--- 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. Customizable expense tracking and reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Christy H. | Implementation Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about PEX?** Real time expense control Funds are preloaded Detailed tracking and reporting of transactions Customizable boundaries for purchases Mobile app **What do you dislike about PEX?** Limited merchant acceptance inhibits flexibility for purchases. **What problems is PEX solving and how is that benefiting you?** Sets spending limitations for our users which enables our organization to maintain a budget and prevent unauthorized purchases or overspending. **Official Response from Zach Reichenberger:** > Thanks for sharing your experience. It’s great to hear that the real-time controls, customizable settings, and mobile access are helping your team stay on budget and prevent unauthorized spend. We would love to hear more about what merchants are being accepted to see how we can support - please reach out to us at adminsupport@pexcard.com. Glad PEX is supporting your organization’s goals. ### 2. Easy To Use **Rating:** 4.5/5.0 stars **Reviewed by:** Dusti S. | Sr. Account Executive, Marketing and Advertising, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2018 **What do you like best about PEX?** Great App with ease of use. You can easily view transactions and upload receipts. Transactions also show up immediately, so you don't have to wait to upload your receipts. **What do you dislike about PEX?** I have not really found anything yet that I dislike about the app. It works great, doesn't seem to have any issues, and is very easy to use. I guess the only complaint I would have is that there are two areas to upload receipts, so that can be confusing in terms of reporting. **What problems is PEX solving and how is that benefiting you?** My company uses this to upload money employees will need to purchase product at their events. This ensures that everyone has the appropriate amount needed and eliminates the need for us to have to fill out an expense report and wait to be reimbursed. I believe this helps our events run more smoothly. **Official Response from Zach Reichenberger:** > We're delighted to hear that you find PEX easy to use and that it’s helping your team streamline event purchases and avoid lengthy expense reports. Immediate transaction visibility and ease of receipt uploads are features we know are important, so it’s great to see they’re making a positive impact for you. Our team is always working to enhance the user experience, and input like yours helps us make PEX even better. Thanks again for sharing your experience! ### 3. Great Receipt Integration with QuickBooks, but Support Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PEX?** Being able to review all receipts and able to convert all information into QuickBooks. **What do you dislike about PEX?** Slow response times difficulty reaching live support when having questions or issues. **What problems is PEX solving and how is that benefiting you?** Not having to chase down receipts. **Official Response from Zach Reichenberger:** > We're glad to hear PEX has made it easier to manage receipts and integrate with QuickBooks. We’re sorry to hear you’ve had challenges reaching our support team. Your feedback is important to us, and we’re always working to improve response times and accessibility. For faster assistance in the future, please reach out to our team at adminsupport@pexcard.com or call 1-866-685-1898, available Monday through Friday, 8am–6pm EST. ### 4. Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2025 **What do you like best about PEX?** The statements are easy to read and export into Quickbooks for accounting purposes. The pex card comes in with our teams that are working out of town. **What do you dislike about PEX?** The transactions are not categorized for ease **What problems is PEX solving and how is that benefiting you?** PEX is making it easy for our company to send tech out of town where they don't need access to our bank accounts **Official Response from Zach Reichenberger:** > Thanks for the review! We're glad to hear PEX has made it easier to manage expenses for your out-of-town teams and that the QuickBooks export has been helpful for your accounting needs. You mentioned that transactions aren't categorized for ease, we’d love to learn more about what you’re looking for there. Feel free to reach out to us at adminsupport@pexcard.com and we’ll see how we can help. ### 5. Great app **Rating:** 5.0/5.0 stars **Reviewed by:** CLAUDIA B. | Administrator Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2025 **What do you like best about PEX?** the app is user friendly, the ease of use is good. **What do you dislike about PEX?** the learning process on how to manage is a lot **What problems is PEX solving and how is that benefiting you?** Getting real budget numbers on a monthly basis **Official Response from Zach Reichenberger:** > We're glad to hear that our platform is supporting your payment processing and expense management needs. If you ever have questions or run into challenges, our team is here to help! You can reach us at adminsupport@pexcard.com. We also have a robust library of helpful articles and how-to guides available at support.pexcard.com to assist you 24/7. ### 6. Streamlined grant management **Rating:** 5.0/5.0 stars **Reviewed by:** Deborah L. | Senior Program manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about PEX?** PEX has helped us to streamline grant management to our grantees. Receipts, oversight of spending has been much easier. Love the new AI receipt attachment options! **What do you dislike about PEX?** Can’t think of any, every problem has been addressed and improved! **What problems is PEX solving and how is that benefiting you?** Grant management and accountability **Official Response from Zach Reichenberger:** > Thanks for the kind words! We're thrilled to hear PEX has helped simplify your grant management and that the AI receipt feature is adding value. Thank you again for sharing how PEX supports your mission. We’re proud to play a part in making grant oversight smoother and more transparent! ### 7. The functionality is outdated but appreciate the multiple card feature **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about PEX?** Easy card funding for requests and maintaining budget for different chapters. **What do you dislike about PEX?** Outdated reporting process and integrations that don't function all the time. **What problems is PEX solving and how is that benefiting you?** Easy card funding for requests and maintaining budget for different chapters. **Official Response from Zach Reichenberger:** > Thanks for the feedback. Glad to hear the card funding and chapter budgeting features are working well for you. If you're open to sharing more about the integrations you use most, we'd love to understand more so we can make the right fixes. Please feel free to reach out to adminsupport@pexcard.com ### 8. PEX CARDS FOR SMALL BUSINESS-HIGHLY RECCOMEND **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about PEX?** VERY EASY DASHBOARD TO USE TO MANAGE OUR CARDS FOR OUR CONTRACTORS. **What do you dislike about PEX?** I LIKE EVERYTHING, I DO WISH THE FUNDS WOULD TRANSFER SOONER. I DID HAVE A HARD TIME VERIFYING OUR BANK ACCOUNT. **What problems is PEX solving and how is that benefiting you?** SAVING ON REIMBURSING FOR FUEL OR TEAM MEALS. **Official Response from Zach Reichenberger:** > Thanks so much for the great review and recommendation. We’re glad the dashboard makes managing cards easy for your contractors. We’d love to troubleshoot and share ways to help money transfer faster. Since your review is anonymous and we can’t reach out directly, please email customersuccess@pexcard.com so we can assist. ### 9. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Vivien P. | Associate Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about PEX?** PEX is very easy to use. Transfering funds, approving, sending alerts & etc. **What do you dislike about PEX?** I wish it would automatically remind user when they do not upload the receipts **What problems is PEX solving and how is that benefiting you?** Not having to reimburse employees and keeping them under budget **Official Response from Zach Reichenberger:** > Thanks for your review! We're glad to hear PEX has been easy to use and is helping with budgeting and reimbursements. Regarding receipt reminders — great news! You can enable cardholder notifications and our Auto Enforcer tool might also be a good fit for your needs. I will include the links below. Auto Enforcer - https://support.pexcard.com/s/article?name=000003632-Auto-Enforcer Cardholder Notifications - https://support.pexcard.com/s/article?name=000003075-How-to-Enable-Cardholder-Notifications ### 10. New to PEX **Rating:** 2.5/5.0 stars **Reviewed by:** Lindsey J. | Customer Service Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about PEX?** I like how user friendly the dashboard is. **What do you dislike about PEX?** I wish there were better ways to search through specfic cards that aren't assigned as we have about 500. **What problems is PEX solving and how is that benefiting you?** Easier way for them to get the money right away **Official Response from Zach Reichenberger:** > Bummer to hear about the difficulty searching through unassigned cards — with that many, we know it can be a challenge. We’d love the opportunity to help improve your experience and hopefully get that review up to a 5-star rating. Our team will be reaching out to assist and explore a better solution with you. ### 11. PEX simplify my life **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about PEX?** Is really simple to use and much easier than paper receipts **What do you dislike about PEX?** i would to filter more per store to restric usage **What problems is PEX solving and how is that benefiting you?** Easier to get receipts from employees **Official Response from Zach Reichenberger:** > It's great to hear that PEX is making your life easier. We're here to make your expense management process as smooth as possible. ### 12. Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Denise C. | Director of Business Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2025 **What do you like best about PEX?** The portal was very easy to use and user friendly. **What do you dislike about PEX?** At times, response from support may take a few days. **What problems is PEX solving and how is that benefiting you?** Card acceptance issues for vehicle rentals. At times, our employees need to rent a vehicle and at times they were unable to use the PEXCard prepaid card to pay for the rental. I have been in contact with my rep who forwarded my issue up the chain to see what could be done to assist us **Official Response from Zach Reichenberger:** > Thanks for sharing your experience with PEX! It’s always rewarding to know that the portal is intuitive and easy to navigate for our users. We appreciate your patience regarding support response times and want you to know that we’re continuously working to improve our service to better support your needs. You're absolutely right—vehicle rentals can sometimes present challenges when using prepaid cards. For these types of purchases, our credit expense solution offers a great alternative. If you’re interested in learning more, our Customer Success Team is happy to assist at adminsupport@pexcard.com. We see lots of customers using both Prepaid Expense as well as Credit Expense side by side within their organizations based on business need. ### 13. Amazing job with features **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany S. | Financial Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2025 **What do you like best about PEX?** The features help to make my job easier and support has always been amazing. We have had several issues with fraud but I am hoping those issues will not continue as they have. **What do you dislike about PEX?** Fraud protection is mostly on our side. Thankfully the waiting process and rectifying situations are not long and have always been helpful. **What problems is PEX solving and how is that benefiting you?** The features have made my job as a financial advisors so much easier. Thank you for looking out for us Admin! **Official Response from Zach Reichenberger:** > Thanks for your review! We're glad to hear that PEX features have made your job easier and that our support team has been helpful when you needed them. We understand how important fraud protection is, and we’re committed to continually improving our solutions to better support you and your team. ### 14. Quick and easy card management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2025 **What do you like best about PEX?** PEX has lots of helpful features that reduces the time and effort needed to reconcile and approve expenses on the go. **What do you dislike about PEX?** The PEX card doesn’t work at a few places because it gets flagged as a ‘prepaid’ card. This is not the fault of PEX, but is somewhat annoying when it happens. **What problems is PEX solving and how is that benefiting you?** Managing staff expense approvals, funding and payments. All in one solution to keep the books organized and flowing while reducing manual and time consuming tasks. **Official Response from Zach Reichenberger:** > Thanks for your review! We're glad to hear that PEX makes expense reconciliation and approvals easier for you. We understand that some merchants may not accept prepaid cards, and while this is outside of our control, we have a great alternative—our Credit Expense Solution. It’s a great option for transactions where prepaid cards aren’t accepted. Check it out here: https://www.pexcard.com/pex-credit-expense/ ### 15. Very satisfied with PEX and their team **Rating:** 4.5/5.0 stars **Reviewed by:** Alicia A. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about PEX?** PEX has provided a great option for our organization to implement spend cards that sync automatically into our accounting software with associated tagging. They continue to innovate with the use of AI for process efficiency. Their tech support team is happy to answer questions and is receptive to product enhancement suggestions. Our staff transitioned really well to the new card system. I find it very easy to oversee the cardholder accounts. I like that must of the admin process is self service so I can quickly meet our staffs needs. **What do you dislike about PEX?** Not too many compliments. I wish there was a way for staff to formally submit their charges for review, it happens automatically (often before their notes are even added). We've also had some difficulty with splitting transactions. **What problems is PEX solving and how is that benefiting you?** Funding cards with pre-authorization requirements. **Official Response from Zach Reichenberger:** > We're delighted to hear that PEX has effectively supported your organization with spend cards that seamlessly sync into your accounting software. It’s great to know that our AI innovations and responsive tech support have made a positive impact on your experience. We're glad your staff transitioned smoothly to the new system and that the self-service features have helped you efficiently manage cardholder accounts. We recently introduced an enhancement called "Review Requirements" in your profile under Business Settings. By enabling this feature, transactions will only be submitted for review once a receipt and all required tags are added. If you would like personalized support or if you need assistance with splitting transactions, please reach out to customersuccess@pexcard.com. We’re here to help! ### 16. Simple, SWEET solution **Rating:** 5.0/5.0 stars **Reviewed by:** Heather C. | Finance Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about PEX?** I love the ability to review, approve, tag, and sync transactions so seamlessly. **What do you dislike about PEX?** I am very new to the platform and have not found a drawback. **What problems is PEX solving and how is that benefiting you?** We have many boots on the ground service providers, and now they can easily make purchases for our clients within the parameters we set within Pex platform. It takes a lot of the supervision necessary out of my hands and frees me up for more important things. **Official Response from Zach Reichenberger:** > Thank you for your wonderful review! We're thrilled to hear that you're enjoying the seamless experience of reviewing, approving, tagging, and syncing transactions with PEX. It’s great to know that our platform is helping your team make client purchases effortlessly while giving you more time to focus on higher priorities. ### 17. Ease of use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2025 **What do you like best about PEX?** Product is easy to use and 24-Hour Tech support. **What do you dislike about PEX?** none so far. no staff complains after a few years of implementation. **What problems is PEX solving and how is that benefiting you?** Receipt processing. **Official Response from Zach Reichenberger:** > We're glad to hear PEX has been easy to use and that your team hasn’t had any complaints. It’s also great to know our 24-hour support and receipt processing features are making an impact. We appreciate you being a longtime customer. ### 18. Southside Christian School **Rating:** 4.5/5.0 stars **Reviewed by:** Kelli M. | Staff Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about PEX?** The best feature of Pex is the auto enforcer. **What do you dislike about PEX?** Email notifications. It would be nice for our managers/approvers to have the ability to set up a daily or weekly reminder if they have transactions that are ready for review. Right now, the only notification available is if a tag or receipt has been added, which would equate to a ton of email notifications for our managers, so we've instructed them to leave this feature turned off and set up a weekly calendar reminder to check their Pex review tab. Setting this up through Pex would be better. **What problems is PEX solving and how is that benefiting you?** Pex is solving a lot of problems for us. The auto enforcer, integration with Blackbaud, real time data being transferred to our GL, and ease of use for our employees. **Official Response from Zach Reichenberger:** > Thank you for your thoughtful review! We're glad to hear that the auto enforcer and integration with Blackbaud have been beneficial, along with the ease of use for your employees. We appreciate your feedback on enhancing email reminder notifications for when transactions are ready for administrators to review, and we’ll share this with our product team. It's great to know that PEX is solving key challenges for your organization, and we look forward to supporting your continued success! ### 19. "My Experience with Pex: A Honest Review" **Rating:** 5.0/5.0 stars **Reviewed by:** Feroz G. | Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2025 **What do you like best about PEX?** PEX cards might offer flexible payment options or configurations **What do you dislike about PEX?** Not all merchants or platforms may accept PEX cards. **What problems is PEX solving and how is that benefiting you?** 1. Payment processing: PEX cards might simplify payment processing for businesses or individuals. 2. Expense management: They could help track and manage expenses more efficiently. 3. Financial flexibility: PEX cards might offer flexible payment options or financing solutions. **Official Response from Zach Reichenberger:** > Thanks so much for taking the time to share your experience with PEX! We’re glad to hear that our platform is helping simplify your payment processing and expense management needs. Regarding your feedback about merchant acceptance — you’re right that there are a few merchants that do not accept prepaid cards. To help address that, we now offer a PEX Credit Expense solution that is more widely accepted and might be a better fit for your use case. If you're interested in learning more, please don’t hesitate to reach out to our team at adminsupport@pexcard.com and we’d be happy to assist. ### 20. pex use **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about PEX?** i like that we can move funds as needed. **What do you dislike about PEX?** I am still upset about the explanation given about charging our account. I feel your instructions were unclear and misleading. Moving money takes an annoying long amount of time. **What problems is PEX solving and how is that benefiting you?** We can give an employee access to funds to purchase without handing them cash. **Official Response from Zach Reichenberger:** > We’re glad to hear PEX makes it easier to manage employee spending without using cash. We’re sorry to hear about your frustration. Since the review was submitted anonymously, we’d really appreciate the chance to learn more. Please reach out to us at customersuccess@pexcard.com — we’d love to understand your experience better and work toward earning that 5-star rating! ### 21. Easy to use & great support. **Rating:** 5.0/5.0 stars **Reviewed by:** Thor K. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2025 **What do you like best about PEX?** Prepaid cards, easy to adjust limits, and the ability to change limits or add more funds to a card when needed. **What do you dislike about PEX?** It would be awesome if PEX was able to work with our bookeeping software to allow attachments to import with the transactions. **What problems is PEX solving and how is that benefiting you?** Preset set epending limits helps keep us on budget. **Official Response from Zach Reichenberger:** > Thank you for sharing your positive experience with PEX! We're happy to hear that you find our prepaid cards easy to use. Your feedback about integrating with your bookkeeping software is valuable, and we'll definitely take it into consideration for future improvements. We're glad to hear that PEX is helping you stay on budget with preset spending limits. ### 22. Easy to use and track employee and business expenses **Rating:** 5.0/5.0 stars **Reviewed by:** Lorraine P. | CEO/Director of Development, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2025 **What do you like best about PEX?** Being able to see all of the transactions at a glance rather than having to go into each CC. **What do you dislike about PEX?** Having to payoff the balance weekly is cumbersome to budget for. Monthly would be much easier. **What problems is PEX solving and how is that benefiting you?** It is solving the issue of tracking employee and company expenses in a convenient format. **Official Response from Zach Reichenberger:** > We're glad to hear that PEX makes tracking employee and business expenses easy for you! We do offer monthly repayment credit lines, and we'd love to connect to ensure your program aligns with your business needs. Our team will reach out to you directly to explore the best solution for you. We appreciate your insights and your business with PEX! ### 23. Intuitive interface and integrated with Aplos **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2025 **What do you like best about PEX?** The integration with Aplos is great, and the user interface is very intuitive! **What do you dislike about PEX?** Although I can place limits on total card spending, the integration with Aplos does not allow users to see an allowed budget or budget remaining. **What problems is PEX solving and how is that benefiting you?** The ability to enable our volunteers to make the purchases they need while remaining compliant to our policies is great! **Official Response from Zach Reichenberger:** > Thanks for sharing your experience. We're glad the Aplos integration and intuitive interface are helping your volunteers stay compliant. We also appreciate your feedback on budget visibility and will share it with our product team. ### 24. So far so good! **Rating:** 4.0/5.0 stars **Reviewed by:** Christina F. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2025 **What do you like best about PEX?** I like the ability to control our spending somewhat **What do you dislike about PEX?** I think the upgrades covered the dislikes. I think the Auto Enforcer is going to be very helpful. Getting receipts has been my biggest challenge. **What problems is PEX solving and how is that benefiting you?** PEX is helping to mange our spending by only alloting a certain amount of funds on each card monthly. **Official Response from Zach Reichenberger:** > Thank you for your feedback! We’re glad to hear that you’re finding value in PEX’s spending controls and that the recent upgrades, including the Auto Enforcer, are addressing your concerns. As a reminder cardholders can always text, email and upload receipts via the PEX mobile app! Please let us know if there’s anything we can do to turn your 4-star experience into a 5-star one. If you ever need assistance with receipt management or any other feature, feel free to reach out to us—we’re here to help! ### 25. User (not an admin) **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2025 **What do you like best about PEX?** Pex provides autonomy in my position as a program manager to facilitate purchases needed to make progress while at the same time demands a high level of fiscal responsibility and accountability. **What do you dislike about PEX?** I look forward to cards with a chip. Current card is occassionally problematic without a chip at certain vendors. **What problems is PEX solving and how is that benefiting you?** Prior to using pex expenses were largely a check request system - outdated for many purchases, and so slow. With Pex I am able to be more responsive to client needs and more proactive in making program purchases. **Official Response from Zach Reichenberger:** > It’s fantastic to hear that PEX empowers you with the autonomy you need while ensuring fiscal responsibility and accountability. We’re glad our platform is helping you transition from outdated processes, allowing you to be more responsive and proactive in your role. Great news—chip cards are available, and we actively update programs to include them! To get started, please reach out to your program administrator or contact our Customer Service team for assistance at adminsupport@pexcard.com. ### 26. Finance and Operations Associate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about PEX?** The freedom and flexibility it provides our team. They are able to move with autonomy, while staying within company guidelines. It is a win for the team and a win for leadership. **What do you dislike about PEX?** Greater flexibility surround tag requirements would be nice to have. Sometimes it is difficult to identify the appropriate tags. **What problems is PEX solving and how is that benefiting you?** Our team does not need to contact our accounting team for smaller purchases. They are able to navigate their roles with autonomy and flexibilty to purchase what is needed for their roles to aid in the effectiveness. **Official Response from Zach Reichenberger:** > We love to hear that PEX provides your team with the freedom and flexibility to operate autonomously while staying within company guidelines—it's great to know that our platform is delivering value for both your team and leadership. We’d love to better understand what you're looking for when it comes to tag requirements. PEX offers several features to help streamline tags, such as our Tag Manager and Auto Tagger, which might address some of your needs. I’ve included support articles below for reference. If you're looking for something different, please let us know—we’re always eager to improve and support your team more effectively. https://support.pexcard.com/s/article?name=000001107-How-to-Setup-and-Create-Tags-with-Tag-Manager https://support.pexcard.com/s/article?name=000003073-PEX-Auto-Tagger ### 27. Just what we needed! **Rating:** 5.0/5.0 stars **Reviewed by:** Linda G. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about PEX?** The software that was designed to navigate everything PEX, the ease of funding cards, the ease of uploading receipts, the app, customer support. **What do you dislike about PEX?** I have not had anything happen to cause me to dislike this product. **What problems is PEX solving and how is that benefiting you?** N/A **Official Response from Zach Reichenberger:** > Thank you for sharing your positive experience with PEX. We're happy to hear that our software is meeting your needs and providing a seamless experience for you. ### 28. Great experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2025 **What do you like best about PEX?** The convenience of the use on the portal. **What do you dislike about PEX?** No downsides to PEX. I like it very much **What problems is PEX solving and how is that benefiting you?** The ease of controlling what our guys are spending. **Official Response from Zach Reichenberger:** > We're glad to hear the portal has been convenient and that PEX is helping you stay in control of spending. If there’s ever anything we can do to make your experience even better, feel free to reach out. We appreciate your support. ### 29. 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 ### 30. 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. ### 31. 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 ### 32. The support has been very helpful. **Rating:** 4.0/5.0 stars **Reviewed by:** Tim P. | Lead pastor, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about PEX?** The support for the customer to help navigate and constantly use new features is awesome. Not something I experienced with a previous company. **What do you dislike about PEX?** The prepaid card gets rejected from multiple companies. **What problems is PEX solving and how is that benefiting you?** Adding parameters for spend. Plus integration with Quickbooks to simplify accounting. **Official Response from Zach Reichenberger:** > Thank you for your feedback! It's amazing to hear that you’ve had a great experience with our customer support and that you’re finding value in our spend control features and QuickBooks integration. We’d love the opportunity to turn your 4-star experience into a 5-star one. Regarding declined transactions, you can always check the "Transactions" tab and click on "Declines" to see the reason behind a declined transaction. In most cases we see declines occur due to existing spend rules, low balances on cards, or international transactions being blocked. If you ever need assistance with understanding declines, please don’t hesitate to reach out to us at adminsupport@pexcard.com—we’re here to help! ### 33. Intuitive and great customer support **Rating:** 4.0/5.0 stars **Reviewed by:** Amelia G. | Operations Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** November 27, 2024 **What do you like best about PEX?** The customer support. I haven't had any problems but have had questions. The response time is quick and they are very helpful. **What do you dislike about PEX?** The lead time it takes to receive a card. Also, it doesn't offer a means for me to create a custom report myself. **What problems is PEX solving and how is that benefiting you?** The ability to see expenses in real time. This makes it easier for me to keep up with my approvals so I'm not overwhelmed. **Official Response from Zach Reichenberger:** > Thank you for sharing your feedback and for highlighting our customer support team! We’re thrilled to hear that your questions were answered quickly and that you found our team helpful. Providing excellent support is a top priority for us. We’re so glad PEX has helped streamline your expense management and made approvals easier for you. If you ever need a card faster we do offer virtual cards that can activated immediately upon creation. This way you can start spending with a virtual card while you wait for your plastic card in the mail. You can find more about virtual cards here - https://support.pexcard.com/s/article?name=000002116-Creating-Virtual-Cards. Also, if i you have a custom report you would find useful please reach out to us at customersuccess@pexcard.com and we can assist you in your request. ### 34. 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. ### 35. Easy to use. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Enterprise (> 1000 emp.) **Reviewed Date:** April 23, 2025 **What do you like best about PEX?** Additional payment options like Apple Pay etc. **What do you dislike about PEX?** Would be nice to transfer money to PayPal, or Zelle money with Pex card. **What problems is PEX solving and how is that benefiting you?** Helping reimbursements **Official Response from Zach Reichenberger:** > We’re glad you’re enjoying the additional payment options like Apple Pay — and we appreciate your suggestions around PayPal and Zelle transfers. Thanks again for being part of the PEX community! ### 36. 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. ### 37. A Very Well Organized Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin A. | Corporate Controller, Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about PEX?** Overall, PEX's features are straightforward. The dashboard is informative and the service provides us with the detail we need for client spending reporting. **What do you dislike about PEX?** There is nothing really bad to say about the service. **What problems is PEX solving and how is that benefiting you?** We were converting our clients cash envelope system to a PEX card system. **Official Response from Zach Reichenberger:** > We're glad to hear that you find PEX well-organized and that our platform supports your client spending reporting needs. It’s great to know that PEX has helped with your transition from a cash envelope system to a more efficient card-based solution. If there's anything we can do to make your experience even better and drive your review to 5 stars, please reach out to us at customersuccess@pexcard.com—we’d love to hear your feedback! ### 38. 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 ### 39. 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/ ### 40. 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! ### 41. 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. ### 42. 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. ### 43. 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 ### 44. 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! ### 45. 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 ### 46. 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! ### 47. 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 ### 48. Pex offers a great way to control company spending **Rating:** 4.0/5.0 stars **Reviewed by:** Brenton H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2024 **What do you like best about PEX?** Pex offers us the ability to restrict company-wide spending to specific areas of purchases. This allows our employees to feel they have the freedom to purchase what they need. I would call it a credit card with guard rails. I love that I can give PEX cards to everyone on my team and fund them as needed or that they can request funds as needed. It is quick, and once the initial set up is complete it is easy to implement. **What do you dislike about PEX?** Occasionally a card will be declined at an approved vendor. It can be frustrating to assume something is whitelisted and get in the purchase line and find out the card has been declined. It typically is an easy fix for the administrator, however, it adds a level of frustration when timing is important. **What problems is PEX solving and how is that benefiting you?** According to our by-laws, we require 2 signatures on every check. Pex Card fulfills that purpose in the way that they handle the funding of the cards, now allowing us to use it for online purchases. **Official Response from Zach Reichenberger:** > Thank you for your feedback and for choosing PEX! We're thrilled to hear that you appreciate our spending controls and funding flexibility. We're sorry to hear about your frustration with declined transactions. Our team would love to take a look at the spend rules you have in place to see if we can assist you and minimize these situations in the future. Please email adminsupport@pexcard.com with your contact information, and we will be in touch. We strive to provide 5-star experiences, and your input helps us achieve that goal. ### 49. 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! ### 50. Great Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about PEX?** I appreciate the amount of time PEX has saved our company and employees with the seamless integration to Blackbaud. The intergation and customer service have been great and helpful. **What do you dislike about PEX?** I wish the approval process was easier to set up and streamline. I also wish the employee reimbursements would pull into Blackbaud. **What problems is PEX solving and how is that benefiting you?** Receipt and tagging of credit card transactions. It is making my job and the cardholders part much easier in the process. **Official Response from Zach Reichenberger:** > Thank you for your review! We're glad to hear that PEX has saved your company time and that the integration with Blackbaud has been seamless, along with the support from our customer service team. We appreciate your feedback on the approval process and employee reimbursements. Both of these features are new, and we are continuously improving and enhancing these capabilities. We’ll share your insights with our team, and if you have any specific feedback on workflows or need further support, please feel free to reach out to us at customersuccess@pexcard.com. I ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-23+00%3A34%3A12+-0500&secure%5Bsession_id%5D=e01d6923-2f20-4d1a-84ee-fa46bf615870&secure%5Btoken%5D=d385cf8f1101c4100b97ace8569baf44076a36b4af4881c0f981756511ade754&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) - 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[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) - [QuickBooks Online Advanced](https://www.g2.com/products/quickbooks-online-advanced/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 & 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 - Credit Card Integration **Setup** - Data - Approvals - Alignment **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 **Performance** - KPIs - Benchmarks - Savings **Invoice Processing** - Payments - Workflows **Analytics** - Due Dates **Payment Cards** - One-time Virtual - Recurring Virtual - Physical **Client Invoicing** - Electronic Payments - Project Accounting / Revenue Recognition **Integration** - Accounting - Payment Integration - ERP **Reporting** - Real time - Multiple Views - Export - Budgets **Generative AI - Expense Management** - Image-to-Text - Text Generation - Text Summarization **Payments** - Vendor - Recurring - Employee Reimbursements - ACH **Mobile** - Receipt Capture - Mileage Tracking - Travel Itinerary and Flight Status Updates **Platform** - Embedded AI / Machine Learning - Complex Approval Workflow **Fraud & Risk Management** - Notifications - Unique Cards - Controls **Administration** - PCI Regulation Compliant **Agentic AI - Spend Management** - Proactive Assistance **Administration** - Business Tool Integration - Workflow - Automated Reminders - Policy Compliance Management - User, Role, and Access Management **Platform** - Reporting - APIs / Integration - Internationalization - Performance and Reliability - Mobile User Support **Risk** - Identification - Scoring **Recovery** - Recoup **Audit** - Filters - Overpayments - Duplicates **Fraud** - Vendor Checks - Monitoring **Agentic AI - AP Automation** - Autonomous Task Execution - Decision Making ## Top PEX Alternatives - [Ramp](https://www.g2.com/products/ramp-financial-ramp/reviews) - 4.8/5.0 (2,456 reviews) - [BILL Spend & Expense (Formerly Divvy)](https://www.g2.com/products/bill-spend-expense-formerly-divvy/reviews) - 4.5/5.0 (2,219 reviews) - [Brex](https://www.g2.com/products/brex/reviews) - 4.8/5.0 (1,589 reviews)