Case Study: First Baptist Church Umatilla achieves streamlined expense management and simplified reconciliation with PEX

First Baptist Church Umatilla - Customer Case Study

First Baptist Church Umatilla (FBCU) faced a bottleneck managing expenses for over 50 employees and volunteers with a single shared credit card and a $4,000 credit line. Executive Pastor Mike Ellis needed a way to modernize and simplify spending, reconciliation, and approval workflows; he evaluated and implemented PEX’s solution, using PEX Visa Prepaid Cards and the PEX app with integration to their Aplos accounting system.

PEX issued an initial batch of cards and the church quickly expanded to nearly 20 cards, enabling real‑time funding adjustments, card-level controls and tagging of spends to the correct programs. The PEX solution streamlined reconciliation, reduced administrative overhead, improved bookkeeping via the Aplos/PEX integration, and delivered measurable efficiency gains and strong customer support that encouraged broader adoption across FBCU.