About Company

PEX is the leading corporate card management solution for tracking and simplifying employee expenditure. It is the only vertically-integrated platform that has been developed from its root to streamline expense management, grant funds for programs and the disbursement of related funds. The platform provides users with an alternative for corporate cards with both physical and virtual cards that are intuitively connected with the preferred device or an API-driven platform. The expenditure management feature takes care of card distribution and expenditure. Thus eliminates archaic methods of reimbursement and focuses on the aspect of real-time reporting. Non-profit clients can use this for amplifying grant funds through reloadable cards while businessmen can use the same for curating rewards programs and related aspects. The platform is technically one of the finest for managing accounts and expenditure and thus can be used to curate experiences that are essentially made to leave an imprint in the client’s minds. Some of its notable features are modernised expense management, data integration, cardholder

Pricing of PEX

CORE

USD 75

/Month

USD

  • Setup fee: $49.95
  • Card accounts included: Up to 20
  • Additional card accounts: $4
  • Subscription fee waived in months when you spend over $50
  • 000
  • Real-time Transaction Data
  • Receipt Capture and Approval
  • Batch Export of Receipts
  • Exports to QuickBooks & Xero
  • PEX Requests
  • PEX Notes
  • Automated Spending Rules
  • Automated Funding Rules
  • 24-hour Customer Support
  • Setup fee: $49.95
  • Card accounts included: Up to 20
  • Additional card accounts: $4
  • Subscription fee waived in months when you spend over $50
  • 000
  • Real-time

PRO

USD 200

/Month

USD

  • Setup fee: $49.95
  • Card accounts included: Up to 100
  • Additional card accounts: $2
  • Subscription fee waived in months when you spend over $50
  • 000
  • Real-time Transaction Data
  • Receipt Capture and Approval
  • Batch Export of Receipts
  • Exports to QuickBooks & Xero
  • PEX Requests
  • PEX Notes
  • PEX Tags
  • Automated Spending Rules
  • Automated Funding Rules
  • PEX Velocity
  • Team/Group Management
  • Program Sub-Accounts
  • Departmental Sub-Accounts
  • 24-hour Customer Support
  • Setup fee: $49.95
  • Card accounts included: Up to

INFINITE

USD 300

/Month

USD

  • Setup fee: $49.95**
  • Card accounts included: Up to 150
  • Additional card accounts: $2
  • Subscription fee waived in months when you spend over $50
  • 000: Custom
  • Real-time Transaction Data
  • Receipt Capture and Approval
  • Batch Export of Receipts
  • Exports to QuickBooks & Xero
  • PEX Requests
  • PEX Notes
  • PEX Tags
  • Automated Spending Rules
  • Automated Funding Rules
  • PEX Velocity
  • Team/Group Management
  • Program Sub-Accounts
  • Departmental Sub-Accounts
  • Full API access
  • Transaction Authorization Control
  • Custom Card

CORE (Non-Profit)

USD 30

/Month

USD

  • Setup fee: $39.95
  • Card accounts included: Up to 20
  • Additional card accounts: $1.60
  • Subscription fee waived in months when you spend over $25
  • 000
  • Real-time Transaction Data
  • Receipt Capture and Approval
  • Batch Export of Receipts
  • Exports to QuickBooks & Xero
  • PEX Requests
  • PEX Notes
  • Automated Spending Rules
  • Automated Funding Rules
  • 24-hour Customer Support
  • Setup fee: $39.95
  • Card accounts included: Up to 20
  • Additional card accounts: $1.60
  • Subscription fee waived in months when you spend over $25
  • 000
  • Rea

PRO (Non-Profit)

USD 80

/Month

USD

  • Setup fee: $39.95
  • Card accounts included: Up to 100
  • Additional card accounts: $0.80
  • Subscription fee waived in months when you spend over $25
  • 000
  • Real-time Transaction Data
  • Receipt Capture and Approval
  • Batch Export of Receipts
  • Exports to QuickBooks & Xero
  • PEX Requests
  • PEX Notes
  • PEX Tags
  • Automated Spending Rules
  • Automated Funding Rules
  • PEX Velocity
  • Team/Group Management
  • Program Sub-Accounts
  • Departmental Sub-Accounts
  • 24-hour Customer Support
  • Setup fee: $39.95
  • Card accounts included: Up

INFINITE (Non-Profit)

USD 0

USD

  • Setup fee: Custom
  • Card accounts included: Custom
  • Additional card accounts: As many as you need
  • Subscription fee waived in months when you spend over $25
  • 000: Custom
  • Real-time Transaction Data
  • Receipt Capture and Approval
  • Batch Export of Receipts
  • Exports to QuickBooks & Xero
  • PEX Requests
  • PEX Notes
  • PEX Tags
  • Automated Spending Rules
  • Automated Funding Rules
  • PEX Velocity
  • Team/Group Management
  • Program Sub-Accounts
  • Departmental Sub-Accounts
  • Full API access
  • Transaction Authorization Control

Key Features of PEX

  • Multi-level Approval
  • Receipt Scanner
  • Receipt Management
  • Expense Approval
  • Mileage Tracking
  • Time & Expense Tracking
  • Card Spending Tracker
  • Reconciliation Summary
  • Tax Claim
  • Bank Feed Sync
  • Multiple Reporting Currency
  • Spend Control
  • Reimbursement Management
  • Third-party Integration

Specification

Other Categories:

Expense Management Software, Time & Expense Management Software, Spend Management Software, Expense Report Software

Deployment:

Cloud Hosted

Customer Support:

Phone,Online (Ticket)

Customization:

No

Languages Support:

English

Who uses PEX

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: PEX
  • Headquarter: New York,
  • Website: Visit Website
  • Social Media:

Description

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PEX Screenshots

User Reviews Review Write a Review

quote
"PEX works for our small operation."

What do you like best?

A great tool for managing employee spending. Each employee is given a set budget for the month that is loaded onto their cards. Can easily empower the employee to spend wisely. Once transactions are downloaded into Quickbooks desktop, reconciliations are very straightforward and easy to complete.

What do you dislike?

Our cards have been compromised a few times. It is a lengthy process for disputing transactions. We have had trouble getting the Quickbooks desktop sync to work properly, but we are able to still export to Quickbooks weekly.

Recommendations to others considering the product:

It is a great option for our smaller operation. While we have not used this on a large scale, I believe with multiple administrators it could be easily managed.

What problems are you solving with the product? What benefits have you realized?

We have been able to track spending by department easier now with PEX. There is receipt capturing included for the cardholders so it takes the pressure off of our bookkeeper to process receipts. Each employee can have their own card, so there is less need to process reimbursement checks. You can set spend rules that will limit the places card can be used as well as cap spending amounts by day, week, or month. This has been especially helpful for us as it limits our cardholders to spending only where they should be spending. It also helps us to limit the amount spent per day which has helped us to catch fraudulent transactions easier as they will automatically decline purchases.

AR
- Ashlyn R
Reviewed at 14/04/2020
Source: g2crowd.com
quote
"Pexcard review"

What do you like best?

Easy reports to see transactions. I like that you can attach your receipts to the transactions

What do you dislike?

There is nothing I dislike about using this card.

What problems are you solving with the product? What benefits have you realized?

No problems at this time

UI
- User in Religious Institutions
Reviewed at 10/03/2020
Source: g2crowd.com
quote
"PEX is Fantastic"

What do you like best?

Digitally capture my receipts and add proper coding in real time rather than waiting til end of month

What do you dislike?

I dislike the confusion without a chip card

What problems are you solving with the product? What benefits have you realized?

All my expenses are covered with no need to reimburse me

KK
- Kevin K
Reviewed at 18/11/2019
Source: g2crowd.com
quote
"Excellent solution to credit cards"

What do you like best?

I like to be able to set up budgets by card users, collect receipts with the app and being able to replace cards as needed without the hassle of the credit card companies. It is very easy to activate and deactivate from your phone app/tablet or computer and transfer funds. You can create a hierarchy and transfer funds between locations that allow the locations to have an administrator and be able to transfer from locations to the cardholder/card users.

What do you dislike?

They can improve or have a a better tag or account number option. It needs to be typed versus having a table with drop down with list of accounts to select from.

Recommendations to others considering the product:

Training staff how to capture images and tag transactions is very important. Start with one location or staff to learn and implement process.

What problems are you solving with the product? What benefits have you realized?

Less payable reimbursement to staff, better control of expenses by limiting the dollars by week or month easy to remove and add funds as needed.

HS
- Hector S
Reviewed at 29/05/2019
Source: g2crowd.com
quote
"Easy to manage "

What do you like best?

I like that I am able to check my balances at any time and easily see when funds were spent

What do you dislike?

We are notable to have other staff buy gift cards

What problems are you solving with the product? What benefits have you realized?

We are able to control the amount each schools spends and making it fair across the board. Special buys can be added at any time and ready to use right away

AI
- Agency in Education Management
Reviewed at 10/04/2019
Source: g2crowd.com

FAQ's

PEX has 6 plans,

  • CORE USD 75 /Month
  • PRO USD 200 /Month
  • INFINITE USD 300 /Month
  • CORE (Non-Profit) USD 30 /Month
  • PRO (Non-Profit) USD 80 /Month
  • INFINITE (Non-Profit) USD 0

PEX is the Expense Management Software Used for the below functionalities

Top 5 PEX features

  • Multi-level Approval
  • Receipt Scanner
  • Receipt Management
  • Expense Approval
  • Mileage Tracking

PEX provides Phone,Online (Ticket) support.

PEX is not allowing Free Trial.