Still sharing one corporate card across the whole consulting team?

Stop guessing which project that $200 client lunch was billed to

Consulting firms waste hours every week chasing travel receipts, splitting shared card transactions across engagements, and reconciling expenses to the wrong project. Budgetly gives every consultant their own Visa debit card, captures receipts at the point of purchase, and tags every transaction to the right client.

Get your consultants off shared cards in 14 days →
Management consultant at a whiteboard with clients in a modern Australian meeting room
The shift

Replace shared corporate cards, reimbursements, and project-cost guesswork.

Consulting firms run on project margins. Every expense should attribute to the right client, the right engagement, and the right cost code. Generic tools and shared corporate cards make that impossible — until you reconstruct it from receipts at month-end. By then, the margin is already gone.

The old way

  • One shared corporate card across the whole consulting team — no attribution
  • Consultants paying for travel and client entertainment out of pocket
  • Paper receipts going missing between airports, taxis, and client offices
  • Project profitability invisible until month-end reconciliation
  • FBT exposure on client entertainment with no clean audit trail
  • Casual or contract consultants waiting weeks for a bank corporate card

With Budgetly

  • Every consultant, partner, and contractor gets their own Visa debit card
  • Receipts captured at the airport or restaurant, not chased at month-end
  • Per-project and per-client budgets with real-time tracking
  • Tag every transaction to the right engagement, client, or cost code
  • Live project profitability across every consultant and engagement
  • FBT-ready records for client entertainment, automatically
Built on trusted foundations
  • APRA-regulated
  • Data stays in Australia
  • 2FA + SSL encryption
  • AWS Sydney ISO 27001 infrastructure
  • Live status

Built for the way consulting teams actually work

From client dinners to interstate flights, project budgets to FBT compliance, Budgetly handles the spending workflows your consultants and finance team deal with every day.

A card per consultant

Replace one shared corporate card with a controlled card per consultant.

Issue physical or virtual Visa debit cards to every consultant, partner, and contractor in seconds. No more shared corporate cards, no more reimbursement claims, no more lost attribution. Each card has its own budget, its own merchant rules, and its own audit trail.

  • Per-consultant, per-engagement, or per-practice budgets
  • Block ATM withdrawals, gambling, and out-of-policy merchants
  • One-tap freeze when a contract ends or a card is lost
  • Issue cards to casual or contract consultants in 30 seconds
  • Cards work for travel, meals, parking, software, and supplies
See how cards work →
Physical Active
•••• 4821
Sophie Williams
Virtual Just issued
•••• 7293
James Patel
Virtual Apple Pay
•••• 2158
Mei Chen
Issuing card for Olivia M. · 18 seconds
Receipts on the move

Capture every receipt at the airport, restaurant, or taxi rank.

Consultants snap a photo of the receipt at the moment of purchase on the Budgetly mobile app. The system matches it to the transaction, extracts GST, and tags the right project. No more crumpled hotel receipts at month-end. No more reconstructing what was billable from a credit card statement.

  • Receipts captured at the merchant on mobile, not in a glovebox at month-end
  • Automatic matching to the right transaction
  • GST extraction so no rebate is missed
  • Tag transactions by project, client, or cost code
  • Forward supplier invoices by email to draft a bill automatically
See the mobile experience →
08:34 Snap receipt
QANTAS
SYD → MEL · Flight QF425
Economy fare$389.00
Seat selection$24.50
Checked baggage$30.00
GST (10%)$40.32
Total$443.50
Qantas Domestic $443.50
James Patel · Senior Consultant · 8:34am
CategoryTravel & Accommodation
GST extracted$40.32
Receipt Matched
Project codeCLIENT-A-2026
Project profitability in real time

See project margin live, not three weeks after the engagement ends.

Set per-project and per-client budgets. Budgetly tracks every transaction against the right engagement in real time. Spot project margin erosion the day it starts, not when the month-end report lands. Stop discovering loss-making projects too late to fix them.

  • Per-project, per-client, or per-practice budgets with real-time resets
  • Tag every transaction by project, client, or cost code
  • Live project margin dashboard for partners and practice leads
  • Anomaly alerts on velocity or unusual spend per engagement
  • Drill from project total to a single receipt in two clicks
See real-time spend control →
Acme Strategy Engagement 12 weeks · 2026
Spent $31,200 Forecast $42,500 Budget $50,000
Remaining $18,800
Per consultant $7,800
Weeks left 5
vs forecast -7%
Latest
Qantas · Sophie Williams $489.00
FBT-ready by default

Client entertainment and travel records that pass an FBT audit.

Consulting firms have specific FBT exposure on client entertainment. Budgetly creates a complete digital audit trail for every transaction — card, merchant, amount, matched receipt, project, attendees, and category — and syncs to Xero with automatic account coding for FBT-relevant categories.

  • Digital audit trail for every transaction, end to end
  • Automatic GST extraction from every captured receipt
  • FBT-relevant categories flagged automatically
  • Two-way Xero sync with no double-entry
  • One-click reports for any period, project, or client
See the Xero integration →
Qantas Domestic $489.00
Sophie Williams · 11:48am
CategoryTravel · Domestic flights
GST$16.77
ContactQantas Airways
TrackingCLIENT-A-2026
XeroSynced · 0.3s
MYOBSynced · 0.3s
QuickBooksSynced · 0.3s
NetSuiteAvailable
SAPAvailable

What consulting firms gain when they switch from shared cards to Budgetly

Real outcomes from Australian professional services firms running travel, entertainment, and project spend on Budgetly.

1 day
Admin saved per month Bennett and Bennett saves a full day of admin every month after replacing manual credit card and spreadsheet work.
Eliminated
Reimbursements Master Painters Association eliminated all staff reimbursements with Budgetly.
100%
Receipt capture Digital receipt capture at point of purchase replaces manual collection across the team.
Live
Project visibility Per-engagement, per-client spend visible in real time across every consultant.
99%
Customer retention Australian professional services firms keep Budgetly year after year.
4.9/5
Capterra rating From 132 verified reviews by real Australian finance teams.
The trust shift

Control without slowing consultants down on the road

Finance sets the rules once. The system enforces them every time. Consultants stay billable. Project margin becomes visible the day it changes. Both are true at the same time.

For your consultants
For your consultants
  • Card on day one, no waiting for the bank
  • Snap a receipt at the airport, restaurant, or taxi rank
  • Never out of pocket for travel or client entertainment
  • Real-time engagement budget visible on mobile
  • Tag transactions by project in two taps
For your finance team
For your finance team
  • Live project margin across every engagement
  • Audit-ready always, with full digital trail per transaction
  • FBT-relevant categories flagged automatically
  • Two-way Xero sync, no manual reconciliation
  • Stop chasing 47 consultants for last week's receipts
For your partners and practice leads
For your partners and practice leads
  • Own the budget for your engagement or practice
  • See per-consultant and per-project margin in real time
  • Approve out-of-policy purchases from your phone
  • Freeze a card instantly when a contract ends
  • Tag transactions by client for clean billing

Trusted by teams across Australia

Capterra 4.9 Read verified reviews ➜

Awards and recognition

Capterra Best Ease of Use 2026
Software Advice Best Customer Support 2026
Software Advice Most Recommended 2026
Capterra Best Ease of Use 2025
Capterra Best Value 2025
GetApp Best Functionality 2025
Software Advice Best Customer Support 2025

Frequently asked questions

What is expense management software for consulting firms?
Expense management software for consulting replaces shared corporate cards, reimbursements, and paper receipts with controlled Visa debit cards, mobile receipt capture, and automatic Xero sync. Budgetly is built for Australian professional services firms — manage spend per consultant, project, or client, capture receipts on the road, and tag every transaction to the right engagement.
How do I track project profitability in real time?

Set per-project, per-client, or per-practice budgets. Budgetly tracks every transaction against the right engagement in real time. Tag transactions by project or cost code in two taps. Partners and practice leads see live margin per engagement on a mobile dashboard.

Bennett and Bennett saves a full day of admin every month after replacing 23 corporate card spreadsheet entries with Budgetly cards.

Can I issue cards to casual or contract consultants?
Yes. Issue a virtual card in 30 seconds and a physical card by express post. When a contract ends, freeze the card in one tap. No bank paperwork, no shared cards, no reimbursements. Contract consultants are productive on day one and offboarded just as fast.
How does Budgetly help with FBT and client entertainment?
Consulting firms have specific FBT exposure on client entertainment. Budgetly automatically flags FBT-relevant categories at the time of purchase. Every transaction has the card, merchant, amount, matched receipt, project, attendees, and category — timestamped and attributable. FBT prep stops being a year-end fire drill.
Will it work with our existing Xero or accounting setup?
Yes. Budgetly has two-way Xero sync with automatic account coding. Transactions arrive in Xero coded, receipted, and reconciled — same day. No double-entry. No manual matching. We also integrate with MYOB, QuickBooks, NetSuite, and SAP.
How quickly can we get started?
Create your account in 5 minutes. Issue your first virtual card in 30 seconds. Connect Xero the same day. Most consulting firms are fully onboarded within two weeks. Onboarding and training are included at no extra cost.
How much does Budgetly cost for consulting firms?
Flat monthly fee with unlimited users. You pay per card, not per person. No lock-in contract. 14-day free trial, no credit card required to start. See pricing or book a demo tailored to your practice.
Security & trust

Built for the audit and FBT rules consulting firms can't afford to fail

Project profitability and FBT compliance only work if every receipt, every entertainment expense, and every approval is enforced and logged by infrastructure you can trust.

  • Per-engagement policy enforced at the card network

    Budget, supplier, category, and country rules are evaluated at the Visa network layer. Out-of-policy spend declines at the terminal — not in a partner review three months later.

  • Full digital audit trail per transaction

    Card used, merchant, amount, matched receipt, GST, project, attendees, and approver — timestamped and attributable. Export the full audit trail for any period, project, or client in one click.

  • Approval chains, not approval in name only

    Multi-step approvals, escalation rules, and amount thresholds are enforced. No one person can create, approve, and execute a high-value transaction alone.

  • Role-based access for consultants and partners

    Consultants, partners, finance, and admins see only what their role requires. Role changes and permission updates are audit-logged.

  • APRA-regulated operator

    Budgetly is APRA-regulated for its own financial activities. Card issuance and payments run through regulated banking partners on the Visa network.

  • Data hosted in Australia

    Budget, transaction, and rule data are stored in AWS Sydney — ISO 27001, 27017, and 27018 certified infrastructure. Nothing leaves the country.

Get your consultants off shared corporate cards in 14 days

See how Australian firms like Bennett and Bennett save a full day of admin every month and see live project margin per engagement.

14-day free trialNo credit card requiredUnlimited usersCancel anytime