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...

PEX Pricing

After 60 day trial, PEX BUSINESS pricing as follows: $8.00 per card per month $49.95 one-time set up fee No fees when you spend more than $50,000 in a month* No domestic transaction or load fees* Free fund transfers to PEX through PEX ACH Service Free card replacements *1.5% international service fee always applies Nonprofit and Ambassador pricing plans are available – see website for full details.

Starting price: 

$75.00 per month

Free trial: 

Available

Free version: 

Available

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PEX staff spending details

PEX User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Showing 1 - 5 of 21 reviews

User Profile

Stephen

Verified reviewer

Company size: 51-200 employees

Industry: Entertainment

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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!

Mark

Company size: 51-200 employees

Industry: Renewables & Environment

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Knalidi

Company size: 501-1,000 employees

Industry: Food Production

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
3

Value for money

out of 5
4

Customer support

out of 5
3

Functionality

out of 5

November 2018

HR Generalist/Recruiter

Pros

It's a decent product. Mostly intuitive.

Cons

Have to call customer service to order new cards

Paul

Company size: 11-50 employees

Industry: Hospitality

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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

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

Replied January 2019

Jennifer

Company size: 11-50 employees

Industry: Religious Institutions

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Functionality

out of 5

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.

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.

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