PEX offers commercial businesses, churches and nonprofit organizations an integrated online solution for simplifying the management of expenses. The software enables businesses to migrate from traditional methods of handling petty cash and instead issue funds to employees and volunteers via prepaid debit cards, accepted at all Visa destinations. The cards and the associated accounts can then be administered via an intuitive browser-based portal or with companion mobile apps for iOS and Android devices.
Management features include the ability to instantly view card and account balances, tracking purchases made and the funds left for each cardholder. Amounts can then be added or removed manually or scheduled automatically to cover expenditure over a certain period. Managers can also activate or block cards remotely, while cardholders can assist the expense reporting process by capturing receipts and adding the photo along with any additional notes to detailed transaction records. PEX also improves expenses visibility by tracking activity in real time, sending data to other accounting and expense management apps integrated via API while providing a plethora of rich reporting options.
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
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!
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.
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
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!
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.
Pros 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.
Cons Takes 1-2 weeks to get new cards. No issues other than that.
Completely revolutionized the way we track spending on film productions
Used daily for 6-12 months
Reviewed 2019-01-24
Review Source: Capterra
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.
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!
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.
PEX is web-based management solution suitable for managing the expenses of business employees or volunteers, combining online and mobile administration with prepaid Visa debit cards.
Use PEX to establish daily spending and transaction limits for an employee base, while specifying approved merchant categories and also specific vendors.
Administrators can centralize the issuing of traceable funds to cardholders on an ad hoc or scheduled basis, instantly wiring money for all sorts of purposes and eliminating the handling of physical petty cash.
Receipt capture feature aids expense reporting with the ability to snap a photo of a receipt while out in the field before uploading and attaching to transactions, alongside any additional notes.
PEX Card app for Android and iOS devices enables cardholders to access card information and view balances, while giving administrators account management tools such as adding and removing funds while on the move.
FAQs for PEX
Below are some frequently asked questions for PEX.
Q. What type of pricing plans does PEX offer?
PEX has the following pricing plans:
Starting from: $8.00/month Pricing model: Free, Subscription Free Trial: Available (No Credit Card required)
Q. Who are the typical users of PEX?
PEX has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Small Business
GetApp offers free software discovery and selection resources for professionals like you. Our service is free because software vendors pay us when they generate web traffic and sales leads from GetApp users.
Because we’re committed to help you find the right solution for your business needs, we list all software vendors on our website, and give them the opportunity to feature their solutions and collect user reviews.
At GetApp, our comprehensive software listings, verified user reviews, product comparison pages, articles and AppFinder, our assistive tool, will empower you to make confident and well-informed purchase decisions.
Sign up / Sign in
Both new and existing users can sign in with LinkedIn.
Australia (English)
Canada (English)
Deutschland (Deutsch)
España (español)
France (français)
Ireland (English)
México (español)
Nederland (Nederlands)
New Zealand (English)
Österreich (Deutsch)
Portugual (Português)
Singapore (English)
South Africa (English)
United Kingdom (English)