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PEX Logo
PEX

Expense management for controlling employee spending

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PEX Pricing, Features, Reviews and Alternatives

PEX product overview

Price starts from

75

Per month

Per Feature

What is PEX?

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.

Key benefits of using PEX

  • 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.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    24/7 (Live rep)
    Knowledge Base
    Email/Help Desk
    Chat
    Phone Support

    Training options

    Documentation
    Live Online
    Webinars
    Videos

    PEX pricing information

    Value for money

    4.8

    /5

    21

    Starting from

    75

    Per month

    Per Feature

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    PEX features

    Functionality

    4.9

    /5

    21

    Total features

    45

    4 categories

    Most valued features by users

    Reporting & Statistics
    API
    Third Party Integrations
    Reporting/Analytics
    Compliance Management
    Alerts/Notifications
    Real Time Reporting
    Audit Trail

    PEX users reviews

    Overall Rating

    5.0

    /5

    21

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9.6/10
    Rating distribution

    5

    4

    3

    2

    1

    20

    1

    0

    0

    0

    Pros
    Great customer care and resolves any issues we experience in an expeditious manner.

    JR

    Jeanette R.

    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.

    PB

    Paul B.

    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.

    CC

    Candace C.

    Cons
    When there is fraudulent activity you don't receive the funds back until the case is investigated and decided in your favor.

    CB

    Cathryn B.

    The only CON is the delay in funding the account. You really have to plan ahead do account for the 4 day delay.

    SN

    SUZY N.

    Pex took the risk out of our company spending and simplified our finance processes.

    SC

    Steve C.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Completely revolutionized the way we track spending on film productions

    Reviewed 3 years ago
    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!

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

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    PEX Cards: Simplifying your Employee Purchases

    Reviewed 3 years ago

    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

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7/10

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    HR Generalist/Recruiter

    Reviewed 4 years ago
    Pros

    It's a decent product. Mostly intuitive.

    Cons

    Have to call customer service to order new cards

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Great cash management tool

    Reviewed 3 years ago

    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.

    Vendor response

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

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

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    PEX is a great alternative to reimbursement checks for regular volunteers

    Reviewed 2 years ago

    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.

    PEX FAQs and common questions

    Q. What type of pricing plans does PEX offer?

    PEX has the following pricing plans:
    Starting from: $75.00/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


    Q. What languages does PEX support?

    PEX supports the following languages:
    English


    Q. Does PEX support mobile devices?

    PEX supports the following devices:
    Android, iPad, iPhone


    Q. Does PEX offer an API?

    Yes, PEX has an API available for use.


    Q. What other apps does PEX integrate with?

    PEX integrates with the following applications:
    QuickBooks Online Advanced, Expensify, Emburse Certify Expense, Emburse Nexonia Expenses, Blackbaud CRM, Quickbooks Online, Xero, Microsoft Excel


    Q. What level of support does PEX offer?

    PEX offers the following support options:
    24/7 (Live rep), Knowledge Base, Email/Help Desk, Chat, Phone Support

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