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Expense management for controlling employee spending
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.
Typical customers
Platforms supported
Support options
Training options
Value for money
4.8
/5
21
Starting from
75
Per month
Per Feature
Value for money contenders
Functionality
4.9
/5
21
Total features
45
4 categories
Functionality contenders
Overall Rating
5.0
/5
21
Positive reviews
100
%
20
1
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0
0
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Jeanette R.
PB
Paul B.
CC
Candace C.
CB
Cathryn B.
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SUZY N.
SC
Steve C.
Overall rating contenders
Stephen P.
Verified reviewer
Entertainment, 51-200 employees
Used daily for 6-12 months
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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.
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 D.
Renewables & Environment, 51-200 employees
Used daily for 2+ years
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Excellent. Setup, support and adding users is a breeze.
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.
I can't think of anything that we didn't like
Knalidi D.
Food Production, 501-1,000 employees
Used daily for less than 6 months
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It's a decent product. Mostly intuitive.
Have to call customer service to order new cards
Paul B.
Hospitality, 11-50 employees
Used daily for 2+ years
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Anytime I've had to work with a customer service rep I've got my problem resolved. Love the software and the service
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.
The cards are magnetic stripe cards. not sure if new users are getting the chips or not but that would be a great upgrade.
Thanks for your review, Paul. We will be rolling out chip cards in 2019. Stay tuned!
Jennifer N.
Religious Institutions, 11-50 employees
Used weekly for 2+ years
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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.
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.
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.
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