PEX

10/19/2026

Spotting a fraudulent or incorrect charge used to mean paperwork, emails and waiting on a call back.
Admin users can now file a dispute right from the PEX dashboard. Pick the transaction, choose a reason, answer a few quick questions and submit, with a receipt attached if you have one.

Learn more about disputes on the dashboard: https://hubs.li/Q04yBClr0

10/08/2026

Approval workflows review purchases before they move forward. Spend controls establish clear boundaries around where, when and how money can be spent.

Our research found that 40% of finance teams enforce policy after money has been spent and 37% enforce it during approval. Only 18% enforce policy at the point of transaction.

Moving guardrails closer to the purchase can reduce policy violations and the cleanup they create later.

Read more:

Assistive vs. autonomous AI in finance: Learn how to delegate tasks to AI while maintaining human oversight, clear controls and auditability.

10/07/2026

Building an approval policy used to mean clicking through configurations and mapping approvers by hand.

Now you can just tell the PEX agent your rules, the way you'd say them out loud, like "anything over $1,000 needs the CFO." It drafts the policy, you review it and nothing goes live until you approve it.

Read how it works: https://hubs.li/Q04yBBhr0

10/02/2026

Paying vendors has always meant leaving the platform where the rest of your spend lives: a bank portal here, a spreadsheet there, then reconciling it all at month-end.

Bill Pay puts vendor payments on the same dashboard as your cards and expenses, with the approval workflows and audit trail you already use. ✅

Pay by virtual card and earn up to 1% back and every payment syncs two-way with QuickBooks Online.

Discover all the latest feature updates here: https://hubs.li/Q04yBwVN0

10/01/2026

Some of the strongest near-term AI opportunities sit within the manual work finance teams repeat every month.

31% spend more than 20 hours a month collecting receipts, coding transactions and reconciling expenses. 67% still automate 20% or less of their transaction work.

Automating these everyday processes can give finance more time for analysis, planning and oversight.

Learn more here:

AI and automation speed up month-end close by capturing receipts, coding transactions and syncing expense data before reconciliation begins.

09/25/2026

The countdown to is on, just 4 days to go! We're heading to Columbus and would love to meet up and say hello if you'll be there too, so tell us, what are you most looking forward to at this year's event?

09/25/2026

We just shipped a batch of updates that make running your PEX account faster and a lot less manual.

- Pay vendors without leaving PEX with the new Bill Pay and earn 1% back on every virtual card payment
- Build your approval policy by chatting with an AI agent instead of clicking through configs
- Sign in with your Microsoft account instead of another password
- File a dispute or replace a lost card straight from the dashboard, no calls or paperwork needed

See all the latest feature updates here: https://hubs.li/Q04yjdf-0

09/23/2026

Finance leaders already know where AI could help them, but most teams haven't made it past the starting line.

Our 2026 State of Finance report surveyed 687 finance and operations leaders and found that 66% are interested in automating audit documentation, yet only 31% use AI in finance today. Trust in AI accuracy is the top barrier in every revenue band and industry we surveyed, and the gap is widest in the middle market, where teams face the longest closes with little automation to show for it.
The teams pulling ahead started with one defined workflow and kept human review in place. Among those that have scaled AI across finance, 59% report ROI and 82% report shorter close times.

Read the full breakdown and see where your team stands:

See how 687 finance and operations leaders are using AI in 2026, including adoption rates, top use cases, barriers, automation and reported ROI

09/10/2026

We surveyed 687 finance and operations leaders across industries and company sizes to understand where AI actually stands in finance today.

We asked about close times, manual work, spend controls and how finance teams feel about handing decisions to AI.

The results are in: The State of Finance 2026 is live.

One finding stood out: finance wants AI, but adoption hasn’t caught up. 66% of CFOs want to use AI in finance. Just 15% are using it today. And that gap is only part of the story.

We’ll be sharing more findings throughout the month, including where finance teams see the most potential for AI, what’s holding them back and where they’re putting it to work today.

See the full report: https://hubs.li/Q04x5vKJ0

02/17/2026

“Charge and prepaid cards are basically the same… right?” Not quite.

Our latest post breaks down the real differences between charge and prepaid cards and why choosing the right one matters for visibility, accountability and scale.
If you’ve ever questioned which card type belongs in your finance stack, this is a must-read: https://hubs.li/Q0403VCM0