Accounting

Pex + StackGo

Run compliance from inside Pex. Checks start from a record and the result lands back on the client.

Pex publishes 1 trigger event and 8 actions on its public Zapier listing. That is what a StackGo connector would be built on.

Accounting System of record Not connected yet
What Pex is

PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.

Description supplied by Pex.

The trigger

What starts a check

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

EventWhat StackGo doesWhat comes back
A new contact or customer is createdStarts identity collectionVerification status
A designated service is addedRuns the checks that service requiresResult and risk rating
Ownership or details changeRe-screens the related partiesUpdated status
The write-back

What StackGo puts back on the record

A Pex connector would write named fields onto the record, not a link to a portal. These are the fields StackGo writes on the systems it connects to today.

  • Verification status
  • Risk rating
  • Last checked
  • Report link
  • Verified name
  • Date of birth
  • Document checked
  • Screening result
  • Beneficial owners
  • Form responses
  • Verification report (PDF)

Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.

How it lands in Pex
  • Add Tag Option

Pex's own write operations. The result goes onto the record you already work in.

Everything else Pex publishes

Pex’s public integration surface

The rest of what Pex exposes on Zapier, beyond the ones above. This is the raw material a connector would use.

1 event
  • Purchase Is Made
7 more actions
  • Fund Card
  • Order Card
  • Zero Card
  • Attach Receipt
  • Download Receipts
  • Find Cardholder
  • Find cardholder

Names are Pex’s own, read from its public Zapier listing on 28 August 2026.

Questions

Common questions about Pex

What does PEX stand for?

PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.

What does PEX stand for in finance?

PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.

What are the different types of PEX connections?

There is no StackGo connector for Pex yet. Pex publishes 1 trigger events and 8 actions through Zapier, so building one is realistic. Requests decide the build order.

Questions taken from what people actually search in Australia. We answer only the ones our own data answers.

Where this sits

Pex is the record. StackGo runs the steps around it.

Every step writes back to Pex, so the client record stays the source of truth.

Want Pex connected?

Requests decide the build order. Tell us and we will tell you where it sits.

Request this integration

Ready to make onboarding minutes, not hours?

Start free and run your first check today, or book a demo and we will walk you through it.