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Expex Review

Expex
Our score: 8.2 User satisfaction: 98%
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What is Expex?

Expex is a cloud-hosted cash management and financial tool that integrates with QuickBooks Online and Desktop to help small and mid-sized businesses manage cash flow, bill payments and financial health. It comes free for 1 user, 1 financial account.

Smart alerts notify you when your financial status is below your preset parameter; it’s like having someone constantly monitoring your finances so you avoid common SMB cash problems like cash-on-hand shortage, inconsistent balance sheet and bounced checks. The app can also integrate with other accounting solutions with an open API key and the vendor will walk you through this process.

With Expex, you spend less time processing bill payments and have all your financial accounts in one place for easy monitoring.

The Cash Manager integrates with your bank and gives you real-time cash balance.  You can also monitor your finances around up to ten financial elements. For instance, the app alerts you when you need to take a closer look at your Accounts Payable, days sales outstanding or operating profit margin.

On the other hand, Bills & Payments automate bill management and payment process, leaving you with free time to focus on growing the business. You can also utilize the Find Savings tool to minimize costs wherever it’s possible, for example, office supplies, printing, utilities, cleaning supplies and merchant services.

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Overview of Expex Benefits

Monitor your financial health easily

Expex has smart alerts that notify you once your financial performance is below you preset parameter. For example, you can create notifications for low balances or see real-time bank and available balance so you avoid going over your limit. It can also monitor your Accounts Payable, Days Sales Outstanding, MTD Income, Operating Profit Margin and other key revenue metrics that can make or break your business.

Find savings

Expex has literally a Find Savings tool that sniffs for potential cost-saving areas, such as, office supplies, printing, travel expenses and utilities. With visibility across your operational costs, you can save up to 40% from budget bleeders.

Automate billing and payments

The app features Bills & Payments that automates the bill management and payment process. You can set payment schedule and leave the app to fulfill the process. You can also preset alerts for new bills, payments and approvals.

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Overview of Expex Features

  • Cash management monitoring
  • Smart alerts
  • Transactions and statements
  • Reporting with visual tools
  • Financial health monitoring
  • Bills and payments
  • Savings management
 

What Problems Will Expex Solve?

1) SMB’s spent far to much time on paying bills. Using expex BIlls and Payments service, users can automate the entire bill payment process. All transactions are integarted directly to QuickBooks so there is no duplicate entry required. Expex can reduce the time it takes to pay bills by up to 75% by automating the receipt, review, approval and payment of bills.

2) SMB’s struggle with cash management. The expex Cash Manager tools provides users with a complete cash flow projection based on their outstanding bills and open invoices. The Cash Manager tools makes understanding your current and future cash position easy, so that you can plan for and manage shortfalls in cash.

3) SMB’s lack visibility on all accounts and transactions. SMB’s all have access to their bank accounts, credit cards, loans and mortgage through their financial institutions online banking systems. With the expex My Accounts service, SMB’s can see and monitor all of their accounts in one place, making it far more efficient than logging into multiple online systems to see and manage these accounts.

Expex Position In Our Categories

Because businesses have distinct business-related demands, it is only practical they steer clear of picking a one-size-fits-all, ideal software product. Nonetheless, it would be futile to try to stumble on such application even among branded software systems. The sensible step to undertake should be to write down the various major functions that require consideration such as major features, price terms, skill ability of the users, organizational size, etc. Then, you must perform your research fully. Go over some of these Expex evaluations and look over the other software products in your list more closely. Such detailed research ensures you circumvent poorly fit applications and subscribe to the system which meets all the tools your company requires.

Position of Expex in our main categories:

TOP 200

Expex is one of the top 200 Accounting Software products

Each company has different requirements and needs a system that can be customized for their size, kind of staff members and buyers, and the particular industry they are in. For these reasons, no system can offer perfect tools off-the-shelf. When you search a software app, first be sure what you need it for. Read some Expex Accounting Software reviews and ask yourself do you desire basic tools or do you require advanced features? Are there any industry-specific features that you are seeking? Get the answers to these questions to aid your search. There are lots of aspects that you need to reflect on and these include your finances, specific business needs, your company size, integration needs etc. Take your time, try out a few free trials, and finally zero in on the app that offers all that you need to boost your firm competence and productivity.

How Much Does Expex Cost?

Expex Pricing Plans:

Free Trial

Lite

Free

Premium

$19.50

Pro

$29.50

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What are Expex pricing details?

Expex Pricing Plans:

Free Trial

Lite

Free

Premium

$19.50

Pro

$29.50

Expex is offered in three monthly plans based on number of users, accounts and features.

Lite – Free

  • 1 user
  • 1 financial account
  • Cash Manager
  • 2 financial health elements

Premium – $19.50

  • 1 user
  • 3 financial accounts
  • Cash Manager
  • 4 financial health elements
  • unlimited bills
  • $.50 per ACH payments; $1.20 per check
  • Find Savings feature

Pro – $29.50

  • multiple users
  • 20 financial accounts
  • Cash Manager
  • 10 financial health elements
  • unlimited bills
  • $.50 per ACH payments; $1.20 per check
  • Find Savings feature

User Satisfaction

Positive Social Media Mentions 33
Negative Social Media Mentions 1

We realize that when you choose to get a Accounting Software it’s important not only to learn how experts evaluate it in their reviews, but also to check if the real people and companies that use these solutions are genuinely content with the service. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Expex reviews across a wide array of social media sites. The information is then presented in a simple to digest form showing how many clients had positive and negative experience with Expex. With that information at hand you should be prepared to make an informed business decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Expex?

Expex integrates with QuickBooks Online and Desktop and acts as the bridge between the accounting software and your bank. With this integration, all your financial accounts are in one location, which gives you visibility on your cash balances and cash flow.

The vendor can be contacted for help to integrate epex with other accounting solutions, so long as the software provides an API key.

Expex data can also be exported to any accounting system.

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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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