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Expex REVIEW

Accounting Software

No user reviews
USER SATISFACTION 98%
OUR SCORE 8.2

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.

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.

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

Position of Expex in our main categories:

500

Expex is one of the top 500 Accounting Software products

500

Expex is one of the 500
Accounting Software products


Expex is also listed in the following subcategories:

Category:Position:Category:Position:
Accounts Payable Software#23 Accounts Receivable Software#24
Billing and Invoicing Software#59
Category:Position:
Accounts Payable Software#23
Accounts Receivable Software#24
Billing and Invoicing Software#59

It is important to note that almost no service in the Accounting Software category is going to be a perfect solution able to meet all the needs of all business types, sizes and industries. It may be a good idea to read a few Expex reviews first as certain software might excel just in a very small set of applications or be prepared with a very specific type of industry in mind. Others might operate with an idea of being simple and intuitive and consequently lack advanced elements needed by more experienced users. There are also software that support a broad group of customers and give you a complex feature base, but that in most cases comes at a higher cost of such a software. Ensure you're aware of your requirements so that you buy a software that offers exactly the features you search for.

How Much Does Expex Cost?

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

We realize that when you make a decision to buy Accounting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Expex reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Expex. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

33

NEGATIVE SOCIAL MENTIONS

1

Technical details

Devices Supported
  • Windows
  • Mac
  • Web-based
Language Support
  • English
Customer Types
  • Small Business
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING

What are Expex pricing details?

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

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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