PEX offers commercial businesses, churches, and nonprofit organizations an integrated solution for simplifying their expenses. The PEX Platform enables businesses to migrate from traditional methods of handling petty cash and instead issue funds to employees and volunteers via prepaid cards. PEX can be accessed through a mobile app or through the web.
Management features include the ability to instantly view and fund account and card balances, review purchases, pull reports, and more. Funding can be added or removed both manually or on an automatic scheduler. Managers can also activate or block cards remotely, while cardholders can capture receipts and tag transactions with GL codes. PEX also improves expenses visibility by tracking activity in real-time.
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!
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!
PEX is a great alternative to reimbursement checks for regular volunteers
Used weekly for 2+ years
Reviewed 2020-09-30
Review Source: Capterra
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.
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.
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
Q. Who are the typical users of PEX?
PEX has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Small Business
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