Marg PEX
Marg ERP 9+
4.6
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PEX is an advanced expense management and corporate card platform that enables businesses to simplify and automate employee spending. The system allows organizations to issue both physical and virtual Visa cards, with built-in controls that help managers set spending limits, categories, and permissions. By automating expense tracking and reconciliation, PEX eliminates manual data entry and reduces errors, helping finance teams save valuable time.
The platform also incorporates AI-powered tools that automatically match receipts to transactions, ensuring compliance and accurate reporting. With real-time dashboards and reporting features, businesses can track spending across departments, projects, or individual employees instantly. PEX integrates with popular accounting and ERP systems, making it easier to sync data, reconcile accounts, and close books faster.
PEX supports different card programs such as prepaid expense cards, credit-based commercial cards, and disbursement cards for grants, stipends, or vendor payments. Trusted by thousands of companies across industries, it has issued millions of cards to help organizations better manage cash flow, streamline vendor payments, and reduce reliance on petty cash.
Pricing of Marg ERP-Pharmaceutical Industry Software
Pricing plans
Introduce pricing plans
Simple, transparent pricing that grows with you. Try any plan free for 30 days.
Credit Expense
USD 0.00 /Year
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Stay in control of your business expenses with a corporate charge card
- No setup or subscription fees
- 1 Percent back* on all eligible purchases
Disburs
USD 399.00 /OneTime Setup Fee
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- A simple way to pay advocates or grantees and reward employees
- 50 cards free
- Additional cards $5 each
Prepaid Expense - Base
USD 0.00 /Month
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Free card accounts - Up to 5
- Additional card price - $8
- Employee Reimbursements - $1 per ACH payment
Prepaid Expense - Core
USD 75.00 /Month
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Free card accounts - Up to 20
- Additional card price - $4
- Employee Reimbursements - Up to 20 free
- then $1 per ACH payment
Prepaid Expense - Pro
USD 200.00 /Month
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Free card accounts - Up to 100
- Additional card price - $2
- Employee Reimbursements - Up to 100 free
- then $1 per ACH payment
Prepaid Expense - Core - Nonprofit Pricing
USD 30.00 /Month
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Free card accounts - Up to 20
- Additional card price - $4
- Employee Reimbursements - Up to 20 free then $1 per ACH payment
Prepaid Expense - Pro - Nonprofit Pricing
USD 80.00 /Month
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Free card accounts - Up to 100
- Additional card price - $2
- Employee Reimbursements - Up to 100 free then $1 per ACH payment
Prepaid Expense - Base - Nonprofit Pricing
USD 0.00 /Month
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Free card accounts - Up to 5
- Additional card price - $8
- $1 per ACH payment
Key Specification
| Other Categories: | |
|---|---|
| Deployment: | Cloud Hosted |
| Customer Support: | Phone,Email,Live Chat |
| Customization: | No |
| Languages Support: | English |
Who uses PEX
Company Details
- Company Name: PEX
- Headquarter: New York United States
PEX Description
PEX is designed to transform the way organizations handle employee and operational spending. Instead of relying on outdated processes like petty cash, manual reimbursements, or spreadsheets, PEX offers a centralized digital platform where companies can issue prepaid or credit cards to employees and control spending in real time.
Administrators can set rules by department, project, or role, customizing how each card is used. For example, managers can restrict purchases to certain categories, impose daily or monthly limits, or automatically fund vendor cards when needed. These automated spend controls provide greater accuracy and prevent misuse of company funds.
The system is especially powerful during month-end close, as it automatically captures transaction details, tags them, and matches receipts using AI. Employees can upload receipts via mobile devices, and the system ensures compliance by sending reminders and enabling approval workflows.
PEX also integrates directly with accounting and ERP platforms, so finance teams no longer have to manually transfer data between systems. Sub-accounts can be created instantly to manage budgets across teams or projects, giving organizations the ability to track and allocate funds with precision.
In addition to expense cards, PEX offers disbursement cards that are ideal for distributing grants, stipends, or incentives, and commercial credit cards with lines up to $200,000. All card types earn rewards, including cash back on eligible spending.
With over a decade of experience, PEX has built a reputation as a secure, scalable, and reliable expense management partner. More than 10,000 organizations use its platform, benefiting from reduced manual work, stronger financial control, and real-time visibility into every dollar spent.
Key Features & Specifications
Issue both physical and virtual Visa cards
Prepaid, commercial (credit), and disbursement card options
Customizable spend rules and permissions by department, project, or role
AI-powered receipt matching and automatic expense tagging
Real-time dashboards and detailed spend visibility
Accounting and ERP integrations to automate reconciliation
Sub-accounts for budget segmentation and tracking
Mobile-friendly receipt submission and approval workflows
Rewards program with cash back on eligible purchases
Trusted by over 10,000 organizations with millions of cards issued
Key Features & Specifications
- Receipt Management
- Expense Approval
- Time & Expense Tracking
- Spend Control
- Credit Risk Management
- Operational Risk Management
- Workflow Configuration
- Personalized Financial Plans
- Financial Wellness
PEX Video
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User Reviews
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What do you like best?
A great tool for managing employee spending. Each employee is given a set budget for the month that is loaded onto their cards. Can easily empower the employee to spend wisely. Once transactions are downloaded into Quickbooks desktop, reconciliations are very straightforward and easy to complete.
What do you dislike?
Our cards have been compromised a few times. It is a lengthy process for disputing transactions. We have had trouble getting the Quickbooks desktop sync to work properly, but we are able to still export to Quickbooks weekly.
Recommendations to others considering the product:
It is a great option for our smaller operation. While we have not used this on a large scale, I believe with multiple administrators it could be easily managed.
What problems are you solving with the product? What benefits have you realized?
We have been able to track spending by department easier now with PEX. There is receipt capturing included for the cardholders so it takes the pressure off of our bookkeeper to process receipts. Each employee can have their own card, so there is less need to process reimbursement checks. You can set spend rules that will limit the places card can be used as well as cap spending amounts by day, week, or month. This has been especially helpful for us as it limits our cardholders to spending only where they should be spending. It also helps us to limit the amount spent per day which has helped us to catch fraudulent transactions easier as they will automatically decline purchases.
What do you like best?
I love the ability for the individuals who hold debit cards to upload receipts immediately after a purchase assigning the receipt to a purchase with notes to it so that it's less likely they will lose the receipt or forget why they made the purchase.
What do you dislike?
I dislike like that their is no reward system like a company credit card is capable of.
Recommendations to others considering the product:
As I have mentioned while recommending this product to others I know, this is a great product to keep track of spending of your employees. It doesn't require sorting through a statement at the end of the month to try and figure out which purchase belonged to whom? In addition, the ability to have employees with cards (each card carrying separate spending rules about how much per day they are permitted and what types of locations they can spend at) being able to upload a picture of a receipt with a note attached to the receipt immediately after a purchase has minimized the number of receipts at the end of each statement period we are trying to track down for validation. When someone needs to spend more than permitted on their card, it's easy to transfer money immediately to that card with the click of a button.
What problems are you solving with the product? What benefits have you realized?
Efficient Receipt Sharing
Immediate knowledge of money spent
Spending rules to help control amount spent
Immediate funding to credit cards with click of a button online or in the application
What do you like best?
I like that I am able to check my balances at any time and easily see when funds were spent
What do you dislike?
We are notable to have other staff buy gift cards
What problems are you solving with the product? What benefits have you realized?
We are able to control the amount each schools spends and making it fair across the board. Special buys can be added at any time and ready to use right away
What do you like best?
I work in a distributed service industry, where I'm buying products every month and submitting them for reimbursement. The PEX system has almost instantaneous upload of transactions onto the system, so that I can log and complete the submittal right away.
What do you dislike?
The PEX system, at least for our set-up, has meant we can't access cash anymore as everything has to go through a debit card transaction.
Recommendations to others considering the product:
I've enjoyed using this product and found it simple to use.
What problems are you solving with the product? What benefits have you realized?
Distributing funds to over 400 teams has become much simpler with the PEX system.
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Frequently asked questions
Everything you need to know about discovering, comparing, and choosing the right AI software for your business.
PEX has 8 plans,
- Credit Expense USD 0.00 Year
- Disburs USD 399.00 OneTime Setup Fee
- Prepaid Expense - Base USD 0.00 Month
- Prepaid Expense - Core USD 75.00 Month
- Prepaid Expense - Pro USD 200.00 Month
- Prepaid Expense - Core - Nonprofit Pricing USD 30.00 Month
- Prepaid Expense - Pro - Nonprofit Pricing USD 80.00 Month
- Prepaid Expense - Base - Nonprofit Pricing USD 0.00 Month
PEX is the Expense Management Software used for the below functionalities.
Top 5 PEX features
- Receipt Management
- Expense Approval
- Time & Expense Tracking
- Spend Control
- Credit Risk Management
PEX provides Phone,Email,Live Chat support.
PEX is not allowing Free Trial.
PEX provides Help Guides,Video Guides,Blogs,Webinars,Case Studies,Whitepapers for the software training.
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