--- title: "PEX Software Reviews, Demo & Pricing - 2026" description: "Review of PEX Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/accounting/pex-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Payment Processing Software](https://www.softwareadvice.com/online-payment/) / PEX Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/accounting/pex-profile/reviews/)[Alternatives](https://www.softwareadvice.com/accounting/pex-profile/alternatives/) # PEX Review From $75-$399.95/month Free version Free trial 4 plans Wondering if PEX is right for your organization? Our Payment Processing Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview PEX 4.9 [(40)](https://www.softwareadvice.com/accounting/pex-profile/reviews/) Pricing Starting at $75.00 flat rate 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. Wondering if PEX is right for your organization? 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)](https://www.softwareadvice.com/accounting/pex-profile/reviews/) 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 [Tipalti](https://www.softwareadvice.com/scm/tipalti-profile/) 4.5 [(178)](https://www.softwareadvice.com/scm/tipalti-profile/reviews/) Ratings Breakdown - 4.51Ease of use - 4.49Value for money - 4.50Customer support - 4.42Functionality Pricing Starting at $99.00 per month Get Price Alternative Product [Plooto](https://www.softwareadvice.com/accounting/plooto-profile/) 4.3 [(245)](https://www.softwareadvice.com/accounting/plooto-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.23Value for money - 3.98Customer support - 4.18Functionality Pricing Starting at CA$9.00 per month Get Price Alternative Product [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/) 4.3 [(8512)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/) Ratings Breakdown - 4.24Ease of use - 4.16Value for money - 4.00Customer support - 4.27Functionality Pricing Starting at $38.00 per month Get Price Alternative Product [Zoho Books](https://www.softwareadvice.com/accounting/zoho-books-profile/) 4.4 [(679)](https://www.softwareadvice.com/accounting/zoho-books-profile/reviews/) Ratings Breakdown - 4.37Ease of use - 4.40Value for money - 4.19Customer support - 4.25Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [QuickBooks Enterprise](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/) 4.5 [(20670)](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/reviews/) Ratings Breakdown - 4.31Ease of use - 4.30Value for money - 4.14Customer support - 4.40Functionality Pricing Starting at $2210.00 per year 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 Read More 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 Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Emburse Nexonia Integration rated undefined from -1 review Microsoft Excel Integration rated undefined from -1 review Expensify Integration rated undefined from -1 review Xero Integration rated undefined from -1 review QuickBooks Online Advanced Integration rated undefined from -1 review See all 35 integrations ## PEX User Reviews ## PEX customer ratings - Overall rating: 4.9/5 - Total reviews: 40 ### Rating distribution - 5 stars: 35 reviews (88%) - 4 stars: 5 reviews (13%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 5.0/5 - Value for money: 4.9/5 - Customer support: 4.7/5 - Functionality: 4.8/5 --- ### Easy to use - Overall rating: 5/5 - Reviewer: Kelly W. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: September 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### 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. --- ### We love PEX - Overall rating: 5/5 - Reviewer: Cody S. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 501-1000 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2023 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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! --- ### HR Generalist/Recruiter - Overall rating: 4/5 - Reviewer: Knalidi D. - Industry: Food Production - Company size: 501-1000 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros It's a decent product. Mostly intuitive. #### Cons Have to call customer service to order new cards --- ### PEX Review - Overall rating: 4/5 - Reviewer: Janine V. - Verified reviewer: Yes - Industry: Education Management - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### 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 --- ### Pleased with Pex!! - Overall rating: 5/5 - Reviewer: Tonia B. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: October 2023 - Review source details: This review was submitted organically. No incentive was offered We use this for ease of interface with accounting software, and not having employees use credit cards. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### PEX for Small Business - Overall rating: 5/5 - Reviewer: Danny F. - Verified reviewer: Yes - Industry: Transportation/ Trucking/ Railroad - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### PEX is a great tool for your employees and company - Overall rating: 5/5 - Reviewer: Brian S. - Verified reviewer: Yes - Industry: Religious Institutions - Company size: 11-50 employees - Product usage: Used weekly for less than 6 months - Reviewed: July 2023 - Review source details: This review was submitted organically. No incentive was offered PEX really streamlines our processing of purchases made using the PEX cards through its integration with APLOS. This saves many hours of work time for our team. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We utilize PEX in conjunction with APLOS accounting software. They are a match made in heaven and integrate together pretty seamlessly. Our staff find the cards easy to use for in-person or online purchases and maintaining and matching receipts is very easy. The mobile app further enables functionality. The administrator capabilities are intuitive and well organized. Ordering new cards and inactivating cards is a snap. Finally, you have the option of either heavily managing user card usage or almost turning usage on auto-pilot and everything in between. It is easily tailored to your comfort level and policies. #### Cons I can't really come up with any other than perhaps a few vendors such as rental car facilities don't accept debit cards and that the daily use per card is $5,000, but very few transactions exceed that amount. #### Reasons for choosing PEX The primary reason was the integration with APLOS. If you use APLOS you definitely want to use PEX. --- ### User friendly - Overall rating: 5/5 - Reviewer: patrick d. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: May 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Easy Setup process and great expense tracking - Overall rating: 5/5 - Reviewer: Karina M. - Verified reviewer: Yes - Industry: Construction - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2023 - Review source details: This review was submitted organically. No incentive was offered Overall experience was great and easy. This is very convenient. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The setup process was very easy and the platform is user friendly. We’re able to track the expenses on time and reloading the cards is extremely easy and fast. The complete process was smooth and the cards work great. #### Cons So far we have not had any issues or cons with PEX. #### Vendor response Thank you for your feedback! We're thrilled to hear that you found the setup process easy and the platform user-friendly. It's great to know that tracking expenses and reloading cards have been smooth and efficient for you. Replied June 2024 --- ### PEX is a great alternative to reimbursement checks for regular volunteers - Overall rating: 5/5 - Reviewer: Jennifer N. - Verified reviewer: Yes - Industry: Religious Institutions - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: September 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Having a PEX account has allowed key ministry volunteers to have a set amount of funds to use toward their ministry needs without the need for reimbursement checks or handing out too many credit cards. I would caution that recordkeeping is easiest when an individual only needs to use the card for a single expense account area. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros PEX is very intuitive to set up and use. It is easy to navigate the process of requesting a card for a new user, initiating a transfer, funding individual cards, and closing accounts. Receipts can be easily uploaded on the app by the cardholders so they don't have to turn in physical receipts for recordkeeping purposes. #### Cons I wish transfers didn't take four business days to complete. Regular transfers are free, but it would be nice to have an Instant Transfer option even if there were a small fee involved for times when a last minute need arrises. --- Showing 1 - 10 of 40 Reviews [See All Reviews](https://www.softwareadvice.com/accounting/pex-profile/reviews/) ## Other Top Recommended Payment Processing Software [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) **4.2** (2063) Recently recommended **3** times [PayPal](https://www.softwareadvice.com/retail/paypal-profile/) **4.6** (26606) Recently recommended **0** times [QuickBooks Enterprise](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/) **4.5** (20670) Recently recommended **0** times [Venmo](https://www.softwareadvice.com/retail/venmo-profile/) **4.7** (9302) Recently recommended **0** times Stuck Between Options? 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