eBook
The Ultimate Guide to Automating Expense Management
60% of CFOs lack total visibility into their organisation’s transactions. Manual expense processes, disconnected tools, and paper-based …
Expense Management Resources for Bookkeepers
See the Bookkeepers solution page ➜eBooks for Bookkeepers
Whitepapers for Bookkeepers
Whitepaper
Whitepaper - Leveraging Technology to Elevate Budgeting and Spend Management
Technology is reshaping how education organisations manage budgets and spending. From automated approvals and real-time budget tracking to AI-powered …
Templates for Bookkeepers
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Budgetly's Expense Process Audit (Civic & Social Services)
Is your civic or social services organisation managing expenses effectively? An expense process audit evaluates how your organisation handles spending …
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Budgetly's Expense Process Audit (Employment Services)
Is your employment services business managing expenses effectively? An expense process audit evaluates how your organisation handles spending across …
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Budgetly's Expense Process Audit (Manufacturing)
Is your manufacturing business managing expenses effectively? An expense process audit evaluates how your operation handles spending across …
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Budgetly's Expense Process Audit (Mining)
Is your mining operation managing expenses effectively? An expense process audit evaluates how your business handles spending across sites, …
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Budgetly's Expense Process Audit (Retail)
Is your retail business managing expenses effectively? An expense process audit evaluates how your company handles spending across stores, marketing, …
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Expense Process Audit for Architecture industry
Is your architecture practice managing expenses effectively? An expense process audit evaluates how your firm handles spending, from project costs and …
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Expense Process Audit for Childcare industry
Is your childcare business managing expenses effectively? An expense process audit evaluates how your centre handles spending, from food and supplies …
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Expense Process Audit for Cleaning, Gardening & Pest Services industry
Is your cleaning, gardening, or pest control business managing expenses effectively? An expense process audit evaluates how your company handles …
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Expense Process Audit for Construction industry
Is your construction company managing expenses effectively? An expense process audit evaluates how your business handles spending across sites, …
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Expense Process Audit for Education industry
Is your education organisation managing expenses effectively? An expense process audit evaluates how your institution handles spending across …
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Expense Process Audit for Employment Services industry
Is your employment services business managing expenses effectively? An expense process audit evaluates how your organisation handles spending across …
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Expense Process Audit for Engineering industry
Is your engineering firm managing expenses effectively? An expense process audit evaluates how your business handles spending across projects, …
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Expense Process Audit for NFP industry
Is your not-for-profit managing expenses effectively? An expense process audit evaluates how your organisation handles spending across programs, …
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Expense Tracker Template for Architecture industry
Architecture firms juggle project-based spending across materials, site visits, software licences, and client entertainment. Without a clear view of …
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Expense Tracker Template for Childcare industry
Childcare centres manage a wide range of recurring expenses, from food and craft supplies to cleaning products, staff training, and playground …
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Expense Tracker Template for Civic & Social Services industry
Civic and social services organisations manage spending across programs, community outreach, events, and administration. With funding often tied to …
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Expense Tracker Template for Cleaning, Gardening & Pest Services industry
Cleaning, gardening, and pest control businesses deal with constant outflows for chemicals, equipment, fuel, uniforms, and vehicle maintenance. When …
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Expense Tracker Template for Construction industry
Construction businesses manage high volumes of spending across materials, subcontractors, equipment hire, fuel, site supplies, and safety gear. …
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Expense Tracker Template for Education industry
Schools, colleges, and training providers manage spending across departments, campuses, and programs. From classroom supplies and IT equipment to …
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Expense Tracker Template for Employment Services industry
Employment services providers manage spending across job placement programs, training, client support, and administration. With government contracts …
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Expense Tracker Template for Engineering industry
Engineering firms carry a mix of project-based and overhead costs, from software licences and testing equipment to travel, subcontractor fees, and …
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Expense Tracker Template for Mining industry
Mining operations involve significant spending on fuel, equipment maintenance, safety gear, transport, and site supplies. With costs spread across …
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Expense Tracker Template for NFP industry
Not-for-profit organisations operate under tight budgets with strong accountability requirements. Every dollar needs to be tracked, categorised, and …
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Expense Tracker Template for Retail industry
Retail businesses manage a constant flow of expenses across stock replenishment, store fit-outs, marketing, staff costs, and point-of-sale systems. …
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Free Expense Process Audit
What’s inside: Checklist to assess your current expense workflows Common inefficiencies and compliance gaps to look for Recommendations for …
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Free Expense Tracker Template
What’s inside: Expense tracker worksheet to log daily transactions by category Categories budget planning worksheet for quarterly spend …
Guides & Articles for Bookkeepers
Insight
How to stop chasing receipts for good
Every month, the same cycle. Finance sends the reminder. Half the team ignores it. The other half sends blurry photos of crumpled paper two weeks …
Insight
How to manage SIL home expenses without chasing receipts
Every new SIL home adds another receipt problem Running one Supported Independent Living home is manageable. Running five, ten, or forty creates a …
Insight
The complete guide to receipts for Australian SMEs
If you’re a small or medium-sized business owner in Australia, you’ve probably felt it. Receipts stuffed in car gloveboxes, emailed to a …
Insight
Best accounting software for small & medium-sized businesses in Australia
Running a small or medium-sized business in Australia means juggling endless financial responsibilities while trying to stay competitive. You’re …
Insight
How to start a successful bookkeeping business in Australia and build lasting financial success
The bookkeeping industry in Australia is experiencing unprecedented growth, with more businesses outsourcing their financial management than ever …
Insight
Virtual bookkeeping for Australian SMEs complete guide and benefits in 2026
Virtual bookkeeping for Australian SMEs complete guide and benefits in {{ year }} Many Australian SMEs are drowning in financial admin tasks while …
Insight
A complete guide to business bookkeeping in Australia
Budgetly’s expense management software Bookkeeping tracks your money in and out; it’s how you understand your business health, not just a …
Insight
How to compare accounting software for Australian businesses in 2026
How to compare accounting software for Australian businesses in {{ year }} When you compare accounting software options, you’re making one of …
Insight
Introducing Bookkeeper AI agent: The smarter way to handle bookkeeping
Hire once. Improve forever. Bookkeeping shouldn’t hold your business back. Manual reconciliation burns time and money , opening receipts, validating …
Insight
From data entry to decision-making: Freeing finance for higher-value work
Executive summary Why do finance teams get stuck in low-value work? Because too much time is spent on manual data entry, reconciliations, and chasing …
Insight
Automation in action: Bills, expenses, and reconciliation on autopilot
Executive summary Why does manual finance work slow growth? Because time spent on data entry, receipt chasing, and reconciliations drains resources …
Insight
Cloud Accounting Software: A complete guide for Australian businesses
Australian small and medium enterprises are rapidly embracing cloud-based tools to streamline their operations, and accounting software is leading …
Insight
Tax receipts: What they are and how to keep them organised
Tax time doesn’t have to be chaotic, but for many small businesses, it often is. Missing receipts, vague expense categories, and last-minute …
Insight
Bookkeeping for businesses: A simple guide to getting started
Bookkeeping is one of the most critical foundations of business finance, yet it’s also one of the most overlooked. For CFOs, bookkeepers, or finance …
Insight
Receipt vs invoice: What they are, what to include, and why they matter
Receipts and invoices are often confused, but for finance teams, especially those overseeing company spend, understanding the distinction is …
Insight
Receipt template: What to include and how to simplify receipt tracking
Receipts may seem like minor details in the big picture of business finance, but for finance professionals, they’re anything but. Accurate, timely …
Insight
Financial Year Australia: Simplify expense tracking and compliance
The financial year in Australia plays a crucial role in business operations, taxation, and compliance. For businesses, proper planning and financial …
Insight
What is accounting reconciliation? How does it work?
Reconciliation in accounting: a word that can send powerful shivers down the spine for any finance professional. For most small businesses, if not …
Insight
Work travel expenses made easy with automated expense tracking
Work travel expenses can be a nightmare to manage, but they don’t have to be. With automated expense tracking tools, the whole process becomes a lot …
Insight
How to increase productivity in the workplace with automated expense tracking
AS FEATURED ON CAMPUS REVIEW Explore the transformative potential of automated expense tracking in Australian educational institutions, and see how …
Insight
How employees can save receipts effortlessly
Raise your hands if you’re sick and tired of chasing receipts that are lost, missing or late? We hear you. There are simply better things to focus on …
Insight
Finance nightmares: The true cost of missing receipts
In the complex, intricate world of finance, the phrase “missing receipt” can induce a cold shiver down the spine of even the most seasoned …
Insight
The problem with chasing receipts and ways you can solve it
It’s safe to say that we’ve all been in the receipt-collecting rodeo. With Tax Deductions, Compliance, GST Reporting, Business Budgeting, and Audit …
Insight
Expense Reconciliation: How to Save Time and Minimise Errors
Most finance personnel can agree that the reconciliation process is not easy. Manual expense reconciliation can take up to 30 hours a week. It’s a …
Insight
I'm an Australian Charity - Should I Automate Expense Tracking?
There’s a saying by entrepreneur Peter Baskerville that goes, ‘The ignorant are ignorant of their ignorance.’ It sums up traditional charities and …
Insight
The 3 Stages of Chasing Expense Receipts
Anyone working in finance would probably be familiar with that time of the month – submission of expense claims. It’s time to chase your staff for …
Insight
Corporate Credit Card Reconciliation Challenges
Here we’ll discuss what the typical reconciliation process is for corporate credit cards, the challenges that come with it, and how businesses can …
Case Studies for Bookkeepers
How Align Work Health saved 5 hours a week and eliminated missing expenses with Budgetly
Align Work Health
Overview Align Work Health replaced a messy, manual company spend process, shared director cards, prepaid cards in vehicles, and paper statements, …
Bennett and Bennett Erase Spreadsheets and Saves a Day in Admin
“I’d recommend Budgetly without a doubt! The cost of using the system is minimal compared to the time we’ve saved and the flexibility we’ve gained.” …
Oonah Health and Community Services simplifies reconciliation and card management with Budgetly
“It’s an all-in-one solution and very easy to use.” Roslyn Jenkins, Finance Assistant Overview Oonah Health and Community Services provides holistic …
Connect CWS saves two days a week on admin with Budgetly
“Time is being saved , and as the process gets better, even more time will be saved.” Karen Christensen, Finance Manager Overview Connect CWS …
Quest Employment Solutions Saves at Least 2 Days a Month on Admin
“The biggest challenge we faced was ensuring we had cash available when we needed it. Now, I can see all my transactions in real time, and we can …
How BB Disability & Health Services saved 10+ hours a week and cut overspending with Budgetly
“Expense management used to be a constant stress, now with Budgetly it’s no longer even a thought.” Ashley Sexton, Payroll & Accounts Manager …
How Site Sentry Australia cuts admin time by consolidating 3 processes into 1 with Budgetly
“Three processes in the old system are now down to one with Budgetly.” Cherise Hickley, Accounts & Administration Specialist Overview Site Sentry …
How Ascent Group saved 5 hours a week and gained real-time spend visibility with Budgetly
“We can track spend in real time and our staff can upload receipts immediately, this has saved a ton of time.” Chris O’Neill, Chief Executive …
How Southern Star Healthcare improved accountability and saved hours of admin time with Budgetly
“Budgetly has completely simplified our expense management. It’s easy to use, improves accountability, and saves us both time and money.” Kelvin …
Hunt & Dixon Surveys save six hours a week with Budgetly
“Budgetly is fast, easy and not like dealing with a bank!” Ben Dixon, Director Overview Hunt & Dixon Surveys Pty Ltd provides a complete range of …
Co.As.It. Italian Association of Assistance saved up to 4 hours each week with Budgetly
“Budgetly is a life saver! The platform has definitely helped us save both money AND time. We’ve saved at least 3-4 hours each week.” Christina …
SOMAI Pharmaceuticals saved 8 hours in reconciling every month with Budgetly!
“Time is money and Budgetly has helped save a lot of time. I used to spend a full 8 hours reconciling a month, Budgetly lets me do this in a matter of …
Supports In Sync cuts out bank visits and 'saves 5 hours a week' with Budgetly
Supports In Sync cuts out bank visits and “saves 5 hours a week” with Budgetly “Budgetly is perfect for what we need. We’ve been saving a minimum of 5 …
Sanctuary Family Solutions eliminated petty cash and manual admin with Budgetly
“Budgetly solved a lot of the problems we had using petty cash… definitely saved time - a lot more convenient and worth the cost!” Shanna Theaker, …
NDIS provider Vital Care Disability eliminates lost receipts & gains unique participant insight
“Budgetly and the physical cards we can issue have made our life much easier.” Aisling Waters, Service Delivery Manager Overview Vital Care …
In4Care save multiple hours every week with Budgetly
“Budgetly has solved all of the previous financial control issues!” Melody Kelleher, Admin Assistant Overview In4Care are “participant …
Deadly Connections save an entire day per month with Budgetly
“Receipt capture is 100% solved. No more missing receipts and our EA is no longer running around chasing them!” Tanya Miles, Team Leader Overview …
Taree Christian Community School 'save days' no longer chasing receipts with Budgetly!
Taree Christian Community School “save days” no longer chasing receipts with Budgetly! “We already recommend Budgetly to businesses like ours and will …
Skylight Mental Health save six hours every week with Budgetly
“It’s saved a lot of time, it’s an easier process, we have far more flexibility and our staff love it!” Nidhi Gupta, Finance Manager Overview …
Family Centered Support Services save six hours per week using Budgetly!
“Budgetly has exceptional service - I can’t say that for many companies, but I definitely can for Budgetly!” Andrew W, Administrative Assistant …
Australian Christian Churches QLD save 4-5 hours in admin every month using Budgetly!
“Budgetly definitely solved our problems, It’s absolutely wonderful.” Bert Bos, Accounts Overview Australian Christian Churches (ACC) is a movement …
Simonds Family Office use Budgetly to save two days per week
“I’d definitely recommend Budgetly to other businesses!” Kaitlyn Farrance, Bookkeeper Overview The Simonds Family have been involved in Australian …
Bawinanga Aboriginal Corporation save 38 hours per week with Budgetly
“We’ve saved a full ‘full-time employee’ each and every week!” Deborah Jackson, Senior Finance Officer Overview Bawinanga is a progressive Aboriginal …
Diamond Care Victoria save six hours per week with Budgetly!
“We felt staff shouldn’t have to spend their own money on business expenses. Implementing Budgetly has been great for our staff satisfaction score!” …
Hawke's Brewing Co save three hours per week by implementing Budgetly!
“I’d definitely recommend Budgetly to other businesses!” Kaitlyn Farrance, Bookkeeper Overview Hawke’s Brewing Co is the story of two mates who …
Lady Pamela (Yacht Charters) stop spending time chasing receipts by implementing Budgetly!
“I’d definitely recommend Budgetly to other businesses!” Kaitlyn Farrance, Bookkeeper Overview Lady Pamela is a 30m/100ft luxury motor yacht …
Orion Care save 20 hours per week by using Budgetly
“I’d definitely recommend Budgetly to other businesses!” Amit Asdhir, Co-Founder Overview At Orion Care, earning the trust of NDIS …
RSPCA Tasmania no longer spend time chasing receipts by using Budgetly!
“If we hadn’t implemented Budgetly, we’d still be chasing receipts!” Megan Rodger, Project Officer Overview Since 1878, RSPCA Tasmania has been at …
HSC Facility Services saves 10 hours per week by implementing Budgetly
“Budgetly has saved us huge amounts of time and money.” India Robertson, Office Manager Overview Hard Surface Cleaners are a nationwide, …
Aspire Education saves each centre 1 day a week in expense management
“We previously used bank credit cards, and we’d have to collect receipts and reconcile them for each centre manually. But now we have 15 centres …
Aurora Southern Highlands Steiner School Saves 4 Hours a Week With Budgetly
“Budgetly has definitely solved our initial nightmare of papers. We don’t have to worry about reimbursements because of the improvements in our …
Koiop Connect Saves One Day a Week on Expense Reconciliation
“Budgetly automatically assigns categories for Xero, which is amazing. It has definitely solved some of our reconciliation problems, and I’ve already …
Easy Insulation Saves up to 6 Hours a Week With Budgetly
“I’ve already recommended Budgetly to other businesses like mine! Small businesses often have to spend their own money and time chasing receipts and …
Marymead Finance Team Saves One Day A Month On Admin
“I’d definitely recommend Budgetly to other companies. Without Budgetly, it would have been very difficult to improve our reconciliation process. …
Sunnyday Carers Saves 15 Hours a Week With Budgetly
“Budgetly’s flexibility around budgets is amazing. We started testing with a few cards and quickly added more. Now we have multiple budgets set up …
Faith Christian School Saves One Week per Month on Admin
“Without Budgetly, we’d still be spending a lot of time chasing receipts. Now that our staff can add transaction notes in the app we have saved a …
How Gem Complete Health Services Saves One Full Day of Managing Receipts With Budgetly
About Gem Complete Health Services Gem Complete Health Services provides accredited community nursing care and disability services for its community …
How MH&R Holdings Saves 10 Hours a Week With Budgetly
About MH&R Holdings MH&R Holdings is a community support organisation working with people with multiple and complex disabilities. The …
How Cooinda Terang Inc. Reduced Administration Time Through the Introduction Of Budgetly
About Cooinda Terang Inc Cooinda is a registered NDIS provider operating in the Terang, Camperdown community for over 50 years. The organisation …
Access Lifecare Eliminates Receipt-Chasing With Budgetly
About Access Lifecare Access Lifecare is a registered NDIS service provider that supports individuals with disabilities and their families. With …
How Vantage Point Church Eliminated Receipt Loss With Budgetly
About Vantage Point Church Vantage Point Church is a religious organisation welcoming individuals from various backgrounds and ages. Located in …
How Manning Support Services Inc. Saved Hours on Chasing Receipts With Budgetly
About Manning Support Services Manning Support Services provides care and support to seniors, along with their carers and families. Located in NSW, …