Case Study: Health & Behavioral Dimensions achieves cash-free, trackable spending and streamlined reconciliation with PEX

Health & Behavioral Dimensions - Customer Case Study

Health & Behavioral Dimensions (HBD) is a nonprofit that operates eight group homes in South Florida and provides services for individuals with autism, intellectual and developmental disabilities, and mental illness. Amanda Rodriguez, the Accounting Director, faced unsafe and hard-to-track cash handling—large sums on site, risk when transporting cash, and a nightmare of missing receipts—so HBD turned to PEX, initially using PEX Visa® Prepaid Cards and later adopting PEX Credit Expense for larger house-level spending.

PEX consolidated all cards on one platform, eliminated cash and paper receipts, and provided real-time reconciliations, email spend notifications, and easier ledger management; Amanda has deployed over 80 PEX cards at HBD. As a result, PEX removed the safety and bookkeeping headaches of cash, improved spending visibility and control across homes, and streamlined reconciliation and reporting.