Transforming spend management with Buddy AI: Smarter, simpler, faster

At Budgetly, we’re always looking for ways to make managing your business finances simpler, smarter, and more efficient. That’s why we’re thrilled to announce the launch of Buddy AI, your personal assistant for expense management, available mid January for Budgetly customers.

Whether you’re juggling receipts, tracking expenses, or staying compliant with financial policies, Buddy is designed to handle the heavy lifting so you can focus on what matters most—growing your business.

Why Buddy AI will change the way you work

Effortless Receipt and Bill Management

Say goodbye to manual data entry. With Buddy, managing your receipts and bills has never been easier:

• Save time: Simply forward receipts and bills to Buddy for automatic processing and matching to transactions.
• Simplify your workflow: Create bills instantly from forwarded emails or uploaded files.

What’s Coming Next

Buddy is just getting started. Here’s a sneak peek at the exciting capabilities we’ll be rolling out in 2025:

• Proactive Compliance Alerts: Stay ahead of missing receipts, upcoming payments, and out-of-policy spend.
• Smarter Categorisation and Tagging: Automatically assign the right categories and tags to expenses.
• Instant Results with Chat: Need quick answers? Chat with Buddy to track budgets, reassign expenses, or generate reports on demand.

Buddy AI will make your workflow faster, your compliance easier, and your overall expense management smarter.

How Buddy helps your business grow

Managing expenses can be a time-consuming, error-prone task, but with Buddy AI, you’ll experience:

• Increased Efficiency: Automate repetitive tasks so your team can focus on growth.
• Enhanced Accuracy: Minimise errors with automated processing and proactive compliance reminders.
• More Control: Get real-time insights into your finances with instant, actionable data.

Your smarter, simpler financial journey starts with Buddy AI.

Available to Budgetly customers in mid-January 2025. Stay tuned for updates on how Buddy AI is transforming expense management for businesses like yours.

Automate your business today, schedule a demo with us today, or watch a 10-minute recorded demo!