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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PEX Community

Product Description

PEX provides a safe way for employees and volunteers to make purchases without the use of petty cash or spending money out of pocket. With the PEX Platform church administrators can establish daily spending limits, transaction limits, specify approved merchant categories and specific vendors.

Overview by

Lindsay Allen

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

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Clayton K.

Accountant

Mid-Market (51-1000 emp.)

11/6/2025

"PEX Makes Company Credit Card Management Effortless"

5/5

What do you like best about PEX?

PEX provides a user-friendly portal that makes managing our company's credit cards incredibly easy. Whether it's adding new cards or categorizing transactions, PEX helps our company save both time and money every day. Our onboarding customer support representative ensured that implementing PEX into our daily operations was a seamless transition. The integration between PEX and our accounting software, QuickBooks, makes using our credit cards even more convenient. Review collected by and hosted on G2.com.

What do you dislike about PEX?

The only downside to PEX was transferring all of our recurring transactions from our old credit company while closing it out! Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thanks so much for the great feedback! We're glad to hear PEX has made managing your company cards simple and efficient. It’s great that the QuickBooks integration and onboarding experience helped streamline things. We appreciate your note about recurring transactions—our team is always working to make transitions even smoother.

Carla E.

Administrative Office Coordinator

Small-Business (50 or fewer emp.)

9/27/2024

"Professional presentation"

4.5/5

What do you like best about PEX?

The ability to reduce the waste of paper and be an efficient asset for the company as well as provide employees with real-time purchase power. Intergration of the purchasing process with our accounting software. The inovation of the team - they test out the features then release for usage that are not only useful for the company, vendors but for the employees as well. Employee can easily use the card in a lot of locations. Cards can be blocked if lost. A good turn around time when contacting customer support. After set up the process has been very easy to implement. It has been very helpful with our culinary staff by cutting the funding process by at least 75% and has progress to other ministries, freeing up our accounting staff for other operational needs. It also reduces the waste of paper and natural resources. The introduction of AI was amazing and cannot wait for the Auto enforcer component . The company is forward thinking. We have increased usage of the PEX and reduced our check process. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Sometimes trying to access new features is more complicated than the instructions provided. Would like to see video tutorials. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thank you for such a detailed and thoughtful review! We're thrilled to hear that PEX has been a valuable asset in streamlining your processes, especially with reducing paperwork and helping your culinary staff manage their funding more efficiently. We're also glad that our customer support team has been responsive when needed and that the overall implementation has been smooth for you.

We appreciate your feedback on the new features and the need for more detailed instructions in some areas. If there’s ever a specific feature or documentation you'd like more clarity on, please don't hesitate to reach out—we’re here to help!

Dave F.

Director of Human Resources

Mid-Market (51-1000 emp.)

7/22/2025

"Pex Solved 7 years of passing around credit cards, receipt tracking, and phone sales,"

5/5

What do you like best about PEX?

That you can order cards as you need them for new staff, if someone leaves, you can just de-activate the card. That is a certain level or protection and comfort my business needs. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Once I accidentally closed/deleted all the cards, It was a stupid mistake, but was too easy to make. The couldn't just turn them back on, once they are closed you have to order all new cards with all new numbers. This is a very shallow dislike because i really had to think of something. Review collected by and hosted on G2.com.

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

It solves the needs for individual credit cards for individual managers, as well as managing a line of credit, and receipt/expense collection and reporting. With this system it doesnt matter how many managers we issue cards to because we are able to control the cash that flows to the and put spend rules on the cards. Then it is super easy to photograph and upload your receipts as soon as you make a transaction. It has saved hours of my time tracking down receipts as well as worrying if cards are being mis-used, or if an employee leaves have to track down that credit card. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thanks for sharing such a thoughtful review. We're glad to hear that PEX has brought your team peace of mind and made managing cards, receipts, and spending so much easier. Being able to issue and deactivate cards quickly is one of the key ways we help teams stay flexible and secure.

Thanks again for being a customer and for taking the time to share your experience.

Lisa W.

CFO

Non-Profit Organization Management

Small-Business (50 or fewer emp.)

7/23/2025

"Great resource for team spending"

5/5

What do you like best about PEX?

This has reduced my time processing reimbursements significantly. It gives our employees more flexibility when buying company items. They don't have to go out of pocket and wait for reimbursement. I use PEX cards at 2 different organizations that I work with. Highly recommended!! Review collected by and hosted on G2.com.

What do you dislike about PEX?

The auto funding has limited options. It only offers auto funding on certain days.The sync between scheduled transfers & scheduled card funding is not clean. I would prefer to transfer on the last day of the month, then autofund on the first day of the month. When it tries to do both, some cards don't get funded...then I get phone calls. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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We're so glad PEX is helping you save time on reimbursements and making it easier for your team to make purchases without waiting to get paid back. We’ve shared your feedback with our product team to explore future enhancements. One suggestion that might help is using auto card funding along with daily or monthly spend rules to better control timing. Feel free to reach out to customersuccess@pexcard.com if you’d like more details.

Kathy L.

Account Payable and Receivable Coordinator

Small-Business (50 or fewer emp.)

7/23/2025

"Great Product however customer support is slow to provide resolution"

4/5

What do you like best about PEX?

We love how easy the receipt capture and tag coding is. We were preparing expense reports for each person with a credit card prior to using PEX. This is a huge time saver for our staff and admin support. Review collected by and hosted on G2.com.

What do you dislike about PEX?

The least helpful are the support team when we have integration issues. We have had multiple integration issues with Quickbooks desktop. As of today we cannot close our June books. An internal ticket was filed on 7/10 for this issue. Communication has been very poor in resolving this issue. This has occurred on multiple occasions since we joined July 2023.0 Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thanks for the feedback and for sharing how PEX has helped save your team time on expense reports. We’re glad to hear the receipt capture and tagging features have made a positive impact.

I looked into your case, and from what I can see, our support team was responsive and actively working with our engineering team to resolve the QuickBooks Desktop integration issue that you mentioned. Based on the latest update, it looks like the issue has been resolved, which is great news!

That said, I completely understand how delays during a month-end close can be frustrating. We appreciate your patience and will continue working to improve communication and turnaround time on these types of requests.

Evan D.

Alumni Counselor

Mid-Market (51-1000 emp.)

6/10/2025

"PEX make managing stipends simple"

4.5/5

What do you like best about PEX?

It is extremely simple to disperse money to cardholders. It is also very easy to restrict certain vendors so I know that the money is being used for it's intended purpose. Support has always been extremely helpful and quick to solve any issues that I have had. Review collected by and hosted on G2.com.

What do you dislike about PEX?

The only issues to using PEX is that our cardholders often need to rent certain supplies, but this type of card will not all it to be used for a rental. Review collected by and hosted on G2.com.

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

We use PEX to give stipends for students to have money for books and supplies through their college semesters. Before we used PEX, we used gift cards that were extremely limited and couldn't be used at certain places. This meant that students often couldn't buy their books at their own school bookstore. This used the money for things it was not intended for. It also meant that it could be used anywhere and would again be used on anything without any knowledge of how it was used. The ability for students to be able to use this card in person or online and being able to limit the places it can be used has allowed the money to be used in its intended way and more effectively. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thanks for the great review! We're happy to hear that PEX has made it easier to manage stipends and ensure funds are being used as intended. It’s great to know our support team has also been helpful along the way.

We understand that rental-related transactions aren’t supported with your current card product. That’s a common limitation with prepaid cards. If this is a frequent need, we do offer a Credit Expense solution that supports a wider range of transaction types, including rentals. You can learn more here: https://www.pexcard.com/pex-credit-expense/

Karen D.

Accounts Receivable Coordinator

Mid-Market (51-1000 emp.)

10/15/2025

"PEX is a great tool for any business"

5/5

What do you like best about PEX?

PEX makes the process very easy to submit receipts. The notifications help make it easy so you never forget to log a receipt. As an administrator, I like how easy it is to review funding requests and view transactions for approvals. Review collected by and hosted on G2.com.

What do you dislike about PEX?

The only downsides seem to be when people don't attach receipts or tags but PEX is always creating new ways to help and now there is a new tool for that! Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thank you for sharing your feedback. We're so glad to hear PEX makes it easy to manage receipts and approvals while keeping your team on track with notifications. We appreciate you noticing our ongoing updates to improve receipt and tag management, it’s great to see those enhancements making a difference.

David S.

Director of Finance

Mid-Market (51-1000 emp.)

9/25/2024

"Flexibility for spending and built in internal controls"

5/5

What do you like best about PEX?

We use the pre-paid debit card feature on the pex cards, and I really like the flexibility of adding funds to cards as spending comes in cycles. The same team member might have very little expenses 10 months out of the year, and a lot of expenses during high traffic times, and this gives us the flexibility to add and remove funds easily. I also like the built in reviewing and approvals for great internal controls. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Car rental companies do not like pre-paid debit cards. I know that is not something that you can control, but that is probably the only thing that keeps us from exclusively using Pex. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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Thank you for your review! We're glad PEX’s flexibility and internal controls are helping streamline your team's spending. While we can’t control car rental companies' policies on pre-paid cards, we do offer a Credit Expense solution that works well for rentals. You can learn more at https://www.pexcard.com/pex-credit-expense/ or reach out to customersuccess@pexcard.com to schedule a demo. Thanks again!

Jose C.

Sr Accountant & PEX admin

Mid-Market (51-1000 emp.)

9/25/2024

"PEX Usage for a larger company"

5/5

What do you like best about PEX?

What we like most about PEX is the ease of use for our multitude of employees. We have 200+ cards issued to all our employees and it takes very little training for people to use and learn how to code. It has helped us pay vendors and get projects completed quickly with little paperwork from our accounting department. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Having a person to reach out to for errors or issues that are ongoing and persistent would be very helpful. Our rep hasn't always been helpful and available to us. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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We're glad to hear that PEX has been easy for your large team to use, and that it has helped streamline vendor payments and project completions with minimal paperwork for your accounting department. I’d love to hear more specifics on the tech issues you’re experiencing and how we can support getting those resolved. Please contact us at customersuccess@pexcard.com, and we can connect directly to review your account. It’s great to know that PEX has reduced paperwork and simplified vendor payments for your organization. We look forward to continuing to support your business needs!

Shannon L.

10/15/2025

"Swift Card Funding with Supportive Team, Needs Better Bulk Upload Tools"

4/5

What do you like best about PEX?

I appreciate the easy onboarding process with PEX, as the training was very straightforward. The support team was helpful in facilitating the ordering of cards. The ease of funding cards efficiently stands out, and I also like the detailed business and transaction reports available. Review collected by and hosted on G2.com.

What do you dislike about PEX?

I found that more guidance would have been helpful when uploading a CSV file for a large quantity of PECS cards. It was challenging to navigate the ordering of multiple cards using a CSV file. Also, card declining for our referrals is another issue I faced. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

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We're happy to hear the onboarding process was smooth and that our team was helpful in getting your cards ordered and funded quickly. We appreciate your feedback about the bulk card upload process, this can be tricky the first time. We recommend reviewing our step-by-step guide for creating bulk card orders here: https://support.pexcard.com/s/article?name=000001132-How-to-Create-a-Bulk-Card-Order

If you continue to experience any card decline issues for your referrals, please reach out to adminsupport@pexcard.com so we can take a closer look.