Stop losing billable hours to expense admin
Professional services firms waste hours every week chasing receipts across clients, reconciling shared bank cards, and processing reimbursements. Budgetly gives every team member their own card, captures receipts at the point of purchase, and syncs to Xero automatically.
Get your firm off reimbursements in 14 days ➜
Australia's favourite.
Trusted by organisations managing distributed teams and multiple budgets.
Built for the way professional services firms actually work
From client engagements to internal operations, Budgetly handles the spending workflows your teams and finance staff deal with every day.
A card for every client or project
Issue physical or virtual cards to each team member, project, or client entity. No more shared bank cards, reimbursements, or triangulating between three parties to get a card issued.
Receipts captured at point of purchase
Staff snap receipts on the mobile app the moment they spend. No more chasing paper receipts across multiple clients and entities at month-end.
Real-time visibility across every client
See who spent what, where, and when across all your clients and projects. Spot cost overruns before they erode your margins.
Audit-ready reporting in one click
Generate transaction reports with matched receipts for client billing and BAS reviews instantly. No more manual spreadsheets or missing documentation.
Eliminate financial friction with smarter spend management
Professional services firms managing multiple clients, project budgets, and mobile staff need real-time visibility, not month-end surprises. Budgetly replaces shared bank cards and manual reimbursements with controlled cards, instant receipt capture, and one-click reporting. Simonds Family Office saved two full days per week after switching.
Save hours on admin every week
Bourke Group manages expenses across 10 client businesses and saved a few hours per week, per client by replacing bank cards with Budgetly. Each client entity now has its own cards, receipts are captured on the spot, and the bookkeeping team gets instant visibility without triangulating between parties.
Watch the 10-minute demo ➜
Eliminate shared cards and unauthorised spend
Simonds Family Office replaced credit cards spread across multiple banks and entities with Budgetly, saving two full days per week. There are no more unauthorised transactions because the budgets function prevents overspending, and every transaction is tracked per staff member and entity.
Watch the 10-minute demo ➜Stay audit-ready without the admin
Bourke Group’s yacht charter client went from a shared credit card with untracked subscriptions to a clean, monitored setup with Budgetly. Every transaction has a matched receipt, and the GST extraction automation saves significant bookkeeping time across all 10 client businesses.
Watch the 10-minute demo ➜
Trusted by professional services firms across Australia
Trusted by teams across Australia
Read verified reviews ➜Awards and recognition
Resources for Professional Services businesses
Case Studies
Simonds Family Office use Budgetly to save two days per week
Simonds Family Office saves two days per week with Budgetly. How they replaced manual processes with automated spend …
Financial Advisory Firm has 10 clients making expenses a breeze using Budgetly!
'Budgetly is so much more user friendly than other options! ' S.Ryan, Head of Financial Operations, Bourke Group …
Most companies still manage spending the hard way.
Finance teams are expected to control spending, but the tools they use were never built for it. Staff share corporate cards, receipts arrive weeks late, reimbursements are manual, budgets live in spreadsheets, and bookkeepers reconstruct reality after transactions occur.
Modern companies manage spending before it happens.
Instead of reacting to expenses after the fact, finance teams now control spending at the moment it occurs. Budgetly enables this shift. Spending rules, budgets, cards, and expense capture operate inside a single platform, giving finance teams live visibility and control.
Frequently asked questions
What is expense management software for professional services?
Why should professional services organisations use specialised expense management software instead of generic tools or spreadsheets?
Professional services firms often juggle multiple projects, client budgets, mobile staff, and tight profit margins. Generic spreadsheets or basic expense tools lack features like project-based budget tracking, mobile receipt capture, spend-approval workflows, and deep integration with accounting systems.
With Budgetly you gain:
- Real-time expense tracking and instant visibility into project spend and resource allocation
- Budgeting and cost-control per client or job, helping manage profitability
- Controlled Corporate Cards or Virtual Cards for each team member or project
- Seamless sync with your ledgers via the Xero Integration
Bourke Group saved a few hours per week, per client after switching from bank cards to Budgetly across 10 client businesses. As Sheila Ryan put it, “This time saved means we’re spending less time working on the admin in the background, so our clients are saving a large amount of money compared to what Budgetly costs.”
What is the best expense management software for Australian professional services firms?
The best solution for Australian professional services companies should support AUD transactions and GST, handle client-level and project-specific budget allocation, enable mobile receipt capture for staff in the field, integrate with Xero, and provide full audit trails for BAS compliance.
Budgetly meets these requirements with a unified platform built for Australia. Professional services features include per-client budget controls with automated resets, real-time visibility across multiple entities, and audit-ready reporting. Simonds Family Office saved two full days per week on expense admin after switching to Budgetly.
How does Budgetly help with client billing and BAS compliance?
Professional services firms need clean expense data for client billing and regular BAS lodgements. Missing receipts can mean lost GST rebates and inaccurate client invoices. Budgetly creates a complete digital audit trail for every transaction: the card used, the merchant, the amount, the matched receipt, and the client or project it was allocated to.
As Kaitlyn Farrance from Simonds Family Office put it, “We no longer have to ask employees about who spent what. It’s all automatically tracked and presented to us whenever we want it.” One-click reporting means you can generate transaction reports with matched receipts instantly.
Can I set separate budgets for each client or project?
Yes. Budgetly lets you create individual budgets for each client, project, or entity with automated resets on your preferred schedule (weekly, fortnightly, or monthly). Simonds Family Office manages four separate business entities this way, with complete transparency across all of them.
You can also set spending rules per card, restricting categories (for example, no cash withdrawals or ATM access) and setting daily or transaction limits. This gives finance teams control without slowing down staff in the field.
How much does expense management software for professional services cost?
How to get started with Budgetly for your professional services firm?
Getting started is simple:
- Book a demo with the Budgetly team to see how the solution fits your project workflows.
- During onboarding, define your client and project budgets, set spending rules per card, issue physical or virtual cards to staff, enable mobile receipt capture, and connect your Xero account.
- Once live, staff transact and capture receipts on the spot. Your finance team gets real-time dashboards and spend control across the entire business.
Bourke Group went from managing bank cards across 10 client businesses to a single, streamlined platform, saving significant time and money for every client.
See how professional services firms eliminate expense admin
10-minute recorded walkthrough. No commitment required.
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