PEX Reviews & Product Details

PEX 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.

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PEX

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Lindsay Allen

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

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PEX Integrations

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Verified by PEX

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PEX Media

All your expenses at a glance

Review & approve company expenses with full flexibility

Control and monitor spend in real-time. Create spend rules, track expenses and manage cash flow aligned to your spend policy.

PEX Demo - Connect PEX to your accounting, ERP and productivity software

Sync PEX transactions with over 50+ accounting, ERP and productivity software to make end-of-month reconciliation a breeze, and at no extra cost

PEX Auto Tagger embeds GL coding directly into the transaction workflow and allows users to automatically code transactions, eliminating the need to code expenses after the fact.

Managing expenses shouldn’t be a guessing game. PEX gives you real-time control over how your teams spend—so you can stay on budget without the stress. Thousands of companies trust PEX to simplify spend and get more done. Ready to see how i

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PEX x Microsoft eBook: The modern nonprofit CFO

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Rena H.

Administrative Coordinator

Non-Profit Organization Management

Small-Business (50 or fewer emp.)

3/18/2026

"Effortless Spend Management with PEX"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about PEX?

I honestly don't have any major dislikes about Pex. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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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!

Erik C.

Finance Secretary

Small-Business (50 or fewer emp.)

3/19/2026

"PEX Makes Transaction Tracking and Card Management Effortless"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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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.

Carla E.

Administrative Office Coordinator

Small-Business (50 or fewer emp.)

9/27/2024

"Professional presentation"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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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!

Brenda L.

Senior Property Accountant

Small-Business (50 or fewer emp.)

2/4/2026

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

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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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.

KaLynn H.

2/4/2026

"Effortless Card Management with Quick Setup"

4.5/5

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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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.

See how PEX improved

Caroline O.

2/4/2026

"User-Friendly with Stellar Features"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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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.

Meghan P.

Staff Accountant / Finance Analyst

2/4/2026

"Streamlined Financial Management, Needs Enhanced Bulk Loading"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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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.

Jose G.

Mid-Market (51-1000 emp.)

2/4/2026

"Efficient Fund Distribution, Quick Setup"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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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.

Administrative A.

Administrative Financial Secretary

Religious Institutions

Small-Business (50 or fewer emp.)

3/24/2026

"Pex Cards Made Spending Easy, Backed by Fantastic Support"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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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.

Myles C.

Accountant

2/4/2026

"Quick Setup with User-Friendly Interface"

3.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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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.