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Budgetly

By Budgetly
4.89 out of 5 stars
Free 14 day trial available
Get this appView pricing plans
Budgetly is an AI-driven spend management platform for Australian SMEs. Issue cards, set budgets and spending rules, capture receipts, and sync transactions to Xero for real-time control, less admin, and faster month-end close.
Rated
4.9
out of 5
Reviewed by
102
Xero users
Try this app
Free 14 day
trial available
Listed for
4 years
July 2021

Overview

Budgetly is an AI-driven spend management platform built for Australian SMEs to eliminate overspending before it happens. We give finance teams real-time control and visibility across company spend — without the manual workflows that create month-end surprises. Issue physical and virtual cards, set budgets and smart spending rules, and capture receipts at the point of purchase. Transactions are automatically categorised and synced to Xero to speed up reconciliation and keep books clean. With automation that reduces admin for finance teams and managers (while giving employees the freedom to get work done), Budgetly replaces reimbursements, receipt chasing and shared-card chaos with modern, accountable spend control — backed by top-rated, Australian-based human support.

Budgetly
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Budgetly + Xero

Connect Budgetly with Xero to eliminate overspending before it happens — and remove the manual finance work that slows your team down. Easily sync staff spend from Budgetly cards into Xero, with transaction details and receipts captured in one place for cleaner coding and faster reconciliation. No more chasing paperwork, messy reimbursements, or month-end surprises — just real-time visibility, better control, and a smoother close for Australian finance teams.

Pricing plans

This app includes a free 14 day trial

*All prices are exclusive of tax

14 Day Free Trial

Free trial to limited features
Free
  • 14 day free trial
  • Create budgets
  • Add users

Essentials

For small teams & startups needing budget & spend control. Unlimited users.
AUD 99.00 /4 cards/month (billed annually)
  • 4 physical or virtual cards included
  • $10 per month per additional card
  • Budget & spend control
  • Bill payments
  • Real time expense tracking
  • Capture receipts on-the-go
  • Xero accounting integration
  • Mobile app (Apple + Google Pay)
  • Low FX margin
  • Audit trails with 5 years retention

Premium

For growing companies - powerful automation, control, and unlimited users.
AUD 279.00 /10 cards/month (billed annually)
  • Includes everything in Essentials, plus:
  • 10 physical or virtual cards included
  • $10 per month per additional card
  • Advanced budget & spend control
  • Buddy AI expense automation
  • Custom statement reports
  • Custom expense tagging
  • Premium training & support
  • Dedicated account manager
  • Audit trails with 7 years of retention

Enterprise

For larger organisations needing enterprise security, advanced controls.
AUD 1,799.00 /all users/month (billed annually)
  • Consult for custom pricing
  • Includes everything in Premium, plus:
  • 50 physical or virtual cards included
  • $10 per month per additional card
  • Multi-domain Single Sign-on (SSO)
  • On-going technical and product consultation
  • Priority review of feature requests and roadmap input
  • Dedicated senior account manager
  • Audit trails with 10 years retention

Reviews & ratings

4.9 out of 5 stars
102 Reviews

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Most recent reviews

AD
AEON DSS
Posted
5 out of 5 stars
Very convenient and effective to use.
SE
Sally Elliott
Posted
4 out of 5 stars

Real time budgeting

Budgetly provides a preferred option for incidental expenses and provides real time expense tracking. Budgetly's instant integration into Xero enables accurate and current reports and budgets.
OR
olivia reading
Posted
5 out of 5 stars

Efficient, user-friendly, and a big time saver

We’ve had a really great experience with Budgetly so far. It’s honestly saved us so much time when it comes to reconciling, and not having to chase receipts from multiple staff anymore has been a game changer. It’s made tracking spending across the team a lot easier, and the interface is super user-friendly, so everyone picked it up pretty quickly. One of the biggest wins for us has been being able to give our site supervisors their own debit cards in a secure way, while still having full visibility over budgets and spend. Overall, it’s really streamlined things for us, improved accountability across the team, and taken a lot of the admin headache out of managing day-to-day expenses. Would definitely recommend.

Additional info

Shared data

Xero
Budgetly
Invoicesshared from Xero to Budgetly and from Budgetly to Xero
Accountsshared from Xero to Budgetly and from Budgetly to Xero
Quotesshared from Xero to Budgetly and from Budgetly to Xero
Budgetsshared from Xero to Budgetly
PayItemsshared from Xero to Budgetly
Payment Servicesshared from Xero to Budgetly
Usersshared from Xero to Budgetly
Tracking Categoriesshared from Xero to Budgetly and from Budgetly to Xero
Receiptsshared from Xero to Budgetly and from Budgetly to Xero
Purchase Ordersshared from Xero to Budgetly and from Budgetly to Xero
Prepaymentsshared from Xero to Budgetly
Paymentsshared from Xero to Budgetly
Itemsshared from Xero to Budgetly and from Budgetly to Xero
Bank Transfersshared from Xero to Budgetly
Bank Transactionsshared from Xero to Budgetly and from Budgetly to Xero

Functions

Bills and expensesPayments

Industries

Accounting

App details

By Budgetly
Added in 2021

14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.