PEX + Blackbaud
Simplify
nonprofit accounting
Reduce manual work and keep every expense aligned with your mission through direct PEX-to-Blackbaud synchronization
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
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
Tailor spend rules, card controls and program structures to fit your organization’s unique operational and accounting needs
True 2-way sync
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
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
Additional features
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
Match fields on a 2-way sync
Experience the power of intelligent automation
Close your books faster and simplify financial reporting with accurate, real-time data
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
Automated receipt syncing
Our AI matches receipts, tags, and coding to your general ledger in real time, strengthening compliance and ensuring audit-ready documentation for grants and donor reporting
Customizable posting schedules
Choose how transactions appear in Blackbaud—daily, weekly or monthly—giving your finance team full control over the timing and structure of your posting workflow
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.
Discover more integrations
PEX connects with leading accounting and ERP systems to streamline your financial operations. Find the perfect integration for your business needs.
Quickbooks Desktop
Import PEX data into QuickBooks Desktop to streamline bookkeeping
- Accounting
- Construction
NetSuite
Sync purchases and receipts daily to Oracle NetSuite. Track expenses against customers, vendors, departments, locations & classes
- Accounting
- Construction
- Nonprofit
Sage Intacct
Sync PEX receipts and transactions into Sage Intacct to ease expense management reconciliation
- Accounting
- Construction
Xero
Sync PEX receipts and transactions into Xero for faster expense management and reconciliation
- Accounting
Microsoft Dynamics
Export PEX transactions into Microsoft Dynamics Business Central for faster expense reconciliation
- Accounting
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QuickBooks Online
Create PEX Vendor cards from QuickBooks and get nightly transaction imports with receipts
- Accounting
- Construction