PEX: Simplify your spending for iPhone

Overview of PEX companion app

PEX is a free companion application for existing administrators and cardholders who use the PEX employee spending platform. Built by Prepaid Expense Card Solutions Inc., the app helps teams manage employee purchasing and expense reconciliation from a single mobile-friendly interface.

Who should use it

• Administrators and cardholders looking for more control over company spending.
• Finance teams that need to reduce manual reconciliation work.
• Small and mid-sized businesses wanting clearer visibility into purchasing activity.

Benefits you’ll notice

• Faster reconciliation and richer reporting to simplify month-end close.
• Fewer manual entries thanks to automated workflows that cut down on repetitive tasks.
• Better cash-flow oversight through tools that track and control spending.
• Easier receipt management by capturing images and attaching notes to transactions.

Core capabilities

• Fine-grained spending controls that limit what, where, and how much employees can buy.
• Tagging and categorization that keep transactions organized for accounting and audits.
• One-tap transfers, quick fund requests, and other convenience features for cardholders.
• Photo receipt capture with the ability to add custom annotations.
• Multiple reporting options to analyze purchasing patterns and activity.

Integrations and compatibility

PEX connects with common accounting and expense systems, including:

• Xero
• Certify
• QuickBooks

Final note

If you’re evaluating options, there are free alternatives available (for example, OTA MY) that might suit very small operations, but PEX is designed to integrate spending controls, receipt capture, and reconciliation into a single, scalable solution.