Resources
Free expense management resources from Budgetly. Download checklists, templates, eBooks, and guides to streamline your finances.
eBooks & Guides
In-depth resources to help you streamline spend management and grow your business.
Technology and AI Investment Priorities in Finance 2026
Budgetly surveyed Australian finance leaders to uncover where CFOs are investing in technology and AI in 2026. Download …
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Manufacturer's Guide to Automating Expense Management
60% of CFOs lack total visibility into their transactions. This free eBook shows what automated expense management looks …
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The State of SME Spend in Australia 2025
89% of Australian SMEs report increased business costs in the past year, with utility bills, supplier costs, and staff …
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AI-Driven Spend Management: Australian SME's Guide
Free guide to AI-driven spend management for Australian SMEs. Covers key challenges, automation strategies, and how to …
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eBook The SME Guide to Automating Expense Management 2025
60% of CFOs lack total visibility into their organisation's transactions. This free eBook shows SMEs how automated …
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The Not for Profit's Guide to Automating Expense Management
60% of CFOs lack total visibility into their organisation's transactions. This free eBook shows NFPs how automated …
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The Spend Automation Playbook (Free eBook Download)
Free eBook: the automation playbook for Australian finance teams. What to automate first, the old-way vs new-way …
Download now →Webinars
Watch recordings of our expert-led sessions on expense management and finance automation.
Budgetly Webinar: 30min to simpler, technology driven expense management
Webinar recording: Finance managers share how they revolutionised spend management with modern technology. Watch the …
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Budgetly Webinar: Getting Started with Bill Payments
Webinar: Getting started with Budgetly Bill Payments. A step-by-step walkthrough for new users to set up and manage bill …
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The Educator x Budgetly Webinar: Revolutionising School Expense Management
The Educator x Budgetly webinar: How schools are replacing shared cards and reimbursements with smarter expense …
Watch recording →Whitepapers
Research-backed insights on spend management, budgeting, and industry-specific finance challenges.
Whitepaper: Smarter Spend Management for Construction
Material costs up 10-15%. Equipment expenses growing 3.35% annually. This whitepaper covers what's driving construction …
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Whitepaper - Smarter spend management solutions for Architecture industry
Free whitepaper for Architecture businesses. How to automate expense tracking and budgeting to reduce admin and improve …
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Whitepaper - Leveraging Technology to Elevate Budgeting and Spend Management
Free whitepaper for Education businesses. Why leveraging technology for budgeting and spend management has become …
Download now →Templates
Ready-to-use checklists, audits, and policy templates to streamline your finance operations.
Free petty cash template for Australian businesses
Free petty cash template for Australian businesses: a log with a GST column, printable vouchers and a reconciliation tab …
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Business Budget Template (Free, Australian)
Free business budget template for Australian SMEs. Pre-built with GST, BAS, PAYG and super line items, a 12-month annual …
Download now →Cash Flow Forecast Template (Free, Australian)
Free cash flow forecast template for Australian businesses. Pre-built with GST, BAS, PAYG and super line items, 12-month …
Download now →Expense Policy Template (Free Download) | Budgetly
Free expense policy template. Define spending rules, approval workflows, and reimbursement terms for your business.
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Free Staff Induction Checklist
Free staff induction checklist. Cover day one essentials, policy review, and expense card setup for new team members.
Download now →CFO Leadership Series
A practical series on modern finance leadership, from reactive to proactive control.
CFO Leadership eBook Series 6: Flow, Not Friction
Approval bottlenecks slow projects and erode trust. This eBook shows how CFOs are redesigning approvals, empowering …
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CFO Leadership eBook Series 5: Strengthening Financial Governance
Financial leakage, overspending, and fraud are preventable. This eBook shows how CFOs are closing the gaps and building …
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CFO Leadership eBook Series 4: Tech-Led Transformation
Legacy systems feel safer, but they're holding finance back. This eBook covers how CFOs are adopting AI-driven systems …
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CFO Leadership eBook Series 3: Building a Trust-First Culture
Excessive oversight slows teams down and erodes confidence. This eBook shows how CFOs are redesigning spend systems for …
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CFO Leadership eBook Series 2: The Efficiency Playbook
Too many tools, too many manual steps. This eBook shows how CFOs are turning automation and unified systems into a …
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CFO Leadership eBook Series 1: The CFO's Journey to Control
Month-end shouldn't feel like firefighting. This eBook maps the five stages from reactive finance to proactive spend …
Download now →Calculators & Tools
Free interactive calculators for GST, tax, BAS, and expense benchmarking.
BAS Calculator Australia
Free quarterly BAS calculator for Australian businesses. Estimate GST collected, GST credits, and total BAS payable …
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Business Expense Per Employee Calculator
Free expense per employee calculator for Australian businesses. Work out monthly and annual operating spend per team …
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Business Tax Calculator
Free Australian business tax calculator. Estimate company tax for FY2025-26 using current ATO rates: 25% for base rate …
Use calculator →Employee Cost Calculator
Free employee cost calculator for Australia. Work out the true cost of an employee: salary plus super, payroll tax, …
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Expense Category Planner
Free expense category planner for Australian businesses. Select your industry, set monthly budgets per category, and see …
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FBT Calculator Australia
Free Fringe Benefits Tax calculator for Australian businesses. Estimate FBT using current ATO gross-up rates and the 47% …
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Free Expense Process Audit
Free expense process audit for Australian businesses. Score your workflows across 8 areas and get personalised …
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Fuel Tax Credit Calculator Australia (Current ATO Rates)
Free fuel tax credit calculator for Australian businesses. Pick when you bought the fuel, enter litres on and off public …
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GST Calculator Australia: Add or Remove GST (Reverse GST)
Free Australian GST calculator. Remove GST from a total (reverse GST) or add 10% GST to a price in one step, with the …
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Margin Calculator: Gross Margin, Markup and GP
Free margin and GP calculator for Australia. Work out gross margin, markup and gross profit, or the price you need for a …
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R&D Tax Incentive Calculator Australia
Free R&D tax incentive calculator for Australian businesses. Estimate your refundable or non-refundable tax offset based …
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The Ultimate Expense and Spend Management Glossary
Comprehensive glossary of business finance terms. Understand the core concepts and tools that power smarter spend …
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What Is This Charge? Bank Statement Lookup
Free bank statement charge identifier for Australian businesses. Look up cryptic merchant codes, check GST eligibility, …
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