PEX Features

Based on 94 PEX reviews and verified by the G2 Product R&D team. Creation of expense reports takes little time and is intuitive for new users

Based on 90 PEX reviews and verified by the G2 Product R&D team. Can easily pull in receipts from all credit card statements

Based on 89 PEX reviews and verified by the G2 Product R&D team. Automatically assigns categories/accounts based on past entries and credit card statements

Based on 93 PEX reviews and verified by the G2 Product R&D team. Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.

Based on 82 PEX reviews and verified by the G2 Product R&D team. Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

Based on 83 PEX reviews and verified by the G2 Product R&D team. Integrates with corporate or personal credit cards (import or bi-directional)

Based on 80 PEX reviews and verified by the G2 Product R&D team. Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

Based on 81 PEX reviews and verified by the G2 Product R&D team. Accepts electronic payments from clients

Based on 81 PEX reviews and verified by the G2 Product R&D team. Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

Based on 91 PEX reviews and verified by the G2 Product R&D team. Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

Based on 72 PEX reviews and verified by the G2 Product R&D team. Allows users to track mileage from mobile device using maps or GPS.

Based on 84 PEX reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Based on 81 PEX reviews and verified by the G2 Product R&D team. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Based on 88 PEX reviews and verified by the G2 Product R&D team. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Based on 87 PEX reviews and verified by the G2 Product R&D team. Enables administrators to create rules that enforce compliances of corporate time and expense policies

Based on 91 PEX reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 78 PEX reviews and verified by the G2 Product R&D team. Complies with PCI security standards

Based on 93 PEX reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards.

Based on 80 PEX reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Based on 72 PEX reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 91 PEX reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 84 PEX reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 70 PEX reviews and verified by the G2 Product R&D team. Offers embedded AI/machine learning

Based on 75 PEX reviews and verified by the G2 Product R&D team. Provides workflow for complex approval structures

Consolidates procurement data from multiple systems such as ERP systems and supply chain suites. 67 reviewers of PEX have provided feedback on this feature.

Based on 71 PEX reviews. Define rules and workflows that managers can use to approve different kinds of spending.

Align spending across various departments such as procurement and accounting. 67 reviewers of PEX have provided feedback on this feature.

As reported in 64 PEX reviews. Provide standard spend KPIs that can be customized by users.

Based on 65 PEX reviews. Use historical spend data to create benchmarks per company or department.

Identify savings opportunities per activity, department, or at the company level. This feature was mentioned in 64 PEX reviews.

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Track invoices based on due dates to identify overdue payments

Ability to compare AP automation metrics with other companies

Monitor KPIs such as time to process an invoice or erroneous payments

As reported in 10 PEX reviews. Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Reduces future risks through root cause analysis and process improvement

Reduces frequency of errors, identifies risk and improves efficiency

Scores suppliers and employees based on risk factors

Identifies and recoups funds and prevents errors from happening again

Offers reporting to aid in minimizing future lost profits and process breakdown

Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

Enables automatic checks of new vendors being set up in the system to combat potential billing schemes

Generates comprehensive data needed to conduct a thorough investigation

Provides continuous, proactive fraud monitoring across multiple systems and data formats

Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services 65 reviewers of PEX have provided feedback on this feature.

Based on 68 PEX reviews. Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets

Based on 68 PEX reviews. Report on spend transactions as they happen in real time

Reports that allow the user to sort and filter by vendor, team, GL, department, etc. This feature was mentioned in 68 PEX reviews.

The ability to export reports in various formats, such as excel, CSV, and Google Sheets This feature was mentioned in 65 PEX reviews.

As reported in 64 PEX reviews. Pay vendors through a dashboard or portal and maintain vendor payment information

Based on 65 PEX reviews. Manage and execute recurring payments, such as subscriptions, services, utilities, etc.

Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment This feature was mentioned in 64 PEX reviews.

Based on 61 PEX reviews. Allows for the electronic transfer of funds between banks

As reported in 66 PEX reviews. Real-time notifications for fraudulant and/or duplicate spending

Individual, unique cards for each vendor to help manage duplicate and overpayments This feature was mentioned in 66 PEX reviews.

As reported in 70 PEX reviews. Control spend limits, expiration dates, and lock and unlock stolen or lost cards

Anticipates needs and offers suggestions without prompting This feature was mentioned in 16 PEX reviews.

Capability to perform complex tasks without constant human input 29 reviewers of PEX have provided feedback on this feature.

Works across multiple software systems or databases 30 reviewers of PEX have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives