PEX for Nonprofits

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Download the PEX Nonprofit Spend Management Guide

Learn more about PEX as a financial operations solution for nonprofit organizations.

Thank You

Click below to download the PEX Nonprofit Expense Management Guide

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Contact a Rep

Send us a short message with your needs and we’ll get back to you in 1-2 business days.

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Every purchase is authorized. Every penny is allocated. Every step is automatic.

With PEX, you can give your staff and volunteers the flexibility to make authorized purchases, while maintaining the tight controls and precise records that auditors and donors demand.

1
Eliminate time-consuming reconciliations

PEX captures transaction details as soon as the purchase is made, and reports them with your accounting codes. This saves hours in bookkeeping time by:

  • Instantly allocating spending to specific cost centers or accounts
  • Capturing receipts through a camera on cardholder’s smartphone
  • Producing reports for managers and auditors
Protect funds from misuse

There’s no cash access on the card. No petty cash or checks to keep track of. You have complete control of when, where and how PEX cards can be used:

  • Restrict spending to specific merchant categories
  • Fund and defund cards automatically or in real-time
  • Receive email alerts every time a card is used or declined
2
3
Control card usage through a web or mobile app

Once PEX is set up, you can control the entire program without having to call a bank. If you need help, 24/7 support is just a phone call away. Simply logon to:

  • Issue cards without applications or credit checks
  • Set or change spending limits as needed
  • Authorize and fund one-off purchases in an emergency

See how PEX helps you enable staff spending, while ensuring compliance with your rules and policies.

< Back

Download the PEX Nonprofit Spend Management Guide

Learn more about PEX as a financial operations solution for nonprofit organizations.

Thank You

Click below to download the PEX Nonprofit Expense Management Guide

< Back

Contact a Rep

Send us a short message with your needs and we’ll get back to you in 1-2 business days.

Please select the best date and time for a call back

Thank You

We received your message and we'll contact you soon.

Customer Story

Nonprofit Organization

A human services provider with over 1,200 employees, most in the field, uses PEX to meet their most pressing staff spending challenges:
Challenges

Need to enable approved purchasing by staff and volunteers, while preventing misuse and fraud.

Inability of traditional bank-issued credit cards to keep up with rapidly changing needs.

Lots of time was needed to reconcile spending with individual budgets.

Solutions

PEX auto-enforces rules on where staff can spend and reports in real-time how much was spent, at which merchants and when.

PEX lets them issue, freeze, unfreeze and replenish Cards from a desktop or mobile app, and instantly change limits in an emergency.

Cardholders report purchases and submit receipts through the PEX mobile app. PEX automatically allocates spending to cost-centers, grants, clients, etc.

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No two Nonprofits are alike.
What can we do for yours?

Send us a short message and we’ll get back to you in 1-2 business days.

Thank You

We received your message and we'll contact you soon.