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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Overview by

Lindsay Allen

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

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PEX Integrations

(45)

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.

PEX Demo - Easy receipt submission per SMS

Cardholders can easily text receipts via SMS and PEX will automatically match them to their transactions.

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

Interactive Demo

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Dave F.

Director of Human Resources

Mid-Market (51-1000 emp.)

7/22/2025

"Pex Solved 7 years of passing around credit cards, receipt tracking, and phone sales,"

5/5

What do you like best about PEX?

That you can order cards as you need them for new staff, if someone leaves, you can just de-activate the card. That is a certain level or protection and comfort my business needs. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Once I accidentally closed/deleted all the cards, It was a stupid mistake, but was too easy to make. The couldn't just turn them back on, once they are closed you have to order all new cards with all new numbers. This is a very shallow dislike because i really had to think of something. Review collected by and hosted on G2.com.

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

It solves the needs for individual credit cards for individual managers, as well as managing a line of credit, and receipt/expense collection and reporting. With this system it doesnt matter how many managers we issue cards to because we are able to control the cash that flows to the and put spend rules on the cards. Then it is super easy to photograph and upload your receipts as soon as you make a transaction. It has saved hours of my time tracking down receipts as well as worrying if cards are being mis-used, or if an employee leaves have to track down that credit card. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thanks for sharing such a thoughtful review. We're glad to hear that PEX has brought your team peace of mind and made managing cards, receipts, and spending so much easier. Being able to issue and deactivate cards quickly is one of the key ways we help teams stay flexible and secure.

Thanks again for being a customer and for taking the time to share your experience.

Verified User in Construction

Mid-Market (51-1000 emp.)

4/23/2025

"Effortless Expense Management with Real-Time Visibility"

4/5

What do you like best about PEX?

I like the real-time visibility and user-friendly platform of PEX. The app is simple enough for users who aren't tech-savvy, and the real-time visibility aids in budget forecasting. Review collected by and hosted on G2.com.

What do you dislike about PEX?

I don't like the custom report generation for settled transactions and the inability to see the history of digest reminders sent. 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 the admin customization is making weekly reconciliation smoother for you. Sounds like you're getting the most out of the platform — and those receipt reminder prompts can definitely help keep your team on track.

Chase C.

Director of Finance and Frachise

Mid-Market (51-1000 emp.)

12/30/2025

"Flawless Expense Management, Highly Recommended"

5/5

What do you like best about PEX?

I use PEX for corporate expense management, and I like its ease of use. It helps control spend and tracks expenses efficiently. PEX works great and its reports integrate well with our accounting software. The initial setup was very easy, and I'd rate my likelihood of recommending it a 10. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Limited reporting flexibility and occasional delays or friction in transaction categorization and receipt matching make deeper analysis and reconciliation more time-consuming than it should be. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thanks for the thoughtful review and for the strong recommendation. We are glad to hear PEX has been easy to set up and helpful in controlling spend and keeping expenses in sync with your accounting system.

We also appreciate the honest feedback on reporting flexibility and transaction categorization and receipt matching. We would love to hear more and get a few examples - please feel free to reach out to adminsupport@pexcard.com and we can look into it further with you. Thanks again for taking the time to share your experience and for trusting PEX with your expense management.

Lisa W.

CFO

Non-Profit Organization Management

Small-Business (50 or fewer emp.)

7/23/2025

"Great resource for team spending"

5/5

What do you like best about PEX?

This has reduced my time processing reimbursements significantly. It gives our employees more flexibility when buying company items. They don't have to go out of pocket and wait for reimbursement. I use PEX cards at 2 different organizations that I work with. Highly recommended!! Review collected by and hosted on G2.com.

What do you dislike about PEX?

The auto funding has limited options. It only offers auto funding on certain days.The sync between scheduled transfers & scheduled card funding is not clean. I would prefer to transfer on the last day of the month, then autofund on the first day of the month. When it tries to do both, some cards don't get funded...then I get phone calls. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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We're so glad PEX is helping you save time on reimbursements and making it easier for your team to make purchases without waiting to get paid back. We’ve shared your feedback with our product team to explore future enhancements. One suggestion that might help is using auto card funding along with daily or monthly spend rules to better control timing. Feel free to reach out to customersuccess@pexcard.com if you’d like more details.

Kathy L.

Account Payable and Receivable Coordinator

Small-Business (50 or fewer emp.)

7/23/2025

"Great Product however customer support is slow to provide resolution"

4/5

What do you like best about PEX?

We love how easy the receipt capture and tag coding is. We were preparing expense reports for each person with a credit card prior to using PEX. This is a huge time saver for our staff and admin support. Review collected by and hosted on G2.com.

What do you dislike about PEX?

The least helpful are the support team when we have integration issues. We have had multiple integration issues with Quickbooks desktop. As of today we cannot close our June books. An internal ticket was filed on 7/10 for this issue. Communication has been very poor in resolving this issue. This has occurred on multiple occasions since we joined July 2023.0 Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thanks for the feedback and for sharing how PEX has helped save your team time on expense reports. We’re glad to hear the receipt capture and tagging features have made a positive impact.

I looked into your case, and from what I can see, our support team was responsive and actively working with our engineering team to resolve the QuickBooks Desktop integration issue that you mentioned. Based on the latest update, it looks like the issue has been resolved, which is great news!

That said, I completely understand how delays during a month-end close can be frustrating. We appreciate your patience and will continue working to improve communication and turnaround time on these types of requests.

Evan D.

Alumni Counselor

Mid-Market (51-1000 emp.)

6/10/2025

"PEX make managing stipends simple"

4.5/5

What do you like best about PEX?

It is extremely simple to disperse money to cardholders. It is also very easy to restrict certain vendors so I know that the money is being used for it's intended purpose. Support has always been extremely helpful and quick to solve any issues that I have had. Review collected by and hosted on G2.com.

What do you dislike about PEX?

The only issues to using PEX is that our cardholders often need to rent certain supplies, but this type of card will not all it to be used for a rental. Review collected by and hosted on G2.com.

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

We use PEX to give stipends for students to have money for books and supplies through their college semesters. Before we used PEX, we used gift cards that were extremely limited and couldn't be used at certain places. This meant that students often couldn't buy their books at their own school bookstore. This used the money for things it was not intended for. It also meant that it could be used anywhere and would again be used on anything without any knowledge of how it was used. The ability for students to be able to use this card in person or online and being able to limit the places it can be used has allowed the money to be used in its intended way and more effectively. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thanks for the great review! We're happy to hear that PEX has made it easier to manage stipends and ensure funds are being used as intended. It’s great to know our support team has also been helpful along the way.

We understand that rental-related transactions aren’t supported with your current card product. That’s a common limitation with prepaid cards. If this is a frequent need, we do offer a Credit Expense solution that supports a wider range of transaction types, including rentals. You can learn more here: https://www.pexcard.com/pex-credit-expense/

Karen D.

Accounts Receivable Coordinator

Mid-Market (51-1000 emp.)

10/15/2025

"PEX is a great tool for any business"

5/5

What do you like best about PEX?

PEX makes the process very easy to submit receipts. The notifications help make it easy so you never forget to log a receipt. As an administrator, I like how easy it is to review funding requests and view transactions for approvals. Review collected by and hosted on G2.com.

What do you dislike about PEX?

The only downsides seem to be when people don't attach receipts or tags but PEX is always creating new ways to help and now there is a new tool for that! Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thank you for sharing your feedback. We're so glad to hear PEX makes it easy to manage receipts and approvals while keeping your team on track with notifications. We appreciate you noticing our ongoing updates to improve receipt and tag management, it’s great to see those enhancements making a difference.

David S.

Director of Finance

Mid-Market (51-1000 emp.)

9/25/2024

"Flexibility for spending and built in internal controls"

5/5

What do you like best about PEX?

We use the pre-paid debit card feature on the pex cards, and I really like the flexibility of adding funds to cards as spending comes in cycles. The same team member might have very little expenses 10 months out of the year, and a lot of expenses during high traffic times, and this gives us the flexibility to add and remove funds easily. I also like the built in reviewing and approvals for great internal controls. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Car rental companies do not like pre-paid debit cards. I know that is not something that you can control, but that is probably the only thing that keeps us from exclusively using Pex. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thank you for your review! We're glad PEX’s flexibility and internal controls are helping streamline your team's spending. While we can’t control car rental companies' policies on pre-paid cards, we do offer a Credit Expense solution that works well for rentals. You can learn more at https://www.pexcard.com/pex-credit-expense/ or reach out to customersuccess@pexcard.com to schedule a demo. Thanks again!

Jose C.

Sr Accountant & PEX admin

Mid-Market (51-1000 emp.)

9/25/2024

"PEX Usage for a larger company"

5/5

What do you like best about PEX?

What we like most about PEX is the ease of use for our multitude of employees. We have 200+ cards issued to all our employees and it takes very little training for people to use and learn how to code. It has helped us pay vendors and get projects completed quickly with little paperwork from our accounting department. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Having a person to reach out to for errors or issues that are ongoing and persistent would be very helpful. Our rep hasn't always been helpful and available to us. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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We're glad to hear that PEX has been easy for your large team to use, and that it has helped streamline vendor payments and project completions with minimal paperwork for your accounting department. I’d love to hear more specifics on the tech issues you’re experiencing and how we can support getting those resolved. Please contact us at customersuccess@pexcard.com, and we can connect directly to review your account. It’s great to know that PEX has reduced paperwork and simplified vendor payments for your organization. We look forward to continuing to support your business needs!

Kimberly A.

Client Funds manager

Enterprise (> 1000 emp.)

4/23/2025

"The Auto enforcer is my best friend"

5/5

What do you like best about PEX?

PEX helps my company with streamlining our financial services. Review collected by and hosted on G2.com.

What do you dislike about PEX?

It's very time consuming when you must check every receipt Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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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!