Book a Demo of Budgetly

Frequently asked questions

How long will the demo take?

Most demos run for about 30 minutes. We’ll tailor the session to your needs, so it could be shorter or longer depending on your questions.

Who should attend the demo?

We recommend including anyone involved in managing expenses, budgets, or financial operations. This typically includes finance managers, operations leads, or business owners.

What happens once I book the demo?

You’ll receive a calendar invite with a video link. One of our team will walk you through the platform live, answer your questions, and discuss how Budgetly fits your business.

What will we cover in the demo?

We cover card issuing, budget controls, receipt capture, bill payments, Xero integration, and reporting. We can focus on the areas most relevant to your business.

How can I get in contact with the sales team?

Call us on (02) 7908 5633 or contact us and we’ll get back to you.

How Budgetly supports your business

Finance managers, department managers, and business owners use the Budgetly platform to streamline time-consuming administrative tasks and manage the entire spend process, from purchasing to bill payments, all while empowering staff to access funds efficiently.

We can tailor the demo to your needs, but here are some of the most popular benefits we typically cover.

No more shared cards

Instantly issue virtual or physical cards with spending limits, empowering employees and reducing risk.

AI-driven automation

Ditch manual entry. Automate bills, budgets, rules, and approvals with AI-driven workflows.

Receipts and GST, handled

Snap, match, and extract GST automatically. Save time and stay compliant.

Save 90% per bill

Streamline Accounts Payable with one-click reconciliation and Xero integration.

Control company spend

Automate expenses and free up your finance team from data-entry headaches.

Better budget oversight

Set limits, allocate by team or individual, and track spending in real time.

Australia's favourite.

Trusted by organisations managing distributed teams and multiple budgets.

I've saved at least 2 hours a day in admin work. We've minimised human error with our staff now being accountable for uploading their own receipts. Bill Payments has also brought everything into one spot and with the Xero integration, everything is so much easier now.

Verified by Capterra

We run multiple budgets across several properties, and the system handles it seamlessly. Budgetly has cut our workload by at least 15 hours each week.

Verified by Capterra

We've definitely saved a lot of money. 50 hours saved across the month in bookkeeping fees is massive. So much easier to sync straight into Xero.

Verified by Capterra

Budgetly saves me 2 hours a day in accounting time. I used to have to reconcile and enter transactions. It works seamlessly with Xero and if there ever is an issue I can count on the team to help me out.

Verified by Capterra

Instead of the finance team manually chasing receipts and processing reimbursements, staff enter details and upload receipts directly into the Budgetly app which are synced across to Xero. Such a time saver.

Verified by Capterra

Using Budgetly has made reconciliation and budget management a breeze for our team spread across Australia. No chasing receipts, no time wasted on manually matching transactions, and easy to adjust budgets. All integrated with Xero.

Verified by Capterra

I don't have to chase receipts anymore. I can issue cards in about 10 seconds. I can forward 20 bills from my email and it auto extracts and pays them.

Verified by Capterra

We've been able to streamline 3 processes into 1 with Budgetly and I'd recommend this for anyone using Xero accounting as the integration has been very easy and stress-free.

Verified by Capterra

Budgetly saves us time and money from the very beginning. It has replaced trying to retrieve receipts and manual coding to Xero. Receipts, GST amounts and tracking are all recorded immediately.

Verified by Capterra