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PEX launches AI built to earn finance teams’ trust, one workflow at a time

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PEX launches AI built to earn finance teams’ trust, one workflow at a time

PEX, a leading corporate card and spend management platform, today launched PEX AI, a set of capabilities that automates everyday finance work, runs multi-step workflows and connects PEX to AI assistants such as Claude and ChatGPT. Built around a crawl, walk, run approach, PEX AI gives teams a way to hand off more work as trust grows while staying in control.

PEX’s 2026 State of Finance Report, a survey of 687 finance and operations leaders, found that more than half are interested in each AI capability tested, yet just 31% use AI in finance. Trust is the top barrier: 36% name trust in AI accuracy as the biggest obstacle to using more of it.

“The businesses that keep our economy moving deserve the same advances in AI as the world’s largest enterprises,” said Toffer Grant, founder and CEO of PEX. “We’re making those capabilities practical and accessible for the finance teams managing day-to-day operations, starting with work that saves time. When AI touches financial decisions, trust has to be earned.”

Read More on Fintech : Global Fintech Interview with Shai Gabay, CEO at Trustmi

Nearly a third of finance teams lose more than 20 hours a month to manual receipts, coding and reconciliation. PEX AI starts there:

Once the basics run on their own, PEX AI takes on work with more steps and more at stake:

At this stage, AI works wherever finance teams work. The PEX MCP server , now in beta, connects PEX to AI assistants such as Claude, ChatGPT and Microsoft Copilot Studio.


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