A smarter corporate card—with the tools to support you
Unlike traditional cards, PEX automates receipts, coding, and policy enforcement in real-time
The top choice of companies with distributed teams
Go with PEX
Most corporate cards are great for spending—but not for managing spend.
PEX is different: The card that does your back-end work in real time.
| Feature | Most cards | PEX cards |
|---|---|---|
| Receipt capture | Endless follow-ups | Receipts matched automatically |
| Transaction coding | Can't determine code without context | Coded on the spot, simplifying approvals |
| Policy enforcement | No way to enforce at point of spend | Smart spending rules enforce accountability |
| Month-end close | Delayed, sometimes for eweeks | On time and simplified |
Most
cards
cards
Automatic receipt matching
Live transaction coding
Smart policy enforcement
Simple month-end close
We do it right. See how
"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."
"Whether it's adding new cards or categorizing transactions, PEX helps our company save both time and money every day"
"Pex offers us the ability to restrict company-wide spending to specific areas of purchases. This allows our employees to feel they have the freedom to purchase what they need. I would call it a credit card with guard rails."
Real-time control meets effortless compliance
Stop chasing receipts for good
Cardholders are reminded to text their receipts the moment they buy, PEX links them to each transaction and auto-enforces compliance. If a receipt isn’t submitted, card use will be blocked.
See what every purchase is for— without asking twice
AI auto-tags transactions with the right GL-code or project in real time. Cards are dedicated to specific budgets, making every dollar easy to trace even across distributed teams.
Prevent overspend as the card gets swiped
Auto-enforce limits by amount, time, category and location at purchase. With proactive controls built in, finance stays ahead of overspend while cardholders stay empowered.
Stay in sync
PEX instantly connects with leading accounting and ERP systems to streamline your financial operations. Find the perfect integration for your business needs.
QuickBooks Online
Create PEX Vendor cards from QuickBooks and get nightly transaction imports with receipts
- Accounting
- Construction
SAP Concur
Sync PEX transactions into your SAP Concur Expense account to better manage your travel expenses
- Expenses
- Travel
Sage Intacct
Sync PEX receipts and transactions into Sage Intacct to ease expense management reconciliation
- Accounting
- Construction
NetSuite
Sync purchases and receipts daily to Oracle NetSuite. Track expenses against customers, vendors, departments, locations & classes
- Accounting
- Construction
- Nonprofit
Microsoft Dynamics
Export PEX transactions into Microsoft Dynamics Business Central for faster expense reconciliation
- Accounting
Blackbaud
Sync PEX transactions and allocations to populate Blackbaud Financial Edge journal entries automatically
- Accounting
- Nonprofit
REAL RESULTS
Southwest Healthcare replaced petty cash and bank cards with PEX to give employees more flexibility and finance real-time visibility. Automation now handles receipts, coding and approvals. No more manual logging or chasing paperwork.
Employees can snap pictures of receipts and upload them right away, instead of us having to chase down receipts. And employees no longer have to worry about keeping track of or losing receipts, saving them time on expense management as well.
— Jenni Ashby, Controller, Southwestern Healthcare
Keep spend and payments in one place
Built-in bill pay
Bill pay is included, so vendor payments are as easy to track as card spend
Flexible card types
Credit, prepaid, and virtual cards adapt to your spending needs. Up to 1% back on PEX Credit
GL integrations
Every transaction syncs automatically to your GL for faster, cleaner closes
We give finance control while teams are in the field
