Lisa W.
LW
Lisa W.
CFO
Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"Great resource for team spending"
5/5
What do you like best about PEX?

This has reduced my time processing reimbursements significantly. It gives our employees more flexibility when buying company items. They don't have to go out of pocket and wait for reimbursement. I use PEX cards at 2 different organizations that I work with. Highly recommended!! Review collected by and hosted on G2.com.

What do you dislike about PEX?

The auto funding has limited options. It only offers auto funding on certain days.The sync between scheduled transfers & scheduled card funding is not clean. I would prefer to transfer on the last day of the month, then autofund on the first day of the month. When it tries to do both, some cards don't get funded...then I get phone calls. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

We're so glad PEX is helping you save time on reimbursements and making it easier for your team to make purchases without waiting to get paid back. We’ve shared your feedback with our product team to explore future enhancements. One suggestion that might help is using auto card funding along with daily or monthly spend rules to better control timing. Feel free to reach out to customersuccess@pexcard.com if you’d like more details.

Kathy L.
KL
Kathy L.
Account Payable and Receivable Coordinator
Small-Business (50 or fewer emp.)
"Great Product however customer support is slow to provide resolution"
4/5
What do you like best about PEX?

We love how easy the receipt capture and tag coding is. We were preparing expense reports for each person with a credit card prior to using PEX. This is a huge time saver for our staff and admin support. Review collected by and hosted on G2.com.

What do you dislike about PEX?

The least helpful are the support team when we have integration issues. We have had multiple integration issues with Quickbooks desktop. As of today we cannot close our June books. An internal ticket was filed on 7/10 for this issue. Communication has been very poor in resolving this issue. This has occurred on multiple occasions since we joined July 2023.0 Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

Thanks for the feedback and for sharing how PEX has helped save your team time on expense reports. We’re glad to hear the receipt capture and tagging features have made a positive impact.

I looked into your case, and from what I can see, our support team was responsive and actively working with our engineering team to resolve the QuickBooks Desktop integration issue that you mentioned. Based on the latest update, it looks like the issue has been resolved, which is great news!

That said, I completely understand how delays during a month-end close can be frustrating. We appreciate your patience and will continue working to improve communication and turnaround time on these types of requests.

Evan  D.
ED
Evan D.
Alumni Counselor
Mid-Market (51-1000 emp.)
"PEX make managing stipends simple"
4.5/5
What do you like best about PEX?

It is extremely simple to disperse money to cardholders. It is also very easy to restrict certain vendors so I know that the money is being used for it's intended purpose. Support has always been extremely helpful and quick to solve any issues that I have had. Review collected by and hosted on G2.com.

What do you dislike about PEX?

The only issues to using PEX is that our cardholders often need to rent certain supplies, but this type of card will not all it to be used for a rental. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

Thanks for the great review! We're happy to hear that PEX has made it easier to manage stipends and ensure funds are being used as intended. It’s great to know our support team has also been helpful along the way.

We understand that rental-related transactions aren’t supported with your current card product. That’s a common limitation with prepaid cards. If this is a frequent need, we do offer a Credit Expense solution that supports a wider range of transaction types, including rentals. You can learn more here: https://www.pexcard.com/pex-credit-expense/

Karen D.
KD
Karen D.
Accounts Receivable Coordinator
Mid-Market (51-1000 emp.)
"PEX is a great tool for any business"
5/5
What do you like best about PEX?

PEX makes the process very easy to submit receipts. The notifications help make it easy so you never forget to log a receipt. As an administrator, I like how easy it is to review funding requests and view transactions for approvals. Review collected by and hosted on G2.com.

What do you dislike about PEX?

The only downsides seem to be when people don't attach receipts or tags but PEX is always creating new ways to help and now there is a new tool for that! Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

Thank you for sharing your feedback. We're so glad to hear PEX makes it easy to manage receipts and approvals while keeping your team on track with notifications. We appreciate you noticing our ongoing updates to improve receipt and tag management, it’s great to see those enhancements making a difference.

DS
David S.
Director of Finance
Mid-Market (51-1000 emp.)
"Flexibility for spending and built in internal controls"
5/5
What do you like best about PEX?

We use the pre-paid debit card feature on the pex cards, and I really like the flexibility of adding funds to cards as spending comes in cycles. The same team member might have very little expenses 10 months out of the year, and a lot of expenses during high traffic times, and this gives us the flexibility to add and remove funds easily. I also like the built in reviewing and approvals for great internal controls. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Car rental companies do not like pre-paid debit cards. I know that is not something that you can control, but that is probably the only thing that keeps us from exclusively using Pex. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

Thank you for your review! We're glad PEX’s flexibility and internal controls are helping streamline your team's spending. While we can’t control car rental companies' policies on pre-paid cards, we do offer a Credit Expense solution that works well for rentals. You can learn more at https://www.pexcard.com/pex-credit-expense/ or reach out to customersuccess@pexcard.com to schedule a demo. Thanks again!

JC
Jose C.
Sr Accountant & PEX admin
Mid-Market (51-1000 emp.)
"PEX Usage for a larger company"
5/5
What do you like best about PEX?

What we like most about PEX is the ease of use for our multitude of employees. We have 200+ cards issued to all our employees and it takes very little training for people to use and learn how to code. It has helped us pay vendors and get projects completed quickly with little paperwork from our accounting department. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Having a person to reach out to for errors or issues that are ongoing and persistent would be very helpful. Our rep hasn't always been helpful and available to us. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

We're glad to hear that PEX has been easy for your large team to use, and that it has helped streamline vendor payments and project completions with minimal paperwork for your accounting department. I’d love to hear more specifics on the tech issues you’re experiencing and how we can support getting those resolved. Please contact us at customersuccess@pexcard.com, and we can connect directly to review your account. It’s great to know that PEX has reduced paperwork and simplified vendor payments for your organization. We look forward to continuing to support your business needs!

Chris A.
CA
Chris A.
"Effortless Management and Perfect Fit for Nonprofits"
5/5
What do you like best about PEX?

I like the ease of use with PEX. Logging in to a central location to monitor accounts for everyone is straightforward. Making any changes is very easy. The initial setup was also very easy. Review collected by and hosted on G2.com.

What do you dislike about PEX?

Nothing at this time Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

It is great to hear that setup was smooth and that having a central place to monitor accounts and make updates has worked well for your team. We appreciate you sharing your experience and for choosing PEX.

JR
Jennifer R.
Small-Business (50 or fewer emp.)
"Effortless Setup, Streamlines Business Expenses"
5/5
What do you like best about PEX?

I like that I can use my PEX card wherever and whenever. It's helpful because it makes running a business accessible and readily available with funds. Review collected by and hosted on G2.com.

What do you dislike about PEX?

N/A Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

Glad to hear PEX is making it easy to access funds and manage everyday expenses like gas and supplies. That’s exactly what we aim to simplify. If you ever need anything, we’re here to help.

tara G.
TG
tara G.
Office Manager
Small-Business (50 or fewer emp.)
"Effortless Expense Management and Tracking"
4.5/5
What do you like best about PEX?

Manages and cuts down employee expenses on the company credit card. Can easily keep track of per diem expenses and empoyee totals. Review collected by and hosted on G2.com.

What do you dislike about PEX?

No downsides found so far that we have found or any issues. Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

We’re really glad to hear PEX has made it easier to manage employee spend and keep per diem and meal expenses under control. Helping teams prevent unauthorized charges while maintaining clear visibility into spend is exactly what we aim to deliver. We appreciate the kind words and look forward to continuing to support your team as your needs grow.

MM
Mindy M.
Assistant Controller
Mid-Market (51-1000 emp.)
"Phenomenal support relationship"
4/5
What do you like best about PEX?

not having to create expense reports, realtime data. Our dedicated rep, Sarah Crow, has been phenomenally supportive throughout the onboarding process Review collected by and hosted on G2.com.

What do you dislike about PEX?

very difficult to set up. User groups are cumbersome, overcomplicated and difficult to understand setup/set up correctly Review collected by and hosted on G2.com.

Response from Zach Reichenberger of PEX

Thank you for the thoughtful review and for calling out your experience with Sarah. We value Sarah and the entire Customer Success and Service team at PEX. They play a critical role in supporting our customers, and it means a lot to see that reflected in your experience. We’re also glad to hear the real-time visibility and removal of expense reports have been valuable, and we truly appreciate your partnership.

We also hear your feedback on the group and department setup. Our team is actively working to streamline this experience and make it much more intuitive. The input you shared with Sarah has been especially helpful and is directly shaping how we improve this part of the platform.

If there’s anything more we can do to simplify your setup in the meantime, we’re here to help.