Budgetly Updates and Pricing Changes 2025 Customer FAQ

Over the past two years, we’ve worked hard to deliver features that help you manage your finances with ease, accuracy, and confidence. This pricing update allows us to continue investing in innovations that save you time, reduce errors, and keep your finances secure.

Over the past two years we have made significant improvements and enhancements to the product, including:

Helping you own your finances like a pro

• Effortless payments: Pay bills in just a few clicks—approve, schedule, and you’re done!
• Smarter compliance: Optimised GST extractions for maximum claims—now xx% more accurate and efficient, error-free results.
• Full visibility: Keep track of every move with real-time audit logs that show exactly what’s happening.

Saving you time and effort—because who’s got time for that?

• Faster reconciliation: Custom statements built around your needs make closing the books a breeze.
• Better spend visibility: See exactly where your money’s going with spend reports that help you stay on top of expenses and spot trends.
• Simpler categorisation: Track expenses effortlessly with inline tagging you can use on the go.
• Quicker access: Get to your data faster with improved navigation, smarter filters, and easy export options.

Empowering your team to work smarter, not harder

• Individual spending limits: Give each team member their own limits, so you can stay in control while keeping things accountable.
• Personalised top-ups: Need to adjust a budget? Add funds for individual team members on the fly without losing oversight.
• Streamlined permissions: Manage roles effortlessly with improved user management and the new accountant role for read-only access.
• Less admin work: Set your preferences once, and let everything run smoothly in the background.

Keeping your finances secure and ready to roll

• Stronger protection: Keep your accounts safe with upgraded security and multi factor authentication you can trust.
• On-the-go control: Stay in charge wherever you are with the upgraded mobile app—now with better visibility and tools to manage your spend.
• 100% uptime: Count on Budgetly to be there when you need it, with uninterrupted service you can rely on.

Annual Payments:

• Essentials Plan: $99 per month
• Premium Plan: $279 per month

Monthly payments:

• Essentials Plan: $119 per month
• Premium Plan: $299 per month

The updated pricing will take effect on 15 January, 2025 and will be reflected in your next billing cycle after that date.

We’re just getting started. Here’s what’s on the way:

• Teams: Greater efficiency with structured team management.
• SSO (Single Sign-on): Provide secure and effortless access for your entire team.
• Budget intelligence: Preselects or switches budgets based on your previous selections.
• Smarter categorisation: Automatically tags and categorises expenses.
• Split transactions: Split expenses across multiple categories or tags for crystal-clear reporting.
• VISA Debit Cards: Higher acceptance rates and advanced card features.

No. All existing features on your current plan will remain available. Premium customers will gain access to exclusive tools like Buddy AI and advanced capabilities.

Yes! You can switch to the plan that best suits your needs before 15 January, 2025. Contact us if you need assistance.

Lock in your current pricing by upgrading from a monthly to an annual plan before 14 January, 2025.

To upgrade, go to Settings > Billing > Upgrade to Annual for your current plan.

Need help? To lock in your current pricing, click here and your Account Manager will contact you within 24 hours to process the upgrade. We're here and ready to assist you every step of the way. Reach out to us anytime at support@budgetly.com.au

For monthly customers who signed up in the last 3 months (on or after 15 October, 2024), the price increase will take effect on 15 April, 2025. For annual customers, the price increase will take effect on their annual renewal date.

• Upgrades are instant.
• Billing period renews.
• Prorated credit is applied for remaining period on previous plan

The credit card on your account is charged immediately for the new plan and billing cycle with a prorated credit applied for the remaining period left on the previous plan.

• Downgrades are instant
• Billing period remains the same
• No prorated credit is applied for remaining period on previous plan

Launching exclusively for Premium customers on 15 January 2025, Buddy is here to make managing receipts and bills effortless:

• Save time by automatically matching receipts to transactions.
• Simplify your workflow with instant bill creation from emails and uploads.
• Stay ahead with proactive alerts for missing receipts, upcoming payments, and out-of-policy spend.
• Make smarter decisions with automated categorisation and tagging.
• Get answers instantly by chatting directly with Buddy to track budgets, reassign expenses, or pull reports.

Buddy handles the heavy lifting so you can focus on growing your business.

Buddy AI is included exclusively in the Premium Plan.

Budgetly remains one of the most cost-effective and unique solutions on the market, offering unmatched features like Buddy AI, enhanced spend visibility, and automated compliance—all in one platform.