PEX 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

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.

PEX Screenshots

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

Stephen P.

Verified reviewer

Entertainment

51-200 employees

Used daily for less than 12 months

Review source

Reviewed January 2019

Completely revolutionized the way we track spending on film productions

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

In the past we used 3" Binders, Paper, tape and Excel to track every expense on our 30+ projects a year. End Users hated the antiquated process, so did our Supervisors and we were running out of valuable space to store/find binders. Enter PEX which captures expense data automatically and has mobile photo uploads of receipts, completely revolutionizing our process.

Cons:

Some vendors/film crew do not have the ability to accept credit/debit cards/online payment processors and instead prefer check or cash. Adding the ability to cut/mail checks like a standard Bill Pay offered by most major banks or ability to withdraw cash at an ATM would help keep all expense tracking under one platform!

Janette T.

Verified reviewer

Construction

11-50 employees

Used daily for less than 6 months

Review source

Reviewed August 2024

Highly Recommend

This is an updated review. We had some issues in the beginning, and struggled to get the assistance we needed. Management stepped in and assisted. When I communicated the issues I was having, I was assured they would address with their employee how to better handle any potential customer needs. Since then, everything has been wonderful! Customer service is great, and the product performs just as it should. I do recommend this product!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that my wires get posted and funds can be used same day. The previous product we used would take a day to post and be available.

Cons:

We had a rocky beginning, it took awhile for us to get approved.

Reasons for switching to PEX

They stopped offering the service, we had to find another card.

Howard I.

Verified reviewer

Law Practice

11-50 employees

Used daily for more than 2 years

Review source

Reviewed May 2023

Does the job

Seems very worthwhile so far.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the new vendor card function. There are a few issues but this is a developing product that we have started to embrace.

Cons:

Difficulty setting up some vendor accounts

Reasons for switching to PEX

Diversification of services

Mark D.

Verified reviewer

Renewables & Environment

51-200 employees

Used daily for more than 2 years

Review source

Reviewed October 2019

PEX Cards: Simplifying your Employee Purchases

Excellent. Setup, support and adding users is a breeze.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is simple to use and saves so much accounting time to track employee purchases. We used to spend days collecting receipts, figuring out who made the purchases and which GL Account they should hit. Plus we had tons of digital copies of receipts all over the place taking up valuable space on our drives.

Cons:

I can't think of anything that we didn't like

Reasons for choosing PEX

It had some good controls like limiting cards to only purchase fuel for our installers.

patrick d.

Verified reviewer

Health, Wellness and Fitness

51-200 employees

Used daily for less than 6 months

Review source

Reviewed May 2024

User friendly

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

easy to create cards and set up rules, vendors cards

Cons:

for know it looks perfect, maybe suggestions will come later after we use it for couples months

Vendor Response

Thank you for your feedback! We're glad to hear that PEX has been easy to implement & look forward to hearing more as you explore the features and integration capabilities of PEX!

Replied June 2024

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

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

Kelly W.

Verified reviewer

Marketing and Advertising

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed September 2018

Easy to use

Ratings Breakdown

Ease of use

Functionality

Pros:

I use this to manage my prepaid PEx card when I work promotional modeling gigs. I will buy products with my PEX card and have to enter the info of what I purchased within the app.

Cons:

There is nothing I dislike about this software.

Verified

Reviewer

Financial Services

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed January 2019

Perfect product for our department heads

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, multiple cards, easy transfers

Cons:

I wish there was an auto-reload option that would allow a predetermined amount to be transfered from the bank to a card on a certain date.

Vendor Response

Thank you for your review!

Replied January 2019

Dusti K.

Verified reviewer

Broadcast Media

501-1000 employees

Used weekly for less than 6 months

Review source

Reviewed November 2018

Great Product!

We use PEX for purchasing product needed at our events. All event staff has a PEX card that is loaded before their event and allows them to purchase the product needed without having to front any of their own money and wait for reimbursement. This is especially helpful and also makes it easy to track.

Ratings Breakdown

Ease of use

Functionality

Pros:

I really like this system and how easy it is to use. The app is very user friendly. You can easily add receipts to your transactions and all of the information is loaded automatically. It also updates instantly. It really is a timesaver not having to do elaborate expense reports.

Cons:

Not much bad to say about this. At first, I did have a little difficulty figuring out the right place to add my receipts, as it seemed there was more than one location, but I have sense then figured it out.

Showing 1 - 10 of 40 Reviews

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