About PEX

PEX is an expense management solution that helps non-profit organizations, educational institutes, construction businesses and other 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 lets team members request administrators to transfer funds based on specific requirements and automatically maintain an audit trail for the entire fund transfer process. Supervisors can set up daily, weekly or monthly spending limits and use merchant category codes (MCC) to restrict employee spending to specific categories. Additionally, managers and leaders can generate reports to gain insights into employee and team purchasing activiti...


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Supported Operating System(s):

Web browser (OS agnostic)

20 Reviews of PEX

Average User Ratings

Overall

4.95 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(19)

19

4 stars

(1)

1

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 20 results

January 2019

Stephen from The American Film Institute

Verified Reviewer

Company Size: 51-200 employees

Industry: Entertainment

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2019

Completely revolutionized the way we track spending on film productions

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!

October 2019

Mark from SunPower by Positive Energy Solar

Company Size: 51-200 employees

Industry: Renewables & Environment

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2019

PEX Cards: Simplifying your Employee Purchases

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

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.

November 2018

Knalidi from Dietz and Watson

Company Size: 501-1,000 employees

Industry: Food Production

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

November 2018

HR Generalist/Recruiter

Pros

It's a decent product. Mostly intuitive.

Cons

Have to call customer service to order new cards

January 2019

Paul from Tejas Camp and Retreat Center

Company Size: 11-50 employees

Industry: Hospitality

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2019

Great cash management tool

Anytime I've had to work with a customer service rep I've got my problem resolved. Love the software and the service

Pros

I love how easy it is to use for both my users and my administrators. It's been very easy to manage each card separately without having to call in and wait on somdone to do it for me. What used to take a lot of time now can get done in seconds.

Cons

The cards are magnetic stripe cards. not sure if new users are getting the chips or not but that would be a great upgrade.

Response from PEX

Replied January 2019

Thanks for your review, Paul. We will be rolling out chip cards in 2019. Stay tuned!

September 2019

SUZY from DJ Doctor LLC / iRent Everything

Company Size: 11-50 employees

Industry: Events Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2019

Great Debt Free Resource

Pros

We love PEX because we can fund employee company spending debt free. We can control how much each employee is allowed to spend, on what and where. Customer service is fantastic and very responsive.

Cons

The only CON is the delay in funding the account. You really have to plan ahead do account for the 4 day delay.

Response from PEX

Replied September 2019

Thanks for reviewing, Suzy. PEX offers a Same-Day ACH transfer option, and we are checking to find out if your account qualifies based on your bank. This is a faster transfer option which takes as little as a few hours within the same business day. Glad we could help your event business run smoothly!