All PEX Reviews
1-25 of 38 Reviews
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Stephen
Verified reviewer
Entertainment, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2019
Completely revolutionized the way we track spending on film productions
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.
CONSSome 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!
Mark
Renewables & Environment, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
PEX Cards: Simplifying your Employee Purchases
Excellent. Setup, support and adding users is a breeze.
PROSIt 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.
CONSI can't think of anything that we didn't like
Reason for choosing PEX
It had some good controls like limiting cards to only purchase fuel for our installers.
Janine
Education Management, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed March 2024
PEX Review
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.
CONSInability for cardholders to code expenses to our GL. Having to transfer bank funds to cards vs having an open line of credit.
Howard
Law Practice, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed May 2023
Does the job
Seems very worthwhile so far.
PROSI like the new vendor card function. There are a few issues but this is a developing product that we have started to embrace.
CONSDifficulty setting up some vendor accounts
Reasons for switching to PEX
Diversification of services
Kathy
Professional Training & Coaching, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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!
PROSIt 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.
CONSThat 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.
Reason for choosing PEX
The control we have over the individual card. An issue with one card doesn't effect another card holder.
Clifford
Hospital & Health Care, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed September 2023
Happy User since 2015
Overall, PEX has been the perfect solution for our operations and we don't even take advantage of all the various features. We have dozens of card holders over several organizations and the ability to get the cards we need (without employee credit checks) and set the balances as low or high as we want depending on the situation has been a perfect fit.
PROSThe web interface is very easy to use. Ordering cards is simple and access to statements and transactions is very timely. PEX has really improved their fraud detection over time and it has caught issues and blocked them several times in recent years.
CONSSometimes customer support is challenging. Depends on who you get on the other end of the phone. Because of miscommunication, issues are not always resolved after the first call. However, I have always found the customer service reps to be polite.
Reasons for switching to PEX
Ease of getting signed up and flexibility of adding cards and not worrying about global and individual credit limits and potential risk of lost or misused cards.
Lisa
Non-Profit Organization Management, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSExcellent communication and response time to any questions or concerns.
CONSMinor 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.
Reason for choosing PEX
Customer Service and Ease of Use and Cost better than other companies
Danny
Transportation/Trucking/Railroad, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
PEX for Small Business
The usability of the cards and dynamic functionality of the merchant codes create a great environment for control and spend management.
CONSShipping of the physical cards was a little lengthier than we would have liked.
Shannon
Non-Profit Organization Management, 2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
PEX is great!
Ease of use of the product and great customer service!
CONSSo far, I am pleased with everything and have no cons.
Wahhaba
Religious Institutions, 2-10 employees
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed February 2024
Love my new PEX card
Overall it's been great - super convenient for me as a user and I believe our admin and bookkeeper are also enjoying the convenience.
PROSIt was easy to set up and easy to use, and I love the dashboard because I can see my exact balance at any time. It's so convenient to scan my receipts in and they go right to our bookkeeper, and I can see them later on the app when I need to review them.
CONSI didn't like having to add yet another app to my phone, but turns out it's well worth it.
Cody
Hospital & Health Care, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSPEX 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.
CONSWe 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!
Paul
Hospitality, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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
PROSI 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.
CONSThe cards are magnetic stripe cards. not sure if new users are getting the chips or not but that would be a great upgrade.
Vendor Response
Thanks for your review, Paul. We will be rolling out chip cards in 2019. Stay tuned!
Replied January 2019
Jennifer
Religious Institutions, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed September 2020
PEX is a great alternative to reimbursement checks for regular volunteers
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.
PROSPEX 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.
CONSI 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.
SUZY
Events Services, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2019
Great Debt Free Resource
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.
CONSThe only CON is the delay in funding the account. You really have to plan ahead do account for the 4 day delay.
Reasons for switching to PEX
Very limited control and not great customer service.
Vendor Response
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!
Replied September 2019
Katie
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed August 2019
Keeps our Costs down, and our Crews Funded!
With 9 Crews on the road PEX is the lifesaver that keeps them funded for daily job needs, but keep our costs in check. With Daily Spend rules and limits, we can control how much is being spent each day. One less thing to worry about during the day to day grind! Very easy to set up and use. Crews use it just like a credit card.
CONSTakes 1-2 weeks to get new cards. No issues other than that.
Cathryn
Non-Profit Organization Management, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed February 2019
One of the best decisions we made
This has helped us track our spending and actually get our receipts. Something we struggled with for years.
PROSCan Instantly add money to a card, or remove it. Can determine where the money can be spent.
CONSWhen there is fraudulent activity you don't receive the funds back until the case is investigated and decided in your favor.
Vendor Response
Thanks for your review. So glad PEX could help your organization grow more streamlined and simplified, Cathryn!
Replied August 2019
Jeanette
Real Estate, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Recommend PEX Cards for Ease of User
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.
CONSSometimes 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.
Reason for choosing PEX
Can attach multiple bank accounts. No restriction on number of active cards/users. Easy to set up administrators.
Brian
Religious Institutions, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2023
PEX is a great tool for your employees and company
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.
PROSWe 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.
CONSI 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.
Reason for choosing PEX
The primary reason was the integration with APLOS. If you use APLOS you definitely want to use PEX.
Candace
Religious Institutions, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed February 2019
PEX is amazing!!
The overall PEX experience has been great!! I would recommend this software to anyone needing a simple way to distribute money to employees who need to purchase items for the business.
PROSPEX is great for companies, churches, groups etc that have multiple people who spend money. I use this for our church and it is so easy to transfer money between cards and as long as you have the money in the PEX account you can transfer the money for your people and they have it immediately! It is also nice to have so many people drawing from the same account and they get to upload their receipts so no messing around with turning them in paper version!
CONSThe only thing I don't like is how many days it takes for money to transfer from the bank to the PEX card account. I understand it's probably just like when using a debit card and it doesn't always show up right away.
Stephanie
Security and Investigations, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed January 2019
Great Access to Cash
We have employees located outside of our headquarters who have quick access to make purchases for items that require immediate payment.
PROSEasy cash access for purchases with low liability by only funded what is needed.
CONSWe have had an issue lately with fraudulent charges, but that can happen with any credit card.
Tonia
Non-Profit Organization Management, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2023
Pleased with Pex!!
We use this for ease of interface with accounting software, and not having employees use credit cards.
PROSThe ease of employees to upload reciepts and code their transactions. Love the interface with Aplos!
CONSI can't think of anything to write about for this question.
Steve
Non-Profit Organization Management, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed June 2018
Pex took the risk out of our company spending and simplified our finance processes.
The flexibility it gives me as the account manager to painlessly manage my team while empowering them to lead their departments.
PROSIt's so easy to manage the whole team's finances. I love that I'm not having to micromanage every single purchase but can easily see all the purchases that were made by each employee and manage limits and overall budget.
CONSI honestly can't think of many. This has been very helpful software for our team and has even enabled us to empower our volunteers and give them cards as well.
Kari
Utilities, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
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.
PROSPEX 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.
CONSWe switched from BizNOW Cards to PEX so it was just a matter of getting each driver familiar with it.
Reason 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.
April
Construction, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2019
PEX for the Win!
I highly recommend PEX to anyone who is looking for ways to simplify their employees per diem usage.
PROSIts fast, easy, and convenient . Customer Service is awesome!
CONSWe have been using PEX for 2 years, and have had zero issues. No cons for me to report!
Dawn
Construction, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2019
Efficient
We use PEX as per diem cards for traveling employees. It is very convenient when a sudden trip comes up & we can load the card from anywhere.
PROSVery easy to manage. Not complicated at all.
CONSI honestly can't think of a negative issue that we've had to deal with.