PEX Intelligence
Embolden your team workflows with AI-powered capabilities
AI is no longer a futuristic concept
It's essential for finance teams to streamline spend, enforce compliance and improve decision-making. PEX Intelligence uses AI to simplify expense management with real-time monitoring and predictive insights.
Teams are transforming financial operations with AI to save time, increase visibility and reduce risk
The cost of standing still: Why AI matters in finance
Modern finance teams are expected to do more with less. Manual approvals, paper receipts and siloed data slow down operations and increase risk. Let’s take a look at how AI addresses these challenges.
Automating manual tasks
Finance teams prioritize impact over receipts. Let AI manage receipt matching, expense coding and transaction approvals
Increasing accuracy
AI flags anomalies and catches missed receipts or miscoded transactions to prevent fraud and errors
Providing predictive insights
AI forecasts spend trends and identifies budget risks in advance, bringing finance to the forefront of forward-looking insights
A smarter way forward:
Human + AI collaboration
Empower staff and volunteers to amplify productivity
AI enables teams to focus on what matters most — advancing their mission. By automating routine administrative work and reclaiming wasted hours, organizations unlock new capacity for impact, outreach and service delivery.
Strengthen financial compliance and control
Strong compliance is the backbone of sound financial management. AI simplifies complex tasks like classification, monitoring and reporting, ensuring every transaction aligns with policy and regulatory expectations without adding administrative burden.
Improve spend control and oversight
Financial leaders need visibility and assurance that funds are used responsibly. AI enhances oversight with real-time anomaly detection, adaptive spending controls and actionable insights — helping CFOs safeguard funding integrity while demonstrating measurable impact.
In crisis response, we don’t have weeks to close the books. We need financial clarity in real time. AI-driven automation gives us the visibility and control to stay accountable while moving fast enough to meet the moment"
Get started with
AI-powered finance
PEX Intelligence gives finance teams the tools they need to automate, optimize and control spend. Iterative automation contextualizes transformation, turning the back office into a strategic advantage
Crawl: Automate the basics
Start with quick wins that eliminate everyday frustrations. Automate receipt capture, policy enforcement and expense coding so transactions sync cleanly with your general ledger and reduce manual work.
Walk: Embed intelligence into workflows
Move beyond automation to smarter support. AI reconciles transactions, predicts cash flow and flags anomalies in real time, helping teams close faster with greater accuracy.
Run: Drive proactive foresight
Use AI to anticipate what’s next. Power scenario planning, predictive analytics and dynamic policy enforcement so CFOs lead with real-time insight and strategic confidence.
Real results with PEX Intelligence
Shannon Staley & Sons streamlines job costs and saves 50+ hours a week with PEX
- Contractor
Southwestern Healthcare improves receipt submission compliance by 95%
- Healthcare
