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Budgetly

By Budgetly
4.9 out of 5 stars
Budgetly's prepaid corporate cards make expense tracking and spend management easy. Get physical and virtual cards with smart spending rules, budget categorisation and Xero sync.
Rated
4.9
out of 5
Reviewed by
100
Xero users
Listed for
4 years
July 2021
Key functions
Bills and expenses
Payments

Overview

Budgetly leads the evolution in spend management solutions for Australian businesses. Our progressive technology with top-tier security integrates budget setting with spending rules, expense management, bill payments, and reporting for unmatched efficiency and control - all in one platform.

Budgetly simplifies and automates operations for finance teams and managers while empowering employees. We issues both physical and virtual cards with smart spending rules, real-time categorisation and Xero sync. Finance teams love us. People and Culture teams champion us. And your employees will thank you for trusting them to get the job done without micro-analysing every expenditure.

Unlike competitors, we offer top-rated Australian-based human customer support.

Budgetly + Xero

Sync transactions made with Budgetly's prepaid corporate cards and receipts to Xero with one click.

Reviews & ratings

4.9 out of 5 stars
100 Reviews

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Most recent reviews

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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.
CD
Casie Dodds
Posted
4 out of 5 stars

Expenses in real time - Great Software

Budgetly makes it easy to track expenses as they happen and gives clear visibility over budgets. Simple to use and very effective. Xero integration is straightforward easy to use. It has also proven to be a highly effective tool for managing NDIS SIL house expenditure via expense cards. The real‑time tracking and budget controls support accurate management of client trust funds, strengthen oversight, and assist with compliance requirements.
RL
Robyn Lyons
Posted
5 out of 5 stars

The ultimate time saver

We use Budgetly to manage trip expenses for our guides across Australia. The ability to issue virtual cards, allocate set budgets and the uploading of receipts and invoices instantly, have saved us countless hours every month. It also ensures we control expenditure for each departure, to maintain our margins. The team at Budgetly are very responsive and helpful so it is a no brainer for us!

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

Get started with Budgetly

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