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 Visa debit card, captures receipts at the point of purchase, and tags every transaction to the right client.
Get your firm off shared cards in 14 days →
Australia's favourite.
99% of businesses stick with Budgetly.
Replace shared bank cards, reimbursements, and client-cost guesswork.
Professional services firms run on project margins. Every expense should attribute to the right client and engagement. Generic tools and shared corporate cards make that impossible — until you reconstruct it from receipts at month-end.
The old way
- One shared corporate card across multiple clients — no attribution
- Staff paying for travel and entertainment out of pocket
- Paper receipts going missing between client visits
- Project profitability invisible until month-end reconciliation
- Multi-entity client groups making bookkeeping a nightmare
- FBT exposure on client entertainment with no clean audit trail
With Budgetly
- Every team member, partner, and contractor gets their own Visa debit card
- Receipts captured at the merchant, not chased at month-end
- Per-client and per-project 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
- APRA-regulated
- Data stays in Australia
- 2FA + SSL encryption
- AWS Sydney ISO 27001 infrastructure
- Live status
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.
Replace one shared corporate card with a controlled card per consultant.
Issue physical or virtual Visa debit cards to every consultant, partner, or 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-client budgets
- Block ATM withdrawals, gambling, and out-of-policy merchants
- One-tap freeze when a contract ends
- Issue cards to casual or contract consultants in 30 seconds
- Cards work for travel, meals, parking, software, and supplies
Sheila Ryan
James Bennett
Mei ChenCapture every receipt at the airport, restaurant, or taxi rank.
Consultants snap a photo of the receipt at the merchant 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.
- Receipts captured at the merchant on mobile
- 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
SYD → MEL · QF425
Qantas Domestic
$443.50
See engagement margin live, not three weeks after the project 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.
- Per-project, per-client, or per-practice budgets
- 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
Qantas · James Bennett
$443.50Multi-entity client books and FBT prep stop being a fire drill.
Professional services firms have specific FBT exposure on client entertainment. Budgetly creates a complete digital audit trail for every transaction — card, merchant, amount, matched receipt, project, and category — and syncs to Xero with automatic account coding for multiple entities.
- 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 across multiple client entities
- One-click reports for any period, project, or client
Qantas Domestic
$443.50
What professional services firms gain when they switch to Budgetly
Real outcomes from Australian firms running multi-client spend on Budgetly.
Control without slowing consultants down
Finance sets the rules once. The system enforces them every time. Consultants stay billable. Project margin becomes visible the day it changes.
- 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
- Live project margin across every engagement
- Audit-ready always, with full digital trail per transaction
- FBT-relevant categories flagged automatically
- Two-way Xero sync across multiple entities
- Stop chasing 47 consultants for last week's receipts
- 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
Read verified reviews ➜Awards and recognition
Customer stories
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 …
Bennett and Bennett Erase Spreadsheets and Saves a Day in Admin
Read how Bennett and Bennett removed spreadsheets from their expense management system and saved one day in admin.
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 …
Smartscan Locators streamlines expenses and removes reimbursements with Budgetly
Smartscan Locators streamlined expense management and eliminated reimbursements with Budgetly, saving time and improving …
Frequently asked questions
What is expense management software for professional services?
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.
Bourke Group manages expenses across 10 client businesses using Budgetly, saving a few hours per week per client.
Can I manage multiple client entities in one account?
How does Budgetly help with FBT and client entertainment?
Can I issue cards to casual or contract consultants?
How quickly can we get started?
How much does Budgetly cost for professional services firms?
Built for the audit, FBT, and multi-entity rules professional services 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 firm off shared corporate cards in 14 days
See how firms like Bourke Group manage 10 client businesses on one platform and see live project margin per engagement.