PEX Reviews & Product Details

The PEX platform allows customers to issue and manage cards for a wide variety of applications. PEX is a trusted, mature business with more than a decade spent listening to customers, servicing their industries, and understanding their markets. All of the platform’s key features and capabilities have been designed, built and refined in-house to address customer requirements. Features such as a proprietary payments stack, bank integrations, customer portals, all of the platform’s secure data infrastructure.

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PEX

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Overview by

Lindsay Allen

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

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Brenda L.

Senior Property Accountant

Small-Business (50 or fewer emp.)

2/4/2026

"Receipts, Notes, and GL Tags in One Place—Plus Helpful Updates Like Auto Enforcer"

4.5/5

What do you like best about PEX?

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.

What do you dislike about PEX?

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.

What problems is PEX solving and how is that benefiting you?

I was having issues getting cardholders to reconcile their accounts in a timely manner. I would start making my entries in PEX, only to find that a user still hadn’t finished uploading receipts or adding notes about the purchase. With auto enforcer, users are prompted to reconcile their transactions on time, which has helped keep things moving more consistently. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thanks for sharing this. We are glad to hear Auto Enforcer is helping keep reconciliations moving and that having receipts, notes, and GL tags in one place has been valuable for your workflow.

For the reporting differences across accounts, please reach out to adminsupport@pexcard.com with your account names and the reports you need access to, and our team will get everything aligned. We appreciate the feedback and your partnership.

KaLynn H.

2/4/2026

"Effortless Card Management with Quick Setup"

4.5/5

What do you like best about PEX?

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.

What do you dislike about PEX?

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.

Response from Zach Reichenberger of PEX

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Thanks for sharing your experience. We are glad to hear setup has been quick, funding cards is easy for your team, and the QuickBooks integration and in app receipts are helping reduce administrative work and stress.

We also appreciate the candid feedback around notes, cash access, and alternative payment options. For situations where vendors do not accept cards or when individuals need to be reimbursed directly, our reimbursement feature may be a good fit. It allows you to reimburse individuals through PEX while still maintaining visibility and control. We have included a support article below on this feature but please reach out to adminsupport@pexcard.com if you want to learn more.

See how PEX improved

Caroline O.

2/4/2026

"User-Friendly with Stellar Features"

5/5

What do you like best about PEX?

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.

What do you dislike about PEX?

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.

Response from Zach Reichenberger of PEX

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Thanks for taking the time to share this. It is great to hear the digest email reminders have been a strong fit for your workflow and that adding new cardholders has been straightforward.

We appreciate the thoughtful feedback on transaction review status and ERP automation. That kind of visibility is important for accounting processes, and input like this helps guide where we continue to improve. Thanks again for the detailed review and for sharing how your team uses PEX.

Meghan P.

Staff Accountant / Finance Analyst

2/4/2026

"Streamlined Financial Management, Needs Enhanced Bulk Loading"

4.5/5

What do you like best about PEX?

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.

What do you dislike about PEX?

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.

Response from Zach Reichenberger of PEX

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Thanks for taking the time to share this feedback. It is great to hear the QuickBooks integration has been helpful for reporting and that PEX has simplified disbursements for your team.

We appreciate you calling out the bulk loading experience and the issues you have seen with declines. Please reach out to us at adminsupport@pexcard.com so we can hear more about the kinks you are experiencing and take a closer look at what is happening. Thanks again for the thoughtful review and input.

Paulette R.

1/31/2026

"Streamlined Expense Tracking with Real-Time Insights"

5/5

What do you like best about PEX?

I really like PEX because it creates real-time bookkeeping, which saves us a lot of time at the end of the month. It provides automatic insight into how much has been spent, and I can track spending by person and by vendor, making everything super streamlined. What I like most about PEX is the ability to have an interface directly into our bookkeeping software, which gives me more time to analyze spending rather than coding and categorizing spending. Also, I found PEX very easy to set up. Review collected by and hosted on G2.com.

What do you dislike about PEX?

I wish that PEX could notify users automatically when they don't tag their transactions. I still have to track that down manually. I'd love there to be an automatic notification that goes to the user when a transaction is missing a tag, and maybe even lock the account until they tag their prior transactions. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Good news. We do have the functionality you’re looking for. It’s called Auto Enforcer and it can be found in the Apps section of the PEX platform. Auto Enforcer is a productivity app that allows admins to create rules that automatically prompt cardholders and can temporarily block cards until required actions are completed like tagging a transaction, uploading a receipt or adding notes. This helps eliminate manual follow up and keeps transactions clean in real time.

We really appreciate you taking the time to share your experience. Feedback like this helps us continue to improve how teams manage spend and stay compliant.

See how PEX improved

Jose G.

Mid-Market (51-1000 emp.)

2/4/2026

"Efficient Fund Distribution, Quick Setup"

4.5/5

What do you like best about PEX?

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.

What do you dislike about PEX?

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.

Response from Zach Reichenberger of PEX

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Thanks for sharing this feedback. It is great to hear that creating cards, adjusting balances, and tracking transactions has been fast and flexible for your team.

We also appreciate the note around receipts and memos. If you have not already, features like Auto Enforcer and in app reminders can help reduce manual follow up by prompting cardholders to submit receipts and notes automatically. Input like this helps us continue to improve those workflows. Thanks again for taking the time to leave a review.

Myles C.

Accountant

2/4/2026

"Quick Setup with User-Friendly Interface"

3.5/5

What do you like best about PEX?

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.

What do you dislike about PEX?

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.

Response from Zach Reichenberger of PEX

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It is great to hear your team was able to get up and running quickly and that issuing per diem cards, allocating funds instantly and setting spend restrictions have been working well for you. We appreciate the feedback around cash access and integrations. Thanks again for the thoughtful review and feedback.

Josh Y.

1/29/2026

"Straightforward Platform"

4.5/5

What do you like best about PEX?

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.

What do you dislike about PEX?

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.

Response from Zach Reichenberger of PEX

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Thanks for sharing your feedback. We’re glad to hear the platform is easy to use and that the expense tools are helpful for tracking spend over time. It’s great to see PEX supporting your team in managing church expenses more easily, and we’re always here if you need help along the way.

Rena H.

12/23/2025

"Effortless Money Management with PEX"

5/5

What do you like best about PEX?

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.

What do you dislike about PEX?

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.

Response from Zach Reichenberger of PEX

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Thanks for the review and for recommending PEX. We’re glad to hear the platform has helped improve visibility and made funding and card management easy for your team.

Regarding multiple funding schedules, we do offer a potential solution through our Batch Funding App, which allows you to set up funding rules to distribute funds across cards. This may support use cases like funding on both the 1st and the 15th, depending on how you’re looking to fund. I recommend reaching out to adminsupport@pexcard.com to learn more and see if batch funding is the right fit for you. Thanks!

Leah T.

Finance Director

Small-Business (50 or fewer emp.)

1/7/2026

"Effortless to Use with Excellent Reports and Seamless Integration"

4.5/5

What do you like best about PEX?

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.

What do you dislike about PEX?

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.

Response from Zach Reichenberger of PEX

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Thanks so much for the thoughtful review and for calling out the ease of use, reporting, and accounting integrations. We are glad PEX is helping simplify card management, visibility, and reconciliation for your team.

On the cash back point, we wanted to clarify that our Credit Expense product does offer rebates on both virtual vendor cards as well as physical team member cards. If you are interested in learning more about Credit Expense and if it is a good fit for your use case, feel free to reach out to customersuccess@pexcard.com to set up a quick conversation or demo.

See how PEX improved