PEX Reviews

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!

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

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.

It's a decent product. Mostly intuitive.

Have to call customer service to order new cards

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!

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.

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

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!

With 9 Crews on the road PEX is the lifesaver that keeps them funded for daily job needs, but keep our costs in check. With Daily Spend rules and limits, we can control how much is being spent each day. One less thing to worry about during the day to day grind! Very easy to set up and use. Crews use it just like a credit card.

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

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!

PEX is great for companies, churches, groups etc that have multiple people who spend money. 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! It is also nice to have so many people drawing from the same account and they get to upload their receipts so no messing around with turning them in paper version!

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.

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

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

It's so easy to manage the whole team's finances. I love that I'm not having to micromanage every single purchase but can easily see all the purchases that were made by each employee and manage limits and overall budget.

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.

Its fast, easy, and convenient . Customer Service is awesome!

We have been using PEX for 2 years, and have had zero issues. No cons for me to report!

Very easy to manage. Not complicated at all.

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

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.

I use this to manage my prepaid PEx card when I work promotional modeling gigs. I will buy products with my PEX card and have to enter the info of what I purchased within the app.

There is nothing I dislike about this software.

Ease of use, multiple cards, easy transfers

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.

Thank you for your review!

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.

Easy app for PEX card user to reconcile purchases. Easy platform for our accounting team to transfer funds to cards, manage reconciliations and pull report to upload to our accounting software.

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

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

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.

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

No pros were added to this review

No cons were added to this review

Thanks for reviewing.

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

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