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.

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.

I love that PEX is extremely user-friendly and they are constantly making updates and improvements. My favorite feature is the digest email reminder, which allows me to reach out to multiple card-holders at once using different filters. The emails provide plenty of detail, so no further explanation is needed on my end, making it a great automated process. Adding new card-holders is a very easy process. Review collected by and hosted on G2.com.

I wish I could still check transactions as reviewed even if they do not include user notes or receipt attachments. The review status is how I know if I have entered a transaction into my spreadsheet for accounting purposes, so all transactions having an option for review (with or without receipts and/or notes) would be a helpful visual. Also, it is not automated with our ERP. Review collected by and hosted on G2.com.

I find PEX very easy to use and extremely user-friendly. It has lots of features that work well with QuickBooks, which we currently use for our financials. The integration between PEX and QuickBooks is almost seamless, making it very convenient for our operations. This integration is particularly important as it aids in monthly reporting and is just the easier form to use once you get the hang of it. Review collected by and hosted on G2.com.

I don't like that for bulk loading, we have to use a second app instead of having it integrated directly into PEX. It should just be built into PEX so you can do a bulk load without using an additional app. Also, there are some kinks in the system that need to be worked out, like how it pulls information. Sometimes a card gets declined, not because of money but due to other reasons. Review collected by and hosted on G2.com.

An easy way to help your company get enough resources to run smoothly, without interest or maintenance fees. Review collected by and hosted on G2.com.

I don’t have admin access, so I couldn’t check whether the update would make my tracking role easier, as they tried to explain. Review collected by and hosted on G2.com.

I like that PEX is fast in generating new credit cards. It allows us to have a flexible balance per credit card, and if we need to increase it at any time, it's easy to do that as well. Additionally, it keeps track of all the transactions that the company needs to make, so we can operate efficiently, in a good way. Review collected by and hosted on G2.com.

I wish that working with receipts and memos for the receipts after transactions were easier. After a transaction is made, we need to ensure that the cardholder sends back to PEX, the receipt and writes a memo about the transaction. This process is usually very manual and cumbersome. Review collected by and hosted on G2.com.

I like the Pex Debit & Credit card feature most. Our organization has been able to utilize this the most and its made things every easy for us to use. The customer support at Pex is also fantastic. Review collected by and hosted on G2.com.

the only down side we have see is the issue with the fact that with the debit cards the merchant can push through a charge if it is more then on the card. Review collected by and hosted on G2.com.

I really love the scheduled funding feature—it’s truly set-and-forget. Review collected by and hosted on G2.com.

The daily free funding limit is an issue for us. We go through seasons of higher spending, so the cap can feel restrictive during those periods. Review collected by and hosted on G2.com.

I find PEX easy and convenient to use. It's great for real-time tracking and avoids the hassle of making bank trips or dealing with out-of-pocket expenses. Transferring money is a breeze, and I can handle transactions without the need to be physically present, which is a lifesaver in my line of work. The setup was very easy for my team, consisting of five people. Overall, PEX makes managing finances simpler for our home improvement projects. Review collected by and hosted on G2.com.

dont have any dislikes at this time Review collected by and hosted on G2.com.

I can restrict the users from spending when transactions go untagged. Review collected by and hosted on G2.com.

I still struggle with users not tagging transactions. This is not a PEX problem, per se. Review collected by and hosted on G2.com.

I like how PEX allows us to issue per diem cards and allocate funds instantly. The platform also supports setting spend restrictions, which is really helpful. I appreciate the user interface; it's simple and easy to use. We were able to transition to PEX quickly, getting set up with cards in just seven days. Review collected by and hosted on G2.com.

I wish there was a way employees could use the card at an ATM and get cash back, and they could just cover the surcharge from the ATM, but they would at least be able to have cash if they so chose. There is no direct integration, which makes it hard. Review collected by and hosted on G2.com.