Scale your business and close your books faster

PEX makes it easy with smart corporate cards, AI-powered expense automation and more

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Trusted by 10,000+ customers

Why PEX

Simplify your financial operations and supercharge growth

Two women sitting at a table with a laptop, one holding an open notebook and smiling, in a brightly lit room with a sign in the background.

Instantly issue physical and virtual cards, even for clients

Person in a brown jacket holding a smartphone outdoors.

Get up to $2M in purchasing power and 1% cash back 1

Two people are seated and looking at a tablet. One wears a yellow beanie and denim, the other a purple shirt. A third person stands nearby with a notebook and drink. Laptop on the table.

Automate receipt collection and month end reconciliation

Spend Use Cases

A corporate card for all your spending needs

Pay vendors, power team travel or use business credit as a flexible financing tool

Laptop displaying a financial dashboard with two PEX Visa cards in front. Dashboard shows current balance, expenses breakdown, and active breakdown.
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Back office spend

Optimize cash flow and earn rewards on invoices that accept card payments 

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Vendor payments

Prevent overspend and issue virtual cards to specific merchants, like SaaS and ad vendors

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T&E

Enjoy worldwide Visa® acceptance for client entertainment and travel expenses on-the-go

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Purchasing

Instantly issue cards tied to custom spend policies and enhanced approval workflows

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Fuel

Distribute corporate cards to employees in the field with custom spend and merchant limits

Work smarter, not harder

PEX automates manual tasks, improving team productivity by up to 25% 2

Minimize busywork for busy teams

A person holds a smartphone and a credit card, interacting with an app. The app features options to scan and submit a receipt, with a visible receipt showing a restaurant purchase.

Automate receipt capture and coding

Employees can upload, text or email receipts to PEX, and auto-categorize purchases using AI

Man in glasses looking at laptop with overlay showing Google Ads payment details of $10,000.00, approved on November 25, 2024, with options to reject or approve.

Simplify client billing & expense allocation

Automatically allocate expenses to specific clients or projects for seamless, transparent billing

Streamline your process while staying in control

Automate your workflows
as you scale

Customize approval hierarchies and spend policies, and adapt them as your organization grows

Illustration of spend policies: Policy 1 for Hospitality (Cardholder), Policy 2 for eCommerce (Admin), Policy 3 for Transportation (Admin).

Simplify client billing & expense allocation

Automatically allocate expenses to specific clients or projects for seamless, transparent billing

Payment details for Google Ads showing an amount of $10,781.09 with an "Approved" status. Monthly limit is $50,000.00. Client account: Harrison Plumbing.

Keep an eye on spend as it happens

Monitor real-time employee, project or department spend to maintain accurate forecasts and oversight

Dashboard displaying a report of monthly spending: SaaS providers at $60,000/$100,000; Contractors at $8,000/$20,000; Team building at $2,000/$10,000; total $70K in a circular graph.

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

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.

2 2023 PEX customer survey