PEX + Blackbaud

Simplify
nonprofit accounting

Reduce manual work and keep every expense aligned with your mission through direct PEX-to-Blackbaud synchronization

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Connect to Blackbaud with a direct integration

Manage your team’s spending across vendor payments, operational expenses and day-to-day purchases with our seamless integration to Blackbaud Financial Edge NXT. Enjoy hassle-free reconciliation included in your PEX subscription.

AI-powered workflows

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Speed up month-end with AI-powered receipt capture and GL-coding, and built-in reimbursement support—helping your team stay accurate and compliant with less manual work

Flexible customization

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Tailor spend rules, card controls and program structures to fit your organization’s unique operational and accounting needs

True 2-way sync

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Automatically sync GL codes and programs from Blackbaud into PEX, then sync cardholder purchases and reimbursements back into Blackbaud to ensure accurate reporting without manual corrections or one-way exports

Nonprofit-ready audit trail

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Every receipt, note and GL-code flows directly into your journal entries—strengthening accountability and simplifying grant, fund and donor reporting

Set up is a breeze

Watch how the PEX Blackbaud integration transforms your month-end process from hours of manual work to automated perfection in just minutes

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Additional features

No additional cost for customers

Sync notes and reimbursements

Approval workflows by teams/groups

Rule based policy enforcement

AI-powered receipt matching

Merchant name normalization

Automapping in real time

Embedded automation connects your Blackbaud setup directly to PEX, auto-mapping tags and GL-codes so your finance team can focus on strategic decisions, not data entry

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Match fields on a 2-way sync

PEX transaction card for PEX Blackbaud (1)
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Blackbaud

Experience the power of intelligent automation

We can get you up and running quickly with features designed to streamline your financial processes and eliminate manual work.

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2-way sync

Automatically update GL codes in PEX based on your Blackbaud chart of accounts. View all purchases, fees, reimbursements and payments directly in your ledger—no manual exporting required.

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Automated receipt syncing

Receipt images are stored directly within the Journal Entry batch in Financial Edge NXT, keeping every transaction audit-ready and fully documented for grants and donor reporting.

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Flexible customization

Customize spend controls, card settings and program structures to match how your organization operates.

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Streamlined tagging

Use AI-powered tagging and rule-based auto tagging to code transactions faster. Group-based tags and tag-based filters align with your Blackbaud account structure to reduce errors and maintain clean reporting.

Need custom field mapping?

Our integration team can work with you to create custom field mappings for your specific business requirements, and at no extra cost.

Get in touch

Frequently asked questions

Got questions about the PEX Blackbaud integration? We’ve got answers. Find everything you need to know about setup, security, and ongoing support.

How is support handled?

PEX provides direct customer success manager for the PEX platform and the Blackbaud integration. Our support team assists with setup, troubleshooting, and ongoing questions. Blackbaud continues to support FE NXT–specific functionality, while PEX ensures the integration runs smoothly on our side.

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