PEX

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

“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

Audit season puts your expense policy to the test.

When policies rely on manual reviews and after-the-fact cleanup, audits uncover the same issues every time: inconsistent approvals, missing documentation and spend that’s hard to trace back to policy intent.
Enforcement changes the outcome. When rules apply at the moment of spend and documentation is captured automatically, audit prep becomes faster, cleaner and far less reactive.

If audits still feel like investigation instead of confirmation, this blog shows why enforcement matters more than policy language alone: https://hubs.li/Q0403Fjz0

Audit season exposes what month-end already tells you.

When close drags, audits get harder. Missing receipts, delayed reconciliations and last-minute fixes don’t start with auditors ➡️ They start at month-end.

Teams that close cleanly don’t scramble. They rely on real-time visibility, consistent controls and expense data that’s ready when the month ends.

If audit prep still feels stressful, month-end close is the signal to watch. Read more ⬇️

Why month-end close is one of the biggest indicators of audit readiness Month-end close reveals audit readiness. Learn how real-time visibility, clean controls and consistent expense processes reduce audit risk.

For nonprofit finance leaders, every day used to feel like a race: receipts to chase, reports to fix, reconciliation to finish.

The day can run differently.
AI keeps documentation clean, updates reports instantly and helps teams close faster with less stress.

Swipe to see what a modern finance day can look like ⬇️
https://hubs.li/Q03YKd2R0

Most CFOs aren’t hesitant about AI & automation because they doubt the upside.
They’re hesitant because they know how important it is to implement it.

This framework lays out the seven elements finance teams put in place to:
✅ Create reliable, audit-ready data
✅ Move controls from after-the-fact reviews to built-in guardrails
✅ Automate repetitive work while keeping humans in the loop
✅ Build confidence and adoption instead of friction

The result isn’t “more AI.”
It’s faster closes, clearer reporting, lower risk and more time for strategic work.

Save this as your roadmap and explore the full framework in the eBook to see how finance teams move from manual to modern, with confidence: https://hubs.li/Q03YK5Fr0

When work is hands-on, the last thing anyone wants is complicated tools.
The new Forrester Total Economic Impact™ of PEX report highlights how easy-to-use-tools like PEX make the biggest difference.

Download the full report here:

Processing one invoice takes 10+ days, costs nearly $10 and delays are a constant issue for almost half of AP teams.

Between manual entry, paper checks and approvals spread across inboxes, bill pay turns into daily friction.

We walk through the common workflows behind those slowdowns and how finance teams are clearing them out with automation ✅ and digital payments. ✅

Read our latest blog here:

3 bill pay workflows that are slowing down your finance team Discover 3 bill pay workflows slowing finance teams down and how automation fixes manual entry, approvals and payments.

Modern finance teams deserve better than shared cards and messy spreadsheets.

With the right corporate card setup, you can move faster, stay in control and finally close the books with confidence.
Find out what corporate card works best for your team in our latest blog:

A CFO’s guide on prepaid, credit, debit and virtual cards Compare corporate card types and build a modern spend management strategy

89% of finance leaders make monthly decisions based on incomplete or inaccurate data.
It’s not just a reconciliation issue, but a risk.

The good news? You don’t have to settle for broken workflows and last-minute fixes.
Modern reconciliation tools capture receipts in real time, sync transactions directly to the ledger and apply spend controls before money moves.✅

See how PEX stacks up against other reconciliation platforms:

A CFO’s guide to the best finance reconciliation tools Compare top reconciliation tools and see how automation delivers cleaner data and a faster, more predictable close.