PEX Features

PEX

Expense management for controlling employee spending

4.95/5 (21 reviews)

Competitor Feature Comparison

ACH Payment Processing
API
Account Reconciliation
Accounting
Accounting Integration
Accounts Payable
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Trail
Bank Reconciliation
Budgeting/Forecasting
Compliance Management
Corporate Card
Credit Card Management
Data Import/Export
Data Security
Debit/Credit Card Processing
Duplicate Payment Alert
ERP
Electronic Payments
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
For Religious Organizations
Fraud Detection
In-Person Payments
Invoice Management
Invoice Processing
Mobile Access
Mobile Payments
Mobile Receipt Upload
Multi-Currency
Online Payments
PCI Compliance
Payment Processing
Point of Sale (POS)
Prepaid Cards
Purchase Order Management
Real Time Data
Real Time Monitoring
Real Time Reporting
Real-time Updates
Receipt Management
Recurring/Subscription Billing
Reimbursement Management
Reporting & Statistics
Reporting/Analytics
Spend Analysis
Spend Control
Supplier Management
Third Party Integrations
Time & Expense Tracking
Transaction History
Transaction Monitoring
Vendor Management
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ACH Payment Processing
API
Account Reconciliation
Accounting
Accounting Integration
Accounts Payable
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Trail
Bank Reconciliation
Budgeting/Forecasting
Compliance Management
Corporate Card
Credit Card Management
Data Import/Export
Data Security
Debit/Credit Card Processing
Duplicate Payment Alert
ERP
Electronic Payments
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
For Religious Organizations
Fraud Detection
In-Person Payments
Invoice Management
Invoice Processing
Mobile Access
Mobile Payments
Mobile Receipt Upload
Multi-Currency
Online Payments
PCI Compliance
Payment Processing
Point of Sale (POS)
Prepaid Cards
Purchase Order Management
Real Time Data
Real Time Monitoring
Real Time Reporting
Real-time Updates
Receipt Management
Recurring/Subscription Billing
Reimbursement Management
Reporting & Statistics
Reporting/Analytics
Spend Analysis
Spend Control
Supplier Management
Third Party Integrations
Time & Expense Tracking
Transaction History
Transaction Monitoring
Vendor Management
Visit WebsiteCompare App
ACH Payment Processing
API
Account Reconciliation
Accounting
Accounting Integration
Accounts Payable
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Trail
Bank Reconciliation
Budgeting/Forecasting
Compliance Management
Corporate Card
Credit Card Management
Data Import/Export
Data Security
Debit/Credit Card Processing
Duplicate Payment Alert
ERP
Electronic Payments
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
For Religious Organizations
Fraud Detection
In-Person Payments
Invoice Management
Invoice Processing
Mobile Access
Mobile Payments
Mobile Receipt Upload
Multi-Currency
Online Payments
PCI Compliance
Payment Processing
Point of Sale (POS)
Prepaid Cards
Purchase Order Management
Real Time Data
Real Time Monitoring
Real Time Reporting
Real-time Updates
Receipt Management
Recurring/Subscription Billing
Reimbursement Management
Reporting & Statistics
Reporting/Analytics
Spend Analysis
Spend Control
Supplier Management
Third Party Integrations
Time & Expense Tracking
Transaction History
Transaction Monitoring
Vendor Management
Visit WebsiteCompare App

Mobile apps

iOS App


96 reviews

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


259 reviews

PEX Feature Reviews

19 reviewers had the following to say about PEX's features:

Jeanette R.

Great product solution

2019-02-06

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

Pros

Easy platform for our accounting team to transfer funds to cards, manage reconciliations and pull report to upload to our accounting software.

Cons

None, once all team members were trained properly this system works fantastic.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Stephen P.

Completely revolutionized the way we track spending on film productions

2019-01-24

Pros

Enter PEX which captures expense data automatically and has mobile photo uploads of receipts, completely revolutionizing our process.

Cons

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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jason P.

I use the software in my current role

2018-05-11

Being able to have all the transactions with detail information.

Pros

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

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Prepaid Expense Card Solutions


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.

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April K.

PEX for the Win!

2019-02-07

I highly recommend PEX to anyone who is looking for ways to simplify their employees per diem usage.

Pros

Its fast, easy, and convenient .

Cons

No cons for me to report!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dusti K.

Great Product!

2018-11-17

This is especially helpful and also makes it easy to track.

Pros

It really is a timesaver not having to do elaborate expense reports.

Cons

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.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Samir S.

Awesome solution to managing your company's employee's expenses

2016-12-06

They're easy to use simple dashboard tells you everything.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Prepaid Expense Card Solutions


Thanks for reviewing.

Read more
Mark D.

PEX Cards: Simplifying your Employee Purchases

2019-10-18

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.

Cons

I can't think of anything that we didn't like

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jennifer N.

PEX is a great alternative to reimbursement checks for regular volunteers

2020-09-30

I would caution that recordkeeping is easiest when an individual only needs to use the card for a single expense account area.

Pros

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.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
SUZY N.

Great Debt Free Resource

2019-09-12

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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!

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Cathryn B.

One of the best decisions we made

2019-02-06

This has helped us track our spending and actually get our receipts.

Pros

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

Cons

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

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PEX


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

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Steve C.

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

2018-06-12

The flexibility it gives me as the account manager to painlessly manage my team while empowering them to lead their departments.

Pros

It's so easy to manage the whole team's finances.

Cons

I honestly can't think of many. This has been very helpful software for our team and has even enabled us to empower our volunteers and give them cards as well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Candace C.

PEX is amazing!!

2019-02-06

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.

Pros

I use this for our church and it is so easy to transfer money between cards and as long as you have the money in the PEX account you can transfer the money for your people and they have it immediately!

Cons

The only thing I don't like is how many days it takes for money to transfer from the bank to the PEX card account. I understand it's probably just like when using a debit card and it doesn't always show up right away.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Stephanie F.

Great Access to Cash

2019-01-24

We have employees located outside of our headquarters who have quick access to make purchases for items that require immediate payment.

Pros

Easy cash access for purchases with low liability by only funded what is needed.

Cons

We have had an issue lately with fraudulent charges, but that can happen with any credit card.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Paul B.

Great cash management tool

2019-01-24

Anytime I've had to work with a customer service rep I've got my problem resolved. Love the software and the service

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PEX


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

Read more
Lesa W.

Great product

2019-05-12

I have had great experience with PEX. It is easy to use and easy to put money onto it.

Pros

This card is easy to use and can be used in any store.

Cons

There has been one store I cannot use the card as a credit, I have to use it as debit. The rest of the stores I can use it as credit.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PEX


Thanks for your review Lesa! We hope the simplicity of the PEX platform helps you to organize and grow your business.

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Anonymous
(Religious Institutions company, 51-200 employees)

PEX Review

2019-01-09

It's so easy to use.

Pros

The ease of uploading a receipt and image as well as coding it. So easy!

Cons

I have seen a purchase not go through on the app.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 11-50 employees)

Perfect product for our department heads

2019-01-24

Pros

Ease of use, multiple cards, easy transfers

Cons

I wish there was an auto-reload option that would allow a predetermined amount to be transfered from the bank to a card on a certain date.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PEX


Thank you for your review!

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Dawn D.

Efficient

2019-01-30

We use PEX as per diem cards for traveling employees. It is very convenient when a sudden trip comes up & we can load the card from anywhere.

Pros

Very easy to manage.

Cons

I honestly can't think of a negative issue that we've had to deal with.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Katie K.

Keeps our Costs down, and our Crews Funded!

2019-08-28

Pros

One less thing to worry about during the day to day grind! Very easy to set up and use.

Cons

Takes 1-2 weeks to get new cards. No issues other than that.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more