---
title: PEX Reviews
meta_title: 'PEX Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 196 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: 196
  scale: '5'
date_modified: '2026-08-13'
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:** 196
## 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&#39;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. Easy Card to get organized.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jack C. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 22, 2025

**What do you like best about PEX?**

i like the dashboard, its easy for me to use.

**What do you dislike about PEX?**

Money transfers are too slow, so I would like to see quicker card funding.

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

My field tech now has a card to make purchases instead of having to call me for a CC number.

**Official Response from Zach Reichenberger:**

> Thanks for your feedback! It is amazing to hear that you find the PEX dashboard easy to use and that it’s helping your field tech make purchases independently, saving you time and hassle.

We understand that fast funding is important, and we’re happy to share that PEX offers same-day ACH transfers to help you get funds to your cards more quickly. To take advantage of this feature, simply link your bank account. We also offer the ability to fund by Wire Transfer.  You can find more details in our support articles  I included below, or feel free to reach out to us at adminsupport@pexcard.com for further assistance.

https://support.pexcard.com/s/article?name=000001584-SameDay-ACH-Transfers
https://support.pexcard.com/s/article?name=000001029-How-to-Fund-by-Wire-Transfer

  ### 2. PEX newbie

**Rating:** 4.5/5.0 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?**

Being able to modify balances and remind team members about uploading their receipts.

**What do you dislike about PEX?**

I have had issues with tagging and the customer service was not the most helpful

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

Keeping team members within their approved budgets

**Official Response from Zach Reichenberger:**

> Thanks for sharing your experience as a new PEX user! We're glad the platform is helping you manage budgets and keep your team on track.

Sorry to hear about the tagging issues and support experience — that’s not what we aim for. If you're open to it, we’d love to learn more and help make it right. Please reach out to us at customersuccess@pexcard.com.

  ### 3. Great Card Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 13, 2025

**What do you like best about PEX?**

I like the ease of loading the card accounts for people in my business.

**What do you dislike about PEX?**

I wish transferring the money was more instant than waiting until

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

Making sure my driver has fuel on a daily basis

**Official Response from Zach Reichenberger:**

> It's great to hear that you find PEX easy to use for loading card accounts. We understand the importance of instant transfers and we do have several ways to fund your PEX account. A wire transfer from your bank to your PEX account is the fastest way to fund your PEX account - feel free to learn more by visiting this support article. https://support.pexcard.com/s/article?name=000001029-How-to-Fund-by-Wire-Transfer 

  ### 4. New and simple webinar

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2024

**What do you like best about PEX?**

The most useful thing about Pex is its quick accessibility and the main advantage is access with security.

**What do you dislike about PEX?**

So far I haven't found anything I don't like.

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

the administration of the company's credit cards

**Official Response from Zach Reichenberger:**

> We're glad to hear that you find PEX quick and easily accessible. We strive to provide a secure and convenient platform for our users.

  ### 5. User friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Edwin A. | Finance Director., Small-Business (50 or fewer emp.)

**Reviewed Date:** April 23, 2025

**What do you like best about PEX?**

Pex very helpful and anticipate clients needs

**What do you dislike about PEX?**

None yet. It provide me what I need and more.

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

Sync of transaction

**Official Response from Zach Reichenberger:**

> We’re glad PEX is meeting your needs — and even going beyond. It’s great to hear the transaction syncing has been helpful.

  ### 6. Efficient payment method.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 04, 2025

**What do you like best about PEX?**

Everything needed to administer the account is all clear at finger tips.

**What do you dislike about PEX?**

Not able to provide limited access only to the admins account only.  Don't like to provide access to everyone to everyone else's accounts.

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

Their customer support is excellent and always very helpful.

**Official Response from Zach Reichenberger:**

> We're pleased to hear that PEX provides clear and accessible account administration tools, and that our customer support team has been excellent and helpful—we'll be sure to pass along your kind words!

Regarding your concern about admin access controls, PEX offers the ability to create sub-accounts, allowing admins to manage only their designated accounts without accessing others. You can learn more about setting this up in our support article: https://support.pexcard.com/s/article?name=000003132-Adding-a-New-Card-Program

  ### 7. Great

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jordi Q. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 27, 2025

**What do you like best about PEX?**

Nice to use. Easy to onboard and get access to it.

**What do you dislike about PEX?**

No access to line of credit yet. Lime is there.

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

By monitoring my spend and giving me insights to it

**Official Response from Zach Reichenberger:**

> We're glad to hear that you find PEX easy to use and onboard. We understand the importance of having access to a line of credit, we have this functionality today. Feel free to learn more by clicking on the link below or reaching out to our team for support! Thank you for sharing your experience with us.

https://www.pexcard.com/pex-credit-expense/

  ### 8. Easy Administration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sarah C. | Director of Administration, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2024

**What do you like best about PEX?**

PEX makes it easy to put funds in employees hands when and where they're needed yet still limit amounts and the types of expenses that can be spent....all from my desk.

**What do you dislike about PEX?**

Card delays...it'd be great if it were connected to a virtual pay app

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

Expense management. It's especially beneficial to limit the types of spending. For example, only spending for fuel or hardware stores.

**Official Response from Zach Reichenberger:**

> We're glad to hear that PEX is helping you manage employee expenses efficiently and securely. Regarding your request for virtual pay, we do offer this functionality! PEX provides virtual cards for all customers, and you can also add them to a digital wallet for ease of use. To get started, check out this support article: https://support.pexcard.com/s/article?name=000002028-Does-PEX-offer-Virtual-Cards. Feel free to reach out to us at customersuccess@pexcard.com for any further assistance!

  ### 9. Great Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Allyson H. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 01, 2024

**What do you like best about PEX?**

We were looking for an option for our chaperones to use when traveling on field trips. We took our first international trip with our students in March and PEX was perfect. We were able to load the field trip money to the card and the chaperones could use the card and upload their receipts very easily.

**What do you dislike about PEX?**

I have not found a downside to using PEX yet.

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

We were looking for an option for our chaperones to use when traveling on field trips. We needed it to be flexible because we have different chaperones for each trip.  We took our first international trip with our students in March and it was very helpful.
The reminders to upload a picture of the receipt were beneficial. The chaperones returned from the trip with their receipts uploaded and no missing receipts. We were able to put parameters on spending while they were traveling.

**Official Response from Zach Reichenberger:**

> Thank you for sharing your positive experience with PEX! We are thrilled to hear that PEX was the perfect solution for your field trips, providing flexibility and ease of use for your chaperones. It's great to know that the reminders for receipt uploads were helpful and that you were able to set spending parameters effectively. If you ever have any questions or need assistance in the future, please don't hesitate to reach out. 

  ### 10. Time Saving and User Friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Autumn R. | Network Accounts Payable Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2024

**What do you like best about PEX?**

It saves our Business Department time by requiring card users to submit and tag their own purchases rather than turning them in and the Business Department having to do that work.

**What do you dislike about PEX?**

The PEX Credit Expense account was not as user friendly. We had issues with the rebates syncing to Aplos and also with tagging purchases.

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

Time saving

**Official Response from Zach Reichenberger:**

> We're delighted to hear that PEX is saving your Business department time by allowing card users to submit and tag their own purchases. We appreciate your feedback about the PEX Credit Expense account and the issues with syncing rebates. Please email customersuccess@pexcard.com, so we can dive deeper into this feedback.

  ### 11. PEX Cards Solved a Major Problem

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jennie G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 08, 2024

**What do you like best about PEX?**

The set up for clients is very simple and straightforward, and we no longer have to worry about cashless vendors, which were becoming more common. We started using the cards in January of 2024 and they have quickly become commonplace in our business.

**What do you dislike about PEX?**

I wish there was an easier way to check card balances; I know it's only one call and then you can get text balance checks, but it would be nice if you could just text. We are a travel company, so calling during city tours is sometimes hectic.

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

Keeping our contractors safe by not having to carry around large amounts of cash, and making our clients' lives easier by consolidating their funds and allowing them to use cashless vendors.

**Official Response from Zach Reichenberger:**

> Thank you so much for your review! It is great to hear that PEX has been able to solve a major problem for your business. We're proud to provide a simple and straightforward set-up process that helps eliminate the need for cash and supports your cashless vendor transactions.

Regarding your feedback on checking card balances, we actually offer the functionality to receive your balance via text message or through our PEX mobile app. I will attach the support article below for your reference. Feel free to reach out to us directly at adminsupport@pexcard.com if you need any additional information or support! 

https://support.pexcard.com/s/article?name=000001094-How-to-Check-My-Card-Balance-on-All-Programs

  ### 12. Admin Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2024

**What do you like best about PEX?**

I like how I can see everyone's account all at once & don't have to toggle between various screens to find information. I really like the quick funding tool because it saves me time for monthly refreshes.

**What do you dislike about PEX?**

The only dislike I have, considering the workload I have, is going in to each transaction one by one to save receipts. I believe there should be an options to download all submitted transactions with receipts as a document/pdf file

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

It solves expense verifications & individuality when troubleshooting monthly transactions.

**Official Response from Zach Reichenberger:**

> We're pleased to hear that PEX makes it easy for you to view everyone's accounts in one place and that the quick funding tool has been a time-saver for you. Regarding your suggestion about downloading all submitted transactions with receipts as a PDF, we have a solution called Expense Envelopes available for both Admins and Cardholders. You can learn more about it here - https://support.pexcard.com/s/article?name=000003381-Expense-Envelopes-for-Admin. If you'd like to discuss this further or to ensure we fully understand your needs, please reach out to customersuccess@pexcard.com to schedule a 1:1 session. We're here to help!

  ### 13. Accounting made easy!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brandi B. | Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 22, 2025

**What do you like best about PEX?**

The easiness of keeping track of charges.

**What do you dislike about PEX?**

It takes at least 3 days to refill account.

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

Split GL codes for charges. More options coming.

**Official Response from Zach Reichenberger:**

> Thanks for your review! We're so glad to hear that PEX makes it easy for you to keep track of charges—helping businesses simplify accounting is what we’re all about.

We understand that fast funding is important, and we’re happy to share that PEX offers same-day ACH transfers to help you get funds to your cards more quickly. To take advantage of this feature, simply link your bank account. We also offer the ability to fund by Wire Transfer. You can find more details in our support articles I included below, or feel free to reach out to us at adminsupport@pexcard.com for further assistance.

https://support.pexcard.com/s/article?name=000001584-SameDay-ACH-Transfers
https://support.pexcard.com/s/article?name=000001029-How-to-Fund-by-Wire-Transfer

  ### 14. Great time-saving features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 29, 2025

**What do you like best about PEX?**

Sync with Blackbaud. Auto-Enforcer. Tagging.

**What do you dislike about PEX?**

Nothing is disliked. The customer success manager is great!

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

Enforcing compliance, less cash handling

**Official Response from Zach Reichenberger:**

> Thank you for your kind words! We're thrilled to hear that the Blackbaud sync, Auto-Enforcer, and tagging features have been valuable time-savers for you. It’s also great to know that you’ve had a positive experience with your Customer Success Manager!

We’d love to hear more about your experience with the Blackbaud integration and how we can continue to improve. If you’d be open to a further discussion, please reach out to us at customersuccess@pexcard.com—we’d really appreciate your insights!

  ### 15. PEX has been amazing.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Obed A. | Operations Pastor, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2024

**What do you like best about PEX?**

I love the back-end ability to control the budget and finances in one simple place.

**What do you dislike about PEX?**

I don't have anything I dislike at this time.

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

It solves the problem of spending without accountability. It also helps to track expenses and budgets.

**Official Response from Zach Reichenberger:**

> Thank you for your review! We're thrilled to hear that PEX has been amazing for managing budgets and finances in one place. It's great to know that PEX is helping with accountability and tracking expenses efficiently for your team

  ### 16. Great spend controls and auto enforcer policies

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shawn K. | Associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2024

**What do you like best about PEX?**

Controls spending with request based only spending and enforces cardholder to submit receipts.

**What do you dislike about PEX?**

It was challenging to get set up and have multiple accounts but support eventually got it.

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

Fund request and reconciliation.

**Official Response from Zach Reichenberger:**

> We're glad to hear that PEX's spend controls and receipt enforcement features are helping streamline your fund requests and reconciliation process! We're also pleased our support team was able to get your multiple accounts up and running. If you have any additional questions or need further support, don't hesitate to reach out—thank you for your feedback!

  ### 17. It works great for our company

**Rating:** 4.5/5.0 stars

**Reviewed by:** Cama C. | Office manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2024

**What do you like best about PEX?**

The receipt upload capability. My employees don't lose receipts now

**What do you dislike about PEX?**

I do not have any dislikes at this time.

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

My employees always lost receipts but now that doesn't happen as often.

**Official Response from Zach Reichenberger:**

> We're glad to hear that PEX's receipt upload feature has helped your team stay organized and reduce lost receipts. It's great to know that PEX is making a positive difference for your company!

  ### 18. Easy to manage the cards

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 06, 2024

**What do you like best about PEX?**

Easy to manege the card: Funding, reducing funds, block & unblock, replacement. The agenct is always there to help our requirments. Easy to run the reports as well.

**What do you dislike about PEX?**

If the details of purchase has more information, that would be helpful.

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

No problems

**Official Response from Zach Reichenberger:**

> Thank you for your feedback! We’re glad PEX makes card management easy and that our support team is helpful. We’re always looking to improve, so please email us at customersuccess@pexcard.com with any specific purchase details you’d like to see. The more details, the better! Let us know if there’s anything else we can assist with.

  ### 19. Our experience with PEX has been smooth and effective, handling the company's expenses efficiently.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Francisco V. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 19, 2024

**What do you like best about PEX?**

The must helpful aspect of this service is its seamless management of employee credit cards, ensuring efficient tracking and control over company expenses.

**What do you dislike about PEX?**

One aspect of the service that I'm not particularly fond of is that I would prefer an upload of funds when the balance reaches a minimum, whereas the platform only allows for a fixed monthly upload.

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

PEX helps solve the problem of efficiently managing and tracking employee credit card expenses for the company, ensuring better control and oversight of financial transactions.

**Official Response from Zach Reichenberger:**

> It is great to hear that PEX has been effective in managing your company's expenses. We appreciate your suggestion for more flexibility in funding uploads. We'll definitely take this into consideration for future enhancements. If you have any more suggestions or need assistance, please feel free to reach out to us. Thank you for choosing PEX!

  ### 20. PEX has revolutionized the fidelity and control we have on our spending for the better!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joshua M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 11, 2024

**What do you like best about PEX?**

I love the way PEX forces individual ownership of the various tasks surrounding expense management. We were previously using credit cards and chasing down receipts and budget codes, but now no one asks me for budget codes anymore (they're autocomplete in the app) and I get spend requests directly in the app. The comments make it easy to remember upon later review what each spend was for! Oh, and it integrates with our accounting software!

**What do you dislike about PEX?**

it takes some training and onboarding for everyone, but that's going to be for anything new

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

keeping track of who is spending what and authorizations and book keeping

**Official Response from Zach Reichenberger:**

> We're thrilled to hear that PEX has revolutionized your spending control and provided individual ownership of expense management tasks. The integration with accounting software and the ease of use for budget codes + spend requests are some of our favorite features too! We understand that learning a new platform can be an adjustment, but we're glad to hear that overall, PEX has been beneficial for your expense management. If you have any questions or need further assistance, please don't hesitate to reach out. Thank you for the review!

  ### 21. PEX is great way to control expenses

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 22, 2024

**What do you like best about PEX?**

Easy view, set up limits and restrictions

**What do you dislike about PEX?**

Funding limits, customer service, too many stepd for funding

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

I will need to set up accounting software/SAGE Intact with PEX

**Official Response from Zach Reichenberger:**

> Thank you for sharing your feedback! We're glad to hear that PEX has been helpful for controlling expenses and managing limits. We also noticed your mention of setting up Sage Intacct, and our team is ready to support you through the integration process to ensure everything connects smoothly.

Regarding your feedback on funding and customer service, we’d love the opportunity to learn more and provide further support. Please feel free to email us directly at customersuccess@pexcard.com, and we can schedule a time to chat in more detail. We’re always working to enhance our platform and strive to provide a 5-star experience, so your input is truly valuable to us.

  ### 22. Love that not only do you answer questions, but the content is helpful as well.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2024

**What do you like best about PEX?**

The ease of logiiging in and handling things without the need to hunt down employees who some are out of state.

**What do you dislike about PEX?**

Nothing I can think of so far. We use a specific program that I still have to create journal entries, our programs don't talk. But other than that I am satisfied.

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

Time management is huge for me, now that cardholders are responsible to upload these and code them saves me so much time reviewing and approving.

**Official Response from Zach Reichenberger:**

> Thank you for your review! We're glad to hear that PEX has made managing tasks easier, especially when coordinating with employees across different locations.It’s great to hear that PEX is helping you save time by allowing cardholders to upload and code their transactions. 

  ### 23. Simple to understand, not a ton of hoops to jump over

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ivan L. | Payroll & HR Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 25, 2024

**What do you like best about PEX?**

I am most excited for the upcoming mialege reimbursements

**What do you dislike about PEX?**

The loading of the Cards is slow, should have the ability to mass addd amounts specially if its a set dollar amount going out to multiple cardholders

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

Time and ease

**Official Response from Zach Reichenberger:**

> We're excited that you're looking forward to the upcoming mileage reimbursement feature! Regarding your feedback on card loading, we actually have this functionality available for you today! You can learn more about Batch Funding, which allows you to fund/defund multiple cardholders via .CSV file import, by visiting this link: https://support.pexcard.com/s/article?name=000002749-PEX-Batch-Funding. If you'd like additional support, feel free to reach out to customersuccess@pexcard.com!

  ### 24. Great alternative to corporate credit card

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joyce J. | Director of FP&A, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2024

**What do you like best about PEX?**

easy and flexible to set up; great customer support

**What do you dislike about PEX?**

Just created an account and still in implementation stage.  Don't know enough to comment

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

Offer a virtual credit card backed up with company prepayment to implement in Concur

**Official Response from Zach Reichenberger:**

> We're glad to hear that you find PEX easy and flexible to set up and that our customer support has been helpful. As you're still in the implementation stage, feel free to reach out to your customer success manager or adminsupport@pexcard.com if you need any assistance. We’re confident that PEX will meet your needs as you integrate it with Concur and look forward to helping ensure a smooth experience!

  ### 25. PEX has been a valuable tool for my organization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Libby D. | Financial Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 12, 2024

**What do you like best about PEX?**

PEX helps my organization control spending and cash flow.   We love how uncomplicated it is to use and that it is easy for the cardholder to upload receipts and make comments about the purchase.  I highly recommend PEX.

**What do you dislike about PEX?**

Any troubles that I have had have been handled efficiently by PEX customer service, and Diane Epstein, who is excellent to work with.

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

controlling spending

**Official Response from Zach Reichenberger:**

> We're happy to hear that PEX has been beneficial in helping your organization control spending. We appreciate your recommendation and are glad to hear that our platform is user-friendly and that your Customer Success Manager, Debra, has been efficient in addressing any issues.

  ### 26. Clarifying

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2024

**What do you like best about PEX?**

The easy and practical way to manage expenditures to the company

**What do you dislike about PEX?**

The Syncronizing with Quick Books on linehas been extremely difficult.

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

Tracking expenses

**Official Response from Zach Reichenberger:**

> Thank you for the 5 Star Review! We're glad PEX is helping you manage company expenditures. For the QuickBooks Online synchronization issues you're experiencing, please email customersuccess@pexcard.com, and we'll get some time scheduled to help resolve them! We are here to support you! 

  ### 27. Very simple to use to provide controlled prepaid cards to staff

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tammy L. | Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 07, 2024

**What do you like best about PEX?**

We have been using prepaid PEX cards for our staff to have access to funds.  This is a better option than have credit cards with large credit lines.  Customer support is very responsive and helpful.

**What do you dislike about PEX?**

No all sellers take a prepaid card.  A credit card is required.

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

When we can't have a credit account with a vendor we can use our PEX card to purchase what we need to keep operations moving.

**Official Response from Zach Reichenberger:**

> We're glad you find PEX easy to use and our support helpful! We offer PEX Credit Expense, which works as a corporate card for merchants that don't accept prepaid cards. It allows you to define the credit line per card based on your organization's needs and set spend rules similar to your prepaid cards. For more details, visit the page linked below and request a demo. Thanks for your feedback!

  ### 28. It has been a great tool to keep up with employee spending.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 25, 2024

**What do you like best about PEX?**

Being able to input tags and GLcodes. That has saved alot of time.

**What do you dislike about PEX?**

I don't have a comment for this question at this time.

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

It allows us to keep this spending in a localized place. This is very helpful.

**Official Response from Zach Reichenberger:**

> We're happy to hear that PEX has been a valuable tool for managing employee spending and that features like tags and GL codes are saving you time. We're glad PEX is helping centralize your spending process and make it more efficient for your team!

  ### 29. Easy to use and amazing customer service.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 18, 2024

**What do you like best about PEX?**

Easy to use way to pay incentives to associates. The customer support from PEX has been absolutely wonderful, thank you Debra.

**What do you dislike about PEX?**

Have not found the downside yet, but will find new features to use.

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

Automation versus signing hundreds of checks.

**Official Response from Zach Reichenberger:**

> We're thrilled to hear that you find PEX easy to use and that you've had an amazing customer service experience with Debra. We're committed to providing top-notch support to all our customers! 

  ### 30. Great Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ericka G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 02, 2024

**What do you like best about PEX?**

The customer support is fantastic. Jeff is amazing

**What do you dislike about PEX?**

The interface of the website. Too many hidden features that are not easy to find.

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

PEX helps me keep track of the spending of cardholders

**Official Response from Zach Reichenberger:**

> We're delighted to learn that PEX has been instrumental in helping you track your cardholders' spending, and that you've had such a positive experience with our customer support team. Our goal is to offer solutions that simplify expense management for our customers. If there are specific features you'd like to see more prominently displayed, please don't hesitate to reach out to us directly at customersuccess@pexcard.com. Your feedback is invaluable as we continue to enhance our services.

  ### 31. So Easy to Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Anahid K. | Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 27, 2023

**What do you like best about PEX?**

PEX is so user friendly. Creating and controling cards is so easy. The app helps a lot when you are away from the office/desk. The ability to add receipts and notes to all transactions is great.

**What do you dislike about PEX?**

The only downside could be that the bank we use does not connect to PEX. We have to wire when we need additional funds added to the main account.

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

The problem is giving access to employees to funds needed to carry out client needs.

  ### 32. PEX has changed our entire business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rick B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about PEX?**

Automation of purchases compared to standard credit cards
Ease of Use
Outstanding Customer Service
Ease of Integration with our accounting software
Continued enhancements

**What do you dislike about PEX?**

There are NO downsides of using PEX.   We are completely satisfied.

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

Expense Management, automation of purchase approvals, paperwork reduction.   This has reduced a significant amount of manual effort in our acquisition processes.

**Official Response from Zach Reichenberger:**

> It's fantastic to hear that PEX has had such a transformative impact on your business! We're delighted that you have no downsides to report and that you're completely satisfied with PEX. If you ever need assistance or have suggestions for further improvements, please don't hesitate to reach out. Thank you for choosing PEX!

  ### 33. Similarly love it

**Rating:** 5.0/5.0 stars

**Reviewed by:** Badar K. | Senior Director Finance, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 22, 2023

**What do you like best about PEX?**

PEX helps our organization eliminate petty cash. It's saving our accounting time and physical human efforts.

**What do you dislike about PEX?**

There is nothing I can think of that I don't like. It's very easy to implement.

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

We were using petty cash but now we can load the money and give it to employees they can spend and take care of receipts by using cellphone pictures or scanning.

  ### 34. Easy to manage and control of expenses

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2023

**What do you like best about PEX?**

Ability to upload receipts for review and approval for the individual card user to the app, as well as for the card user to see their own transactions and be aware of their budget.

**What do you dislike about PEX?**

PEX should integrate conversations on a per transaction basis in the app to allow a conversation to take place between an admin and user concerning a transaction if needed. Also customer service sometimes seems a bit disconnected from the sales team, but overall service is good.

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

PEX has a fair price and issues a unique card per user allowing expenses to be segregated, submited, and reviewed without using centralized credit cards that have no account number segreation and more manual record keeping processes.

  ### 35. Easy, easy, easy spending cards for employees

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alex C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 21, 2023

**What do you like best about PEX?**

It's easy to setup and to allocate funds for each employee or contractor.

**What do you dislike about PEX?**

More of a problem with the ACH system. Funds can take awhile to get from the bank into PEX.

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

It makes purchasing for our contractors easier. We don't have to reimburse them and be stuck with surprise expenses. Our contractors don't have to worry about going over budget.

  ### 36. Awesome! (5-10 cardholders)

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maureen G. | Administrative Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2023

**What do you like best about PEX?**

I love this card!  We are able to track receipts more efficiently, thus making the monthly reconciliation a breeze!

**What do you dislike about PEX?**

It take a while for the bank to release the funds to the Pex Account.  Not really a Pex issue, more so our bank!

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

Making monthly credit card reconciliation ten times easier.  It is easy to track purchases. Thus we can run a tighter budget.

  ### 37. Great tool for our team!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cristina P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about PEX?**

The ability to track purchases and to access the card number when I do not have it on hand.

**What do you dislike about PEX?**

How long it takes for the bank transaction to take place (1-3 days vs immediate transfers)

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

It is benefiting us because we do not have to purchase multiple bank cards.

  ### 38. Easy to use and track purchases

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 27, 2023

**What do you like best about PEX?**

The managers are able to upload receipts and add notes with descriptions and account coding

**What do you dislike about PEX?**

The cost of paying for an immediate ACH, however the no cost to you ACH only takes a couple of business days.  So far no more than 3 days

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

It has removed the liability of cash

  ### 39. A helping hand in the management of employee’s spendings

**Rating:** 4.5/5.0 stars

**Reviewed by:** Diana M. |  International Business Development , Mid-Market (51-1000 emp.)

**Reviewed Date:** January 06, 2021

**What do you like best about PEX?**

PEX has totally modified our way of managing employee spending. We are using its corporate card in which every employee is provided with a specific budget. It is very comfortable to operate this tool and we can gather receipts and can check who had done how much expenditures. Plus we can initiate a transfer with it and even can close accounts without following any long-run steps. Moreover, uploading digital receipts is very efficient and we can have a lot of copies of receipts to keep a check and balance. And the ease it has provided with which we can add money and remove is magnificent, so Pex is very helpful option for managing employee's expenses.

**What do you dislike about PEX?**

It has facilitated the process of transfer like we don’t need to follow long procedure but on the other hand, I have found the transferring process as a bit too lazy as it takes 4 long days to transfer.

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

PEX is an exalted platform to manage the expenditures of the employees. Using its corporate card we can now easily keep an eye on who has spent money and when. Its receipt uploading is very advantageous. it also has the feature of transfer which although takes 4 days but still is quite beneficial for us. Also’ with it, withdrawal and addition of money are also very convenient. We are highly satisfied with it.

  ### 40. Excellent solution to credit cards

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hector S. | Chief Financial Officer, Non-Profit Organization Management, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 30, 2019

**What do you like best about PEX?**

I like to be able to set up budgets by card users, collect receipts with the app and being able to replace cards as needed without the hassle of the credit card companies.  It is very easy to activate and deactivate from your phone app/tablet or computer and transfer funds.  You can create a hierarchy and transfer funds between locations that allow the locations to have an administrator and be able to transfer from locations to the cardholder/card users.  

**What do you dislike about PEX?**

They can improve or have a a better tag or account number option.  It needs to be typed versus having a table with drop down with list of accounts to select from. 

**Recommendations to others considering PEX:**

Training staff how to capture images and tag transactions is very important.  Start with one location or staff to learn and implement process. 

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

Less payable reimbursement to staff, better control of expenses by limiting the dollars by week or month easy to remove and add funds as needed.

  ### 41. Pexcard review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 11, 2020

**What do you like best about PEX?**

Easy reports to see transactions. I like that you can attach your receipts to the transactions

**What do you dislike about PEX?**

There is nothing I dislike about using this card.

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

No problems at this time

  ### 42. PEX is Fantastic

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kevin K. | Account Executive, Financial Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 19, 2019

**What do you like best about PEX?**

Digitally capture my receipts and add proper coding in real time rather than waiting til end of month

**What do you dislike about PEX?**

I dislike the confusion without a chip card

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

All my expenses are covered with no need to reimburse me

  ### 43. PEX has stepped us into the future and the future is now.

**Rating:** 5.0/5.0 stars

**Reviewed by:** D.J. M. | Production Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 05, 2019

**What do you like best about PEX?**

The ease of managing accounts with these is beyond simple. We manage approximately thirty teams a year that need funds at different times and the speed of moving their money as requested is amazing. It used to take us days to move money around between accounts but now it's seconds.

**What do you dislike about PEX?**

The only downside we've experienced is the inability to withdraw cash when someone requires a cash only payment.

**Recommendations to others considering PEX:**

Absolutely try it. We looked for many solutions and they stuck out from the rest and we've been quite pleased with their service level.

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

PEX has streamlined our cost report systems. It has saved us copious amounts of time and gotten us away from paper and storage rooms full of binders.

  ### 44. Great cash management tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paul B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 24, 2019

**What do you like best about PEX?**

Enjoy the ease of use of the application. Makes managing all the cards very easy. I never have to call in for help, I can do it myself.

**What do you dislike about PEX?**

I wish their cards had the chip function. Otherwise it's been a great tool for our ministry.

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

I've been able to simplify our cash management process. It is easy to know where money is being spent and regulate it internally.

  ### 45. Easy to use!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 06, 2019

**What do you like best about PEX?**

I like how easy you can transfer money from card to card. Also the receipt upload is amazing! It really helps with the hassle of remembering to keep and turn in receipts to the office.

**What do you dislike about PEX?**

The transfer of money from bank to PEX account sometimes takes up to 7 days so that would be the only dislike.

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

PEX makes it easy to give a card and spending boundaries for people. It has really helped limit who spends what and how much they allowed on their card.

  ### 46. Easy to use card

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sagewood V. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 24, 2018

**What do you like best about PEX?**

The process of using the card and loading our receipts is super straight forward and user friendly!

**What do you dislike about PEX?**

As long as we have our receipts in on time then we don’t come across any issues at all

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

We are able to get an event budget through the card to take care of our community. This is reloaded monthly.

  ### 47. PEX works well for our situation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Events Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 19, 2018

**What do you like best about PEX?**

I work in a distributed service industry, where I'm buying products every month and submitting them for reimbursement. The PEX system has almost instantaneous upload of transactions onto the system, so that I can log and complete the submittal right away.

**What do you dislike about PEX?**

The PEX system, at least for our set-up, has meant we can't access cash anymore as everything has to go through a debit card transaction.

**Recommendations to others considering PEX:**

I've enjoyed using this product and found it simple to use.

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

Distributing funds to over 400 teams has become much simpler with the PEX system.


## 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=5&page=3&section=pricing&secure%5Bexpires_at%5D=2026-08-14+05%3A37%3A58+-0500&secure%5Bsession_id%5D=98a37e97-dad4-4655-be4a-87e63d6fa813&secure%5Btoken%5D=a3f16dac2beda0f863d8b9593a7fdcb2971faebb090a981291773c29478b42bc&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)
  - [Bloomerang CRM](https://www.g2.com/products/bloomerang-crm/reviews)
  - [ChatGPT](https://www.g2.com/products/chatgpt/reviews)
  - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews)
  - [Claude Code](https://www.g2.com/products/anthropic-claude-code/reviews)
  - [CMiC Platform](https://www.g2.com/products/cmic-platform/reviews)
  - [DATABASICS Time &amp; Expense](https://www.g2.com/products/databasics-databasics-time-expense/reviews)
  - [Daxko](https://www.g2.com/products/daxko/reviews)
  - [Extreme Reach](https://www.g2.com/products/extreme-reach/reviews)
  - [FOUNDATION](https://www.g2.com/products/foundation/reviews)
  - [FUND E-Z](https://www.g2.com/products/fund-e-z/reviews)
  - [Greenslate](https://www.g2.com/products/greenslate/reviews)
  - [Media Services](https://www.g2.com/products/media-services/reviews)
  - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews)
  - [Microsoft Dynamics 365 Connector](https://www.g2.com/products/microsoft-dynamics-365-connector/reviews)
  - [Microsoft Dynamics NAV Warehouse Management System](https://www.g2.com/products/microsoft-dynamics-nav-warehouse-management-system/reviews)
  - [MIP Fund Accounting](https://www.g2.com/products/mip-fund-accounting/reviews)
  - [Openai](https://www.g2.com/products/openai/reviews)
  - [Oracle Netsuite Analytics](https://www.g2.com/products/oracle-netsuite-analytics/reviews)
  - [ParishSOFT Giving](https://www.g2.com/products/parishsoft-giving/reviews)
  - [Planning Center Giving](https://www.g2.com/products/planning-center-giving/reviews)
  - [PowerChurch Plus](https://www.g2.com/products/powerchurch-plus/reviews)
  - [Procore](https://www.g2.com/products/procore/reviews)
  - [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Sage 100 Contractor](https://www.g2.com/products/sage-100-contractor/reviews)
  - [Sage 300 Construction and Real Estate](https://www.g2.com/products/sage-300-construction-and-real-estate/reviews)
  - [Sage 50cloud Accounting](https://www.g2.com/products/sage-50cloud-accounting/reviews)
  - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews)
  - [SAP Concur](https://www.g2.com/products/sap-concur/reviews)
  - [ShelbyNext Financials](https://www.g2.com/products/ministry-brands-holding-llc-shelbynext-financials/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Veracross](https://www.g2.com/products/veracross/reviews)
  - [Wrapbook](https://www.g2.com/products/wrapbook/reviews)
  - [Xero](https://www.g2.com/products/xero/reviews)
  - [Yardi Advanced Budgeting &amp; Forecasting](https://www.g2.com/products/yardi-advanced-budgeting-forecasting/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)
  - [Zoho Books](https://www.g2.com/products/zoho-books/reviews)
  - [Zoho Expense](https://www.g2.com/products/zoho-expense/reviews)

## PEX Features
**Expense Reports**
- 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
- 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 (2,485 reviews)
  - [BILL Spend &amp; 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)

