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)

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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

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John M.

Producer

Small-Business (50 or fewer emp.)

2/10/2025

"PEX makes it easy"

5/5

What do you like best about PEX?

I appreciate the simple interface which is great for tracking and funding all the cards but what I really like best is the the customer service. Zach R is always quick to respond to me and help me trouble shoot any issues that pop up. Review collected by and hosted on G2.com.

What do you dislike about PEX?

It use to be that it took several days to fund the account. When I'm producing a project we rarely have the luxury of time. Everything is urgent. Fortunately, now that issue has been resolved and I'm able to wire funds quickly if the need arises. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thank you for sharing your positive experience with PEX! We're thrilled to hear that you appreciate our simple interface and outstanding customer service. We understand the importance of quick funding for your projects. It's great to know that PEX is helping you eliminate the reliance on Petty Cash and improve spending tracking across departments.

Roger D.

Compliance Manager

Small-Business (50 or fewer emp.)

4/23/2025

"Compliance"

5/5

What do you like best about PEX?

Ease to setup accounts for my users and fund them. Able to preset spending limits and set where and when they are able use the cards. Customer Support has helped in assisting us with questions or when we needed direction to implement special features. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Nothing. Have not had any issues with anything that PEX does. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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We're thrilled to hear that PEX has made it easy to manage user accounts, control spending, and support compliance needs. It’s also great to hear our Customer Support team has been helpful along the way — we’ll be sure to pass that along.

Kevin A.

Corporate Controller

Enterprise (> 1000 emp.)

11/6/2024

"PEX Is a reliable service for managing client expenses"

4/5

What do you like best about PEX?

The platform is fairly easy to navigate and the PEX knowledgebase is good. Being able to see transaction and then download them into Excel is great for validating purchase receipts. Implementation was straightforward. Customer support to our questions are usually quick response. Review collected by and hosted on G2.com.

What do you dislike about PEX?

PEX cards have a set load limit that can be a barrier to how it is used. I had to make a special request to increase the default $5,000 load limit to one that is more practical for our purposes. PEX may not be fore every company, just be clear of how you want to use it and know the limitations. Review collected by and hosted on G2.com.

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

We converted a paper check approach to passing state funds to clients in our care. Replacing a cash envelope system with a stored value card has been a game changer for our clients and program administration. The PEX card has allowed our clients better flexibility in manging their funds and expanded their option to make supervised purchases online.

As a side benefit, the PEX card as a great tool to teach clients how to budget their money. With no physical cash maintained at th e program, PEX cards reduce risk of theft or misuse of state funds. From an internal control perspective, client PEX cards are now managed and reviewed by a hierarchy of program and fiscal staff to make sure all client spending complies with with both state and company purchasing policies. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thank you for sharing such a thorough review! We’re thrilled that PEX has had such a positive impact on your program, especially in transitioning from a paper check and cash envelope system to a more secure, flexible way of managing client expenses. It’s great to hear that the platform’s ease of navigation, reporting tools, and quick customer support have contributed to a smooth experience for you and your team.

We also appreciate your feedback on load limits and understand that flexibility is key and I'm glad we were able to accommodate your request. If there’s anything more we can do to support your goals or enhance your experience with PEX, please feel free to reach out. Thank you again for sharing your journey with us—we’re here to support you every step of the way!

Lisa W.

CFO

Non-Profit Organization Management

Small-Business (50 or fewer emp.)

4/1/2025

"Simplify expense reporting"

5/5

What do you like best about PEX?

PEX cards make it easier to give employees access to spending funds. They don't have to request reimbursements and I don't have to write expense checks. A quick easy solution for all. I use them in both of my businesses. Review collected by and hosted on G2.com.

What do you dislike about PEX?

It's cumbersome to have to individually review each transaction. I'm only concerned about having a receipt attached so I would love to be able to review them in batches. 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 to hear that PEX is helping streamline expense management for your businesses.

Good news—we do have the ability to review and approve transactions in batches! Please email us directly at customersuccess@pexcard.com, and we’d be happy to jump on a quick call to walk you through the steps. We appreciate your feedback and look forward to helping you optimize your workflow!

Alana F.

Office Manager

Small-Business (50 or fewer emp.)

2/27/2025

"PEX makes employee purchases and tracking easy."

4.5/5

What do you like best about PEX?

The ability to easily upload receipts and relate it to a specific job by entering notes about the purchase. It was easy for our employees to start using and we have 24 employees using it daily. Review collected by and hosted on G2.com.

What do you dislike about PEX?

The only real downside is that employees can't see how much funds are available so sometimes they will try and make a purchase and it is declined. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thank you for your review! We are glad to hear that PEX makes employee purchases and tracking easy for your team.

Regarding your concern about employees seeing available funds—good news! We do offer functionality that allows employees to check their available balance. You can learn more about how they can view their funds in our support article here: https://support.pexcard.com/s/article?name=000001094-How-to-Check-My-Card-Balance-on-All-Programs

Collin F.

lead pastor

Small-Business (50 or fewer emp.)

9/26/2025

"Great Program"

5/5

What do you like best about PEX?

This is a great app for book keeping in churches! Review collected by and hosted on G2.com.

What do you dislike about PEX?

It could use small touches to quicken the process. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thanks so much for sharing how PEX helps with bookkeeping in churches. We’re glad it makes tracking easier and would love to hear more specifics on what process could be streamlined so we can share with our product team. Please email us at customersuccess@pexcard.com.

Verified User in Restaurants

Small-Business (50 or fewer emp.)

9/17/2025

"flexible spend-management solution"

4/5

What do you like best about PEX?

You can set limits by cardholder, merchant category, even date or type of purchase. That means less unexpected or inappropriate spendings Review collected by and hosted on G2.com.

What do you dislike about PEX?

Some cards are flagged explicitly as “prepaid,” which causes issues at merchants that require “credit” cards. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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We’re glad PEX helps you control spending by setting limits by cardholder, merchant category, and more. We understand the frustration with some merchants declining cards marked as prepaid. If you’re interested in avoiding those issues, we also offer a credit solution. Feel free to reach out to customersuccess@pexcard.com to learn more - allowing you to use both your prepaid and credit solution side by side.

Christy H.

Implementation Coordinator

Small-Business (50 or fewer emp.)

7/23/2025

"Customizable expense tracking and reporting"

5/5

What do you like best about PEX?

Real time expense control

Funds are preloaded

Detailed tracking and reporting of transactions

Customizable boundaries for purchases

Mobile app Review collected by and hosted on G2.com.

What do you dislike about PEX?

Limited merchant acceptance inhibits flexibility for purchases. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thanks for sharing your experience. It’s great to hear that the real-time controls, customizable settings, and mobile access are helping your team stay on budget and prevent unauthorized spend. We would love to hear more about what merchants are being accepted to see how we can support - please reach out to us at adminsupport@pexcard.com. Glad PEX is supporting your organization’s goals.

Dusti S.

Sr. Account Executive

Marketing and Advertising

Enterprise (> 1000 emp.)

10/23/2018

"Easy To Use "

4.5/5

What do you like best about PEX?

Great App with ease of use. You can easily view transactions and upload receipts. Transactions also show up immediately, so you don't have to wait to upload your receipts. Review collected by and hosted on G2.com.

What do you dislike about PEX?

I have not really found anything yet that I dislike about the app. It works great, doesn't seem to have any issues, and is very easy to use. I guess the only complaint I would have is that there are two areas to upload receipts, so that can be confusing in terms of reporting. Review collected by and hosted on G2.com.

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

My company uses this to upload money employees will need to purchase product at their events. This ensures that everyone has the appropriate amount needed and eliminates the need for us to have to fill out an expense report and wait to be reimbursed. I believe this helps our events run more smoothly. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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We're delighted to hear that you find PEX easy to use and that it’s helping your team streamline event purchases and avoid lengthy expense reports. Immediate transaction visibility and ease of receipt uploads are features we know are important, so it’s great to see they’re making a positive impact for you. Our team is always working to enhance the user experience, and input like yours helps us make PEX even better. Thanks again for sharing your experience!

Verified User in Accounting

Small-Business (50 or fewer emp.)

10/15/2025

"Great Receipt Integration with QuickBooks, but Support Needs Improvement"

4/5

What do you like best about PEX?

Being able to review all receipts and able to convert all information into QuickBooks. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Slow response times difficulty reaching live support when having questions or issues. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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We're glad to hear PEX has made it easier to manage receipts and integrate with QuickBooks. We’re sorry to hear you’ve had challenges reaching our support team. Your feedback is important to us, and we’re always working to improve response times and accessibility. For faster assistance in the future, please reach out to our team at adminsupport@pexcard.com or call 1-866-685-1898, available Monday through Friday, 8am–6pm EST.