PEX 2026: Benefits, Features & Pricing

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Overview
User Interface
Popular Alternatives
Pricing and Plans
Features
Integrations
User Reviews
Popular Comparisons

Overview

PEX

4.9

(40)

Pricing

Starting at $75.00 per month

About PEX

PEX is an expense management solution that helps organizations across a range of industries control staff spending, reconcile books, and transfer funds on a centralized platform. It enables employees to capture receipt images, categorize transactions and add custom notes.

PEX enables employees to request funds based on specific requirements and automatically maintains an audit trail for the entire process. Supervisors can set up daily, weekly, or monthly spending limits and use merchant category codes to restrict spending to specific categories. Additionally, managers and leaders can generate reports to gain insights into employee and team purchasing activities.

PEX comes with an API, which allows businesses to integrate the system with several third-party solutions. Android and iOS mobile applications let users manage activities remotely. It is available on monthly subscriptions and support is extended via live chat, FAQs, email, phone and documentation.

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Our Payment Processing Software selection experts can help you in 15 minutes or less.

PEX User Interface

Popular PEX Alternatives

Main Product

PEX

4.9

(40)

Ratings Breakdown

4.97Ease of use
4.88Value for money
4.68Customer support
4.80Functionality

Pricing

Starting at $75.00 per month

Get Price

Alternative Product

Moss

4.9

(227)

Ratings Breakdown

4.85Ease of use
4.62Value for money
4.74Customer support
4.78Functionality

Pricing

Available upon request

Get Price

Alternative Product

SAP Concur

4.3

(2236)

Ratings Breakdown

4.06Ease of use
4.10Value for money
4.10Customer support
4.23Functionality

Pricing

Available upon request

Get Price

Alternative Product

BILL Spend & Expense

4.7

(432)

Ratings Breakdown

4.65Ease of use
4.73Value for money
4.60Customer support
4.54Functionality

Pricing

Available upon request

Get Price

Alternative Product

Wallester

4.9

(129)

Ratings Breakdown

4.90Ease of use
4.69Value for money
4.88Customer support
4.82Functionality

Pricing

Starting at €199.00 per month

Get Price

Alternative Product

Budgetly

4.9

(132)

Ratings Breakdown

4.94Ease of use
4.82Value for money
4.91Customer support
4.86Functionality

Pricing

Starting at A$99.00 per month

Get Price

PEX Pricing and Plans

Starting price: $75.00 per month

Free Trial

Free Version

Base

$0.00

flat rate, per month

Plan includes:

24-Hour Customer Support
Real-time Transaction Data
Receipt Capture and Approval
Batch Export of Receipts
Exports to QuickBooks and Xero
PEX Requests
PEX Notes
Automated Spending Rules
Automated Funding Rules

Core

$75.00

flat rate, per month

Plan includes:

24-Hour Customer Support
Batch Export of Receipts
Exports to QuickBooks and Xero
Real Time Transaction Data
Receipt Capture and Approval
Automated Spending Rules
Automated Funding Rules
PEX Notes
PEX Requests

Pro

$200.00

flat rate, per month

Plan includes:

24-Hour Customer Support
Batch Export of Receipts
Real Time Transaction Data
Receipt Capture and Approval
Exports to QuickBooks and Xero
PEX Requests
PEX Notes
PEX Tags
Automated Spending Rules
Automated Funding Rules

Grants & Rewards Pricing

$399.95

flat rate, one time

Plan includes:

24-Hour Customer Support
Batch Exports of Transaction Data
Bulk Card Funding
Access to PEX Marketplace
Real Time Transaction Data
Exports to Accounting Softwares
Schedule Funding
Automated Spending Rules
Cardholder Mobile App
API Access

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PEX Features

Popular features found in Payment Processing
ACH Payment Processing
Billing & Invoicing
Debit/Credit Card Processing
In-Person Payments
Mobile Payments
Multi-Currency
Multiple Payment Options
Payment Fraud Prevention
Payment Gateway Integration
PCI Compliance
Recurring/Subscription Billing
Reporting/Analytics
More features of PEX
Accounting
Accounting Integration
Accounts Payable
Activity Dashboard
Alerts/Notifications
API
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Bank Reconciliation
Budgeting/Forecasting
Compliance Management
Corporate Card
Credit Card Management
Data Import/Export
Data Security
Electronic Payments
ERP integration
Expense Tracking
Financial Reporting
For Religious Organizations
Generative AI
Mobile Access
Mobile Receipt Upload
Online Payments
Payment Reconciliation
Prepaid Cards
Real-Time Analytics
Real-Time Data
Real-Time Monitoring
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Receipt Management
Reimbursement Management
Reminders
Reporting & Statistics
Secure Data Storage
Spend Analysis
Spend Control
Third-Party Integrations
Time & Expense Tracking
Transaction History
Transaction Monitoring
Workflow Management

PEX Integrations

QuickBooks Online

Emburse Nexonia

Microsoft Excel

Expensify

Xero

QuickBooks Online Advanced

See all 36 integrations

PEX User Reviews

Overall Rating

4.9

Ratings Breakdown

88%

13%

Secondary Ratings

Ease of Use

5.0

Value for money

4.9

Customer support

4.7

Functionality

4.8

Lisa B.

Verified reviewer

Non-Profit Organization Management

Self-Employed

Used daily for more than 2 years

Review source

Reviewed November 2023

PEX is BEST!

Sterling has been with PEX for a number of years, and the cards are easy for my clients to use and understand, with their limited abilities.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Excellent communication and response time to any questions or concerns.

Cons:

Minor problems with getting new changes to procedures in documenting suspicious activity-but that was cleared us with one phone call to my Customer Success Manager.

Reasons for choosing PEX

Customer Service and Ease of Use and Cost better than other companies

Vendor Response

Thank you for your feedback! We're pleased to hear that you appreciate our communication and response times. We apologize for any initial issues with new procedures, but we're glad to know they were quickly resolved with the help of your Customer Success Manager!

Replied June 2024

Kathy S.

Verified reviewer

Professional Training & Coaching

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2024

Easy to manage!

GREAT! They are very helpful and responsive to inquiries or issues that have come up. It's really been EASY!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is very flexible and can fit almost any need. From employees to independent contractors. It gives you control over each card, easy to manage online or in the app. Add funds, delete funds, freeze cards, etc and your actions are immediate! Easy to order cards too.

Cons:

That the debit card doesn't tie directly to our account and during heavy use time we have to watch our balance to be sure we have enough funds available overall to add to individual cards. But this is not hard to do, just the thing I like least.

Reasons for choosing PEX

The control we have over the individual card. An issue with one card doesn't effect another card holder.

Vendor Response

Thank you for your feedback! We're glad you find our system flexible and easy to manage. We appreciate your note about monitoring the balance during heavy use and will consider this in future improvements.

Replied June 2024

Knalidi D.

Food Production

501-1000 employees

Used daily for less than 6 months

Review source

Reviewed November 2018

HR Generalist/Recruiter

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's a decent product. Mostly intuitive.

Cons:

Have to call customer service to order new cards

Danny F.

Verified reviewer

Transportation/ Trucking/ Railroad

11-50 employees

Used daily for less than 6 months

Review source

Reviewed March 2024

PEX for Small Business

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The usability of the cards and dynamic functionality of the merchant codes create a great environment for control and spend management.

Cons:

Shipping of the physical cards was a little lengthier than we would have liked.

Vendor Response

Thank you for your feedback. We're delighted to hear that you find the usability of the cards and the dynamic functionality of the merchant codes beneficial for control and spend management. We apologize for the delay in shipping the physical cards and appreciate your patience.

Replied June 2024

Steve C.

Verified reviewer

Religious Institutions

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed May 2023

Using PEX with Aplos for Church Accounting

After a month of use, moving card holders from credit cards to PEX cards, has been extremely well accepted by card holders.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

1 - As Treasurer, I now reconcile 1 PEX account instead of 4 credit card accounts.2 - I can confirm correct Fund account (non-profit using Fund Accounting) as expenses are incurred and approved.

Cons:

The difference between card Activation and card Registration for new card holders could be made clearer to this Administrator.

Reasons for choosing PEX

PEX was, and is, a partner with Aplos, our church accounting software. We received 5 free cards which fits our small church perfectly.

Vendor Response

Thank you for your review Steve! We are pleased that you've had a positive experience with PEX so far. We look forward to continuing to work with you and your organization in the future.

Replied June 2023

Kari Y.

Verified reviewer

Utilities

11-50 employees

Used weekly for less than 6 months

Review source

Reviewed August 2023

Tracking Expense made Simple

We have only been using PEX for a few months now but it is easier than the other card system we had. Our company is pleased with the ease of the card. They work fast which saves our drivers time and the company money.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

PEX is very simple to use. We give each driver their own card to use each day and it makes it very simple for the office to track where the expenditures are going on each route, each truck and every driver to use.

Cons:

We switched from BizNOW Cards to PEX so it was just a matter of getting each driver familiar with it.

Reasons for choosing PEX

PEX was quick and easy to set up. So far PEX has been able to do what we need done and it works with our accounting system so that we are not having to do double entries.

Reasons for switching to PEX

BizNow was not able to fulfill the needs that we needed for our drivers and made it difficult for the office to complete the daily tasks that was needed.

Jeanette R.

Verified reviewer

Real Estate

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed May 2023

Recommend PEX Cards for Ease of User

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

PEX Card is easy to use and reconcile receipts. Fast processing for card funding. Complete expense control through set up, restrict certain purchases by users.

Cons:

Sometimes it takes longer than anticipated for a new card to be received in the mail. Had to order multiple cards before because cards were not being received.

Reasons for choosing PEX

Can attach multiple bank accounts. No restriction on number of active cards/users. Easy to set up administrators.

Cody S.

Verified reviewer

Hospital & Health Care

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed May 2023

We love PEX

Spend management, audit trails, and reporting are critical to our accounting functions. We have control of all 3 with PEX and it is so easy to use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

PEX is great for our business. We issue hundreds of cards and are able to easily control and manage each card with only 1 person at the helm. The reporting is fantastic and easy to use.

Cons:

We really have no cons with PEX. The only complaint we have is that it is not yet compatible with our accounting software. But they do have connectivity to many softwares, so I would put the blame on us for using older software.X!

Janine V.

Verified reviewer

Education Management

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed March 2024

PEX Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We are a large company with several cards. I really appreciate the direct connection with our account manager [sensitive content hidden]. He is always happy to help us with issues that arise, questions or concerns.

Cons:

Inability for cardholders to code expenses to our GL. Having to transfer bank funds to cards vs having an open line of credit.

Vendor Response

Thank you for your feedback! We're glad to hear that our service meets your needs and that your account manager has been helpful. We value your business and are committed to providing excellent support.

Replied June 2024

Tonia B.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed October 2023

Pleased with Pex!!

We use this for ease of interface with accounting software, and not having employees use credit cards.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of employees to upload reciepts and code their transactions. Love the interface with Aplos!

Cons:

I can't think of anything to write about for this question.

Vendor Response

Thank you for your positive feedback! We're glad to hear that employees find it straightforward to upload receipts and categorize their transactions. Additionally, we're pleased that you appreciate the interface integration with Aplos!

Replied June 2024

Showing 1 - 10 of 40 Reviews

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