PEX

Thank you to our amazing customers and partners for making 2024 a success. 💙 We can’t wait to see what we’ll achieve together in 2025.

Thank you to our customers for ranking us 'most recommended' and 'best ease of use' on Gartner. We're proud to work with you! 💙   Check out what our customers shared about us in 2024, and leave your own review here: https://bit.ly/3DmQGmg #CapterraReview #GartnerBadges

BMO’s Diners Club card has long been a go-to for T&E expenses. With its upcoming closure, businesses need a seamless way to manage costs for travel, lodging, dining and transportation. A charge card with built-in controls and real-time tracking can make managing T&E spend easier than ever: ✔️ Stay on budget with spending limits ✔️ Simplify tracking for flights, hotels, and ride shares ✔️ Eliminate manual expense reporting If you’re planning for this change, let’s explore how PEX can help. Check out our Credit Expense product in the comments below! #dinersclub #dinersclubcard

Buying gas or materials? Keeping construction projects on track starts with empowering employees to spend. Spending sometimes creates challenges: 🔄 Slow processes delay decisions: Employees file expense reports and track receipts after spending 🕵️ Finance teams lose visibility: They find out about spending problems too late ⚠️ Policies are hard to enforce: Teams waste time ensuring budgets and rules are followed 💸 Shared cards increase risks: They lead to errors or misuse of cards These issues slow down projects, raise costs and frustrate your team. Simplify spending and keep projects moving forward. See how to switch from reactive to proactive. ⬇️ https://hubs.li/Q02_CV0N0

We’re celebrating the G2 Winter 2025 Awards—thank you for trusting us as your partner in spend management.💙 Here's how you ranked us: ✨𝗘𝗮𝘀𝗶𝗲𝘀𝘁 𝘁𝗼 𝘂𝘀𝗲 in mid-market ✨𝗘𝗮𝘀𝗶𝗲𝘀𝘁 𝗮𝗱𝗺𝗶𝗻 in mid-market ✨𝗟𝗲𝗮𝗱𝗲𝗿 𝗶𝗻 𝗘𝘅𝗽𝗲𝗻𝘀𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 for small businesses Be sure to check out the reviews, and leave your own: https://hubs.ly/Q03024VF0 Here's to many more achievements in the next year. 🙌 #G2Review #G2Awards

We’re excited to share that PEX has launched an integration with Oracle NetSuite, designed to streamline your expense management and enhance your financial workflows. 🤝 What that means for you: ➡️ Seamless syncing ➡️ Customizable data mapping ➡️ No confusing pricing structure or tier for using NetSuite—if you have PEX, it's included! Learn more about the integration and how to sign up for our Beta here. ⬇️ https://hubs.li/Q02_-Zx60 #NetSuiteIntegration #OracleNetSuite

We are thrilled to announce that PEX Credit Expense is now available in 49 states—including CA and ND.💙 Plus, we’ve introduced powerful new features like: ✔️Support for up to $2 million in monthly spend ✔️Flexible early repayment options to reset spending limits mid-cycle ✔️Real-time visibility into line assignments and repayment terms on the PEX dashboard ✔️Enhanced reconciliation for Blackbaud, Xero, and Oracle NetSuite users Explore how PEX Credit Expense simplifies spending and empowers your business.⬇️ https://hubs.li/Q02_kXJb0

Are you tired of expense tracking headaches? Learn how the right choice of business charge cards can transform your financial management in an instant with: - Real-time spending control - Seamless budget tracking - Robust fraud protection - Smart rewards programs Discover our ultimate shopping guide for business charge cards and learn why PEX might be the right choice for you. 💪 💳 https://hubs.li/Q02_9njb0

A big thank you to Softjourn for featuring PEX in their latest article on T&E predictions for 2025. 🙌 We’re excited to provide tools that empower teams with real-time visibility, enhanced control, and seamless efficiency, whether they're managing expenses at work, or on-the-go. Check out the full article here to learn more about the exciting expense management trends shaping 2025. ⬇️

A success story: How Wheelhouse Group saved 4 hours per month closing their books 🏆 The Wheelhouse Group finance team dedicated countless hours to chasing receipts, manually matching transactions, and re-entering data into multiple systems. They needed a solution to simplify expenses, boost visibility, and eliminate the inefficiency of manual entry. They switched to PEX, integrating it with GreenSlate to streamline financial operations. The PEX dashboard gave the team full control over expenses, enabling them to manage spending limits, track transactions across projects, and maintain clear budget oversight. By implementing PEX and GreenSlate, the Wheelhouse Group production finance team significantly improved its financial efficiency via: 1. 𝗧𝗶𝗺𝗲 𝘀𝗮𝘃𝗶𝗻𝗴𝘀: Saving 1+ hour each week on reconciliation tasks due to PEX’s direct integration with GreenSlate. 2. 𝗜𝗻𝗰𝗿𝗲𝗮𝘀𝗲𝗱 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 𝗮𝗻𝗱 𝗮𝗰𝗰𝘂𝗿𝗮𝗰𝘆: The team improved control over spending and accuracy in financial reporting, providing visibility across multiple projects. 3. 𝗖𝗮𝘀𝗵𝗯𝗮𝗰𝗸 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀: The team earned $2K+ in cash back rewards Learn more about our latest case study and see how strategic technology turns financial complexity into competitive advantage ⬇️https://hubs.li/Q02-PZJ20