--- title: PEX Reviews meta_title: 'PEX Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 194 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: 194 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:** 194 ## 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. Effortless International Payments, Needs Better Alerts **Rating:** 4.0/5.0 stars **Reviewed by:** Opare D. | Banking Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2026 **What do you like best about PEX?** I like that PEX allows us to easily get cash to our international staff on the prepaid cards. I also appreciate how easy it is to fund the cards and monitor the spending. We are able to easily integrate it into our accounting with our custom categories and general ledger, which makes the process smooth and efficient. **What do you dislike about PEX?** I think the alerts could be better when cards reach a certain balance. It would also be helpful for users to request easier in the platform. **What problems is PEX solving and how is that benefiting you?** PEX helps pay international staff easily and lets us quickly fund and monitor spending on prepaid cards, integrating with our custom categories and GL. **Official Response from Zach Reichenberger:** > Thank you for the thoughtful review and for sharing how PEX is supporting your international staff payments and GL workflow, it's great to hear. On your feedback: PEX does support configurable Low Balance Alerts (cardholders can set a threshold in Account → Notifications to get a push notification when a card drops below it) and in-app Funding, Spend Limit, and Card Unblocking Requests that cardholders can send to admins for approval. Your CSM will reach out shortly to make sure these are turned on and set up the way you want. ### 2. Quick Setup with User-Friendly Interface **Rating:** 3.5/5.0 stars **Reviewed by:** Myles C. | Accountant **Reviewed Date:** February 04, 2026 **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. **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. **What problems is PEX solving and how is that benefiting you?** I use PEX to issue per diem cards and allocate funds instantly. It's easy to set up, taking just 35 minutes, and offers spend restrictions that our old platform didn't. **Official Response from Zach Reichenberger:** > 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. ### 3. Director of Finance **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PEX?** It’s flexible and lets me give staff funds to spend without having to issue them a credit card. **What do you dislike about PEX?** Time it takes to get card in the mail. Having to put a card in someone’s name. **What problems is PEX solving and how is that benefiting you?** We use the prepaid cards in place of credit cards for multiple staff members. **Official Response from Zach Reichenberger:** > We’re glad to hear PEX gives you the flexibility to fund staff without needing credit cards. We understand waiting for physical cards can be inconvenient, but please note that we offer expedited shipping options if you ever need cards faster. You can also create virtual cards that are ready to use the same day while you wait for your plastic cards to arrive. ### 4. PEX Cards Simplify Last-Minute Needs, but Month-End Reconciliation Is Tedious **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2026 **What do you like best about PEX?** All of our managers and maintenance leads have a PEX card which makes last minute property needs simple. **What do you dislike about PEX?** Reconciliation at month end can be tedious. We use RealPage’s OPS to reimburse and it takes too long to fund. **What problems is PEX solving and how is that benefiting you?** Eliminate the need for cash, reimbursement of personal spending **Official Response from Zach Reichenberger:** > We're glad to hear PEX helps your managers and maintenance teams quickly handle last-minute property needs without relying on cash or personal reimbursements. We also appreciate your comments about month-end reconciliation and funding with RealPage OPS. We'd love the opportunity to learn more and see if we can help streamline your workflow. Given you provided your review anonymously, please reach out to adminsupport@pexcard.com, we'd be happy to review your process and explore ways to improve your experience. ### 5. Effortless Expense Management with Real-Time Visibility **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2025 **What do you like best about PEX?** I like the real-time visibility and user-friendly platform of PEX. The app is simple enough for users who aren't tech-savvy, and the real-time visibility aids in budget forecasting. **What do you dislike about PEX?** I don't like the custom report generation for settled transactions and the inability to see the history of digest reminders sent. **What problems is PEX solving and how is that benefiting you?** PEX limits employee expense reimbursements, gives us total control over funding, and eliminates vendor setup time for one-time purchases. Its real-time visibility aids in budget forecasting, and the user-friendly platform is simple for non-tech users. **Official Response from Zach Reichenberger:** > Thanks so much for the kind words! We're glad the admin customization is making weekly reconciliation smoother for you. Sounds like you're getting the most out of the platform — and those receipt reminder prompts can definitely help keep your team on track. ### 6. Great Product however customer support is slow to provide resolution **Rating:** 4.0/5.0 stars **Reviewed by:** Kathy L. | Account Payable and Receivable Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **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. **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 **What problems is PEX solving and how is that benefiting you?** No longer needing 25 employees to complete expense reports and then finance department having to enter those expenses into quickbooks. PEX is a huge time saving tool for both users and admins. **Official Response from Zach Reichenberger:** > 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. ### 7. Phenomenal support relationship **Rating:** 4.0/5.0 stars **Reviewed by:** Mindy M. | Assistant Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about PEX?** not having to create expense reports, realtime data. Our dedicated rep, Sarah Crow, has been phenomenally supportive throughout the onboarding process **What do you dislike about PEX?** very difficult to set up. User groups are cumbersome, overcomplicated and difficult to understand setup/set up correctly **What problems is PEX solving and how is that benefiting you?** streamlines review **Official Response from Zach Reichenberger:** > Thank you for the thoughtful review and for calling out your experience with Sarah. We value Sarah and the entire Customer Success and Service team at PEX. They play a critical role in supporting our customers, and it means a lot to see that reflected in your experience. We’re also glad to hear the real-time visibility and removal of expense reports have been valuable, and we truly appreciate your partnership. We also hear your feedback on the group and department setup. Our team is actively working to streamline this experience and make it much more intuitive. The input you shared with Sarah has been especially helpful and is directly shaping how we improve this part of the platform. If there’s anything more we can do to simplify your setup in the meantime, we’re here to help. ### 8. Swift Card Funding with Supportive Team, Needs Better Bulk Upload Tools **Rating:** 4.0/5.0 stars **Reviewed by:** Shannon L. **Reviewed Date:** October 15, 2025 **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. **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. **What problems is PEX solving and how is that benefiting you?** I find PEX simplifies funding plumber referrals, allowing quick card funding with readily available funds. The business and transaction reports enhance management efficiency. **Official Response from Zach Reichenberger:** > 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. ### 9. Overall, works pretty well at most places. A tad troublesome to manage as an admin **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2025 **What do you like best about PEX?** The ability to quickly replenish funds Access to reporting is easy and quick; however not customizable on your own. Ability to attach receipts and add notes in real time. **What do you dislike about PEX?** Managing the spend rules. Knowing what categories to open for certain merchants can be difficult. The delay in decline notifications. The inability to turn off the access to the reimbursement feature. Inability to approve or reject pending transactions. No decline notifications for declines that include incorrect billing address or zip, card type not accepted or merchant errors. Having that visibility would be extremely helpful. **What problems is PEX solving and how is that benefiting you?** It allows for last minute project expenses as well as travel expenses. Very convenient that it is a Visa card which is accepted most places. The ability to reconcile within the platform (receipts and notes) makes is easy when extracting monthly reporting. **Official Response from Zach Reichenberger:** > We’re glad PEX makes it easy to replenish funds, attach receipts, and pull reports. I hear your concerns, some of these can be addressed today, including turning off reimbursements. Please reach out to customersuccess@pexcard.com and we’ll schedule time to walk through your setup, configure what we can now, and outline next steps. Our goal is to earn a 5-star update from you. ### 10. Pex Pre-Paid Cards **Rating:** 3.5/5.0 stars **Reviewed by:** Corrie L. | Executive Pastor, Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2025 **What do you like best about PEX?** Pex is an easy way to see the finance activity and to route finances as needed. **What do you dislike about PEX?** The pre-paid cards have been frustrating for our staff. There doesn't seem to be a rhyme or reason to the instances when the cards are denied. The team doesn't have confidence in them and are often frustrated when they have to pay out of their personal accounts because the card was rejected. **What problems is PEX solving and how is that benefiting you?** We are still relatively new to PEX so our experience is limited. Not sure regarding changes Pex has made. **Official Response from Zach Reichenberger:** > We’re glad PEX helps with tracking finances, and we’re sorry your team has run into card declines. You can view the reason for each transaction under the “declines” tab. When taking a look recent declines show the amount exceeded the balance on the card as the reason. We’ll reach out directly by email to schedule time to connect, and you’re also welcome to contact us anytime at customersuccess@pexcard.com. Our team is here to help. ### 11. A versatile platform that can address many needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2025 **What do you like best about PEX?** Being able to upload funds to our employee and scholar cards immediately can prove important in an urgent situation. Any issues I run into with this is promptly handled by a customer service representative as well. **What do you dislike about PEX?** Sometimes navigating the platform can be a bit clunky especially when utilizing the apps such as the batch funding app or the funding scheduler. Since I'm in the platform often I'm able to find a way to make it work, but those new to the platform have more difficulty with figuring out how to use these apps efficiently. **What problems is PEX solving and how is that benefiting you?** My organization has hundreds of scholars that receive cards and payments twice a year and sometimes even multiple times throughout the year other than that. PEX allows us to send cards to them regardless of where they're located in the USA while also letting us fund their cards quickly and safely. This lets us be able to pay for their flights, hotels, food, and unexpected situations very easily. Otherwise we would have to wait a very long time to send out checks to each person individually. **Official Response from Zach Reichenberger:** > Thank you for your thoughtful review! We're thrilled to hear that PEX helps you quickly and securely fund cards for your scholars, ensuring seamless support for their travel and expenses. We appreciate your feedback on the platform’s navigation, especially with the batch funding app and funding scheduler. We’re always working to improve the user experience, and your insights are invaluable. If you or your team ever need assistance, don’t hesitate to reach out—we’re happy to help! Thanks for being a part of the PEX community! ### 12. Easy and Seamless Expense Management **Rating:** 3.5/5.0 stars **Reviewed by:** Darnell M. **Reviewed Date:** December 08, 2025 **What do you like best about PEX?** I love using PEX because it's easy and seamless when it comes to paying my bills. I really appreciate the sign-up process, as it's very easy and has a seamless, user-friendly format. **What do you dislike about PEX?** I just signed up, so there is nothing, at the moment, that I can say I DONT like about it. **What problems is PEX solving and how is that benefiting you?** I find using PEX is easy and seamless for paying my bills. The sign-up process is very easy and its format is user-friendly. **Official Response from Zach Reichenberger:** > We’re glad the sign up and bill pay experience has been easy so far. Since you didn’t note any dislikes, we’d love to know what we can do to earn more than 3.5 stars as you continue using PEX. Let us know how we can make things even better for you! ### 13. Great and simple! **Rating:** 4.0/5.0 stars **Reviewed by:** Rainee L. | Admin Sales coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PEX?** I really appreciate how fast and simple it is to add money to the cards. What I like most is that if something goes wrong, it's easy to resolve the issue. **What do you dislike about PEX?** Haven't found anything to dislike, easy to order speedy delivery and simple to navigate! **What problems is PEX solving and how is that benefiting you?** Faster pay out. I'm able to see in real time how quick and easy it is to transfer funds where they need to go! **Official Response from Zach Reichenberger:** > We’re so glad to hear you’re finding PEX fast, simple, and easy to use. It’s great to know instant funding and quick issue resolution are helping your team move money where it needs to go. Thanks for sharing your experience and for being part of the PEX community! ### 14. Improved Financial Processes for All Users **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about PEX?** The PEX card system has significantly improved our financial processes by providing real-time visibility into ministry expenses. Previously, we had to wait until the end of the month for credit card reconciliations to understand spending. Now, we can see transactions as they happen, which has greatly enhanced our ability to manage budgets proactively. Additionally, the system has been a major time-saver for our ministry coordinators. Rather than collecting receipts and reconciling multiple team members’ cards at the end of each month, each user can upload receipts and categorize expenses as transactions are completed. This has streamlined our workflow and reduced the administrative burden on our team. The mobile app is a game changer for our team members. Overall, PEX has made our expense management more efficient, transparent, and user-friendly. **What do you dislike about PEX?** Some of the features (reimbursements) do not have auto-sync features yet with our software. **What problems is PEX solving and how is that benefiting you?** PEX solved the problem of overspending of ministry budgets as we neared the end of the fiscal year - the real time sync to our ministry budget for real time visibility to budget balances was key! Also a key time saver for our ministry coordinators - rather than supporting all team members by reconciling their credit card statements - each card holder is responsible for his/her own. Efficiency WIN! **Official Response from Zach Reichenberger:** > Thank you for the thoughtful and detailed feedback! We're so glad PEX has helped your ministry gain real-time visibility into expenses, improve budget management, and save valuable time for your coordinators. It’s great to hear the mobile app and user-level accountability have made such a positive impact. We appreciate the note on reimbursements and syncing — good news - we are currently in the process of rolling out this feature. If you reach out to customersuccess@pexcard.com we can put you on our email list for when this feature is live, for your accounting software. ### 15. PEX system review **Rating:** 3.5/5.0 stars **Reviewed by:** Danielle B. | Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about PEX?** Tags have been great for our company and navigation of the platform is pretty easy. **What do you dislike about PEX?** Too many manual processes still....especially regarding fraudulent transactions. **What problems is PEX solving and how is that benefiting you?** We have several employees out in the field needing to purchase things like fuel and other job related supplies. The cards allow our employees to quickly get what they need to do the job. **Official Response from Zach Reichenberger:** > Thanks for the review. We’re glad to hear tags and platform navigation have been helpful for your team, especially with employees making field purchases. We appreciate your feedback on manual processes around fraud, we know how important that is and we’re continuing to improve in that area. Thanks again for taking the time to share. ### 16. Using PEX for a non-profit **Rating:** 4.0/5.0 stars **Reviewed by:** Pamela L. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about PEX?** We are new users, so far the thing I'm looking forward to is ensuring people turn in receipts within a reasonable time frame. Using the auto-enhancer really will help with this. **What do you dislike about PEX?** We are still having an issue with ACH funding. I wish that was easier. **What problems is PEX solving and how is that benefiting you?** Keeping people on track with turning in receipts in one place. **Official Response from Zach Reichenberger:** > Thanks for sharing your early experience. It’s great to hear that Auto Enforcer is helping keep receipt collection on track, especially for a nonprofit where every dollar counts. We’re glad to have you on board and look forward to supporting your team. ### 17. Great for Receipt Management, but Team Member Terminology Is Confusing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PEX?** The ability to manage receipts and control spending. **What do you dislike about PEX?** I’m new to using PEX but I’m finding it confusing that both card holders and non-card holders (managers and administrators) are both referred to as team members. **What problems is PEX solving and how is that benefiting you?** Stream lining purchasing for various accounts. We’re also looking to prevent lost receipts by having them uploaded. **Official Response from Zach Reichenberger:** > We're glad to hear PEX is helping you streamline purchasing and simplify receipt management. We appreciate your note about the team member terminology, feedback like this helps us make the platform clearer and easier to use for everyone. Since you’re new to PEX, if you need any additional support, please feel free to reach out to our team at adminsupport@pexcard.com. ### 18. Clear Organization and Easy Card User Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Recreational Facilities and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2026 **What do you like best about PEX?** Clear organization, easy to enter card users. **What do you dislike about PEX?** Tricky at times to schedule funds to be added. **What problems is PEX solving and how is that benefiting you?** PEX allows our company to streamline spending for over 200 card holders. **Official Response from Zach Reichenberger:** > Thanks for sharing this feedback. It is good to hear the platform has helped keep things organized and made it easy to set up card users across a large group. ### 19. Vp of finance **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PEX?** I like the functionality of the website to administer the prepaid debit cards. **What do you dislike about PEX?** There is not anything so far that I dislike about the PEX system. **What problems is PEX solving and how is that benefiting you?** The debit card system is enabling us to monitor spending of the users very easily. **Official Response from Zach Reichenberger:** > We're glad to hear PEX makes it easy to manage cards and monitor spending. It sounds like you don’t have anything you dislike, which is great to hear. We’d love to know what we can do to move your 4-star experience to a 5—please reach out to us at customersuccess@pexcard.com. ### 20. Efficient and Reliable, but Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PEX?** Efficiency and great tracking with approval processes. **What do you dislike about PEX?** PEX needs a QBs Desktop integration with bank feeds module. **What problems is PEX solving and how is that benefiting you?** Fast travel and meals provided to our employees in the field and job costing tracking. **Official Response from Zach Reichenberger:** > Thank you for sharing your feedback. We're glad to hear PEX has helped make your approval process more efficient and improved tracking for your team. Since your review was submitted anonymously, we’re unable to reach out directly, but we’d love to connect about your feedback on the QuickBooks Desktop bank feed module. Please email us at customersuccess@pexcard.com so we can discuss this further. ### 21. PEX Is a reliable service for managing client expenses **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin A. | Corporate Controller, Enterprise (> 1000 emp.) **Reviewed Date:** November 06, 2024 **What do you like best about PEX?** The platform is fairly easy to navigate and the PEX knowledgebase is good. Being able to see transaction and then download them into Excel is great for validating purchase receipts. Implementation was straightforward. Customer support to our questions are usually quick response. **What do you dislike about PEX?** PEX cards have a set load limit that can be a barrier to how it is used. I had to make a special request to increase the default $5,000 load limit to one that is more practical for our purposes. PEX may not be fore every company, just be clear of how you want to use it and know the limitations. **What problems is PEX solving and how is that benefiting you?** We converted a paper check approach to passing state funds to clients in our care. Replacing a cash envelope system with a stored value card has been a game changer for our clients and program administration. The PEX card has allowed our clients better flexibility in manging their funds and expanded their option to make supervised purchases online. As a side benefit, the PEX card as a great tool to teach clients how to budget their money. With no physical cash maintained at th e program, PEX cards reduce risk of theft or misuse of state funds. From an internal control perspective, client PEX cards are now managed and reviewed by a hierarchy of program and fiscal staff to make sure all client spending complies with with both state and company purchasing policies. **Official Response from Zach Reichenberger:** > Thank you for sharing such a thorough review! We’re thrilled that PEX has had such a positive impact on your program, especially in transitioning from a paper check and cash envelope system to a more secure, flexible way of managing client expenses. It’s great to hear that the platform’s ease of navigation, reporting tools, and quick customer support have contributed to a smooth experience for you and your team. We also appreciate your feedback on load limits and understand that flexibility is key and I'm glad we were able to accommodate your request. If there’s anything more we can do to support your goals or enhance your experience with PEX, please feel free to reach out. Thank you again for sharing your journey with us—we’re here to support you every step of the way! ### 22. flexible spend-management solution **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Restaurants | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about PEX?** You can set limits by cardholder, merchant category, even date or type of purchase. That means less unexpected or inappropriate spendings **What do you dislike about PEX?** Some cards are flagged explicitly as “prepaid,” which causes issues at merchants that require “credit” cards. **What problems is PEX solving and how is that benefiting you?** Many companies spend a lot of time collecting receipts, matching them to transactions, chasing down approvals, reconciling statements. PEX automates many of those tasks **Official Response from Zach Reichenberger:** > We’re glad PEX helps you control spending by setting limits by cardholder, merchant category, and more. We understand the frustration with some merchants declining cards marked as prepaid. If you’re interested in avoiding those issues, we also offer a credit solution. Feel free to reach out to customersuccess@pexcard.com to learn more - allowing you to use both your prepaid and credit solution side by side. ### 23. Great Receipt Integration with QuickBooks, but Support Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PEX?** Being able to review all receipts and able to convert all information into QuickBooks. **What do you dislike about PEX?** Slow response times difficulty reaching live support when having questions or issues. **What problems is PEX solving and how is that benefiting you?** Not having to chase down receipts. **Official Response from Zach Reichenberger:** > We're glad to hear PEX has made it easier to manage receipts and integrate with QuickBooks. We’re sorry to hear you’ve had challenges reaching our support team. Your feedback is important to us, and we’re always working to improve response times and accessibility. For faster assistance in the future, please reach out to our team at adminsupport@pexcard.com or call 1-866-685-1898, available Monday through Friday, 8am–6pm EST. ### 24. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Vivien P. | Associate Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about PEX?** PEX is very easy to use. Transfering funds, approving, sending alerts & etc. **What do you dislike about PEX?** I wish it would automatically remind user when they do not upload the receipts **What problems is PEX solving and how is that benefiting you?** Not having to reimburse employees and keeping them under budget **Official Response from Zach Reichenberger:** > Thanks for your review! We're glad to hear PEX has been easy to use and is helping with budgeting and reimbursements. Regarding receipt reminders — great news! You can enable cardholder notifications and our Auto Enforcer tool might also be a good fit for your needs. I will include the links below. Auto Enforcer - https://support.pexcard.com/s/article?name=000003632-Auto-Enforcer Cardholder Notifications - https://support.pexcard.com/s/article?name=000003075-How-to-Enable-Cardholder-Notifications ### 25. So far so good! **Rating:** 4.0/5.0 stars **Reviewed by:** Christina F. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2025 **What do you like best about PEX?** I like the ability to control our spending somewhat **What do you dislike about PEX?** I think the upgrades covered the dislikes. I think the Auto Enforcer is going to be very helpful. Getting receipts has been my biggest challenge. **What problems is PEX solving and how is that benefiting you?** PEX is helping to mange our spending by only alloting a certain amount of funds on each card monthly. **Official Response from Zach Reichenberger:** > Thank you for your feedback! We’re glad to hear that you’re finding value in PEX’s spending controls and that the recent upgrades, including the Auto Enforcer, are addressing your concerns. As a reminder cardholders can always text, email and upload receipts via the PEX mobile app! Please let us know if there’s anything we can do to turn your 4-star experience into a 5-star one. If you ever need assistance with receipt management or any other feature, feel free to reach out to us—we’re here to help! ### 26. The support has been very helpful. **Rating:** 4.0/5.0 stars **Reviewed by:** Tim P. | Lead pastor, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about PEX?** The support for the customer to help navigate and constantly use new features is awesome. Not something I experienced with a previous company. **What do you dislike about PEX?** The prepaid card gets rejected from multiple companies. **What problems is PEX solving and how is that benefiting you?** Adding parameters for spend. Plus integration with Quickbooks to simplify accounting. **Official Response from Zach Reichenberger:** > Thank you for your feedback! It's amazing to hear that you’ve had a great experience with our customer support and that you’re finding value in our spend control features and QuickBooks integration. We’d love the opportunity to turn your 4-star experience into a 5-star one. Regarding declined transactions, you can always check the "Transactions" tab and click on "Declines" to see the reason behind a declined transaction. In most cases we see declines occur due to existing spend rules, low balances on cards, or international transactions being blocked. If you ever need assistance with understanding declines, please don’t hesitate to reach out to us at adminsupport@pexcard.com—we’re here to help! ### 27. Intuitive and great customer support **Rating:** 4.0/5.0 stars **Reviewed by:** Amelia G. | Operations Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** November 27, 2024 **What do you like best about PEX?** The customer support. I haven't had any problems but have had questions. The response time is quick and they are very helpful. **What do you dislike about PEX?** The lead time it takes to receive a card. Also, it doesn't offer a means for me to create a custom report myself. **What problems is PEX solving and how is that benefiting you?** The ability to see expenses in real time. This makes it easier for me to keep up with my approvals so I'm not overwhelmed. **Official Response from Zach Reichenberger:** > Thank you for sharing your feedback and for highlighting our customer support team! We’re thrilled to hear that your questions were answered quickly and that you found our team helpful. Providing excellent support is a top priority for us. We’re so glad PEX has helped streamline your expense management and made approvals easier for you. If you ever need a card faster we do offer virtual cards that can activated immediately upon creation. This way you can start spending with a virtual card while you wait for your plastic card in the mail. You can find more about virtual cards here - https://support.pexcard.com/s/article?name=000002116-Creating-Virtual-Cards. Also, if i you have a custom report you would find useful please reach out to us at customersuccess@pexcard.com and we can assist you in your request. ### 28. Easy to use. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Enterprise (> 1000 emp.) **Reviewed Date:** April 23, 2025 **What do you like best about PEX?** Additional payment options like Apple Pay etc. **What do you dislike about PEX?** Would be nice to transfer money to PayPal, or Zelle money with Pex card. **What problems is PEX solving and how is that benefiting you?** Helping reimbursements **Official Response from Zach Reichenberger:** > We’re glad you’re enjoying the additional payment options like Apple Pay — and we appreciate your suggestions around PayPal and Zelle transfers. Thanks again for being part of the PEX community! ### 29. A Very Well Organized Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin A. | Corporate Controller, Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about PEX?** Overall, PEX's features are straightforward. The dashboard is informative and the service provides us with the detail we need for client spending reporting. **What do you dislike about PEX?** There is nothing really bad to say about the service. **What problems is PEX solving and how is that benefiting you?** We were converting our clients cash envelope system to a PEX card system. **Official Response from Zach Reichenberger:** > We're glad to hear that you find PEX well-organized and that our platform supports your client spending reporting needs. It’s great to know that PEX has helped with your transition from a cash envelope system to a more efficient card-based solution. If there's anything we can do to make your experience even better and drive your review to 5 stars, please reach out to us at customersuccess@pexcard.com—we’d love to hear your feedback! ### 30. Pex offers a great way to control company spending **Rating:** 4.0/5.0 stars **Reviewed by:** Brenton H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2024 **What do you like best about PEX?** Pex offers us the ability to restrict company-wide spending to specific areas of purchases. This allows our employees to feel they have the freedom to purchase what they need. I would call it a credit card with guard rails. I love that I can give PEX cards to everyone on my team and fund them as needed or that they can request funds as needed. It is quick, and once the initial set up is complete it is easy to implement. **What do you dislike about PEX?** Occasionally a card will be declined at an approved vendor. It can be frustrating to assume something is whitelisted and get in the purchase line and find out the card has been declined. It typically is an easy fix for the administrator, however, it adds a level of frustration when timing is important. **What problems is PEX solving and how is that benefiting you?** According to our by-laws, we require 2 signatures on every check. Pex Card fulfills that purpose in the way that they handle the funding of the cards, now allowing us to use it for online purchases. **Official Response from Zach Reichenberger:** > Thank you for your feedback and for choosing PEX! We're thrilled to hear that you appreciate our spending controls and funding flexibility. We're sorry to hear about your frustration with declined transactions. Our team would love to take a look at the spend rules you have in place to see if we can assist you and minimize these situations in the future. Please email adminsupport@pexcard.com with your contact information, and we will be in touch. We strive to provide 5-star experiences, and your input helps us achieve that goal. ### 31. Great Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about PEX?** I appreciate the amount of time PEX has saved our company and employees with the seamless integration to Blackbaud. The intergation and customer service have been great and helpful. **What do you dislike about PEX?** I wish the approval process was easier to set up and streamline. I also wish the employee reimbursements would pull into Blackbaud. **What problems is PEX solving and how is that benefiting you?** Receipt and tagging of credit card transactions. It is making my job and the cardholders part much easier in the process. **Official Response from Zach Reichenberger:** > Thank you for your review! We're glad to hear that PEX has saved your company time and that the integration with Blackbaud has been seamless, along with the support from our customer service team. We appreciate your feedback on the approval process and employee reimbursements. Both of these features are new, and we are continuously improving and enhancing these capabilities. We’ll share your insights with our team, and if you have any specific feedback on workflows or need further support, please feel free to reach out to us at customersuccess@pexcard.com. I ### 32. PEX has been great so far! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2024 **What do you like best about PEX?** Mainly I like the ease of uploading and matching receipts. Our employees like this also. **What do you dislike about PEX?** I would like more controls over reports and how information is exported. I would LOVE for PEX to be able to integrate with Microsoft Lists somehow, but I know that is a big ask. **What problems is PEX solving and how is that benefiting you?** Organizing receipts used to be a very timely exercise. Not it is easier for both employees and admin. **Official Response from Zach Reichenberger:** > We're glad to hear that PEX has made uploading and matching receipts easier for both employees and admins. We appreciate your feedback on reports and your suggestion about Microsoft Lists integration—it's always helpful to know how we can continue improving the platform for you! ### 33. Great card for companies **Rating:** 4.0/5.0 stars **Reviewed by:** Maribeth R. | Office assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2024 **What do you like best about PEX?** Tracks employees expenses, uploads receipts **What do you dislike about PEX?** Need a way to make instant transfers and for employees to see the balance **What problems is PEX solving and how is that benefiting you?** Keeping employees accountable **Official Response from Zach Reichenberger:** > Thank you for your review! We're pleased to hear that PEX tracks employee expenses and simplifies receipt uploads. We understand your need for instant transfers and balance visibility for employees, and we have solutions for both. You can quickly fund your PEX account via wire or Same-Day ACH Transfers, and employees can check their balances on the desktop, mobile app, or by texting. For more details, please refer to this support article: https://support.pexcard.com/s/article?name=000001094-How-to-Check-My-Card-Balance-on-All-Programs. If you'd like to schedule a 1:1 to discuss these features further, feel free to reach out to customersuccess@pexcard.com. ### 34. Time Saver **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2024 **What do you like best about PEX?** Saves a lot of time for accounting/data entry because approvals flow directly into the accounting software. Receipt uploads are instant and it cut my receipt chasing by 95%! **What do you dislike about PEX?** Customer service tends to not have answers and takes several days to get response via email. **What problems is PEX solving and how is that benefiting you?** I can better control company expenses. **Official Response from Zach Reichenberger:** > We're thrilled to hear that PEX has saved you significant time with accounting and data entry, and that features like instant receipt uploads have made such a positive impact on your workflow. We take customer service very seriously and appreciate your feedback. We'll be sure to share it with our team as we work to improve response times and support quality. We're glad to be a part of helping you better control company expenses and look forward to continuing to support your business needs. ### 35. Overall I am happy with pex, though, I have had difficulties with the PEX/Quickbooks connector. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2024 **What do you like best about PEX?** Being able to optimize the tags, notes and attachments for my organization's specific needs. **What do you dislike about PEX?** Issues with connection to quickbooks, though this isn't entirely the fault of pex. **What problems is PEX solving and how is that benefiting you?** Pex allows me to minimize risk with card spending, but still gives my organization flexibility. **Official Response from Zach Reichenberger:** > We're glad to hear PEX is helping your organization minimize risk while offering flexibility. Regarding the issues you're experiencing with the PEX/QuickBooks connector, we’d love to connect 1:1 to better understand and resolve them. Please reach out to us at customersuccess@pexcard.com, and we’re confident we can work through your QuickBooks issues to get you to a 5-star experience. ### 36. Pex is a great resource for companies trying to control business spending. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2023 **What do you like best about PEX?** I like that you are able to approve and disapprove what is being sent from a business account. I like that you can take a picture of the receipt and that those pictures will link to your Quick Books account as an expense as long as it is set up properly. **What do you dislike about PEX?** I dislike that it takes so many days to transfer the money from your bank account to your pex card. I feel like it could be quicker and much easier. **What problems is PEX solving and how is that benefiting you?** It is solving the need to be able to control our business spending by being able to approveand not approve purchases. We are seeing a lot less spending. I love that we are able to upload the receipt with purchase and that those receipts links with out Quick Books expenese and will attach it to the correct jobs automatically as long as you set it up properly. ### 37. PEX admin **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Enterprise (> 1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about PEX?** It's easy to use and always add new features to the platform. When I have any issues in set up a new account, Sarah always helps resolving the issues. **What do you dislike about PEX?** we had some issues in set up a bank account and PEX told us it was from third party. **What problems is PEX solving and how is that benefiting you?** control and tracking exp at the centers **Official Response from Zach Reichenberger:** > We're glad you find PEX easy to use and appreciate our platform's new features. We're sorry to hear about the challenges with setting up a bank account; but glad that Sarah is always so helpful! PEX is designed to help you control and track expenses at your centers, and we're pleased to hear it's benefiting you in this way. If you need further assistance, please reach out. Thank you for choosing PEX! ### 38. Clean & concise and meets the needs to be fully compliant with our Board **Rating:** 4.0/5.0 stars **Reviewed by:** Lola D. | Accounting and Bookkeeping Services for Businesses and Nonprofits | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2023 **What do you like best about PEX?** The features with PEX allows us to monitor purchases much more easily. And the ability to integrate with our accounting software is fantastic. **What do you dislike about PEX?** I haven't seen any downsides yet. I'm very happy with this product. **What problems is PEX solving and how is that benefiting you?** People need to be reimbursed for expenses, not keeping receipts, and sometimes waiting until the last minute to request reimbursement. Our reports are more timely with PEX for example; the transactions are being recognized in the month that the are occurring. ### 39. PEX works for our small operation. **Rating:** 3.5/5.0 stars **Reviewed by:** Ashlyn R. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2020 **What do you like best about PEX?** A great tool for managing employee spending. Each employee is given a set budget for the month that is loaded onto their cards. Can easily empower the employee to spend wisely. Once transactions are downloaded into Quickbooks desktop, reconciliations are very straightforward and easy to complete. **What do you dislike about PEX?** Our cards have been compromised a few times. It is a lengthy process for disputing transactions. We have had trouble getting the Quickbooks desktop sync to work properly, but we are able to still export to Quickbooks weekly. **Recommendations to others considering PEX:** It is a great option for our smaller operation. While we have not used this on a large scale, I believe with multiple administrators it could be easily managed. **What problems is PEX solving and how is that benefiting you?** We have been able to track spending by department easier now with PEX. There is receipt capturing included for the cardholders so it takes the pressure off of our bookkeeper to process receipts. Each employee can have their own card, so there is less need to process reimbursement checks. You can set spend rules that will limit the places card can be used as well as cap spending amounts by day, week, or month. This has been especially helpful for us as it limits our cardholders to spending only where they should be spending. It also helps us to limit the amount spent per day which has helped us to catch fraudulent transactions easier as they will automatically decline purchases. ### 40. Easy to use and Very Efficient **Rating:** 4.0/5.0 stars **Reviewed by:** Bethany L. | Project Engineer, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2019 **What do you like best about PEX?** I love the ability for the individuals who hold debit cards to upload receipts immediately after a purchase assigning the receipt to a purchase with notes to it so that it's less likely they will lose the receipt or forget why they made the purchase. **What do you dislike about PEX?** I dislike like that their is no reward system like a company credit card is capable of. **Recommendations to others considering PEX:** As I have mentioned while recommending this product to others I know, this is a great product to keep track of spending of your employees. It doesn't require sorting through a statement at the end of the month to try and figure out which purchase belonged to whom? In addition, the ability to have employees with cards (each card carrying separate spending rules about how much per day they are permitted and what types of locations they can spend at) being able to upload a picture of a receipt with a note attached to the receipt immediately after a purchase has minimized the number of receipts at the end of each statement period we are trying to track down for validation. When someone needs to spend more than permitted on their card, it's easy to transfer money immediately to that card with the click of a button. **What problems is PEX solving and how is that benefiting you?** Efficient Receipt Sharing Immediate knowledge of money spent Spending rules to help control amount spent Immediate funding to credit cards with click of a button online or in the application ### 41. Straightforward and simple process **Rating:** 4.0/5.0 stars **Reviewed by:** Gillian C. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2018 **What do you like best about PEX?** I have used similar software from previous employment, but have found PEX to be far easier to use. The App is very user-friendly, allowing an expense report to be created using both charges on the PEX card AND charges paid in cash. What I found to be especially helpful was the feature to allow a budgeted allowance per card to use, as this can help small businesses with expense management. **What do you dislike about PEX?** I had one issue when setting up my account, in which it apparently did not save the password I tried to create, however I will say their digital support was very quick to resolve the problem, and I was able to access my account that evening. **Recommendations to others considering PEX:** The App is very straightforward to use! It also eliminates the need to email photos of your receipts to then download and re-upload onto a site. If you are able to use a cell phone for the app, I highly recommend approaching the reports that way. **What problems is PEX solving and how is that benefiting you?** PEX eliminates my need to obtain a company p-card each and every time I need to make a purchase. There are multiple cards which can be tied to an account, and because there is a limited budget, we are able to stay well within our means for each project. I find the receipt uploading process to be very straightforward, and because it is not a complicated process, my colleagues and I are no longer putting off submitting our reports, as it its not something we are dreading to complete. It is easier for us to stay within our budget since the PEX card is essentially like a debit card and can see our account activity/limit -- using a credit card (with another cash management software) did not necessarily provide this added benefit. ### 42. Easy to manage **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2019 **What do you like best about PEX?** I like that I am able to check my balances at any time and easily see when funds were spent **What do you dislike about PEX?** We are notable to have other staff buy gift cards **What problems is PEX solving and how is that benefiting you?** We are able to control the amount each schools spends and making it fair across the board. Special buys can be added at any time and ready to use right away ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+16%3A55%3A18+-0500&secure%5Bsession_id%5D=0b6b13d0-fe9c-4605-b3e7-8485621320ee&secure%5Btoken%5D=4788a0dcaa11187a8b4feeea2a52cdecb1d44cbde584b8e6633f1d7a50e36fec&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) - [Bloomberg Terminal](https://www.g2.com/products/bloomberg-terminal/reviews) - 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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 - General Ledger - Expense Tracking - Bank Reconciliation - Workflow Management - Customizable Reports - Approval Process Control - Electronic Funds Transfer - Purchase Order Reconciliation - Financial Management - Workflow Automation ## Top PEX Alternatives - [Ramp](https://www.g2.com/products/ramp-financial-ramp/reviews) - 4.8/5.0 (2,484 reviews) - [BILL Spend & Expense (Formerly Divvy)](https://www.g2.com/products/bill-spend-expense-formerly-divvy/reviews) - 4.5/5.0 (2,219 reviews) - [Brex](https://www.g2.com/products/brex/reviews) - 4.8/5.0 (1,594 reviews)