PEX Reviews (192)

View 1 Video Reviews
Reviews

PEX Reviews (192)

View 1 Video Reviews
4.6
192 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the product for its ease of use and real-time visibility into spending, which simplifies expense management and tracking. Many appreciate how it streamlines financial processes, allowing for quick card issuance and efficient fund distribution. However, some users note that fund transfer delays can be a limitation during urgent situations.

Pros & Cons

Generated from real user reviews
View All Pros and Cons
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Alec W.
AW
Alec W.
Operations Coordinator
Mid-Market (51-1000 emp.)
"Effortlessly Manage Business Transactions with PEX"
5/5
What do you like best about PEX?

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.

What do you dislike about PEX?

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.

Response from Zach Reichenberger of PEX

Thanks so much for taking the time to share your experience! We're thrilled to hear that PEX has made managing your team's cards quick and simple. It's great to know that features like real-time balances, spend controls, and our easy setup process are helping you manage your program in just a few minutes each day.

We also appreciate your feedback about having separate admin and cardholder accounts. We wanted to mention that we do offer My Wallet, which allows admins to easily switch between and access the cards they're assigned without needing to manage separate logins. If you're not using it today, we'd be happy to help you get the most out of it. I've included a link below with more details. We also appreciate your feedback on further simplifying the admin experience, and we'll be sure to share it with our product team.

See how PEX improved
Rena H.
RH
Rena H.
Administrative Coordinator
Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"Effortless Spend Management with PEX"
5/5
What do you like best about PEX?

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.

What do you dislike about PEX?

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

Response from Zach Reichenberger of PEX

Thanks so much for the kind words! We’re glad PEX is making it easy to manage and allocate budgets, and that the funding scheduler is helping keep everything on track. We appreciate you being part of the PEX community!

Jonathan S.
JS
Jonathan S.
Small-Business (50 or fewer emp.)
"Streamlines Church Finances with Ease"
5/5
What do you like best about PEX?

I appreciate PEX for its ease of use in financial reporting and tracking of expenses. I like that it allows spending without needing users to put money out before they spend. The scheduled reporting feature is especially valuable as it saves me time by providing reports in an easy-to-use format. I find it easy to transfer funds to the cards, which is essential for meeting the financial needs of different ministries in the church. The integration and ease of use are just right for my needs, and the initial setup was simple and quick, including funding of the account, user setup, and administration. Review collected by and hosted on G2.com.

What do you dislike about PEX?

nothing Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

It’s great to hear PEX is helping streamline reporting and make it easier to manage spend across your ministries. We’re especially glad the scheduled reporting and simple fund transfers are saving you time. That’s exactly what we aim for, giving you clear visibility and control without adding extra work.

If you ever want to take things a step further, features like Auto Enforcer and tagging can help automate receipt collection and make reporting even more structured and timely.

Fey H.
FH
Fey H.
Marketing Director
Small-Business (50 or fewer emp.)
"PEX Simplifies Media Production Finances"
5/5
What do you like best about PEX?

I use PEX for my entertainment show, short vertical dramas, and media commercials, and it really helps my line producers and unit program managers access money efficiently when everyone's busy on set. I appreciate how it allows our employees and production team to work separately and efficiently. The feature that lets us see all the expenses on the card and sort them by different categories in the PEX app is extremely helpful. Also, the initial setup was easy, which I really liked. Review collected by and hosted on G2.com.

What do you dislike about PEX?

It could be better if we could use it for renting cars and other usage where our card is not available to use. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

We’re thrilled to hear that PEX has helped your production team manage expenses efficiently and keep operations running smoothly on set. It’s great to know the expense tracking, categorization features, and easy setup have been valuable for your workflows. We also appreciate your feedback around rental car purchases. Based on your needs, Credit Expense could be a great fit, as it supports purchases like rental cars where prepaid cards may not be accepted.

EC
Erik C.
Finance Secretary
Small-Business (50 or fewer emp.)
"PEX Makes Transaction Tracking and Card Management Effortless"
5/5
What do you like best about PEX?

The most helpful thing about PEX is how it organizes every transaction. And it also gives transparent statements that helps keep our records organized. I also love the way PEX allows us to order multiple cards at once in one single batch. It is very easy to implement throughout our organization. There is also the ease of integration such as making cards for each vendor and keep them in a list whenever we need them to purchase any goods or services. The customer support is also great all team support are very helpful and friendly whenever we have any questions regarding our account or the different uses that we can implement on our logistics. Our organization frequently uses PEX whether it be for fuel for our equipment or to purchase materials and services. Review collected by and hosted on G2.com.

What do you dislike about PEX?

One downside of PEX is that funding can take a while to transfer to the account. In an emergency, our organization needs a fast way to fund certain services or purchase materials right away so operations can continue without interruption. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

We are glad to hear PEX is helping your team stay organized and making transaction tracking and card management easier. We also appreciate the kind words about our support team.

We hear your feedback on funding speed. For more urgent needs, we do offer faster options like wire transfers and same-day ACH to help ensure funds are available when you need them. Feel free to reach out to adminsupport@pexcard.com if you would like additional information or support.

CE
Carla E.
Administrative Office Coordinator
Small-Business (50 or fewer emp.)
"Professional presentation"
4.5/5
What do you like best about PEX?

The company is very forward looking and coming up with new innovations, testing the product with their employees and then allowing consumers to sign up to test the new feature. Review collected by and hosted on G2.com.

What do you dislike about PEX?

They have been updating but sometime the ability to split transaction is not available and it feels like there are a few glitches in reporting your transactions, tags, etc. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

Thank you for such a detailed and thoughtful review! We're thrilled to hear that PEX has been a valuable asset in streamlining your processes, especially with reducing paperwork and helping your culinary staff manage their funding more efficiently. We're also glad that our customer support team has been responsive when needed and that the overall implementation has been smooth for you.

We appreciate your feedback on the new features and the need for more detailed instructions in some areas. If there’s ever a specific feature or documentation you'd like more clarity on, please don't hesitate to reach out—we’re here to help!

Alyson G.
AG
Alyson G.
Executive Director
Small-Business (50 or fewer emp.)
"Streamline Expense Management for Nonprofits"
5/5
What do you like best about PEX?

I really like the low fees of PEX as other platforms charge fees that don't work well for cash flow, especially for small nonprofits like ours. The staff at PEX are excellently trained; everyone I have spoken to has expert-level knowledge of the platform, even the salespeople. I've talked to a lot of salespeople in my career about software, and PEX's staff are clearly well-prepared. Additionally, I appreciate the low level of upselling, which makes the experience more comfortable. The initial setup of PEX was very easy, and on a scale from 1 to 10, I would definitely recommend PEX to others and give it a 10. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Nothing Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

Thank you for the amazing review! We’re so glad PEX has been a great fit for your nonprofit, especially when it comes to keeping fees low and simplifying expense management. We also appreciate your kind words about our team; providing knowledgeable, low-pressure support is something we care deeply about. Thanks again for the recommendation and for being part of PEX!

Brenda L.
BL
Brenda L.
Senior Property Accountant
Small-Business (50 or fewer emp.)
"Receipts, Notes, and GL Tags in One Place—Plus Helpful Updates Like Auto Enforcer"
4.5/5
What do you like best about PEX?

I like that my receipts and notes are all in one place. I also really like the updates, such as Auto Enforcer, and the fact that I can add GL codes as tags. Review collected by and hosted on G2.com.

What do you dislike about PEX?

I have 9–10 PEX accounts that I reconcile, and they don’t all have the same reports available for each account. It would be nice if there was a uniformity in the reports. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

Thanks for sharing this. We are glad to hear Auto Enforcer is helping keep reconciliations moving and that having receipts, notes, and GL tags in one place has been valuable for your workflow.

For the reporting differences across accounts, please reach out to adminsupport@pexcard.com with your account names and the reports you need access to, and our team will get everything aligned. We appreciate the feedback and your partnership.

Opare D.
OD
Opare D.
Banking Specialist
Mid-Market (51-1000 emp.)
"Effortless International Payments, Needs Better Alerts"
4/5
What do you like best about PEX?

I like that PEX allows us to easily get cash to our international staff on the prepaid cards. I also appreciate how easy it is to fund the cards and monitor the spending. We are able to easily integrate it into our accounting with our custom categories and general ledger, which makes the process smooth and efficient. Review collected by and hosted on G2.com.

What do you dislike about PEX?

I think the alerts could be better when cards reach a certain balance. It would also be helpful for users to request easier in the platform. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

Thank you for the thoughtful review and for sharing how PEX is supporting your international staff payments and GL workflow, it's great to hear.

On your feedback: PEX does support configurable Low Balance Alerts (cardholders can set a threshold in Account → Notifications to get a push notification when a card drops below it) and in-app Funding, Spend Limit, and Card Unblocking Requests that cardholders can send to admins for approval. Your CSM will reach out shortly to make sure these are turned on and set up the way you want.

KH
KaLynn H.
"Effortless Card Management with Quick Setup"
4.5/5
What do you like best about PEX?

I love the ease of setup with PEX and how easy it is to navigate the portal. It's super quick to fund any card in our account with just a click of a button. The integration with QuickBooks also saves a ton of time administratively, and it's great that receipts and reimbursement requests can be sent directly from the app without needing to track down paper copies. The prompt and easy use of PEX helps solve issues quickly, providing peace of mind in potentially stressful situations. Review collected by and hosted on G2.com.

What do you dislike about PEX?

I would say when we are funding cards from the cards tab, it would be nice to have a notes section appear to add what funds are being sent for. It would also be nice to have the ability to allow our drivers to pull cash off their cards, if we allow it. So, some kind of permission to be able for them to do this if card is not accepted. The ability to send ACH payments to our drivers would also be a helpful option or allowing us to reallocate funds from their card accounts to their personal bank account if needed. Some vendors don't accept cards, and cash is king Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

Thanks for sharing your experience. We are glad to hear setup has been quick, funding cards is easy for your team, and the QuickBooks integration and in app receipts are helping reduce administrative work and stress.

We also appreciate the candid feedback around notes, cash access, and alternative payment options. For situations where vendors do not accept cards or when individuals need to be reimbursed directly, our reimbursement feature may be a good fit. It allows you to reimburse individuals through PEX while still maintaining visibility and control. We have included a support article below on this feature but please reach out to adminsupport@pexcard.com if you want to learn more.

See how PEX improved