--- title: PEX Reviews meta_title: 'PEX Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 192 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: 192 scale: '5' date_modified: '2026-07-17' 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:** 192 ## 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. 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! ### 2. 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! ### 3. 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. ### 4. 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. ### 5. 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. ### 6. 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! ### 7. 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! ### 8. 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. ### 9. 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. ### 10. 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. ### 11. 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! ### 12. 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! ### 13. 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. ### 14. 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! ### 15. 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! ### 16. 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! ### 17. 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! ### 18. 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. ### 19. 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. ### 20. 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. ### 21. 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! ### 22. 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! ### 23. 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. ### 24. 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. ### 25. 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. ### 26. 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. ### 27. 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. ### 28. 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. ### 29. 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 ### 30. 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. ### 31. 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. ### 32. 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. ### 33. 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 ### 34. 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 ### 35. 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 ### 36. 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. ### 37. 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. ### 38. 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. ### 39. 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. ### 40. 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 ### 41. 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. ### 42. 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?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+23%3A43%3A15+-0500&secure%5Bsession_id%5D=a03981e8-25e2-4cfa-a2c7-4d594789c688&secure%5Btoken%5D=9393b728f92780257bd745338f2c934a09d0093f1edcfb774d924b9ce62209ca&format=llm_user) ## PEX Integrations - 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