--- title: "Budgetly Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Budgetly. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Budgetly is a good fit for you!" source_url: "https://www.softwareadvice.com/accounting/budgetly-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Expense Report Software](https://www.softwareadvice.com/accounting/expense-management-comparison/) / [Budgetly](https://www.softwareadvice.com/accounting/budgetly-profile/) / Budgetly Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/accounting/budgetly-profile/) Reviews [Alternatives](https://www.softwareadvice.com/accounting/budgetly-profile/alternatives/) # Budgetly User Reviews ## Reviews summary - Overall rating: 4.9/5 - Total reviews: 140 ### Secondary ratings - Ease of use: 4.9/5 - Customer support: 4.9/5 - Value for money: 4.8/5 - Functionality: 4.9/5 ### Rating distribution - 5 stars: 127 reviews (91%) - 4 stars: 11 reviews (8%) - 3 stars: 2 reviews (1%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Most mentioned pros - The product has made it far easier and more scalable to manage personnel expenses, especially with temporary cards, limit changes and a combined pool to manage between the team allowing swift access when needed opposed to waiting for bank transfers. - With individual cards and a mobile app that captures receipts on the spot, the accounts team now gets full visibility into every transaction. - The direct sync to Xero and the control and visibility are really helpful. ### Most mentioned cons - It's a bit of extra data entry but nothing I can't manage. - We currently don't have access to GST automation. - Reference numbers do not correspond with supplier's invoice numbers ## Budgetly customer reviews Showing reviews 1-25 of 140 (page 1). ### Great tool for small businesses - Overall rating: 5/5 - Reviewer: Sophie Xin Yi N. - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall experience has been really great, helpful & knowledgeable support - Stevie. It's also reasonably priced. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Easy to use and straightforward. Helpful for small businesses with limited number of corporate cards required #### Cons Unable to see whether an expense is approved and lack of customisation on fields required for user to fill in --- ### Care Assure - Overall rating: 5/5 - Reviewer: MUHAMMAD ZEESHAN R. - Verified reviewer: Yes - Industry: Accounting - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. My overall experience with Budgetly has been very positive. The platform is user-friendly, making it easy to track spending, set budgets, and monitor financial goals. The analytics and insights provided have been particularly helpful in understanding my spending habits and planning more effectively. Overall, it has made managing my finances simpler and more organized. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I liked most about Budgetly was its intuitive interface and ease of use, which made managing my finances simple and stress-free. #### Cons I also appreciated the insightful analytics and budgeting tools that helped me track spending, set goals, and make informed financial decisions. --- ### Budgetly Review - Overall rating: 3/5 - Reviewer: Ethan S. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 201-500 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2024 - Review source details: This review was submitted organically. No incentive was offered Our experience with this software has been positive overall. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Functionality: 4/5 #### Pros Budgetly offered a simple deployment process and came packaged with the features we identified as a need. #### Cons The documentation left something to be desired but our users are now adept with the software. --- ### Saves time which saves us money - Overall rating: 5/5 - Reviewer: Brad S. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2026 - Review source details: This review was submitted organically. No incentive was offered Solved our problems that we had prior to implementing. Our bookkeeper saves Almost 5 hours every week #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The direct sync to Xero and the control and visibility are really helpful. Not missing transactions each month is a positive #### Cons Would like GST extraction on all plans. Currently it is only on the premium plan and we would like to see it on essentials as well --- ### Dependable and Cost Effective - Overall rating: 5/5 - Reviewer: Laney W. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Budgetly has been very reliable and easy to use. It doesn't require a lot of learning. The app is also easy for staff to use. Good syncing function with Xero. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Budgetly is very easy to use and have many filtering function. It can also sync with Xero which is a big plus. #### Cons No approval options so it's difficult to control budgets and big item spendings. Low balance notification also needs different threshold to trigger desired low balance. --- ### User friendly and easy to manage - Overall rating: 5/5 - Reviewer: Lauren W. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2026 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It’s very user friendly. It’s easy to track and manage business funds and the support is helpful and fast. #### Cons Nothing really at this point. The support is good but it seems to have been longer to wait lately because of replacing cards but overall not bad. --- ### Great platform to manage expenses - Overall rating: 5/5 - Reviewer: Caio B. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The platform is user friendly and effective if you need to manage budget for large teams spread across different locations. It gives you organisation visibility of how and where funds are being spent and easily permits administrators to release or limit funds per user and card. Automated GST extraction on the premium plan is great. Budgetly is continuously improving and seeking feedback from users, which is great. #### Cons Some merchants who require credit cards may reject Budgetly cards, so depending on where you need to spend, payment might need to be processed via other methods. --- ### A great addition to the tool kit - Overall rating: 4/5 - Reviewer: Jeremy M. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It's a good platform, filling the niche between cash and credit card very effectively. The capacity to effectively branch out into payment processing is something we'll be pursuing. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros It's a great tool for managing budgets dynamically. It helps stream cost allocations to the right place, without the front end user needing to know too much, and allows for multiple users on the back end. #### Cons The balance of security vs ease of use for the password re-set process for users on the app leans too much toward security (limiting the capacity of the admin user to administrate effectively). It would be great if a payment could be split to multiple allocations / categories, rather than just the 1. --- ### Great Service - Overall rating: 5/5 - Reviewer: Jill J. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2025 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Great Service from our Account Manager [sensitive content hidden] and Help Desk [sensitive content hidden] , thankyou to you both. Budgetly makes everything we do easier around managing expenses and spend control. #### Cons There's really not much that we don't like about it. If anything, it would be helpful to have some slightly more detailed reporting. --- ### Budgetly Review - Overall rating: 5/5 - Reviewer: Cecilia G. - Verified reviewer: Yes - Industry: Religious Institutions - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: April 2026 - Review source details: This review was submitted organically. No incentive was offered Overall, it’s a great tool for keeping business expenses organised and under control. It integrates well with accounting systems like Xero. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Budgetly is a very easy and practical platform for managing staff expenses and budgets. It makes tracking spending simple and allows you to upload receipts quickly. #### Cons We haven't found anything that we don't like so far. It's been a big improvement on what we've done in the past. --- ### Kismet Healthcare - Overall rating: 5/5 - Reviewer: Mark W. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2022 - Review source details: This review was submitted organically. No incentive was offered The training and onboarding process was excellent. We were provided 1to1 training, customer help videos and free telephone support. We've barely needed to call since the initial training though. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We no longer have to do any expense claims or reimbursements. We issue cards whenever we want and all spending is controlled and tracked. #### Cons Only thing we've found is we still use a CC for google paid search spend. Otherwise we've been able to remove all other credit cards from the business. #### Reasons for choosing Budgetly We considered Weel but the Budgets functionality in Budgetly was much more powerful plus we wanted to issue physical cards. #### Vendor response Thank you for your review Mark! We're so glad we've eliminated the need for claims / reimbursements for you. I've also passed on your feedback re the things you still use your CC for to our Product team. Replied November 2022 --- ### Budgetly solved our problems - Overall rating: 5/5 - Reviewer: Darren C. - Verified reviewer: Yes - Industry: Construction - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2023 - Review source details: This review was submitted organically. No incentive was offered Before Budgetly, we had about a dozen credit cards and a centralised spreadsheet. Each month, we were meant to fill it out with each transaction (how much, what it was for etc.), however our Accounts team usually had to chase up multiple people with missing information every month. We don't have to worry about any of that anymore #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Given how flexible Budgetly is, users now don’t have to worry about manually filling in spreadsheets and we’ve saved a lot of time on admin work. Staff were often sharing cards etc however we don't have to worry about card security anymore. We've also saved at least a day a month in admin work. #### Cons I honestly can't think of anything we don't like about Budgetly. #### Reasons for choosing Budgetly I was actually in a meeting with someone who was using Weel (previously DiviPay). I looked into them and while doing so, found Budgetly. I liked what Budgetly did and booked in a demo. After the demo, the interface and flexibility was great so we signed up. #### Vendor response Hi Darren, we're so glad you're saving time with Budgetly and it's making managing expenses easy for you and your team. If you have any ideas on how we can help even more please don't hesitate to let your account manager know. Replied January 2023 --- ### Budgetly Review - Overall rating: 5/5 - Reviewer: Ryan D. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We were using two different providers prior to Budgetly and their online platforms/functionality quite limited. Since moving to Budgetly, we've saved 5-10 hours per week across the business with smoother processes in place for all frontend staff using the cards as well as backend staff who had previously worked on reconciling receipts etc. Through being able to track spending across the business, we've significantly reduced overspending in our SIL houses and are now able to better incorporate budgets etc into our strategic planning for our business. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros User-friendly platform with functionality that allows us to create what we need in existing systems. #### Cons Creating budgets/cards/users can get a little confusing when working out the requirements between them all #### Reasons for switching to Budgetly Limited functionality, Budgetly provides far more flexibility to the point that we can enter what we want on our cards etc. #### Vendor response Thank you for your review Ryan, we are so glad that Budgetly is proving useful and saving you time and money as that's what we aim to do. Replied October 2022 --- ### Budgetly is the master of business payments control - Overall rating: 5/5 - Reviewer: Natalia B. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2025 - Review source details: This review was submitted organically. No incentive was offered Works well with xero. Good for a business our size. We are happy with the cost and the trianing and help. We get a lot of support. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Budgetly makes dealing with receipts easy. We love the security. It's much safer than paying from various bank accounts. We also find budgetly to be very cost effective for what you get. #### Cons We speak very highly of the product. It's budget friendly and the staff love it. During training they showed me how to connect to Xero. --- ### Life is so much easier! - Overall rating: 5/5 - Reviewer: Nick O. - Verified reviewer: Yes - Industry: Photography - Company size: Self-Employed - Product usage: Used weekly for less than 12 months - Reviewed: July 2025 - Review source details: This review was submitted organically. No incentive was offered Easy to use, great customer service. Being able to pay bills has made life a lot easier having everything all in one spot. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Budgetly makes it so easy to manage what I'm spending and allocate funds to make sure I know what I'm spending money on. The app makes it easy to use and I can quickly upload receipts online, on the go. Both the app and web version are user-friendly so it wasn't hard to learn how to use. I haven't had any real issues, but the customer service has been top notch. #### Cons So far, there really haven't been any cons. I've had both Android and Apple phones which have both worked perfectly with the app. --- ### Saving money and time - Overall rating: 5/5 - Reviewer: Haroon A. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered We are saving money AND time. No longer have to drive to each location with petty cash or to pick up receipts etc. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy to download statements/receipts etc. Amazing for issuing cards, we can set up budgets for exactly what we need. Allows us to manage what staff are spending and we can track where every cent is going. #### Cons It would be very handy if we could use one email across multiple user profiles --- ### Such a time saver! - Overall rating: 5/5 - Reviewer: Eloisa P. - Verified reviewer: Yes - Industry: Construction - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered I’ve saved at least 2 hours a day in admin work. We’ve minimised human error with our staff now being accountable for uploading their own receipts. Bill Payments has also brought everything into one spot and with the Xero integration, everything is so much easier now. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros With Budgetly, our team are now accountable for their own receipts which has made a massive difference. 10/10 Support, I’ve had a quick response with an answer every time I’ve needed help. #### Cons We'd love to be able to update a supplier's details for Bills Payments without having to delete them and start again. --- ### Bill Payments solves a lot of our problems - Overall rating: 5/5 - Reviewer: Yvonne L. - Verified reviewer: Yes - Industry: Construction - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: January 2025 - Review source details: This review was submitted organically. No incentive was offered Fantastic. Simple, easy to use software with an excellent support team that are always happy to help. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Bill Payments has solved all our problems. All of our rent and materials now go through Budgetly and it is quick and simple. #### Cons Half annual billing would be nice but paying annually at least saves us some money. --- ### So much easier - Overall rating: 5/5 - Reviewer: Wei Wei T. - Verified reviewer: Yes - Industry: Mining & Metals - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2024 - Review source details: This review was submitted organically. No incentive was offered 10/10 customer service. If we have any issues, we always get a response very quickly. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Budgetly gives us real-time access to see all of our transactions. So much easier to reconcile now. #### Cons It would be helpful if we could integrate with Pronto. --- ### Reliable system - Overall rating: 5/5 - Reviewer: Colin C. - Verified reviewer: Yes - Industry: Religious Institutions - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2024 - Review source details: This review was submitted organically. No incentive was offered Positive. Good support. Regular phone calls. Training if I need it. Easy to use for cardholders #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Reliable system with good management features #### Cons Not really anything. Solid 9/10. Still adding features as they go. --- ### Definitely recommend Budgetly - Overall rating: 5/5 - Reviewer: Andrew W. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2023 - Review source details: This review was submitted organically. No incentive was offered Exceptional service - I can’t say that for many companies, but I definitely can for Budgetly. They've simplified so much for us. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I looked into a lot of alternative providers, mainly through web searches. A lot weren’t designed for NFPs in mind, and a lot weren’t based in Australia. Budgetly has saved us at least 6 hours of admin work a week and barely have to chase receipts anymore. #### Cons I'd love to the ability to block certain merchants etc but should be able to do this in future. #### Reasons for switching to Budgetly Better overall control and access to cards. --- ### Loving Budgetly - Overall rating: 5/5 - Reviewer: Joshua Z. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Our staff can now manage the majority of the process themselves and we don't have to deal with all the paperwork of a bank when ordering cards. Being in such a regulated industry, the risk of being audited is very real, however Budgetly has solved this for us with the reporting that we can now do. Their customer service is really detailed and responsive, too. I find that some other services only send you to a website to watch videos, however Budgetly gets straight to the point which allows us to move on quickly. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It's easy to use and gives some responsibility back to our staff to manage their own receipts etc. Not having to chase and reconcile receipts has saved me at least a full day each month which means I can focus on more important tasks to bring money into the business. #### Cons There's nothing that I dislike about Budgetly, it's worked really well since we joined. #### Reasons for choosing Budgetly Having never used Budgetly, I was intrigued to see how it would work. Being able to issue as many cards as we want without having to deal with the paperwork with the bank has been fantastic. #### Vendor response We love that you're loving Budgetly, Joshua! We aim to provide you with excellent customer service :) Replied November 2022 --- ### Love it! - Overall rating: 5/5 - Reviewer: Aisling W. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2023 - Review source details: This review was submitted organically. No incentive was offered It's so much easier to monitor funds being spent by our participants and staff. For example, we can now monitor the number of takeaway meals our participants are eating which has a positive effect on their health. The support we've received has been excellent, definitely recommend Budgetly. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Yes Budgetly has solved our expense management issues. It's really easy to monitor funds and where money is spent. Issuing funds is only a phone call away and everything is very quick and simple. We especially love the process of uploading receipts where no more collecting and no more scanning is needed. This means no more lost receipts. #### Cons Text message notifications rather than just emails would be great. #### Reasons for choosing Budgetly Our [sensitive content hidden] had used Budgetly prior at a couple of other businesses and she recommended it, The recommendation was enough for us to implement Budgetly and we haven’t looked back since. --- ### Great product! - Overall rating: 5/5 - Reviewer: Renee S. - Verified reviewer: Yes - Industry: Oil & Energy - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: April 2024 - Review source details: This review was submitted organically. No incentive was offered 10/10 Customer Service. Whenever we need help, Budgetly is always available and very efficient. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Budgetly has helped us save both money and time. With significantly better spend-control, staff no longer have access to unlimited spending and we’ve seen a reduction in general spending of roughly 40-50%. #### Cons We've been using Budgetly with a few of our other clients and at the moment, it's doing everything we need it to do. #### Reasons for choosing Budgetly We already had some existing clients using it and it was working really well for them. --- ### Budgetly has saved us so much time! - Overall rating: 5/5 - Reviewer: Jeanne T. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2022 - Review source details: This review was submitted organically. No incentive was offered The biggest win we've had with Budgetly is the time savings in not having to chase receipts. We've got full control over our staff's spending and Budgetly has allowed us to put some responsibility back on our staff without losing any visibility over the process. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros If we were still chasing receipts and using normal credit cards, we’d be incredibly time-poor. We already working long days to get through our normal workload, so this has meant we can focus our time on more important things within the business. The customer service and support we've had has been 10/10 from the very beginning and hasn't stopped since. #### Cons It was initially a little slow getting things up and running across multiple locations, however this has eased and our staff love it. #### Reasons for switching to Budgetly Greater visibility and control #### Vendor response Thank you for your review Jeanne! We love helping you save time. We are taking on your feedback re speeding up set-up so we can get our customers started even faster. Replied November 2022 ## More reviews [Next reviews](https://www.softwareadvice.com/accounting/budgetly-profile/reviews/?page=2) --- Budgetly Reviews, Pros and Cons - 2026 Software Advice