanced Bulk Loading

**Rating:** 4.5/5.0 stars

**Reviewed by:** Meghan P. | Staff Accountant / Finance Analyst

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 04, 2026

**What do you like best about PEX?**

I find PEX very easy to use and extremely user-friendly. It has lots of features that work well with QuickBooks, which we currently use for our financials. The integration between PEX and QuickBooks is almost seamless, making it very convenient for our operations. This integration is particularly important as it aids in monthly reporting and is just the easier form to use once you get the hang of it.

**What do you dislike about PEX?**

I don't like that for bulk loading, we have to use a second app instead of having it integrated directly into PEX. It should just be built into PEX so you can do a bulk load without using an additional app. Also, there are some kinks in the system that need to be worked out, like how it pulls information. Sometimes a card gets declined, not because of money but due to other reasons.

**What problems is PEX solving and how is that benefiting you?**

PEX makes it easier to handle disbursements with prepaid cards, avoiding the need for multiple cards. It integrates almost seamlessly with QuickBooks, which helps with reporting and is user-friendly. This simplifies monthly financial tasks.

**Official Response from Zach Reichenberger:**

> Thanks for taking the time to share this feedback. It is great to hear the QuickBooks integration has been helpful for reporting and that PEX has simplified disbursements for your team.

We appreciate you calling out the bulk loading experience and the issues you have seen with declines. Please reach out to us at adminsupport@pexcard.com so we can hear more about the kinks you are experiencing and take a closer look at what is happening. Thanks again for the thoughtful review and input.

  ### 26. Easy, Fee-Free Way to Keep Company Resources Running Smoothly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lisbeth Johana P. | Finance Coordinator, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 13, 2026

**What do you like best about PEX?**

An easy way to help your company get enough resources to run smoothly, without interest or maintenance fees.

**What do you dislike about PEX?**

I don’t have admin access, so I couldn’t check whether the update would make my tracking role easier, as they tried to explain.

**What problems is PEX solving and how is that benefiting you?**

It’s the quickest way I’ve found to solve any money-related problems from any location, simply by following the proper workflow in my company.

**Official Response from Zach Reichenberger:**

> We’re glad to hear PEX has helped make managing company spending quick, simple, and accessible from anywhere — all without added fees.

  ### 27. Easy Interface with a Much-Improved UX

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 26, 2026

**What do you like best about PEX?**

I like how easy the interface is. The improvement to UX has been good.

**What do you dislike about PEX?**

Use of generative AI, not worth the impact on the environment and vulnerable communities.

**What problems is PEX solving and how is that benefiting you?**

It’s solving a quick place to have our coding, by use of the notes section and being about to pull reports.

**Official Response from Zach Reichenberger:**

> Thank you for sharing your feedback! We're glad to hear the improvements we've made to the PEX experience are making the platform easier to use, especially for coding transactions, adding notes, and reporting. If you would like the AI Agent turned off for your account please email us at adminsupport@pexcard.com and we can make that happen. Thanks for taking the time to help us improve!

  ### 28. Efficient Card Management, Highly Recommended

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 26, 2026

**What do you like best about PEX?**

I like the simple way to find a card assigned to someone in PEX. You can search a name and find it easily, which is very helpful because we have over 100 cards, so there’s a lot to manage. Also, PEX works well in keeping track of receipts.

**What do you dislike about PEX?**

It does not have the capability to talk to our other systems.

**What problems is PEX solving and how is that benefiting you?**

I find PEX keeps track of receipts and helps me easily find a card assigned to someone, which is helpful since we manage over 100 cards.

**Official Response from Zach Reichenberger:**

> Thank you for the feedback! We're glad PEX is making it easier to manage your 100+ cards and keep track of receipts.

We'd love to learn more about the other systems you'd like PEX to connect with. If you reach out to customersuccess@pexcard.com and let us know which integrations would be most helpful, we can share that feedback with our product team and make sure they're on our roadmap if we currently don't integrate with your systems. Thanks for helping us continue to improve!


  ### 29. Efficient Fund Distribution, Quick Setup

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jose G. | Director of Operations, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 04, 2026

**What do you like best about PEX?**

I like that PEX is fast in generating new credit cards. It allows us to have a flexible balance per credit card, and if we need to increase it at any time, it's easy to do that as well. Additionally, it keeps track of all the transactions that the company needs to make, so we can operate efficiently, in a good way.

**What do you dislike about PEX?**

I wish that working with receipts and memos for the receipts after transactions were easier. After a transaction is made, we need to ensure that the cardholder sends back to PEX, the receipt and writes a memo about the transaction. This process is usually very manual and cumbersome.

**What problems is PEX solving and how is that benefiting you?**

We use PEX to create virtual credit cards, distribute funds to team members, and allow them to pay for necessary services. It's fast at generating new cards, offers flexible card balances, and efficiently tracks company transactions.

**Official Response from Zach Reichenberger:**

> Thanks for sharing this feedback. It is great to hear that creating cards, adjusting balances, and tracking transactions has been fast and flexible for your team.

We also appreciate the note around receipts and memos. If you have not already, features like Auto Enforcer and in app reminders can help reduce manual follow up by prompting cardholders to submit receipts and notes automatically. Input like this helps us continue to improve those workflows. Thanks again for taking the time to leave a review.

  ### 30. Pex Cards Made Spending Easy, Backed by Fantastic Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Administrative A. | Administrative Financial Secretary, Religious Institutions, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 24, 2026

**What do you like best about PEX?**

I like the Pex Debit & Credit card feature most. Our organization has been able to utilize this the most and its made things every easy for us to use. The customer support at Pex is also fantastic.

**What do you dislike about PEX?**

the only down side we have see is the issue with the fact that with the debit cards the merchant can push through a charge if it is more then on the card.

**What problems is PEX solving and how is that benefiting you?**

Pex has solved our problem with elimanting reimbursement checks with the cards.

**Official Response from Zach Reichenberger:**

> Thank you for the 5-star review, we really appreciate it. Great to hear our features are making it easier for your team to spend and manage expenses. Eliminating reimbursements is a big win, and it’s exactly what we aim to simplify for our customers.

Also glad to hear our support team has been helpful along the way. We take a lot of pride in being responsive and easy to work with.

  ### 31. Centralized Expenses and Feature-Rich Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Individual & Family Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 26, 2026

**What do you like best about PEX?**

All expenses are centralized, love the features it offers. I also like rejecting a transaction, so that the cardholder can fix the errors.

**What do you dislike about PEX?**

The split feature is helpful. It allows the amount to split, but not the notes. Would love to see this feature enhanced. In addition to splitting the amounts, please split the notes, so that it matches.

**What problems is PEX solving and how is that benefiting you?**

The no receipts feature, rejecting transactions. This eliminates send emails or reaching out to the cardholder for more information.

**Official Response from Zach Reichenberger:**

> Thank you for sharing your feedback! We’re glad to hear that PEX is helping centralize your expenses and making it easier to manage missing information by rejecting transactions directly in the platform. Your suggestion to have notes split along with the transaction amount is a great idea, and we’ll be sure to share that feedback with our Product team. We appreciate you taking the time to help us continue improving PEX!


  ### 32. Scheduled Funding Makes It Truly Set-and-Forget

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brigitte L. | Director of Operations, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 19, 2026

**What do you like best about PEX?**

I really love the scheduled funding feature—it’s truly set-and-forget.

**What do you dislike about PEX?**

The daily free funding limit is an issue for us. We go through seasons of higher spending, so the cap can feel restrictive during those periods.

**What problems is PEX solving and how is that benefiting you?**

It helps us keep employee costs within budget and solves the challenge of staying on budget.

**Official Response from Zach Reichenberger:**

> We’re so glad to hear the scheduled funding feature has made managing spend easier for your team, that “set-and-forget” experience is exactly what we aim for. It’s great to hear PEX is helping you stay on budget and maintain better control over employee expenses. Thanks again for taking the time to share your experience!

  ### 33. Effortless Financial Management for Construction Team

**Rating:** 5.0/5.0 stars

**Reviewed by:** Felipe B. | Small-Business (50 or fewer emp.)

**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** April 24, 2026

**What do you like best about PEX?**

I find PEX easy and convenient to use. It's great for real-time tracking and avoids the hassle of making bank trips or dealing with out-of-pocket expenses. Transferring money is a breeze, and I can handle transactions without the need to be physically present, which is a lifesaver in my line of work. The setup was very easy for my team, consisting of five people. Overall, PEX makes managing finances simpler for our home improvement projects.

**What do you dislike about PEX?**

dont have any dislikes at this time

**What problems is PEX solving and how is that benefiting you?**

PEX makes banking transactions easier, eliminating bank trips and out-of-pocket hassles with easy transfers and real-time tracking.

**Official Response from Zach Reichenberger:**

> Thanks for the great feedback. Glad to hear PEX is making it easier for your team to manage expenses without bank trips or out-of-pocket costs. Real-time tracking and simple transfers are exactly what we aim for. If you ever want to streamline things even further, we’re always here to help!

  ### 34. Easy, Accurate, Complete

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paulette R. | Accountant, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**G2 Icon:** Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.

**Reviewed Date:** June 10, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about PEX?**

I can restrict the users from spending when transactions go untagged.

**What do you dislike about PEX?**

I still struggle with users not tagging transactions.  This is not a PEX problem, per se.

**What problems is PEX solving and how is that benefiting you?**

PEX eliminates the need for several manual tasks.
 * Debit cards make it real-time spending.
* Tagged transactions make it real-time accounting results
* Elimnates the need for employee reimbursements.

**Official Response from Zach Reichenberger:**

> Thanks so much for the thoughtful review! We're glad to hear that features like Auto Tagger and our reporting are helping streamline your workflow and that the Aplos integration is working smoothly for your team.

You mentioned wanting app notifications for transactions missing tags—great news, we have a tool called Auto Enforcer to help with that. It automatically notifies cardholders when tags or receipts are missing based on the rules you set. You can learn more about it here: https://support.pexcard.com/s/article?name=000003632-Auto-Enforcer or reach out to adminsupport@pexcard.com and we’ll be happy to help you get started.

  ### 35. Quick Setup with User-Friendly Interface

**Rating:** 3.5/5.0 stars

**Reviewed by:** Myles C. | Accountant

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 04, 2026

**What do you like best about PEX?**

I like how PEX allows us to issue per diem cards and allocate funds instantly. The platform also supports setting spend restrictions, which is really helpful. I appreciate the user interface; it's simple and easy to use. We were able to transition to PEX quickly, getting set up with cards in just seven days.

**What do you dislike about PEX?**

I wish there was a way employees could use the card at an ATM and get cash back, and they could just cover the surcharge from the ATM, but they would at least be able to have cash if they so chose. There is no direct integration, which makes it hard.

**What problems is PEX solving and how is that benefiting you?**

I use PEX to issue per diem cards and allocate funds instantly. It's easy to set up, taking just 35 minutes, and offers spend restrictions that our old platform didn't.

**Official Response from Zach Reichenberger:**

> It is great to hear your team was able to get up and running quickly and that issuing per diem cards, allocating funds instantly and setting spend restrictions have been working well for you. We appreciate the feedback around cash access and integrations. Thanks again for the thoughtful review and feedback.

  ### 36. Director of Finance

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** October 15, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about PEX?**

It’s flexible and lets me give staff funds to spend without having to issue them a credit card.

**What do you dislike about PEX?**

Time it takes to get card in the mail. Having to put a card in someone’s name.

**What problems is PEX solving and how is that benefiting you?**

We use the prepaid cards in place of credit cards for multiple staff members.

**Official Response from Zach Reichenberger:**

> We’re glad to hear PEX gives you the flexibility to fund staff without needing credit cards. We understand waiting for physical cards can be inconvenient, but please note that we offer expedited shipping options if you ever need cards faster. You can also create virtual cards that are ready to use the same day while you wait for your plastic cards to arrive.

  ### 37. Balances Dashboard Handy, Setup Needs Clarity

**Rating:** 2.5/5.0 stars

**Reviewed by:** Antonia M. | Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** May 13, 2026

**What do you like best about PEX?**

I appreciate the elimination of credit card use for small purchases, which simplifies my purchasing process. I find the PEX Dashboard valuable because it's visible for card balances, helping me manage my finances with ease. The setup process was also fairly easy, making the transition smooth.

**What do you dislike about PEX?**

Funding was somewhat difficult, perhaps not clearly outlined in how to set up.

**What problems is PEX solving and how is that benefiting you?**

I use PEX for purchasing, eliminating the need for credit cards for small buys. The Dashboard is helpful as it's visible for card balances.

**Official Response from Zach Reichenberger:**

> Thank you for your feedback and for highlighting the value of the PEX Dashboard and simplified purchasing process.

We appreciate your comments around funding setup. PEX offers several funding options; including wire, ACH and same-day ACH. As well as flexible card funding workflows that can be automated, scheduled or manual based on your needs.

A member of our Customer Success team will be reaching out directly to help simplify setup and ensure you’re getting the most out of PEX. We’re confident that with a quick conversation, we can help improve your experience and earn that 5-star rating. We would love for you to revisit this review after your connect with our team.  

  ### 38. The Auto enforcer is a livesaver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kimberly A. | Client Funds manager, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** April 23, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about PEX?**

PEX helps my company streamline our financial services quickly and more efficiently.

**What do you dislike about PEX?**

It’s very time-consuming when you have to check every receipt. But now with new tools, this cab be completed in no time.

**What problems is PEX solving and how is that benefiting you?**

It helps identify fraud and waste, and it also improves accuracy.

**Official Response from Zach Reichenberger:**

> Thanks for the great feedback! We're happy to hear PEX is helping your team save time and streamline financial processes.

On the receipt rejection issue — could you reach out to us at customersuccess@pexcard.com with more details? We’d love to learn more, as we’re not quite sure we understand the behavior you're seeing. Looking forward to hearing from you!

  ### 39. Straightforward Platform

**Rating:** 4.5/5.0 stars

**Reviewed by:** Josh Y.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** January 29, 2026

**What do you like best about PEX?**

I like PEX because the platform is fairly straightforward and easy to use. There are a number of different modalities to search and organize expenses, which are helpful when tracking expenses over longer periods of time.

**What do you dislike about PEX?**

I've had a few issues when issuing new cards to teammates new to PEX - it's not always clear where the card is in the process/ tracking it. There have been a couple of occasions where we've had to have the cards resent a few times. Also, from my side as an administrator, it's not always clear how the process of setting up that card is going for my teammate.

**What problems is PEX solving and how is that benefiting you?**

I use PEX to allow multiple leaders in our church to make purchases using budgeted funds, enabling more team members to pay for church expenses easily.

**Official Response from Zach Reichenberger:**

> Thanks for sharing your feedback. We’re glad to hear the platform is easy to use and that the expense tools are helpful for tracking spend over time. It’s great to see PEX supporting your team in managing church expenses more easily, and we’re always here if you need help along the way.

  ### 40. Streamlines Corporate Expense Management with Ease

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alicia C. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 13, 2026

**What do you like best about PEX?**

I like the reminders PEX sends to provide receipts because it saves time at the end of the month. With these reminders, we don't have to remind people to turn in receipts manually.

**What do you dislike about PEX?**

We do have issue with the journal entries changing before we post them, which means we have to do more research.

**What problems is PEX solving and how is that benefiting you?**

PEX saves us time by eliminating the need to chase down receipts and automates reminders, so we don't have to prompt people at month-end.

**Official Response from Zach Reichenberger:**

> We’re glad to hear that PEX’s automated receipt reminders are helping save time and reduce the manual work of tracking down receipts at month-end. We also appreciate your feedback regarding journal entry changes and understand how that can create extra work for your team. We’ll be sure to share this with your customer success manager and have them reach out to you shortly.

  ### 41. Works Great and Easy to Understand

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Entertainment | Enterprise (> 1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 26, 2026

**What do you like best about PEX?**

It works and very easy to understand. Its useful

**What do you dislike about PEX?**

Report generated could be little easier.

**What problems is PEX solving and how is that benefiting you?**

It helps see how much we are spending overall

**Official Response from Zach Reichenberger:**

> Thank you for the feedback! We're glad to hear PEX is easy to understand and helping give your team better visibility into overall spending.

We'd love to learn more about what could make reporting easier for you. If you're open to sharing a few specifics, please reach out to customersuccess@pexcard.com, so we can better understand your feedback and share it with our product team. Thanks for helping us continue to improve PEX!


  ### 42. User-Friendly Expense Management with Responsive Updates

**Rating:** 5.0/5.0 stars

**Reviewed by:** Caroline O. | Staff Accountant, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 13, 2026

**What do you like best about PEX?**

I find PEX extremely user-friendly and I really appreciate that they're always adding updates to keep their customers happy and make the most out of the platform. Setting it up, both initially and as a new admin, was very easy, including adding new cardholders.

**What do you dislike about PEX?**

It is not currently integrated with Business Central.

**What problems is PEX solving and how is that benefiting you?**

I use PEX primarily for managing expenses, ensuring that all transactions are easily tracked and categorized, and keeping everything organized.

**Official Response from Zach Reichenberger:**

> Thank you for the great feedback! We’re so glad to hear that PEX has been easy to use and simple to set up, both initially and for new admins and cardholders. Our team is always working to improve the platform, so it’s great to know the updates have made a positive impact. We do have a Business Central integration and will be sure to reach out to you directly shortly to get this up and running. 

  ### 43. Effortless Money Management with PEX

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rena H.

**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 23, 2025

**What do you like best about PEX?**

I like using PEX for money management and keeping our company account straight. It helps with time and visibility. I appreciate the ease of adding money to the main account and dispersing it to other accounts. The initial setup of PEX was super easy, and I love how easy it is to create accounts and set up cards. The reports feature is also something I find useful. Overall, I would highly recommend PEX.

**What do you dislike about PEX?**

I need to have more than one schedule for card funding. I want to be able to add money to my cards on the 1st and the 15th, and currently, I cannot do that.

**What problems is PEX solving and how is that benefiting you?**

I use PEX for money management and keeping our company account straight. It solves time and visibility problems. I like the ease of adding money to the main account and dispersing it to others.

**Official Response from Zach Reichenberger:**

> Thanks for the review and for recommending PEX. We’re glad to hear the platform has helped improve visibility and made funding and card management easy for your team.

Regarding multiple funding schedules, we do offer a potential solution through our Batch Funding App, which allows you to set up funding rules to distribute funds across cards. This may support use cases like funding on both the 1st and the 15th, depending on how you’re looking to fund. I recommend reaching out to adminsupport@pexcard.com to learn more and see if batch funding is the right fit for you. Thanks!

  ### 44. Essential for Managing Company Expenses

**Rating:** 5.0/5.0 stars

**Reviewed by:** Wendy P. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 13, 2026

**What do you like best about PEX?**

I like that I can use PEX almost everywhere, which adds a lot of convenience for managing last-minute purchases. I also appreciate how it allows us to utilize our GL codes to keep expenses organized. Additionally, the initial setup of PEX was very easy.

**What do you dislike about PEX?**

Some locations or sites won’t take PEX.

**What problems is PEX solving and how is that benefiting you?**

PEX helps manage last-minute purchases, especially not planned or through vendors. I like using GL codes to keep expenses organized.

**Official Response from Zach Reichenberger:**

> We’re glad to hear PEX has made managing last-minute purchases easier and helped keep expenses organized with GL coding. It’s also great to know the setup process was smooth for your team. We appreciate your feedback about merchant acceptance, and based on your needs, Credit Expense might be a great fit for you. Please feel free to reach out to customersuccess@pexcard.com to learn more.

  ### 45. PEX Cards Simplify Last-Minute Needs, but Month-End Reconciliation Is Tedious

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** June 25, 2026

**What do you like best about PEX?**

All of our managers and maintenance leads have a PEX card which makes last minute property needs simple.

**What do you dislike about PEX?**

Reconciliation at month end can be tedious. We use RealPage’s OPS to reimburse and it takes too long to fund.

**What problems is PEX solving and how is that benefiting you?**

Eliminate the need for cash, reimbursement of personal spending

**Official Response from Zach Reichenberger:**

> We're glad to hear PEX helps your managers and maintenance teams quickly handle last-minute property needs without relying on cash or personal reimbursements. We also appreciate your comments about month-end reconciliation and funding with RealPage OPS. We'd love the opportunity to learn more and see if we can help streamline your workflow. Given you provided your review anonymously, please reach out to adminsupport@pexcard.com, we'd be happy to review your process and explore ways to improve your experience.

  ### 46. Great Transaction Dashboard with Customizable, User-Friendly Reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kim J. | Finance administration, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** April 07, 2026

**What do you like best about PEX?**

The dashboard I use to view transactions and see who charged what is great. I can run reports and customize it to be user-friendly. I’m just starting to add Tags so I can delegate charges to different departments.

**What do you dislike about PEX?**

There is nothing I dislike at this point. Very customizable.

**What problems is PEX solving and how is that benefiting you?**

Allowing technicians to use while on the road. We can see real time what they are charging and when they upload receipts and write notes is very important to us tracking expenditures.

**Official Response from Zach Reichenberger:**

> Thanks for the review. Glad to hear the dashboard and reporting are giving you clear visibility into spend. Tags are a great next step and will make it even easier to track expenses by department or project. Also great to hear PEX is helping your technicians in the field while keeping everything visible in real time. If you want help optimizing Tags or reporting, we’re always here to help.

  ### 47. Effortless to Use with Excellent Reports and Seamless Integration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Leah T. | Finance Director, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** January 07, 2026

**What do you like best about PEX?**

I appreciate how easy it is to use, as well as the quality of the reports it generates. I also like the way it integrates smoothly with accounting software.

**What do you dislike about PEX?**

I really wish the physical cards offered cash back benefits, instead of limiting this feature to just the virtual cards.

**What problems is PEX solving and how is that benefiting you?**

PEX solves the challenge of managing employee credit cards by centralizing card issuance, spending controls, and receipt collection. This benefits us by improving visibility into spending, simplifying receipt management, and reducing manual follow-up and reconciliation.

**Official Response from Zach Reichenberger:**

> Thanks so much for the thoughtful review and for calling out the ease of use, reporting, and accounting integrations. We are glad PEX is helping simplify card management, visibility, and reconciliation for your team.

On the cash back point, we wanted to clarify that our Credit Expense product does offer rebates on both virtual vendor cards as well as physical team member cards. If you are interested in learning more about Credit Expense and if it is a good fit for your use case, feel free to reach out to customersuccess@pexcard.com to set up a quick conversation or demo.

  ### 48. Easy, User-Friendly Apps and Online Interface

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 13, 2026

**What do you like best about PEX?**

The ease of the apps, online interface and user friendly experience.

**What do you dislike about PEX?**

I have just started utilizing this at our company two months ago so I have yet to run into any issues!

**What problems is PEX solving and how is that benefiting you?**

It is saving me so much time as I no longer have to manually reimburse employees by check or cash when they turn in expenses.

**Official Response from Zach Reichenberger:**

> We’re so glad to hear that the PEX app and online experience have been easy to use and user-friendly from the start. It’s especially great to know PEX is saving you time by simplifying expense reimbursements and reducing manual processes.

  ### 49. Clear Visibility Into Spending, Right When It Happens

**Rating:** 5.0/5.0 stars

**Reviewed by:** Miriam M. | Expectant/Birth Parent Counselor, Individual & Family Services, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 04, 2026

**What do you like best about PEX?**

I am able to see where the money is being spent and when.

**What do you dislike about PEX?**

When there is a negative amount in account. Card should not allow overdraft.

**What problems is PEX solving and how is that benefiting you?**

It helps me control when and how much money goes onto a debit card. As I mentioned earlier, I can now see where and when the money is being used. It also means less check creation and distribution.

**Official Response from Zach Reichenberger:**

> Thanks for sharing this. We are glad to hear the real time visibility into where and when spend occurs has been helpful and that PEX is reducing the need for checks.

  ### 50. Improving User Experience based on user feedback

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maria M. | Operations and Finance Assistant, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 04, 2026

**What do you like best about PEX?**

PEX is very easy to use and is always coming up with new features to improve experience.

**What do you dislike about PEX?**

Sometimes AI doesn't suggest the correct tags. I'd rather have a choice not to use the AI feature than see incorrect tags.

**What problems is PEX solving and how is that benefiting you?**

I really like the auto enforcer feature. I did not know about this feature until the webinar, so we will likely be using it soon.

**Official Response from Zach Reichenberger:**

> It is great to hear PEX has been easy to use and that Auto Enforcer stood out as a valuable feature after the webinar.

If you do not find AI tag suggestions helpful, you can turn them off by navigating to Business settings > Profile and disabling the “AI tag suggestion” option. We are also continuing to make improvements to refine AI tag suggestions based on customer feedback like yours. Thanks again for taking the time to leave a review.


## PEX Discussions
  - [What is PEX used for?](https://www.g2.com/discussions/what-is-pex-used-for) - 1 comment, 1 upvote

- [View PEX pricing details and edition comparison](https://www.g2.com/products/pex/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-17+19%3A35%3A18+-0500&secure%5Bsession_id%5D=6ca0e860-8a8d-4465-b8bd-7c93822bc2bc&secure%5Btoken%5D=356cf938936614e20da9644d339a44076f24c517047747eed262d30c16fb9132&format=llm_user)

## PEX Features
**Expense Reports**
- Ease of Creating Expense Reports
- Bank / Credit Card Integration
- Smart Categorization
- Digital Receipt Management
- Employee Reimbursement
- Corporate Card
- Credit Card Management

**Setup**
- Data
- Approvals
- Alignment
- Real-Time Data

**Invoice Management**
- Capture
- Repository

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - Expense Management**
- Autonomous Task Execution
- Cross-system Integration

**Travel Management**
- Ease of Booking
- Itinerary Management
- Trip Notifications
- Advanced Integrations
- Online Booking
- Credit Card Management
- Booking Management
- User Management
- Restriction Management
- Reservations Management
- Reimbursement Management
- Vendor Management
- Travel Management
- Promotions Management
- Workflow Management
- Receipt Management
- Supplier Management
- Compliance Management
- Policy Management
- Invoice Management
- Real-Time Notifications
- Third-Party Integrations
- Timesheet Management
- Invoice Management
- Reimbursement Management
- Real-Time Notifications

**Performance**
- KPIs
- Benchmarks
- Savings

**Invoice Processing**
- Payments
- Workflows
- Recurring Payments

**Analytics**
- Due Dates

**Payment Cards**
- One-time Virtual
- Recurring Virtual
- Physical

**Client Invoicing**
- Electronic Payments
- Project Accounting / Revenue Recognition
- Biometric Recognition
- Optical Character Recognition

**Integration**
- Accounting
- Payment Integration
- ERP
- ERP integration

**Reporting**
- Real-Time Monitoring
- Multiple Views
- Data Import/Export
- Budgets
- Real-Time Updates
- Real-Time Reporting
- Real-Time Analytics

**Generative AI - Expense Management**
- Image-to-Text
- Text Generation
- Text Summarization

**Additional Functionality**
- Audit Trail
- Secure Data Storage
- AI Copilot
- Approval Process Control
- Data Import/Export
- Duplicate Detection
- Expense Claims
- Budgeting/Forecasting
- Customizable Fields
- Spend Control
- Customizable Templates
- Access Controls/Permissions
- Reporting & Statistics
- Automated Receipt Matching
- Mobile Receipt Upload
- Billable & Non-Billable Hours
- Financial Analysis
- Categorization/Grouping
- Single Sign On
- Activity Dashboard

**Payments**
- Vendor
- Recurring
- Employee Reimbursements
- ACH
- Reimbursement Management

**Mobile**
- Receipt Capture
- Mileage Tracking
- Travel Itinerary and Flight Status Updates
- Expense Tracking
- Real-Time Updates

**Platform**
- Embedded AI / Machine Learning
- Complex Approval Workflow
- Generative AI

**Fraud & Risk Management**
- Notifications
- Unique Cards
- Controls
- Budget Control
- Approval Process Control
- Spend Control
- Prepaid Cards

**Administration**
- PCI Regulation Compliant

**Agentic AI - Spend Management**
- Proactive Assistance

**Additional Functionality**
- Reminders
- Activity Tracking
- Invoice Processing
- Accounting Integration
- Categorization/Grouping
- Reporting & Statistics
- Configurable Workflow
- Spend Analysis
- Expense Tracking
- Third-Party Integrations
- Accounting
- Audit Management
- Approval Workflow
- AI Copilot
- Supplier Management
- Invoice Management
- Billing & Invoicing
- Transaction History
- Purchase Order Management
- Audit Trail
- Generative AI
- Expense Claims
- Workflow Management
- Time & Expense Tracking
- Multi-Currency
- Vendor Management
- Procurement Management
- Credit Card Management
- Compliance Management
- Requisition Management
- Customizable Reports
- Ad hoc Reporting
- Financial Management
- API
- Rules-Based Workflow
- Receipt Management
- Activity Dashboard
- Purchasing & Receiving

**Administration**
- Business Tool Integration
- Workflow
- Automated Reminders
- Policy Compliance Management
- User, Role, and Access Management
- Timesheet Management
- Payroll Management
- Employee Management
- Invoice Management
- Calendar Management
- Workflow Management
- Task Management
- Mobile Access
- Mobile Access
- Workflow Management
- Compliance Management

**Platform**
- Reporting
- APIs / Integration
- Internationalization
- Performance and Reliability
- Mobile User Support
- Accounting Integration
- QuickBooks Integration
- Real-Time Reporting
- Third-Party Integrations
- Payroll Integration
- Accounting Integration

**Risk**
- Identification
- Scoring

**Recovery**
- Recoup

**Audit**
- Filters
- Overpayments
- Duplicates

**Fraud**
- Vendor Checks
- Monitoring

**Agentic AI - AP Automation**
- Autonomous Task Execution
- Decision Making

**Additional Functionality**
- Data Import/Export
- Invoice Management
- Online Banking
- 1099 Preparation
- Generative AI
- Receipt Management
- AI Copilot
- Fraud Detection
- Duplicate Payment Alert
- Document Management
- Compliance Management
- Inventory Management
- Check Writing
- Mobile Access
- Audit Trail
- Reporting/Analytics
- Multi-Currency
- Status Tracking
- Activity Dashboard
- Cash Management
- Alerts/Notifications
- Billing & Invoicing
- Vendor Management
- Anomaly Detection
- API
- ACH Payment Processing
- Invoice Processing
- Aging Tracking
- Supplier Management
- General Ledger
- Expense Tracking
- Bank Reconciliation
- Workflow Management
- Customizable Reports
- Approval Process Control
- Electronic Funds Transfer
- Purchase Order Reconciliation
- Financial Management
- Workflow Automation

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