Who Uses This Software?

Organizations throughout the country that need to enable employees to spend, while maintaining control and oversight of expenses.


Average Ratings

17 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $8.00/month/user
    See pricing details
  • Pricing Details
    60 day FREE trial $8 per card/mo; one-time set up fee Packages available
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • PEX
  • www.pexcard.com/
  • Founded 2006
  • United States

About PEX

PEX is a cutting-edge solution for managing employee spend. PEX provides corporate cards and a complete employee spend management platform accessible via the web or smartphone app. With PEX, issue cards, manage spend, capture receipts and gain real-time visibility, and simplify your accounting processes.


PEX Features

  • Approval Process Control
  • Invoice Management
  • Multi-Currency
  • Receipt Management
  • Receipt Upload
  • Reimbursement Management
  • Spend Control
  • Time Tracking
  • Workflow Management
  • Accounts Payable
  • Accounts Receivable
  • Asset Management
  • Bank Reconciliation
  • Budgeting & Forecasting
  • Donation Management
  • Fund Accounting
  • General Ledger
  • Payroll Management
  • ACH Check Transactions
  • Bitcoin Compatible
  • Debit Card Support
  • Gift Card Management
  • Mobile Payments
  • Online Payments
  • POS Transactions
  • Receipt Printing
  • Recurring Billing
  • Signature Capture

PEX Reviews Recently Reviewed!


Great cash management tool

Jan 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love how easy it is to use for both my users and my administrators. It's been very easy to manage each card separately without having to call in and wait on somdone to do it for me. What used to take a lot of time now can get done in seconds.

Cons: The cards are magnetic stripe cards. not sure if new users are getting the chips or not but that would be a great upgrade.

Overall: Anytime I've had to work with a customer service rep I've got my problem resolved. Love the software and the service

Vendor Response

by PEX on January 30, 2019

Thanks for your review, Paul. We will be rolling out chip cards in 2019. Stay tuned!

Capterra loader

Completely revolutionized the way we track spending on film productions

Jan 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: In the past we used 3" Binders, Paper, tape and Excel to track every expense on our 30+ projects a year. End Users hated the antiquated process, so did our Supervisors and we were running out of valuable space to store/find binders. Enter PEX which captures expense data automatically and has mobile photo uploads of receipts, completely revolutionizing our process.

Cons: Some vendors/film crew do not have the ability to accept credit/debit cards/online payment processors and instead prefer check or cash. Adding the ability to cut/mail checks like a standard Bill Pay offered by most major banks or ability to withdraw cash at an ATM would help keep all expense tracking under one platform!

PEX is amazing!!

Feb 06, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
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Pros: PEX is great for companies, churches, groups etc that have multiple people who spend money. I use this for our church and it is so easy to transfer money between cards and as long as you have the money in the PEX account you can transfer the money for your people and they have it immediately! It is also nice to have so many people drawing from the same account and they get to upload their receipts so no messing around with turning them in paper version!

Cons: The only thing I don't like is how many days it takes for money to transfer from the bank to the PEX card account. I understand it's probably just like when using a debit card and it doesn't always show up right away.

Overall: The overall PEX experience has been great!! I would recommend this software to anyone needing a simple way to distribute money to employees who need to purchase items for the business.

One of the best decisions we made

Feb 06, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Can Instantly add money to a card, or remove it. Can determine where the money can be spent.

Cons: When there is fraudulent activity you don't receive the funds back until the case is investigated and decided in your favor.

Overall: This has helped us track our spending and actually get our receipts. Something we struggled with for years.

Great Access to Cash

Jan 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy cash access for purchases with low liability by only funded what is needed.

Cons: We have had an issue lately with fraudulent charges, but that can happen with any credit card.

Overall: We have employees located outside of our headquarters who have quick access to make purchases for items that require immediate payment.

Pex took the risk out of our company spending and simplified our finance processes.

Jun 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
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Pros: It's so easy to manage the whole team's finances. I love that I'm not having to micromanage every single purchase but can easily see all the purchases that were made by each employee and manage limits and overall budget.

Cons: I honestly can't think of many. This has been very helpful software for our team and has even enabled us to empower our volunteers and give them cards as well.

Overall: The flexibility it gives me as the account manager to painlessly manage my team while empowering them to lead their departments.

PEX for the Win!

Feb 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Its fast, easy, and convenient . Customer Service is awesome!

Cons: We have been using PEX for 2 years, and have had zero issues. No cons for me to report!

Overall: I highly recommend PEX to anyone who is looking for ways to simplify their employees per diem usage.

Efficient

Jan 30, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Very easy to manage. Not complicated at all.

Cons: I honestly can't think of a negative issue that we've had to deal with.

Overall: We use PEX as per diem cards for traveling employees. It is very convenient when a sudden trip comes up & we can load the card from anywhere.

I use the software in my current role

May 11, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like that the software is easy to work with and its able to provide detail information on all transactions.

Cons: I would love to be able to print the receipts that I uploaded to the system. That would make it so much easier to just print them out when its time for a report instead of keeping track of them individually for extended periods of time.

Overall: Being able to have all the transactions with detail information.

Vendor Response

by PEX on October 30, 2018

Hi Jason, thanks for your review! Just wanted to let you know that we¿ll be working on an enhancement for that exact use case in the next few months.

Capterra loader

Easy to use

Sep 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: I use this to manage my prepaid PEx card when I work promotional modeling gigs. I will buy products with my PEX card and have to enter the info of what I purchased within the app.

Cons: There is nothing I dislike about this software.

Perfect product for our department heads

Jan 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Ease of use, multiple cards, easy transfers

Cons: I wish there was an auto-reload option that would allow a predetermined amount to be transfered from the bank to a card on a certain date.

Vendor Response

by PEX on January 30, 2019

Thank you for your review!

Capterra loader

Great Product!

Nov 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: I really like this system and how easy it is to use. The app is very user friendly. You can easily add receipts to your transactions and all of the information is loaded automatically. It also updates instantly. It really is a timesaver not having to do elaborate expense reports.

Cons: Not much bad to say about this. At first, I did have a little difficulty figuring out the right place to add my receipts, as it seemed there was more than one location, but I have sense then figured it out.

Overall: We use PEX for purchasing product needed at our events. All event staff has a PEX card that is loaded before their event and allows them to purchase the product needed without having to front any of their own money and wait for reimbursement. This is especially helpful and also makes it easy to track.

Great product solution

Feb 06, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy app for PEX card user to reconcile purchases. Easy platform for our accounting team to transfer funds to cards, manage reconciliations and pull report to upload to our accounting software.

Cons: None, once all team members were trained properly this system works fantastic.

Overall: Great customer care and resolves any issues we experience in an expeditious manner.

Pex is great

Mar 06, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use!! I enjoy using this especially uploading the receipt

Cons: Some stores won't let you use as credit. I would like to do that

Overall: It is great to use and uploading the receipt is awesome!!!

Awesome solution to managing your company's employee's expenses

Dec 06, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: As a startup, we had to find a solution to control our contractor's expenses using our company's funds. At first, we had to trust our few starting contractors to use our company funds. But then when we grew, we needed control and most importantly reporting and analysis. As it was something relating to our company funds. Pex card was the solution to this problem. They're easy to use simple dashboard tells you everything.

Vendor Response

by PEX on December 06, 2016

Thanks for reviewing.

HR Generalist/Recruiter

Nov 06, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It's a decent product. Mostly intuitive.

Cons: Have to call customer service to order new cards

PEX Review

Jan 09, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of uploading a receipt and image as well as coding it. So easy!

Cons: I have seen a purchase not go through on the app.

Overall: It's so easy to use. I am out buying supplies, I snap a pic of the receipt, upload it to PEX, code it to the right budget, and voila!