Verified User in Religious Institutions
AR
Verified User in Religious Institutions
Small-Business (50 or fewer emp.)
"Director of Finance"
4/5
What do you like best about PEX?

It’s flexible and lets me give staff funds to spend without having to issue them a credit card. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Time it takes to get card in the mail. Having to put a card in someone’s name. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX
Edit edit

We’re glad to hear PEX gives you the flexibility to fund staff without needing credit cards. We understand waiting for physical cards can be inconvenient, but please note that we offer expedited shipping options if you ever need cards faster. You can also create virtual cards that are ready to use the same day while you wait for your plastic cards to arrive.

Antonia M.
AM
Antonia M.
Small-Business (50 or fewer emp.)
"Balances Dashboard Handy, Setup Needs Clarity"
2.5/5
What do you like best about PEX?

I appreciate the elimination of credit card use for small purchases, which simplifies my purchasing process. I find the PEX Dashboard valuable because it's visible for card balances, helping me manage my finances with ease. The setup process was also fairly easy, making the transition smooth. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Funding was somewhat difficult, perhaps not clearly outlined in how to set up. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX
Edit edit

Thank you for your feedback and for highlighting the value of the PEX Dashboard and simplified purchasing process.

We appreciate your comments around funding setup. PEX offers several funding options; including wire, ACH and same-day ACH. As well as flexible card funding workflows that can be automated, scheduled or manual based on your needs.

A member of our Customer Success team will be reaching out directly to help simplify setup and ensure you’re getting the most out of PEX. We’re confident that with a quick conversation, we can help improve your experience and earn that 5-star rating. We would love for you to revisit this review after your connect with our team.

KA
Kimberly A.
Client Funds manager
Enterprise (> 1000 emp.)
"The Auto enforcer is a livesaver"
5/5
What do you like best about PEX?

PEX helps my company streamline our financial services quickly and more efficiently. Review collected by and hosted on G2.com.

What do you dislike about PEX?

It’s very time-consuming when you have to check every receipt. But now with new tools, this cab be completed in no time. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX
Edit edit

Thanks for the great feedback! We're happy to hear PEX is helping your team save time and streamline financial processes.

On the receipt rejection issue — could you reach out to us at customersuccess@pexcard.com with more details? We’d love to learn more, as we’re not quite sure we understand the behavior you're seeing. Looking forward to hearing from you!

Josh Y.
JY
Josh Y.
"Straightforward Platform"
4.5/5
What do you like best about PEX?

I like PEX because the platform is fairly straightforward and easy to use. There are a number of different modalities to search and organize expenses, which are helpful when tracking expenses over longer periods of time. Review collected by and hosted on G2.com.

What do you dislike about PEX?

I've had a few issues when issuing new cards to teammates new to PEX - it's not always clear where the card is in the process/ tracking it. There have been a couple of occasions where we've had to have the cards resent a few times. Also, from my side as an administrator, it's not always clear how the process of setting up that card is going for my teammate. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX
Edit edit

Thanks for sharing your feedback. We’re glad to hear the platform is easy to use and that the expense tools are helpful for tracking spend over time. It’s great to see PEX supporting your team in managing church expenses more easily, and we’re always here if you need help along the way.

AC
Alicia C.
Mid-Market (51-1000 emp.)
"Streamlines Corporate Expense Management with Ease"
5/5
What do you like best about PEX?

I like the reminders PEX sends to provide receipts because it saves time at the end of the month. With these reminders, we don't have to remind people to turn in receipts manually. Review collected by and hosted on G2.com.

What do you dislike about PEX?

We do have issue with the journal entries changing before we post them, which means we have to do more research. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX
Edit edit

We’re glad to hear that PEX’s automated receipt reminders are helping save time and reduce the manual work of tracking down receipts at month-end. We also appreciate your feedback regarding journal entry changes and understand how that can create extra work for your team. We’ll be sure to share this with your customer success manager and have them reach out to you shortly.

Caroline O.
CO
Caroline O.
Staff Accountant
Small-Business (50 or fewer emp.)
"User-Friendly Expense Management with Responsive Updates"
5/5
What do you like best about PEX?

I find PEX extremely user-friendly and I really appreciate that they're always adding updates to keep their customers happy and make the most out of the platform. Setting it up, both initially and as a new admin, was very easy, including adding new cardholders. Review collected by and hosted on G2.com.

What do you dislike about PEX?

It is not currently integrated with Business Central. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX
Edit edit

Thank you for the great feedback! We’re so glad to hear that PEX has been easy to use and simple to set up, both initially and for new admins and cardholders. Our team is always working to improve the platform, so it’s great to know the updates have made a positive impact. We do have a Business Central integration and will be sure to reach out to you directly shortly to get this up and running.

Rena H.
RH
Rena H.
"Effortless Money Management with PEX"
5/5
What do you like best about PEX?

I like using PEX for money management and keeping our company account straight. It helps with time and visibility. I appreciate the ease of adding money to the main account and dispersing it to other accounts. The initial setup of PEX was super easy, and I love how easy it is to create accounts and set up cards. The reports feature is also something I find useful. Overall, I would highly recommend PEX. Review collected by and hosted on G2.com.

What do you dislike about PEX?

I need to have more than one schedule for card funding. I want to be able to add money to my cards on the 1st and the 15th, and currently, I cannot do that. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX
Edit edit

Thanks for the review and for recommending PEX. We’re glad to hear the platform has helped improve visibility and made funding and card management easy for your team.

Regarding multiple funding schedules, we do offer a potential solution through our Batch Funding App, which allows you to set up funding rules to distribute funds across cards. This may support use cases like funding on both the 1st and the 15th, depending on how you’re looking to fund. I recommend reaching out to adminsupport@pexcard.com to learn more and see if batch funding is the right fit for you. Thanks!

Wendy P.
WP
Wendy P.
Mid-Market (51-1000 emp.)
"Essential for Managing Company Expenses"
5/5
What do you like best about PEX?

I like that I can use PEX almost everywhere, which adds a lot of convenience for managing last-minute purchases. I also appreciate how it allows us to utilize our GL codes to keep expenses organized. Additionally, the initial setup of PEX was very easy. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Some locations or sites won’t take PEX. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX
Edit edit

We’re glad to hear PEX has made managing last-minute purchases easier and helped keep expenses organized with GL coding. It’s also great to know the setup process was smooth for your team. We appreciate your feedback about merchant acceptance, and based on your needs, Credit Expense might be a great fit for you. Please feel free to reach out to customersuccess@pexcard.com to learn more.

Verified User in Real Estate
AR
Verified User in Real Estate
Mid-Market (51-1000 emp.)
"PEX Cards Simplify Last-Minute Needs, but Month-End Reconciliation Is Tedious"
3.5/5
What do you like best about PEX?

All of our managers and maintenance leads have a PEX card which makes last minute property needs simple. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Reconciliation at month end can be tedious. We use RealPage’s OPS to reimburse and it takes too long to fund. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX
Edit edit

We're glad to hear PEX helps your managers and maintenance teams quickly handle last-minute property needs without relying on cash or personal reimbursements. We also appreciate your comments about month-end reconciliation and funding with RealPage OPS. We'd love the opportunity to learn more and see if we can help streamline your workflow. Given you provided your review anonymously, please reach out to adminsupport@pexcard.com, we'd be happy to review your process and explore ways to improve your experience.

Kim J.
KJ
Kim J.
Finance administration
Small-Business (50 or fewer emp.)
"Great Transaction Dashboard with Customizable, User-Friendly Reporting"
5/5
What do you like best about PEX?

The dashboard I use to view transactions and see who charged what is great. I can run reports and customize it to be user-friendly. I’m just starting to add Tags so I can delegate charges to different departments. Review collected by and hosted on G2.com.

What do you dislike about PEX?

There is nothing I dislike at this point. Very customizable. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX
Edit edit

Thanks for the review. Glad to hear the dashboard and reporting are giving you clear visibility into spend. Tags are a great next step and will make it even easier to track expenses by department or project. Also great to hear PEX is helping your technicians in the field while keeping everything visible in real time. If you want help optimizing Tags or reporting, we’re always here to help.