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Expex automates accounting tasks and increases cash flow so you can concentrate on growing your business.




The Expex application enables accounting firms and their SMB QuickBooks users with a dashboard and tool set that automates bookkeeping and accounting tasks. The application provides accounting firms and their clients with the ability to operate more efficiently, with improved profits and cash flow. Read about our case study, download the document here.

The Problem:

4 out of 5 business failures are a result of poor cash management.

Nearly half of all small businesses list bookkeeping and accounting as their least favorite tasks.

Managing cash flow and time constraints consistently rank as two of the top 5 concerns small and medium size companies face.

Our Solution:

A web application that improves cash flow, automates accounting tasks and reduces business expenses.

  • 20% uptick in working capital
  • 25% reduction in expense spending
  • 70% reduction in time to pay bills and other accounting tasks
  • REAL TIME & complete view of your finances 24/7
  • Alerts for time-sensitive items
  • More time for driving sales, customer service and revenue

How it Works:

Expex is a SaaS application that is integrated with QuickBooks and 11,000 financial institutions. The app consists of 5 services that are designed to automate accounting tasks, improve cash flow, and reduce the time required to review and act on financial reports. Smart alerts that notify users of critical issues are delivered via text, desktop app or email.

My Accounts
Real time balances for all your financial accounts in one place (bank accounts, loans, mortgages and credit cards). You can also download statements automatically and search transactions.

Cash Manager
Get your bank balance, available balance (cash balance less any checks in float) and a cash projection based on future income and expenses. Run “What if” scenarios to manage your cash flow.

Financial Health
Select up to 10 financial elements to monitor the financial health of your company.

Bills & Payments
Automate the entire process of paying bills including receipt, review, approval and payment.

Find Savings
Gain access to our contracted vendors to reduce the cost of your everyday business expenses.

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