PEX AI
AI that gives your finance team time back
We built PEX’s AI to handle the busywork - matching receipts, coding transactions, flagging out-of-policy spend and answering your questions. No handing over control before you’re ready.
THE FUTURE OF AI
AI gives your finance team leverage, not more work
AI isn’t replacing finance teams, it’s clearing the busywork off their plate. From matching receipts, to running multi-step workflows, to connecting PEX into the AI tools you already use, PEX AI meets you where you are. 
More visibility. More control. Not less.
Of finance teams use AI today
Of finance teams are still at the starting line or experimenting
The opportunity isn’t behind you, it’s wide open.
how it works
How PEX AI comes together
PEX meets your team where they are - removing manual work on day one, catching issues as they happen and running the routine once you’re ready to hand it off
crawl
It just does the work. Focus on productivity from day one.
AI receipt and invoice matching
PEX auto-matches receipts to every transaction, eliminating the manual follow-up.
AI-powered GL coding
PEX suggests the GL code based on your team's history, so you can code transactions faster.
Spend rule creation
Describe a spend rule in plain language and the PEX agent sets it up.
Approval policy creation
The agent suggests an approval setup based on your policies and org chart.
Account visibility and support
Ask the PEX agent about your account and get an answer directly, no digging through reports.
31% of finance teams lose 20+ hours a monthto manual receipt work and coding – the single biggest pain point in the State of Finance report.
This crawl in the PEX AI evolution clears the backlog from day one: receipts match and code themselves and the agent writes your first rules when you’re ready for them.
The work PEX handles for you
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It just does the work. Receipt matching and GL coding run automatically
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The agent writes your rules. Describe in plain language and it becomes a real, live policy
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Manual tasks, completed. Don’t be in the 31% to lose 20+ hours a month.
walk
See it before it’s a problem. Control is now in motion.
Multi-step automation
Set up 20 groups, cards or spend rules in one prompt instead of 50 clicks.
Out-of-policy receipt detection
Flags spend as out-of-policy the moment it’s identified, not on a later review pass.
AI audit history
Every account change is logged and explained automatically.
The control that shows up
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Catch it before it’s a problem. Spend gets flagged at the moment of purchase.
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Skip the manual click tax. Set up 20 things at once with a single request.
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Know what changed and why. Every account change, tracked and explained.
36% of finance leaders name trust in AI as their top barrier to going further, and only 18% enforce policy at the point of transaction today.
This walk in the PEX AI evolution moves enforcement to the moment of purchase and chains multi-step actions from one prompt – earning the right to make more judgement calls as trust builds.
run
Ask once, then let it run. Fully integrated trust.
PEX MCP server
Connect PEX to Claude, OpenAI, Cursor, GitHub Copilot and other AI platforms. Manage your account in natural language from your own AI stack.
Agentic reconciliation
Surfaces outstanding close-related actions and moves transactions through reconciliation end to end.
Scaling and advanced teams average 3.6 live capabilities and report 59% ROI, compared to 3% for teams just starting out.
Once an agent is acting on your behalf, the real question becomes does this work everywhere you work?
The payoff that compounds
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Ask it once, then let it run. No more reminding, the routine just runs.
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PEX works everywhere. The MCP connects right into the AI tools your team already uses.
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The compounding payoff: 59% report real ROI at this growth stage, versus 3% just starting out.
BENCHMARK REPORT 2026
How does your team compare?
We're surveyed 687 finance leaders on automation and AI adoption. The State of Finance report shows exactly where your team stands today - and that maturity doesn’t happen all at once. The framework above shows how to build
66%
are interested in using AI
31%
use AI in finance today
9%
use it broadly
why pex
Do more. Stay in control.
See the payoff.
PEX is spend management built for growing businesses: cards, expense and Bill Pay in one platform, powered by AI at every step.
Productivity: Do more without adding more work
Before AI transforms finance, it can take the busywork off your plate first
Control: Automate more without giving up control
Oversight is the job, Trust in AI is the #1 barrier to adoption, so PEX moves guardrails closer to the transaction, not further from your review
The payoff: Prove it. Operationalize it. Expand it.
The biggest impact doesn’t come from one massive AI bet, it comes from stacking capabilities over time. Scaling teams average 3.6 live capabilities and 59% ROI.
FAQs
Frequently asked questions
Yes. Features labeled live are ready now. Sign up for Beta features and give us feedback. Well always tell you whats ready and whats next.
Still have questions? Contact us.