Xero + Budgetly

Automatically synchronise your employees cards payments to Xero, with receipts attached and tracking categories. A modern solution.

Instantly issue virtual and physical VISA cards

In seconds, you can issue employee cards with spending rules.

Allow flexible spending within budget

Employees get allocated weekly or monthly budgets. Spending rules and vendor restrictions ensure that teams stay within project budget or employee entitlement limits.

Real-time expense tracking

Transactions are tracked in real-time, so you can address concerns or potential shortfalls before they become a problem.

Accounting software integration

Our Xero integration means you don’t have to manually enter receipt information, allowing your finance team to spend time on more high-value tasks.

Stronger together

If you’re a Finance Manager, we know how difficult it can be to manage field staff who need to track day-to-day expenses.

Traditional methods like corporate credit cards have a high barrier to entry, and transactions can’t be tracked in real-time. That’s why we created Budgetly and partner with Xero.

Financial controllers use the Budgetly web application to eliminate time-consuming admin work and manage the entire expense process, all while empowering on-the-ground staff to easily access funds and pay for the things they need to do their jobs well.

Xero + Budgetly features and benefits

CFOs are using Budgetly’s next-gen expense platform to stay ahead of their competitors, in control and on top of their game while empowering team members.

Ease

• No more shared cards. Issue plastic and virtual VISA cards as they are needed.
• Goodbye to reimbursements. Your finance team will be thrilled. No need to call or email users for expense receipts.
• Simplifies bookkeeping. Eliminates expense reports and tedious tasks for your finance team.

Automation

• Sync with accounting software. Eliminate double-handling to streamline and speed up your account process. You no longer have to manually enter receipt information into Xero.
• Guaranteed receipts. Notifications prompt users to submit receipts at the time of purchase. Remove the hassle of storing crumpled receipts in an envelope or digging receipts out from emails at the end of each month.
• Tracking categories. Your staff add Xero tracking categories on the go, so you don’t have to chase them. Spend amount, GST, merchant and category details are submitted instantly.

Security

• Protect employee and company data. Two factor authentication security and 256 bit encryption protects personal and financial information. Safely utilise higher transaction limits than traditional credit cards immediately.
• Reduce risk of fraud. Track payments in real-time wherever you are to identify any suspicious purchases. Easily disable any compromised cards and instantly issue a replacement.
• Improve company policy compliance. Set rules encoded into cards ensures company policies are aligned and enforced.

About Xero

Xero is world-leading online accounting software built for small business.

• Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
• Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims, from anywhere.
• Get paid faster with online invoicing. Send online invoices to your customers, and get updated when they’re opened.
• Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

Learn how Budgetly can help you manage team spending

We’d love to answer any of your questions.