Case Study: NEWCorp achieves streamlined spend controls and simplified reconciliation with PEX

A PEX Case Study

Preview of the NEWCorp Case Study

NewCorp - Customer Case Study

NEWCorp (New Education for the Workplace), a Florida-based charter management organization, needed a better way to track and reconcile spending across multiple schools. Finance Director Denise Castro was managing 10+ cards and found bank-tied debit cards lacked controllable spend rules and vendor acceptance, so NEWCorp adopted PEX—using PEX spend controls and PEX Credit Expense (PEX Visa® Commercial/Charge cards) to address those gaps.

PEX was implemented quickly and proved user-friendly: cards were tagged to match budgets, transactions reconciled more easily, and staff could upload receipt photos via mobile instead of holding paper receipts for 30 days. PEX Credit Expense expanded vendor acceptance for travel and large purchases, enabling NEWCorp to simplify reconciliation, improve spend visibility and control, and efficiently manage multiple schools.


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NEWCorp

Denise Castro

Finance Director


PEX

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