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.

Product Website

Seller

PEX

Discussions

PEX Community

Overview by

Lindsay Allen

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

View More Pricing Information

PEX Integrations

(45)

Verified by PEX

Blackbaud Financial Aid Management

DATABASICS Time & Expense

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Connector

MIP Fund Accounting

Openai

Oracle Netsuite Analytics

ParishSOFT Giving

Planning Center Giving

PowerChurch Plus

Procore

QuickBooks Desktop Enterprise

QuickBooks Online

QuickBooks Online Advanced

Sage 100 Contractor

Sage 300 Construction and Real Estate

Sage 50cloud Accounting

Sage Intacct

SAP Concur

ShelbyNext Financials

Yardi Advanced Budgeting & Forecasting

Zapier

Zoho Books

Zoho Expense

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

Official Downloads

(3)

edit

PEX x Microsoft eBook: The modern nonprofit CFO

Interactive Demo

edit

Try an interactive demo created by the software seller (right here on G2).

Try demo

G2 reviews are authentic and verified.

Here's how.

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

edit

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!

Chris A.

2/4/2026

"Effortless Management and Perfect Fit for Nonprofits"

5/5

What do you like best about PEX?

I like the ease of use with PEX. Logging in to a central location to monitor accounts for everyone is straightforward. Making any changes is very easy. The initial setup was also very easy. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Nothing at this time Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

edit

It is great to hear that setup was smooth and that having a central place to monitor accounts and make updates has worked well for your team. We appreciate you sharing your experience and for choosing PEX.

Jennifer R.

Small-Business (50 or fewer emp.)

3/20/2026

"Effortless Setup, Streamlines Business Expenses"

5/5

What do you like best about PEX?

I like that I can use my PEX card wherever and whenever. It's helpful because it makes running a business accessible and readily available with funds. Review collected by and hosted on G2.com.

What do you dislike about PEX?

N/A Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

edit

Glad to hear PEX is making it easy to access funds and manage everyday expenses like gas and supplies. That’s exactly what we aim to simplify. If you ever need anything, we’re here to help.

tara G.

Office Manager

Small-Business (50 or fewer emp.)

12/23/2025

"Effortless Expense Management and Tracking"

4.5/5

What do you like best about PEX?

Manages and cuts down employee expenses on the company credit card. Can easily keep track of per diem expenses and empoyee totals. Review collected by and hosted on G2.com.

What do you dislike about PEX?

No downsides found so far that we have found or any issues. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

edit

We’re really glad to hear PEX has made it easier to manage employee spend and keep per diem and meal expenses under control. Helping teams prevent unauthorized charges while maintaining clear visibility into spend is exactly what we aim to deliver. We appreciate the kind words and look forward to continuing to support your team as your needs grow.

Mindy M.

Assistant Controller

Mid-Market (51-1000 emp.)

3/19/2026

"Phenomenal support relationship"

4/5

What do you like best about PEX?

not having to create expense reports, realtime data. Our dedicated rep, Sarah Crow, has been phenomenally supportive throughout the onboarding process Review collected by and hosted on G2.com.

What do you dislike about PEX?

very difficult to set up. User groups are cumbersome, overcomplicated and difficult to understand setup/set up correctly Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

edit

Thank you for the thoughtful review and for calling out your experience with Sarah. We value Sarah and the entire Customer Success and Service team at PEX. They play a critical role in supporting our customers, and it means a lot to see that reflected in your experience. We’re also glad to hear the real-time visibility and removal of expense reports have been valuable, and we truly appreciate your partnership.

We also hear your feedback on the group and department setup. Our team is actively working to streamline this experience and make it much more intuitive. The input you shared with Sarah has been especially helpful and is directly shaping how we improve this part of the platform.

If there’s anything more we can do to simplify your setup in the meantime, we’re here to help.

Alex W.

Controller

Mid-Market (51-1000 emp.)

4/23/2025

"Streamlines Expense Management with Ease"

5/5

What do you like best about PEX?

I like how PEX codes each expense to different jobs correctly. I enjoy everything that PEX does for our business. The initial setup of PEX was very easy, although slightly time-consuming. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Our employees not uploading receipts timely but that is on us. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

edit

Thanks for the great feedback! We’re happy to hear PEX is keeping your purchases organized and job-coded — and that our support team has been there when you’ve needed us. If you haven't looked into Auto Enforcer, it could be a great resource to support with your team uploading receipts in a timely fashion.

Shannon L.

10/15/2025

"Swift Card Funding with Supportive Team, Needs Better Bulk Upload Tools"

4/5

What do you like best about PEX?

I appreciate the easy onboarding process with PEX, as the training was very straightforward. The support team was helpful in facilitating the ordering of cards. The ease of funding cards efficiently stands out, and I also like the detailed business and transaction reports available. Review collected by and hosted on G2.com.

What do you dislike about PEX?

I found that more guidance would have been helpful when uploading a CSV file for a large quantity of PECS cards. It was challenging to navigate the ordering of multiple cards using a CSV file. Also, card declining for our referrals is another issue I faced. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

edit

We're happy to hear the onboarding process was smooth and that our team was helpful in getting your cards ordered and funded quickly. We appreciate your feedback about the bulk card upload process, this can be tricky the first time. We recommend reviewing our step-by-step guide for creating bulk card orders here: https://support.pexcard.com/s/article?name=000001132-How-to-Create-a-Bulk-Card-Order

If you continue to experience any card decline issues for your referrals, please reach out to adminsupport@pexcard.com so we can take a closer look.

Abolaji O.

Staff Accountant

Mid-Market (51-1000 emp.)

10/28/2025

"Efficient Card Management, Needs Bulk Load Feature"

5/5

What do you like best about PEX?

The product is fantastic, and card works efficiently and effectively. Review collected by and hosted on G2.com.

What do you dislike about PEX?

I must say that PEX cards works for our business and helps to manage fund with individual, the only features I must recommend is ability to load fud multiple cards at once or an EDI file enables on the portal. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

edit

Thanks for sharing how PEX helps your team manage spending transparency. We do have ways to fund multiple cards at once using our batch funding feature. You can find more details in this support article: Batch Funding Overview - https://support.pexcard.com/s/article?name=000002749-PEX-Batch-Funding. Please reach out to adminsupport@pexcard.com if you need additional assistance.

Julia H.

Executive Operations Assistant

Mid-Market (51-1000 emp.)

3/4/2026

"Extremely User-Friendly Settings Control Across App and Desktop"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Accessibility to certain reports aren't always available for the volume that I'm operating with. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

edit

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!

Verified User in Telecommunications

Mid-Market (51-1000 emp.)

8/27/2025

"Overall, works pretty well at most places. A tad troublesome to manage as an admin"

3.5/5

What do you like best about PEX?

The ability to quickly replenish funds

Access to reporting is easy and quick; however not customizable on your own.

Ability to attach receipts and add notes in real time. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Managing the spend rules. Knowing what categories to open for certain merchants can be difficult.

The delay in decline notifications.

The inability to turn off the access to the reimbursement feature.

Inability to approve or reject pending transactions.

No decline notifications for declines that include incorrect billing address or zip, card type not accepted or merchant errors. Having that visibility would be extremely helpful. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

edit

We’re glad PEX makes it easy to replenish funds, attach receipts, and pull reports.

I hear your concerns, some of these can be addressed today, including turning off reimbursements. Please reach out to customersuccess@pexcard.com and we’ll schedule time to walk through your setup, configure what we can now, and outline next steps. Our goal is to earn a 5-star update from you.