How Wheelhouse Group saved 4 hours per month closing their books
About Wheelhouse Group
Entrepreneur Brent Montgomery founded Wheelhouse Group in 2018, partnering with Jimmy Kimmel to create content across television, film, and digital media. As they grew, managing finances for multiple projects became more complex. To streamline operations, Wheelhouse adopted PEX and integrated it with GreenSlate, enabling real-time transaction syncing, automated receipt matching, and improved budget control.
"The integration with GreenSlate creates ease, accuracy, and visibility in reporting. PEX is easy to use and provides a high degree of control, which is rare in accounting software."
Carl Vorwerk, Head of Production Finance at Wheelhouse Group
The challenge
As Wheelhouse Group expanded, managing finances across 20 Amex cards created a significant logistical challenge. The finance team dedicated countless hours to chasing receipts, manually matching transactions, and re-entering data into multiple systems. This slow and error-prone workflow limited the team’s ability to view project spending in real-time, which made it difficult to catch budget overruns early and ensure production teams stayed on target.
These manual tasks consumed valuable time that the team needed for strategic financial management. They needed a solution to simplify expenses, boost visibility, and eliminate the inefficiency of manual entry.
The solution
Wheelhouse Group switched to PEX, integrating it with GreenSlate to streamline financial operations. PEX’s dashboard gave the team full control over expenses, enabling them to manage spending limits, track transactions across projects, and maintain clear budget oversight. Automated spend controls kept purchases within scope while Virtual PEX cards simplified purchases by eliminating delays from physical cards. These features combined saved the team over an hour each week on reconciliation tasks, helping them close the books on time every month.
The PEX Credit Expense cash back reward was another key reason why Wheelhouse Group made the switch to PEX. PEX offered 1% cashback on eligible charge card purchases, unlike Amex, which provided no financial incentives. This quickly added up to more than $2,000 in cash back—a welcome savings for the company’s production finance team.
The results
By implementing PEX, the Wheelhouse Group production finance team significantly improved its financial efficiency.
Time savings
They saved 1+ hour each week on reconciliation tasks due to PEX’s direct integration with GreenSlate.
Increased control and accuracy
The team improved control over spending and accuracy in financial reporting, providing visibility across multiple projects.
Cashback benefits
The team earned $2K+ in cash back rewards—an added benefit that wasn't available with Amex.
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