Still managing petty cash across multiple programs and field sites?

Stop chasing receipts across your programs and field teams

Civic and social services organisations waste hours every week on petty cash, manual reconciliation, and lost receipts across programs and locations. Budgetly gives every program its own Visa debit card, captures receipts at the point of purchase, and keeps every dollar acquittal-ready.

Get your programs off petty cash in 14 days →
Community services team leader outside an Australian community centre
The shift

Replace petty cash, gift vouchers, and program-by-program reconciliation.

Civic and social services organisations manage spending across multiple programs, field staff, and funding streams under strict ACNC and funder audit requirements. Generic expense tools weren't built for this. Petty cash and reimbursements create the admin burden — and the funding clawback risk — that's eating into every donor dollar.

The old way

  • Petty cash distributed to programs with no spending audit trail
  • Field staff carrying substantial cash with OH&S risk
  • Gift vouchers used for participant supplies with no audit trail
  • Spend impossible to attribute to the correct funding stream
  • Acquittal reporting taking days of manual spreadsheet work
  • Multi-level approvals slowing down service delivery

With Budgetly

  • Every program, team, and field worker gets their own Visa debit card
  • Cards issued in seconds for casual and contract staff
  • Receipts captured at the merchant, not chased weeks later
  • Per-program budgets enforced in real time, with clean acquittal reporting
  • Real-time visibility across every program and funding stream
  • Audit-ready records for ACNC and funder compliance
Built on trusted foundations
  • APRA-regulated
  • Data stays in Australia
  • 2FA + SSL encryption
  • AWS Sydney ISO 27001 infrastructure
  • Live status

Built for the way community organisations actually work

From program delivery to grant acquittals, Budgetly handles the spending workflows your frontline teams and finance team deal with every day.

A card for every program

Replace petty cash and gift vouchers with a card per program.

Issue physical or virtual Visa debit cards to permanent staff, casuals, and field workers in seconds. No more petty cash, gift vouchers, or weeks of bank paperwork. Each card has its own budget, its own rules, and its own audit trail.

  • Per-program, per-grant, or per-team budgets
  • Block ATM withdrawals, alcohol, and out-of-policy merchants
  • One-tap freeze when a casual finishes or a contract ends
  • Issue cards to casual or contract staff in 30 seconds
  • Cards work anywhere Visa is accepted across Australia
See how cards work →
Physical Active
•••• 4821
Aisha Rahman
Virtual Just issued
•••• 7293
David Park
Virtual Apple Pay
•••• 2158
Hannah Bell
Issuing card for Casual · Outreach Program · 18 seconds
Receipts at the register

Field staff capture receipts the moment they spend. No chasing.

Field staff snap a photo of the receipt at the supermarket or supplier on the Budgetly mobile app. The system matches it to the transaction, extracts GST, and tags the right program and funding stream. Your finance team stops chasing paper receipts at month-end.

  • Receipts captured at the merchant on mobile, not weeks later
  • Automatic matching to the right transaction
  • GST extraction so no rebate is missed
  • Tag transactions by program, grant, or funding stream
  • Real-time alerts when a receipt is missing on a transaction
See the mobile experience →
10:42 Snap receipt
COLES
Brunswick VIC
Community lunch supplies$84.20
Activity materials$32.50
Cleaning supplies$11.80
GST (10%)$11.68
Total$128.50
Coles Brunswick $128.50
Aisha Rahman · Outreach Worker · 10:42am
CategoryOutreach Program · Brunswick
GST extracted$11.68
Receipt Matched
ProgramCommunity Outreach
Per-program budgets and acquittals

One source of truth for every grant acquittal.

Multiple programs, multiple grants, multiple acquittal deadlines. Budgetly gives every program its own budget and tags every transaction to the right funding source. When acquittal time comes, you generate the report in seconds — not days of manual spreadsheet work.

  • Per-program budgets with automatic resets
  • Tag every transaction by program, grant, or funding stream
  • Live program-level dashboards for every funding source
  • Hard stops when a program budget is exhausted
  • One-click acquittal reports for any period or program
See real-time spend control →
Community Outreach · Q2 Grant 3 months · 2026
Spent $18,600 Forecast $23,400 Budget $30,000
Remaining $11,400
Per program $4,650
Days left 32
vs forecast -7%
Latest
Coles · Aisha Rahman $128.50
Audit-ready by default

ACNC and funder audits stop being a fire drill.

Civic and social services organisations face regular ACNC and funder audits. Missing receipts can mean funding clawbacks. Budgetly creates a complete digital audit trail for every transaction — card, merchant, amount, matched receipt, program, and approver — and syncs to Xero with automatic account coding.

  • Digital audit trail for every transaction, end to end
  • Automatic GST extraction from every captured receipt
  • One-click reports for any period, program, or grant
  • Two-way Xero sync with no double-entry
  • Tag transactions by program, grant, or funding stream
See the Xero integration →
Coles Brunswick $128.50
Aisha Rahman · 10:42am
CategoryCommunity Outreach · Supplies
GST$16.77
ContactColes Group
TrackingQ2 Grant
XeroSynced · 0.3s
MYOBSynced · 0.3s
QuickBooksSynced · 0.3s
NetSuiteAvailable
SAPAvailable

What community organisations gain when they switch to Budgetly

Real outcomes from Australian civic and social services organisations running grant-funded programs on Budgetly.

8+ hrs
Average time saved Saved per week on expense admin by community organisations using Budgetly.
100%
Receipt capture Deadly Connections reports receipt capture is 100% solved with Budgetly.
3-4 hrs
Admin saved weekly Co.As.It. Italian Association of Assistance saves 3 to 4 hours every week.
1 day
Admin saved monthly Deadly Connections saves an entire day per month on expense admin.
99%
Customer retention Australian organisations keep Budgetly year after year, including community bodies.
4.9/5
Capterra rating From 132 verified reviews by real Australian finance teams.
The trust shift

Control across programs without micromanaging frontline staff

Finance sets the rules once. The system enforces them every time. Frontline teams focus on impact, not paperwork. Both are true at the same time.

For your frontline staff
For your frontline staff
  • Card on day one, no waiting for petty cash deliveries
  • Snap a receipt at the register and you're done
  • Never out of pocket for program supplies again
  • Real-time program budget visible on mobile
  • More time on impact, less time on admin
For your finance team
For your finance team
  • Live visibility across every program and funding stream
  • Audit-ready always, with full digital trail per transaction
  • Acquittal reports for ACNC and grant funders in one click
  • Two-way Xero sync, no manual reconciliation
  • Stop withdrawing cash from the bank every fortnight
For your program managers
For your program managers
  • Own the budget for your program without finance gatekeeping
  • See spend across your team in real time
  • Approve out-of-policy purchases from your phone
  • Freeze a card instantly when a casual finishes
  • Tag transactions by grant or funding line

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 civic and social services?
Expense management software for civic and social services replaces petty cash, gift vouchers, and reimbursement claims with controlled Visa debit cards, mobile receipt capture, and automatic Xero sync. Budgetly is built for Australian community organisations — manage spend per program, grant, or team, capture receipts in the field, and stay audit-ready for ACNC and funder reviews.
Can I track spend per grant or funding stream?
Yes. Set per-grant budgets and tag every transaction by program, grant, or funding source. When acquittal time comes, generate a clean report for any program or period in one click.
Can I issue cards to casuals and field staff?
Yes. Issue a virtual card in 30 seconds and a physical card by express post. When a casual finishes, freeze the card in one tap. No bank paperwork, no shared cards, no cash advances.
How does Budgetly help with grant acquittals?
Every transaction has the card, merchant, amount, matched receipt, program, and approver — timestamped and attributable. Generate acquittal reports for any period, program, or grant in one click. Missing receipts and funding clawback risk drop dramatically.
Does it eliminate petty cash?
Yes. Frontline teams stop carrying cash. With Budgetly, staff have their own cards and access funds instantly when they need them. No more cash handling risk, no more bank queues.
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 community organisations are fully onboarded within two weeks.
How much does Budgetly cost for community organisations?
Flat monthly fee with unlimited users. You pay per card, not per worker. No lock-in contract. 14-day free trial, no credit card required to start. See pricing or book a demo tailored to your programs.
Security & trust

Built for the audit and compliance rules community organisations can't afford to fail

Funding acquittals only work if every receipt, every transaction, and every approval is enforced and logged by infrastructure you can trust.

  • Per-program 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 clawback letter you read next quarter.

  • Full digital audit trail per transaction

    Card used, merchant, amount, matched receipt, GST, program, and approver — timestamped and attributable. Export the full audit trail for any period, program, or grant 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 transaction alone.

  • Role-based access for staff, finance, and volunteers

    Frontline staff, program managers, finance, and volunteers 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 programs off petty cash in 14 days

See how community organisations like Co.As.It. save 3-4 hours every week and stay acquittal-ready by default.

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