Simplify your spend, amplify your impact with PEX and Microsoft

Streamline spend and grant distribution, automate manual tasks with AI, get real-time visibility and more

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Trusted by 10,000+ organizations

Why PEX

PEX makes it possible to spend efficiently and responsibly

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Issue physical and virtual cards to staff and beneficiaries

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Control spend and earn up to 1% back 1 for your organization

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Automate receipt collection, approvals and reconciliation

Spend Use Cases

Manage your organization’s spend in one place

Pay vendors, power team travel and deploy funds to field volunteers or beneficiaries - all from the PEX platform

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Program expenses

Pay for program expenses, from supplies to vendor invoices, professional development and tech

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Travel and lodging

Enjoy worldwide acceptance to power field work, field trips, missions, conferences and more

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Events

Pay for supplies and marketing expenses for fundraisers and donor engagements

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Community outreach

Provide funding for outreach programs like food drives, shelter support and other initiatives 

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Grant disbursement

Issue ready-to-use purchase cards, and track funds to ensure they’re used as intended 

How PEX helps you do more with less

Stay on budget and ensure compliance with the leading corporate card and spend management platform

Spend smarter, and earn up to 1% back1

Issue PEX corporate cards with customizable spend controls and real-time tracking - no spreadsheet needed. Plus, earn cash back to invest back into your mission.

Snap, text and email receipts -
matched by AI

Submit receipts faster with AI-powered receipt
capture. PEX automatically matches each receipt
to the right transaction.

Auto-categorize expenses with AI-powered coding

PEX learns your organization's unique coding patterns and applies them instantly, automatically matching each transaction to the correct GL code and cost center.

Put receipt reminders and 
card blocking on autopilot

Ensure timely receipt submission with automated
reminders. If that’s not enough, enforce card blocking
rules to guarantee compliance.

Sync your PEX transactions and receipts to your accounting and productivity software

Frequently asked questions

How does PEX speed up reconciliation for customers and accountants?

PEX speeds up reconciliation by providing real-time transaction tracking, automated expense categorization, and seamless integration with accounting software and ERPs. These features reduce manual data entry, minimize errors, and allow accountants to close books faster with detailed, accurate reporting. Many customers report that they save 10+ hours per month with PEX.**

Does PEX offer virtual cards for expense management?
Which ERPs does PEX integrate with?
What are some common use cases for expense management with PEX?
How quickly can we get started with PEX?

Book a meeting

Talk to an expert

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** 2023 PEX customer survey

© 2007-2025 Prepaid Expense Card Solutions, Inc., all rights reserved. The PEX Visa® Prepaid Card, PEX Disburse Visa® Prepaid Card, and PEX Visa® Commercial Card are issued by Fifth Third Bank, N.A., Member FDIC, or The Bancorp Bank, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa Business Prepaid and Visa Commercial Cards are accepted. The PEX Visa® Prepaid Card, PEX Disburse Visa® Prepaid Card, and PEX Visa® Commercial Card are not credit cards. Please see the back of your card for its issuing bank.

The Bancorp Bank, N.A., is issuer of PEX Card products only and does not endorse or sponsor the associated products, services or offers from PEX.