PEX Reviews & Product Details

The most helpful thing about PEX is how it organizes every transaction. And it also gives transparent statements that helps keep our records organized. I also love the way PEX allows us to order multiple cards at once in one single batch. It is very easy to implement throughout our organization. There is also the ease of integration such as making cards for each vendor and keep them in a list whenever we need them to purchase any goods or services. The customer support is also great all team support are very helpful and friendly whenever we have any questions regarding our account or the different uses that we can implement on our logistics. Our organization frequently uses PEX whether it be for fuel for our equipment or to purchase materials and services. Review collected by and hosted on G2.com.

One downside of PEX is that funding can take a while to transfer to the account. In an emergency, our organization needs a fast way to fund certain services or purchase materials right away so operations can continue without interruption. Review collected by and hosted on G2.com.

I like that my receipts and notes are all in one place. I also really like the updates, such as Auto Enforcer, and the fact that I can add GL codes as tags. Review collected by and hosted on G2.com.

I have 9–10 PEX accounts that I reconcile, and they don’t all have the same reports available for each account. It would be nice if there was a uniformity in the reports. Review collected by and hosted on G2.com.

I love the ease of setup with PEX and how easy it is to navigate the portal. It's super quick to fund any card in our account with just a click of a button. The integration with QuickBooks also saves a ton of time administratively, and it's great that receipts and reimbursement requests can be sent directly from the app without needing to track down paper copies. The prompt and easy use of PEX helps solve issues quickly, providing peace of mind in potentially stressful situations. Review collected by and hosted on G2.com.

I would say when we are funding cards from the cards tab, it would be nice to have a notes section appear to add what funds are being sent for. It would also be nice to have the ability to allow our drivers to pull cash off their cards, if we allow it. So, some kind of permission to be able for them to do this if card is not accepted. The ability to send ACH payments to our drivers would also be a helpful option or allowing us to reallocate funds from their card accounts to their personal bank account if needed. Some vendors don't accept cards, and cash is king Review collected by and hosted on G2.com.

I love that PEX is extremely user-friendly and they are constantly making updates and improvements. My favorite feature is the digest email reminder, which allows me to reach out to multiple card-holders at once using different filters. The emails provide plenty of detail, so no further explanation is needed on my end, making it a great automated process. Adding new card-holders is a very easy process. Review collected by and hosted on G2.com.

I wish I could still check transactions as reviewed even if they do not include user notes or receipt attachments. The review status is how I know if I have entered a transaction into my spreadsheet for accounting purposes, so all transactions having an option for review (with or without receipts and/or notes) would be a helpful visual. Also, it is not automated with our ERP. Review collected by and hosted on G2.com.

I find PEX very easy to use and extremely user-friendly. It has lots of features that work well with QuickBooks, which we currently use for our financials. The integration between PEX and QuickBooks is almost seamless, making it very convenient for our operations. This integration is particularly important as it aids in monthly reporting and is just the easier form to use once you get the hang of it. Review collected by and hosted on G2.com.

I don't like that for bulk loading, we have to use a second app instead of having it integrated directly into PEX. It should just be built into PEX so you can do a bulk load without using an additional app. Also, there are some kinks in the system that need to be worked out, like how it pulls information. Sometimes a card gets declined, not because of money but due to other reasons. Review collected by and hosted on G2.com.

I like that PEX is fast in generating new credit cards. It allows us to have a flexible balance per credit card, and if we need to increase it at any time, it's easy to do that as well. Additionally, it keeps track of all the transactions that the company needs to make, so we can operate efficiently, in a good way. Review collected by and hosted on G2.com.

I wish that working with receipts and memos for the receipts after transactions were easier. After a transaction is made, we need to ensure that the cardholder sends back to PEX, the receipt and writes a memo about the transaction. This process is usually very manual and cumbersome. Review collected by and hosted on G2.com.

I like how PEX allows us to issue per diem cards and allocate funds instantly. The platform also supports setting spend restrictions, which is really helpful. I appreciate the user interface; it's simple and easy to use. We were able to transition to PEX quickly, getting set up with cards in just seven days. Review collected by and hosted on G2.com.

I wish there was a way employees could use the card at an ATM and get cash back, and they could just cover the surcharge from the ATM, but they would at least be able to have cash if they so chose. There is no direct integration, which makes it hard. Review collected by and hosted on G2.com.

I like PEX because the platform is fairly straightforward and easy to use. There are a number of different modalities to search and organize expenses, which are helpful when tracking expenses over longer periods of time. Review collected by and hosted on G2.com.

I've had a few issues when issuing new cards to teammates new to PEX - it's not always clear where the card is in the process/ tracking it. There have been a couple of occasions where we've had to have the cards resent a few times. Also, from my side as an administrator, it's not always clear how the process of setting up that card is going for my teammate. Review collected by and hosted on G2.com.

I like using PEX for money management and keeping our company account straight. It helps with time and visibility. I appreciate the ease of adding money to the main account and dispersing it to other accounts. The initial setup of PEX was super easy, and I love how easy it is to create accounts and set up cards. The reports feature is also something I find useful. Overall, I would highly recommend PEX. Review collected by and hosted on G2.com.

I need to have more than one schedule for card funding. I want to be able to add money to my cards on the 1st and the 15th, and currently, I cannot do that. Review collected by and hosted on G2.com.

I appreciate how easy it is to use, as well as the quality of the reports it generates. I also like the way it integrates smoothly with accounting software. Review collected by and hosted on G2.com.

I really wish the physical cards offered cash back benefits, instead of limiting this feature to just the virtual cards. Review collected by and hosted on G2.com.