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, catching missed receipt or mis-coded transaction to prevent fraud or errors
Providing predictive insights
Forecast spend trends and identify budget risks in advance, bringing finance to the forefront of leading 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. Contextualize automation through iterative steps to transform your back office into a strategic advantage.
Crawl: Automate the basics
Start with quick wins, and with processes your team finds most frustrating. This builds enthusiasm for AI adoption and reduces resistance to change. Use OCR (optical character recognition) to capture receipts, automate policy enforcement and assign expense codes that sync transactions and receipts into your general ledger
Walk: Embed intelligence into workflows
Move from automation to augmentation. AI can reconcile transactions, predict cash flow, and flag anomalies in real time
Run: Drive proactive foresight
Use AI for scenario planning, predictive analytics, and dynamic policy enforcement. CFOs shift fully into strategy, guiding boards with real-time foresight
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
