Case Study: Skeehan & Young achieves streamlined nonprofit financial management with PEX

Skeehan & Young - Customer Case Study

Skeehan & Young, an accounting and finance firm serving non-profit organizations, struggled with clients using shared corporate credit cards that led to constant receipt chasing and reconciliation headaches. Mark Skeehan recommended PEX — using the PEX platform and PEX Visa prepaid cards — to provide clearer budgeting, individual card controls, and easier syncing with accounting processes.

By implementing PEX, Skeehan & Young now imports transactions in bulk, enforces per-card spend and funding controls, and leverages the PEX/Daxko integration to pre-load general ledger codes. PEX reduced administration time by over 8 hours per client at monthly close, increased accountability and transaction transparency, and promises further error reduction through the upcoming Daxko/PEX API.

Skeehan & Young