We go with
your workflow

Automate repetitive tasks to keep your team moving quickly and efficiently. Put card funding, spend policy enforcement and expense coding on autopilot.

A person in business attire works on a laptop. Overlaid is a digital interface showing group selection for "Drivers" with weekly and monthly spending limits of $100 and $400.

Trusted by 10,000+ customers

Key benefits

Spend time on the things that matter.
Automate the rest.

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Sync to your ERP

Choose from 50+ integrations to automate your daily, weekly or monthly reporting

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Bulk assign and fund cards

Issue virtual cards and approve funding requests in real-time

Two women sit at a table, looking at something in front of them. One is smiling and wearing glasses, while the other wears a headband and holds a pen. Food bowls are on the table.

Auto-enforce your spend policy

Keep spend in control with customized spend rules at the group or card level

A blue PEX Visa Commercial card is shown next to a computer screen displaying a financial dashboard with charts, balances, and recent transactions.

Code expenses faster with AI

PEX will auto suggest expense codes based on your past history

Key benefits

Spend time on the things that matter.
Automate the rest.

A hand holds a blue PEX Visa card with a chip, featuring the cardholder's name and company name printed on the front.

Instantly issue physical and virtual cards

Issue cards and set spend rules to enable spend while blocking out-of-policy expenses

A receipt shows purchases of a cheeseburger, Coke Zero, and gas, with total cost and date highlighted; a popup displays “Travel & entertainment” as the assigned transaction category.

Automate receipt matching and expense coding with AI

Plus, set card blocking rules to auto-enforce receipt submission compliance

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Sync receipts to GreenSlate P-Card Envelopes

PEX receipts are now stored with transactions for a complete audit trail

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Seamlessly sync to GreenSlate

Auto-sync PEX purchases, fees and receipts into GreenSlate for a faster end of month close

Make PEX a part of your team

Automate your workflows to improve productivity and simplify your process.
 Join the 10,000+ business who have saved time and improved productivity by up to 25%*.

A person types on a laptop; overlaid are digital interface elements showing approval settings for sales team travel and auto-approval of amounts below $150.

Put your expense management on autopilot

Block out-of-policy purchases, route approvals instantly and get auto-match transactions to your GL, powered by AI.

Stay flexible while staying in budget

Allocate pre-set funds and credit limits based on your budget needs. Unexpected expense came up? Approve funding requests immediately.

A digital interface displays SaaS vendor spending limits, with a $1,500 weekly and $6,000 monthly allowance, alongside a menu for selecting spend control options.
Two people look at a tablet together. Overlaid is a digital interface for reviewing and approving reimbursement requests from three individuals with listed amounts.

Reimburse out-of-pocket expenses in a snap

Sometimes out-of-pocket spend happens. Make it easy for team members to submit these expenses for quick reimbursement.

Integrations

Sync directly with 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

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No monthly fees for the first 60 days 3

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.

1 2023 PEX customer survey