I find PEX incredibly easy to use, which made it seamless for our cardholders to adopt quickly. I also appreciate that it lets cardholders upload their own receipts, which avoids unnecessary back-and-forth with staff. Sending receipts to PEX is straightforward, and the matching process has been smooth for us. The auto tagger and workflows work well for our needs, and I value the integration with our Blackbaud software. Setup was very simple, and we were live within three weeks of signing the agreement. performance has been reliable and the ROI is already on our favor after one month. Review collected by and hosted on G2.com.

We are new adopters and don't have any dislikes yet. Review collected by and hosted on G2.com.

I like that each card user can upload their receipts and categorize their own transactions. Some of the tools that I value the most are the ease of using the system and that it talks with our accounting software, QuickBooks Online. I also like some of the AI features that are new to PEX. We use PEX Enforcer, which is very helpful for keeping our employees compliant with uploading receipts. The PEX Auto Tagger with AI technology helps cut down time spent with bookkeeping. I appreciate PEX for listening to their customers and continuing to improve their software. Review collected by and hosted on G2.com.

I found losing a receipt to be a hassle, but I like that PEX has improved this with a new feature allowing employees to sign a statement if they lose a receipt. Review collected by and hosted on G2.com.

I use PEX mainly to manage my business expenses and keep track of my spending. It makes it easier to organize payments, control expenses, and have better visibility over where my money is going. What I like most about PEX is how easy it makes it for me to manage, track, and control my business spending. I also like how simple and convenient it is to use. The initial setup was quite easy. Review collected by and hosted on G2.com.

I find it frustrating when access to my PEX account is restricted during certain issues and the administrator can't clear them. It can be annoying when access to funds or account features is limited without a clear explanation. I would appreciate clearer reasons for restrictions, faster support responses, and more transparent steps for resolution. It would also be helpful to receive timely notifications explaining what caused the restriction and what information or actions are needed to fix it. Review collected by and hosted on G2.com.

I like the ease of use and flexibility of funding. Before using PEX, we used cash which was both unsafe and messy. The PEX Card is much more streamlined and we don't have employees walking around with a lot of cash on them at events anymore. Review collected by and hosted on G2.com.

I don't like how long it takes for ACH transactions to post. I was unable to use the PEX Card at an event due to the length of time it took to ACH transfer funds from our bank account to the PEX account. We had to rely on our traditional method of using cash. Review collected by and hosted on G2.com.

I like how organized and easy PEX is to use, both for admins and for the teachers. It makes it very easy to see who has what charges and helps keep receipts organized. I love that the teachers are able to use the app on their phones to upload receipts, making it convenient for them and reducing the need for me to constantly remind them to upload receipts when they come into the office. The initial setup of PEX was very easy and it's still easy now if we need to add or remove someone. Review collected by and hosted on G2.com.

I would love for there to be more automation in reminders. I still have to send reminders through the PEX app for things like receipts, and I would love for there to be an automation reminder that sends every week. Review collected by and hosted on G2.com.

I like the simplicity of PEX. As the admin responsible for funding the cards, I really appreciate being able to see a full list of what everybody's got in their card and being able to quickly add or take out money. The super simple interface makes this process seamless. I don't have to spend a lot of time looking into each individual card or worrying about what people are spending, thanks to the restrictions setup. I can quickly check balances in the morning and make adjustments in just about five minutes, which is very efficient. The initial setup of PEX was beyond easy—just plugging in how many cards we needed and truck names. It doesn't require any real training, so it's simple to manage. Review collected by and hosted on G2.com.

I think as an admin, I have technically two accounts, a cardholder and the admin account. I'm having to jump back and forth in between those. If someone's an admin, they should just have the card under their account and not have multiple accounts. I think, to simplify things even further. Review collected by and hosted on G2.com.

PEX offers a comprehensive solution for managing expenses, integrating seamlessly with QuickBooks to streamline accounting processes. It allows users to attach evidence, add comments, and tag expenses, enhancing transparency and control. Review collected by and hosted on G2.com.

I like that PEX is an easy-to-use platform and has greatly reduced the loss of receipts. I love that they can attach evidence and add comments about what is being spent. Also, the way we approve and manage expenses helps us a lot, along with the control of what type of expense we are making with tags, which helps a lot in accounting. Additionally, we have PEX linked to QuickBooks, which has been very useful for us. I also really like the reports that can be downloaded. Review collected by and hosted on G2.com.

I like how PEX makes it easy to divide money. It's easy to use, and I love the funding scheduler. PEX keeps budgets and spending separate, dividing spending money onto separate cards for different groups. The scheduled transfers and funding scheduler ensure money is allocated correctly and timely. The setup was straightforward, with no red tape. Review collected by and hosted on G2.com.

I honestly don't have any major dislikes about Pex. Review collected by and hosted on G2.com.

The support for the customer to help navigate and constantly use new features is awesome. Not something I experienced with a previous company. Review collected by and hosted on G2.com.

The prepaid card gets rejected from multiple companies. Review collected by and hosted on G2.com.

The ability to see all our company cards in one place The value is excellent compared to what we are paying. Review collected by and hosted on G2.com.

The top level admin functionality is lacking, where we need the platform to make changes to multiple subsidiaries at the same time. Review collected by and hosted on G2.com.