--- title: PEX Reviews meta_title: 'PEX Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 195 reviews by the users' company size, role or industry to find out how PEX works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 195 scale: '5' date_modified: '2026-08-12' parent_category: name: Travel & Expense url: https://www.g2.com/categories/travel-expense --- # PEX Reviews **Vendor:** PEX **Category:** [Expense Management Software](https://www.g2.com/categories/expense-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 195 ## About PEX PEX (also known as PEX Card or PEXCard) is an expense management and corporate card platform specifically designed to meet the needs of finance teams seeking enhanced control, visibility and efficiency in managing company expenditures. With over a decade of experience serving various industries, PEX has established itself as a reliable solution for organizations looking to streamline their spending processes at scale. The platform is developed and maintained in-house, ensuring that users benefit from a secure and dependable system backed by extensive expertise in payments and financial operations. The target audience for PEX includes finance professionals and teams within organizations of all sizes that require a robust system for managing expenses. The platform is particularly beneficial for companies that deal with high volumes of transactions and need to maintain strict compliance and oversight. PEX addresses specific use cases such as automating expense reporting, enforcing spending policies, and integrating seamlessly with existing financial systems, thereby reducing the administrative burden on finance teams. Key features of PEX include AI-powered tools that significantly enhance the expense management process. The Auto Tagger feature automates general ledger coding, while the Auto Enforcer ensures compliance by restricting card usage until necessary expense details are provided. Additionally, PEX offers real-time receipt capture and matching, customizable spend controls, and approval workflows that facilitate smoother transaction processing. The platform also provides virtual cards and direct integrations with over 50 ERP and accounting systems, ensuring that all transactions are automatically synced and ready for reconciliation. By utilizing PEX, finance teams can close their books more quickly, minimize errors, and prevent overspending. The platform has been shown to save customers an average of 657 hours annually, translating into significant efficiency gains and cost control. This allows finance professionals to redirect their focus from administrative tasks to strategic financial management, ultimately enhancing the overall financial health of the organization. PEX stands out in the expense management category by combining advanced technology with a deep understanding of financial operations, making it a valuable tool for modern finance teams. ## PEX Pros & Cons **What users like:** - Users find PEX's **ease of use** invaluable, significantly streamlining management and saving time on expense reports. (63 reviews) - Users commend the **excellent customer support** from PEX, which is responsive and helpful during implementation and daily operations. (29 reviews) - Users appreciate the **convenience** of PEX for real-time expense tracking and streamlined workflows, saving valuable time. (23 reviews) - Users appreciate the **real-time visibility** and efficiency of PEX for managing expenses and budgets effectively. (23 reviews) - Users value the **flexibility of virtual cards** , enabling easy adjustments and efficient budget management across chapters. (21 reviews) - Users highlight PEX as a **significant time-saver** , streamlining financial processes and reducing administrative burdens effectively. (20 reviews) - Easy Setup (19 reviews) - Efficiency (19 reviews) - Users value the **seamless management of employee credit cards** , making expense tracking and approvals effortless. (19 reviews) - Tracking Ease (18 reviews) **What users dislike:** - Users find **card issues** frustrating, including cash back limits and acceptance problems at certain locations. (23 reviews) - Users face **approval issues** with PEX, experiencing delays in receiving cards and verifying bank accounts. (16 reviews) - Users find the **limited options** for auto funding and card loads restrictive, impacting overall usability. (12 reviews) - Users experience **integration issues** with QuickBooks and Aplos, impacting functionality and report controls. (11 reviews) - Users find the **poor customer support** frustrating, often experiencing delays and unresolved transaction syncing issues. (11 reviews) - Users find **receipt management time-consuming and cumbersome** , wishing for easier, more streamlined processes for handling receipts. (11 reviews) - Manual Entry (9 reviews) - Lack of Integration (7 reviews) - Limited Acceptance (7 reviews) - Purchasing Issues (7 reviews) ## PEX Reviews ### 1. Balances Dashboard Handy, Setup Needs Clarity **Rating:** 2.5/5.0 stars **Reviewed by:** Antonia M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2026 **What do you like best about PEX?** I appreciate the elimination of credit card use for small purchases, which simplifies my purchasing process. I find the PEX Dashboard valuable because it's visible for card balances, helping me manage my finances with ease. The setup process was also fairly easy, making the transition smooth. **What do you dislike about PEX?** Funding was somewhat difficult, perhaps not clearly outlined in how to set up. **What problems is PEX solving and how is that benefiting you?** I use PEX for purchasing, eliminating the need for credit cards for small buys. The Dashboard is helpful as it's visible for card balances. **Official Response from Zach Reichenberger:** > Thank you for your feedback and for highlighting the value of the PEX Dashboard and simplified purchasing process. We appreciate your comments around funding setup. PEX offers several funding options; including wire, ACH and same-day ACH. As well as flexible card funding workflows that can be automated, scheduled or manual based on your needs. A member of our Customer Success team will be reaching out directly to help simplify setup and ensure you’re getting the most out of PEX. We’re confident that with a quick conversation, we can help improve your experience and earn that 5-star rating. We would love for you to revisit this review after your connect with our team. ### 2. New to PEX **Rating:** 3.0/5.0 stars **Reviewed by:** Johnalyn Pua S. | Finance manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PEX?** Seems easy to use from the demo view and after talking to a rep for the first time. **What do you dislike about PEX?** First experience with customer service wasn’t great. Found there was a lot that could be worked on. And left me feeling nervous about continuing… **What problems is PEX solving and how is that benefiting you?** From the call it appears they are continuously working to improve for customers. **Official Response from Zach Reichenberger:** > We’re sorry your initial customer service experience didn’t meet expectations. We’d love the opportunity to make it right and hopefully earn a higher review rating from you. Please reach out to us at customersuccess@pexcard.com so we can connect directly and address your concerns. ### 3. PEX allows us to use their services in a unique way that benefits a nonprofit serving our community. **Rating:** 3.0/5.0 stars **Reviewed by:** Amanda K. | Associate Manager of Volunteers and Programs, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2025 **What do you like best about PEX?** There are many options to export reports and look at card utilization. **What do you dislike about PEX?** The cards we have to purchase are very expensive and we tend to have to order a lot due to cards being lost by recipients. **What problems is PEX solving and how is that benefiting you?** Our noprofit uses PEX in a very unique way. We use PEX cards to give to students enrolled in public schools to purchase food after school/on weekends. We like how we can make rules on where cards can be spent. We wish we were able to control what items they are buying at each store. For example, all recipients should be using the cards to purchase food. They are allowed to purchase food at a store like Target, but we cannot monitor what they are specifically purcahase at target. **Official Response from Zach Reichenberger:** > Thank you for your review! We're thrilled to support your nonprofit’s mission and glad our reporting tools help manage your program. While our merchant category restrictions help, we appreciate your feedback on more granular controls and will share it with our product team. We also noticed your 3-star rating—if there’s anything we can do to improve your experience, we’d love to hear from you directly. Feel free to reach out to adminsupport@pexcard.com. Thanks for all you do in your community! ### 4. The functionality is outdated but appreciate the multiple card feature **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about PEX?** Easy card funding for requests and maintaining budget for different chapters. **What do you dislike about PEX?** Outdated reporting process and integrations that don't function all the time. **What problems is PEX solving and how is that benefiting you?** Easy card funding for requests and maintaining budget for different chapters. **Official Response from Zach Reichenberger:** > Thanks for the feedback. Glad to hear the card funding and chapter budgeting features are working well for you. If you're open to sharing more about the integrations you use most, we'd love to understand more so we can make the right fixes. Please feel free to reach out to adminsupport@pexcard.com ### 5. New to PEX **Rating:** 2.5/5.0 stars **Reviewed by:** Lindsey J. | Customer Service Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about PEX?** I like how user friendly the dashboard is. **What do you dislike about PEX?** I wish there were better ways to search through specfic cards that aren't assigned as we have about 500. **What problems is PEX solving and how is that benefiting you?** Easier way for them to get the money right away **Official Response from Zach Reichenberger:** > Bummer to hear about the difficulty searching through unassigned cards — with that many, we know it can be a challenge. We’d love the opportunity to help improve your experience and hopefully get that review up to a 5-star rating. Our team will be reaching out to assist and explore a better solution with you. ### 6. pex use **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about PEX?** i like that we can move funds as needed. **What do you dislike about PEX?** I am still upset about the explanation given about charging our account. I feel your instructions were unclear and misleading. Moving money takes an annoying long amount of time. **What problems is PEX solving and how is that benefiting you?** We can give an employee access to funds to purchase without handing them cash. **Official Response from Zach Reichenberger:** > We’re glad to hear PEX makes it easier to manage employee spending without using cash. We’re sorry to hear about your frustration. Since the review was submitted anonymously, we’d really appreciate the chance to learn more. Please reach out to us at customersuccess@pexcard.com — we’d love to understand your experience better and work toward earning that 5-star rating! ## PEX Discussions - [What is PEX used for?](https://www.g2.com/discussions/what-is-pex-used-for) - 1 comment, 1 upvote - [View PEX pricing details and edition comparison](https://www.g2.com/products/pex/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+20%3A56%3A02+-0500&secure%5Bsession_id%5D=cf52072d-7d0c-4d9c-8c23-2b6276713ae5&secure%5Btoken%5D=0ab1114e448f2cd1361dda1f713dbf9eed571a131b12e74f232ad2e728f0f191&format=llm_user) ## PEX Integrations - [ACS Technologies](https://www.g2.com/products/acs-technologies/reviews) - [Acumatica](https://www.g2.com/products/acumatica/reviews) - [Airtable](https://www.g2.com/products/airtable/reviews) - [Anthropic SDK](https://www.g2.com/products/anthropic-sdk/reviews) - [Aplos](https://www.g2.com/products/aplos/reviews) - [Blackbaud Financial Aid Management](https://www.g2.com/products/blackbaud-financial-aid-management/reviews) - 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Ease of Creating Expense Reports - Bank / Credit Card Integration - Smart Categorization - Digital Receipt Management - Employee Reimbursement - Corporate Card - Credit Card Management **Setup** - Data - Approvals - Alignment - Real-Time Data **Invoice Management** - Capture - Repository **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - Expense Management** - Autonomous Task Execution - Cross-system Integration **Travel Management** - Ease of Booking - Itinerary Management - Trip Notifications - Advanced Integrations - Online Booking - Credit Card Management - Booking Management - User Management - Restriction Management - Reservations Management - Reimbursement Management - Vendor Management - Travel Management - Promotions Management - Workflow Management - Receipt Management - Supplier Management - Compliance Management - Policy Management - Invoice Management - Real-Time Notifications - Third-Party Integrations - Timesheet Management - Invoice Management - Reimbursement Management - Real-Time Notifications **Performance** - KPIs - Benchmarks - Savings **Invoice Processing** - Payments - Workflows - Recurring Payments **Analytics** - Due Dates **Payment Cards** - One-time Virtual - Recurring Virtual - Physical **Client Invoicing** - Electronic Payments - Project Accounting / Revenue Recognition - Biometric Recognition - Optical Character Recognition **Integration** - Accounting - Payment Integration - ERP - ERP integration **Reporting** - Real-Time Monitoring - Multiple Views - Data Import/Export - Budgets - Real-Time Updates - Real-Time Reporting - Real-Time Analytics **Generative AI - Expense Management** - Image-to-Text - Text Generation - Text Summarization **Additional Functionality** - Audit Trail - Secure Data Storage - AI Copilot - Approval Process Control - Data Import/Export - Duplicate Detection - Expense Claims - Budgeting/Forecasting - Customizable Fields - Spend Control - Customizable Templates - Access Controls/Permissions - Reporting & Statistics - Automated Receipt Matching - Mobile Receipt Upload - Billable & Non-Billable Hours - Financial Analysis - Categorization/Grouping - Single Sign On - Activity Dashboard **Payments** - Vendor - Recurring - Employee Reimbursements - ACH - Reimbursement Management **Mobile** - Receipt Capture - Mileage Tracking - Travel Itinerary and Flight Status Updates - Expense Tracking - Real-Time Updates **Platform** - Embedded AI / Machine Learning - Complex Approval Workflow - Generative AI **Fraud & Risk Management** - Notifications - Unique Cards - Controls - Budget Control - Approval Process Control - Spend Control - Prepaid Cards **Administration** - PCI Regulation Compliant **Agentic AI - Spend Management** - Proactive Assistance **Additional Functionality** - Reminders - Activity Tracking - Invoice Processing - Accounting Integration - Categorization/Grouping - Reporting & Statistics - Configurable Workflow - Spend Analysis - Expense Tracking - Third-Party Integrations - Accounting - Audit Management - Approval Workflow - AI Copilot - Supplier Management - Invoice Management - Billing & Invoicing - Transaction History - Purchase Order Management - Audit Trail - Generative AI - Expense Claims - Workflow Management - Time & Expense Tracking - Multi-Currency - Vendor Management - Procurement Management - Credit Card Management - Compliance Management - Requisition Management - Customizable Reports - Ad hoc Reporting - Financial Management - API - Rules-Based Workflow - Receipt Management - Activity Dashboard - Purchasing & Receiving **Administration** - Business Tool Integration - Workflow - Automated Reminders - Policy Compliance Management - User, Role, and Access Management - Timesheet Management - Payroll Management - Employee Management - Invoice Management - Calendar Management - Workflow Management - Task Management - Mobile Access - Mobile Access - Workflow Management - Compliance Management **Platform** - Reporting - APIs / Integration - Internationalization - Performance and Reliability - Mobile User Support - Accounting Integration - QuickBooks Integration - Real-Time Reporting - Third-Party Integrations - Payroll Integration - Accounting Integration **Risk** - Identification - Scoring **Recovery** - Recoup **Audit** - Filters - Overpayments - Duplicates **Fraud** - Vendor Checks - Monitoring **Agentic AI - AP Automation** - Autonomous Task Execution - Decision Making **Additional Functionality** - Data Import/Export - Invoice Management - Online Banking - 1099 Preparation - Generative AI - Receipt Management - AI Copilot - Fraud Detection - Duplicate Payment Alert - Document Management - Compliance Management - Inventory Management - Check Writing - Mobile Access - Audit Trail - Reporting/Analytics - Multi-Currency - Status Tracking - Activity Dashboard - Cash Management - Alerts/Notifications - Billing & Invoicing - Vendor Management - Anomaly Detection - API - ACH Payment Processing - Invoice Processing - Aging Tracking - Supplier Management - 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