PEX for Accounting, Consulting, and Other Service Organizations


Fast Funding
Get funds where they are needed in seconds, so you can keep your engagements on track.

Manage Spending
Set limits according to rules that you and your clients have set, add notes, see receipts or GL codes to keep clean tracking

Real-Time Reporting and Reconciliation
Manage cardsm expenses to clients, projects, and more in real-time, on any device.

Manage Engagement Expenses
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Issue and cancel cards via web and mobile platform
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Fund and top-up cards instantly
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Set spend controls—amounts, categories, and more—to limit where funds can be spent
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No credit checks required *
Simplify Organizational Accounting
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Ability to simultaneously manage multiple clients and engagementsGL code reporting, pre-approved spend and captured receipts automate reconciliation and eliminate expense reports
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Exports and data integration with most popular accounting software packages


Provide Cardholder Flexibility
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Mobile app with receipt capture and funds request
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PEX 24/7 customer support
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No credit checks required *

Get Your Free Demo
See how PEX helps you manage staff spending while simplifying reporting and accounting. And what that can mean for your organization.