Home/Expense Management Software/PEX
Updated on: October 25, 2021

What is PEX ?

PEX - Expense Management Software
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PEX

Streamline expense management
(35 Ratings) Write Review

PEX tracks spending in real-time allocates transactions to accounting codes and generates a wide range of reports for managers and auditors. PEX supports large, distributed workforces of thousands as well as small teams who simply want a convenient replacement for checks or petty cash. By auto-rejecting unauthorized and over-budget spending, PEX saves you hours of review. Accounting system integration can save hours in reconciliations. Issue PEX Cards without applications or credit checks. Set and change spending rules and limits. Freeze, unfreeze, activate, and deactivate cards. PEX administrators can do all this and more through a web or mobile app, supported 24/7.

PEX Features Show All Features

PEX Technical details

Support 24/7 (Live rep) Online Customer Type Large Enterprises Medium Business Small Business
API Location / Phone Number New York, New York / 1 (877) 274-3390
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Category Expense Management Software

PEX Pricing

Pricing ModelFree Trial , Subscription , Quotation Based
CORE
$75 /Month

Features

  • Setup fee: $49.95
  • Card accounts included: Up to 20
  • Additional card accounts: $4
  • Subscription fee waived in months when you spend over $50,000
  • Real-time Transaction Data
  • Receipt Capture and Approval
  • Batch Export of Receipts
  • Exports to QuickBooks & Xero
  • PEX Requests
  • PEX Notes
  • Automated Spending Rules
  • Automated Funding Rules
  • 24-hour Customer Support
PRO
$200 /Month

Features

  • Setup fee: $49.95
  • Card accounts included: Up to 100
  • Additional card accounts: $2
  • Subscription fee waived in months when you spend over $50,000
  • Real-time Transaction Data
  • Receipt Capture and Approval
  • Batch Export of Receipts
  • Exports to QuickBooks & Xero
  • PEX Requests
  • PEX Notes
  • PEX Tags
  • Automated Spending Rules
  • Automated Funding Rules
  • PEX Velocity "Per Diems"
  • Team/Group Management
  • Program Sub-Accounts
  • Departmental Sub-Accounts
  • 24-hour Customer Support
INFINITE
Custom

Features

  • Setup fee: Custom
  • Card accounts included: Custom
  • Additional card accounts: As many as you need
  • Subscription fee waived in months when you spend over $50,000: Custom
  • Real-time Transaction Data
  • Receipt Capture and Approval
  • Batch Export of Receipts
  • Full API access
  • Transaction Authorization Control
  • Custom Card Design & Mailer
  • Custom Accounting Integrations
  • Exports to QuickBooks & Xero
  • PEX Requests
  • PEX Notes
  • PEX Tags
  • Automated Spending Rules
  • Automated Funding Rules
  • PEX Velocity "Per Diems"
  • Team/Group Management
  • Program Sub-Accounts
  • Departmental Sub-Accounts
  • 24-hour Customer Support
  • Custom Training
  • Solution Architecture Consultation
CORE (Nonprofit)
$30 /Month

Features

  • Setup fee: $39.95
  • Card accounts included: Up to 20
  • Additional card accounts: $1.60
  • Subscription fee waived in months when you spend over $25,000
  • Real-time Transaction Data
  • Receipt Capture and Approval
  • Batch Export of Receipts
  • Exports to QuickBooks & Xero
  • PEX Requests
  • PEX Notes
  • Automated Spending Rules
  • Automated Funding Rules
  • 24-hour Customer Support
PRO (Nonprofit)
$80 /Month

Features

  • Setup fee: $39.95
  • Card accounts included: Up to 100
  • Additional card accounts: $.80
  • Subscription fee waived in months when you spend over $25,000
  • Real-time Transaction Data
  • Receipt Capture and Approval
  • Batch Export of Receipts
  • Exports to QuickBooks & Xero
  • PEX Requests
  • PEX Notes
  • PEX Tags
  • Automated Spending Rules
  • Automated Funding Rules
  • PEX Velocity "Per Diems"
  • Team/Group Management
  • Program Sub-Accounts
  • Departmental Sub-Accounts
  • 24-hour Customer Support
INFINITE (Nonprofit)
Custom

Features

  • Setup fee: Custom
  • Card accounts included: Custom
  • Additional card accounts: As many as you need
  • Subscription fee waived in months when you spend over $25,000: Custom
  • Real-time Transaction Data
  • Receipt Capture and Approval
  • Batch Export of Receipts
  • Full API access
  • Transaction Authorization Control
  • Custom Card Design & Mailer
  • Custom Accounting Integrations
  • Exports to QuickBooks & Xero
  • PEX Requests
  • PEX Notes
  • PEX Tags
  • Automated Spending Rules
  • Automated Funding Rules
  • PEX Velocity "Per Diems"
  • Team/Group Management
  • Program Sub-Accounts
  • Departmental Sub-Accounts
  • 24-hour Customer Support
  • Custom Training
  • Solution Architecture Consultation
PEX Ambassador

Features

  • Ambassadors can receive a $400 bonus per active account
  • When referrals spend over $100,000 cumulatively, Ambassadors can earn a $500 bonus per account
  • Referrals receive a low fee of $4 per card per month
  • Referrals incur no processing fees
  • Referrals receive a 6 month trial*
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Disclaimer: The pricing details were last updated on 09/06/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about PEX pricing.

PEX FAQs

PEX is Expense Management Software. PEX offers the following functionalities:

  • Time & Expense Tracking
  • Third-party Integration
  • Expense Approval
  • Reimbursement Management
  • Spend Control
  • Receipt Management

Learn more about PEX features.

Yes, PEX provides API.

Ask the Community View Community

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Spendesk
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Fyle
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MobileXpense
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Abacus
(1064 RATINGS)
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Shoeboxed
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Webexpenses
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PEX vs Webexpenses
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Emburse Certify
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Finly
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PEX vs Finly

PEX Reviews

OVERALL RATING
4.7
Based on 35 Rating(s)
Rating Distribution
  • 71.4 %
  • 28.6 %
  • 0 %
  • 0 %
  • 0 %
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User in Religious Institutions
User in Religious InstitutionsSource : g2crowd.com
(Reviewed on 11 March 2020) "Pexcard review"

What do you like best?

Easy reports to see transactions. I like that you can attach your receipts to the transactions

What do you dislike?

There is nothing I dislike about using this card.

What problems are you solving with the product? What benefits have you realized?

No problems at this time

...more
Kevin K
Kevin KSource : g2crowd.com
(Reviewed on 19 November 2019) "PEX is Fantastic"

What do you like best?

Digitally capture my receipts and add proper coding in real time rather than waiting til end of month

What do you dislike?

I dislike the confusion without a chip card

What problems are you solving with the product? What benefits have you realized?

All my expenses are covered with no need to reimburse me

...more
Hector S
Hector SSource : g2crowd.com
(Reviewed on 30 May 2019) "Excellent solution to credit cards"

What do you like best?

I like to be able to set up budgets by card users, collect receipts with the app and being able to replace cards as needed without the hassle of the credit card companies. It is very easy to activate and deactivate from your phone app/tablet or computer and transfer funds. You can create a hierarchy and transfer funds between locations that allow the locations to have an administrator and be able to transfer from locations to the cardholder/card users.

What do you dislike?

They can improve or have a a better tag or account number option. It needs to be typed versus having a table with drop down with list of accounts to select from.

Recommendations to others considering the product:

Training staff how to capture images and tag transactions is very important. Start with one location or staff to learn and implement process.

What problems are you solving with the product? What benefits have you realized?

Less payable reimbursement to staff, better control of expenses by limiting the dollars by week or month easy to remove and add funds as needed.

...more
Administrator in Religious Institutions
Administrator in Religious InstitutionsSource : g2crowd.com
(Reviewed on 06 February 2019) "Easy to use!"

What do you like best?

I like how easy you can transfer money from card to card. Also the receipt upload is amazing! It really helps with the hassle of remembering to keep and turn in receipts to the office.

What do you dislike?

The transfer of money from bank to PEX account sometimes takes up to 7 days so that would be the only dislike.

What problems are you solving with the product? What benefits have you realized?

PEX makes it easy to give a card and spending boundaries for people. It has really helped limit who spends what and how much they allowed on their card.

...more
D.J. M
D.J. MSource : g2crowd.com
(Reviewed on 05 February 2019) "PEX has stepped us into the future and the future is now."

What do you like best?

The ease of managing accounts with these is beyond simple. We manage approximately thirty teams a year that need funds at different times and the speed of moving their money as requested is amazing. It used to take us days to move money around between accounts but now it's seconds.

What do you dislike?

The only downside we've experienced is the inability to withdraw cash when someone requires a cash only payment.

Recommendations to others considering the product:

Absolutely try it. We looked for many solutions and they stuck out from the rest and we've been quite pleased with their service level.

What problems are you solving with the product? What benefits have you realized?

PEX has streamlined our cost report systems. It has saved us copious amounts of time and gotten us away from paper and storage rooms full of binders.

...more
Paul B
Paul BSource : g2crowd.com
(Reviewed on 24 January 2019) "Great cash management tool"

What do you like best?

Enjoy the ease of use of the application. Makes managing all the cards very easy. I never have to call in for help, I can do it myself.

What do you dislike?

I wish their cards had the chip function. Otherwise it's been a great tool for our ministry.

What problems are you solving with the product? What benefits have you realized?

I've been able to simplify our cash management process. It is easy to know where money is being spent and regulate it internally.

...more
Sagewood V
Sagewood VSource : g2crowd.com
(Reviewed on 24 September 2018) "Easy to use card"

What do you like best?

The process of using the card and loading our receipts is super straight forward and user friendly!

What do you dislike?

As long as we have our receipts in on time then we don’t come across any issues at all

What problems are you solving with the product? What benefits have you realized?

We are able to get an event budget through the card to take care of our community. This is reloaded monthly.

...more
User in Marketing and Advertising
User in Marketing and AdvertisingSource : g2crowd.com
(Reviewed on 23 October 2018) "Easy To Use "

What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

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.

...more
User in Events Services
User in Events ServicesSource : g2crowd.com
(Reviewed on 19 October 2018) "PEX works well for our situation"

What do you like best?

I work in a distributed service industry, where I'm buying products every month and submitting them for reimbursement. The PEX system has almost instantaneous upload of transactions onto the system, so that I can log and complete the submittal right away.

What do you dislike?

The PEX system, at least for our set-up, has meant we can't access cash anymore as everything has to go through a debit card transaction.

Recommendations to others considering the product:

I've enjoyed using this product and found it simple to use.

What problems are you solving with the product? What benefits have you realized?

Distributing funds to over 400 teams has become much simpler with the PEX system.

...more
Agency in Education Management
Agency in Education ManagementSource : g2crowd.com
(Reviewed on 11 April 2019) "Easy to manage "

What do you like best?

I like that I am able to check my balances at any time and easily see when funds were spent

What do you dislike?

We are notable to have other staff buy gift cards

What problems are you solving with the product? What benefits have you realized?

We are able to control the amount each schools spends and making it fair across the board. Special buys can be added at any time and ready to use right away

...more
Read All Reviews

Videos on PEX

Introducing PEX - Visit PEXCard.com for details
Introducing PEX - Visit PEXCard.com for details
PEX: Streamline the way you Authorize, Enable and Track Workforce Spending!
PEX: Receipt Exports

PEX Screenshots

Transfers
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Disclaimer

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