PEX Features

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

I love that my wires get posted and funds can be used same day. The previous product we used would take a day to post and be available.

We had a rocky beginning, it took awhile for us to get approved.

The web interface is very easy to use. Ordering cards is simple and access to statements and transactions is very timely. PEX has really improved their fraud detection over time and it has caught issues and blocked them several times in recent years.

Sometimes customer support is challenging. Depends on who you get on the other end of the phone. Because of miscommunication, issues are not always resolved after the first call. However, I have always found the customer service reps to be polite.

Thank you for your positive feedback! We're pleased to hear that you find the web interface easy to use, and that ordering cards and accessing statements is simple and timely. We're glad that PEX's fraud detection has improved over time and has been effective in catching issues.

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.

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.

Thank you for your feedback! We're glad you find our system flexible and easy to manage. We appreciate your note about monitoring the balance during heavy use and will consider this in future improvements.

Excellent communication and response time to any questions or concerns.

Minor problems with getting new changes to procedures in documenting suspicious activity-but that was cleared us with one phone call to my Customer Success Manager.

Thank you for your feedback! We're pleased to hear that you appreciate our communication and response times. We apologize for any initial issues with new procedures, but we're glad to know they were quickly resolved with the help of your Customer Success Manager!

PEX is great for our business. We issue hundreds of cards and are able to easily control and manage each card with only 1 person at the helm. The reporting is fantastic and easy to use.

We really have no cons with PEX. The only complaint we have is that it is not yet compatible with our accounting software. But they do have connectivity to many softwares, so I would put the blame on us for using older software.X!

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!

Can Instantly add money to a card, or remove it. Can determine where the money can be spent.

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

Thanks for your review. So glad PEX could help your organization grow more streamlined and simplified, Cathryn!

We utilize PEX in conjunction with APLOS accounting software. They are a match made in heaven and integrate together pretty seamlessly. Our staff find the cards easy to use for in-person or online purchases and maintaining and matching receipts is very easy. The mobile app further enables functionality. The administrator capabilities are intuitive and well organized. Ordering new cards and inactivating cards is a snap. Finally, you have the option of either heavily managing user card usage or almost turning usage on auto-pilot and everything in between. It is easily tailored to your comfort level and policies.

I can't really come up with any other than perhaps a few vendors such as rental car facilities don't accept debit cards and that the daily use per card is $5,000, but very few transactions exceed that amount.

PEX is very simple to use. We give each driver their own card to use each day and it makes it very simple for the office to track where the expenditures are going on each route, each truck and every driver to use.

We switched from BizNOW Cards to PEX so it was just a matter of getting each driver familiar with it.

The setup process was very easy and the platform is user friendly. We’re able to track the expenses on time and reloading the cards is extremely easy and fast. The complete process was smooth and the cards work great.

So far we have not had any issues or cons with PEX.

Thank you for your feedback! We're thrilled to hear that you found the setup process easy and the platform user-friendly. It's great to know that tracking expenses and reloading cards have been smooth and efficient for you.

The usability of the cards and dynamic functionality of the merchant codes create a great environment for control and spend management.

Shipping of the physical cards was a little lengthier than we would have liked.

Thank you for your feedback. We're delighted to hear that you find the usability of the cards and the dynamic functionality of the merchant codes beneficial for control and spend management. We apologize for the delay in shipping the physical cards and appreciate your patience.

I like that the software is easy to work with and its able to provide detail information on all transactions.

I would love to be able to print the receipts that I uploaded to the system. That would make it so much easier to just print them out when its time for a report instead of keeping track of them individually for extended periods of time.

Hi Jason, thanks for your review! Just wanted to let you know that we¿ll be working on an enhancement for that exact use case in the next few months.

Very easy implementation was a PLUS. Card ordering and shipping process was smooth and intuitive via the PEX portal.

Integration into our contingency management solution was straighforward

I really like this system and how easy it is to use. The app is very user friendly. You can easily add receipts to your transactions and all of the information is loaded automatically. It also updates instantly. It really is a timesaver not having to do elaborate expense reports.

Not much bad to say about this. At first, I did have a little difficulty figuring out the right place to add my receipts, as it seemed there was more than one location, but I have sense then figured it out.

It was easy to set up and easy to use, and I love the dashboard because I can see my exact balance at any time. It's so convenient to scan my receipts in and they go right to our bookkeeper, and I can see them later on the app when I need to review them.

I didn't like having to add yet another app to my phone, but turns out it's well worth it.

Thank you for your wonderful feedback! We're thrilled to hear that you found the setup and usage easy, and that the dashboard and receipt scanning features are convenient for you. We understand the hesitation about adding another app, and we're glad to know it has been worth it. It's great to hear that both you and your admin/bookkeeper are enjoying PEX.

No pros were added to this review

No cons were added to this review

Thanks for reviewing.