PEX

RATING:

4.9

(38)

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

PEX offers a free trial and plan, after which the pricing starts $75 per month.

Free trial: 

Available

Free version: 

Available

PEX staff spending details
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PEX Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

4.5

Value for money

5

Functionality

5

Most Helpful Reviews for PEX

1 - 5 of 38 Reviews

User Profile

Stephen

Verified reviewer

Entertainment, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

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

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

Renewables & Environment, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

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

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

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed March 2024

PEX Review

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.

Howard

Law Practice, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

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

Kathy

Professional Training & Coaching, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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!

PROS

It 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.

CONS

That 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.