Frequently Asked Questions

PEX currently offers several different solutions, each which you can customize to fit your needs. You can visit the PEX Expense page here, the PEX Rewards page here, and the PEX Grants page here. If you still have questions, reach out to our sales team at [email protected]

Yes! PEX currently offers traditional plastic cards, cards for digital wallets and virtual cards.

Yes! The PEX platform is designed to be customized to fit your organization’s use case. Connect with our sales team to learn more at [email protected].

Yes! Please refer to our Developer Guide for more information.

Cardholders have access to the following features*
– Account management via web, or mobile apps for iOS and Android

• IVR
• Transaction History and Statements
  -Digital Receipt Capture
  -GL Code Tagging
  -Expense Notes
  -PEX for Digital Wallets
  -Fund Requests
• Transaction History and Statements
  -Card Balance Insight

*some features may be limited to certain account types or levels

-Setting Spend Rules
-PEX Marketplace and the ability to sync with different accounting software
-Access to real-time spending reports
-Virtual Cards and Vendor Payment Management
-Multi-Program Access
-The ability to automatically refill fund cards
*some features may be limited to certain account types or levels

Yes, If you visit our PEX Marketplace, you will find the various accounting software which PEX
easily syncs with. You can also download a file containing PEX transactions in the following
formats:
QBO file for Quickbooks desktop
OFX file for Xero
CSV file for other accounting software

There is no maximum or minimum balance on your main PEX Account. For PEX Expense: the maximum balance for any single PEX Card is $25,000. For PEX Rewards & Grants: currently, the maximum balance for any single PEX Card is $5,000.

When the funds on the card are owned by the sponsor or organization, cards can be defunded at
any time and put back into a PEX Account. However, with cardholder owned-funds, funds cannot
be defunded.

For PEX Expense: The easiest way to manage unused funds on any card is to transfer them back
to the main PEX account where they can be redistributed to other employee cards. If you need to,
you can also initiate an ACH transfer from your PEX account back to your business checking
account, for a $5.00 fee.

For PEX Rewards & Grants: Sponsor owned funds can be defunded at any time, however,
cardholder-owned funds are irremediable once uploaded to a card.

Depending on your use case, there’re several possible options for when your cards can expire. 3
months, 6 months, 1 year, 18 months, 2 years, 3 years and 5 years. If you’re looking to set specific
expiration periods, please contact our sales team at [email protected]