Refer a Client
Submit a client referral and our team handles the rest. Personalised onboarding, unlimited training, and Australian support included on every referral.
This form is for registered Budgetly partners. If you’re not yet a partner, apply to join the program first.
Tell us about the client you’d like to refer. We handle the demo, onboarding, training, and ongoing support, so your client gets a first-class experience and you stay informed without the work.
Submit a referral
What your client gets
Every client you refer receives the same high-touch experience Budgetly is known for. You introduce, we deliver.
Personalised onboarding
A named onboarding specialist sets up their account, configures budgets, and issues cards. Tailored to their industry, team size, and accounting software.
Unlimited training
Every team member gets free 1:1 training. No limits, no extra cost. We make sure adoption is high so the tool sticks.
Ongoing Australian support
Real people in Sydney, available every business day. Priority support for partner-referred clients, looked after by a team that understands the relationship you've built.
3 free Accounting Engineer hours
Integration with Xero, MYOB, QuickBooks, or NetSuite. Chart of accounts mapping, tracking categories, handled by our senior team.