Control and monitor spend in real-time

Create spend rules, track expenses and manage
cash flow aligned to your spend policy

A woman holding a laptop stands on a balcony. On the left, a digital approval status list is visible, showing "Approved" and "Denied" options for business-related items.

Trusted by 10,000+ customers

Key benefits

Streamline your workflow and enforce policy compliance

A blue gear icon and a flowchart icon are shown on a light blue circular background.

Control out of policy spend before 
it happens

A blue dollar sign inside a circle on a light blue circular background.

Preserve cash flow and enable spend with ease

A blue light bulb icon inside a circular border on a white background.

Get real-time visibility into spend and improve forecasting accuracy

PEX makes it easy to automate your spend policy

Give your team the freedom to spend within policy.
Give yourself time back to work on more strategic initiatives.

User interface showing spend policy options for merchants: No restrictions, Deny, Allow. Below are categories with Active status: Travel and Materials. .

Create spend rules as unique as you are

Set card limits and admin access by role, permission or location. Set and enforce spend limits by day, location, time, cardholder or card.

Take your spend policy to the next level

Control spend at scale. Create multi-level workflows - set spend thresholds using custom tags and grouping expenses by team or project.

Engineer in safety gear at a construction site, with a digital interface for spend policy and merchant options overlaying the image.
Dashboard showing monthly expenses with a button labeled "Run report." Categories include Travel ($25,000), Supplies ($40,000), and Meals ($2,000) with a circular chart.

Get real-time insight into your company spend

Simplify reconciliation and improve forecasting accuracy. Track progress by project, cardholder group, merchant and transaction type.

Integrations

Improve productivity - connect PEX to your accounting software, at no extra cost

Pricing

Get started today for free

Centralize spend, submit receipts, track and reconcile your expenses - in one easy to use platform

A laptop and smartphone display a financial dashboard with account balance, transactions, and notifications. A blue PEX Visa card is shown on the left.

Book a meeting

Talk to an expert

Learn how PEX can help you streamline your expense management process, improve receipt collection and close your books faster. Talk to an expert today.