Budgetly

RATING:

4.9

(89)

About Budgetly

Budgetly is a cloud-based expense report platform that helps small to large businesses in accounting, technology and other industries manage expenses and spending. With Budgetly, you get the ability to instantly issue virtual and physical VISA cards. Flexible spending within a budget. Employees get allocated weekly or monthly budgets. Spending rules and vendor restrictions ensure that teams stay within project budget or employee entitlement limits. Key features include expense tracking, third-party integrations, card issuing and receipt management.

Budgetly Pricing

Starts at $59 per month + $10 flat monthly rate per card. Annual billing also available at a discount.

Starting price: 

A$89.00 per year

Free trial: 

Not Available

Free version: 

Not Available

Admins can create budgets
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Budgetly Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for Budgetly

1 - 5 of 88 Reviews

Channy

Individual & Family Services, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2023

Budgetly has saved us a lot of time

Budgetly has been fantastic. Their Support team is very professional and flexible, providing ongoing training and support whenever we need it. I definitely recommend them to anyone using petty cash cards.

PROS

We were previously using Vascoe Pay cards (petty cash cards) and our staff couldn’t upload receipts with these. This meant we had to send a report to staff each month and then reconcile everything manually, however sometimes transactions were missing if they hadn't settled yet etc. Budgetly now allows our staff to upload receipts immediately via the app and we have real-time reporting on everything. We've saved at least a day a month in admin work and even more for our teams.

CONS

It would be helpful to be able to select certain date ranges when syncing transactions to Xero.

Reason for choosing Budgetly

We were introduced to Budgetly by another company that's using it and really liked what we saw when we looked into them. It looked very easy to use and we loved that users could download the app and upload their receipts in real-time.

Reasons for switching to Budgetly

Our old process involved a lot of manual reporting and reconciliation with minimal visibility.

Vendor Response

Thank you for your feedback, Channy, we're so glad we're able to help you save lots of time in manual admin work.

Replied January 2023

Darren

Construction, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2023

Budgetly solved our problems

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

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.

Reason 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

Ethan

Hospital & Health Care, 201-500 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

4

FUNCTIONALITY

4

Reviewed February 2024

Budgetly Review

Our experience with this software has been positive overall.

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.

Shelly

Non-Profit Organization Management, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

Saved time and money

We needed approval for spending from directors before Budgetly. Booking flights and accommodation is much easier now and no more reimbursements for personal spending

PROS

Saved time and a lot of hassle, particularly with flights. BPAY and direct transfers were very time-consuming. No more resistance with medical services. Very responsive and very helpful support. Very client focused

CONS

No cons at the moment, it's doing everything we expected

Reason for choosing Budgetly

Budgetly provided everything we needed

Gareth

Furniture, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2023

Budgetly's great so far

It's been very easy to use and we've had fantastic support, especially when we were getting things set up.

PROS

We were looking for an easier way to manage our expenses which we've found with Budgetly. We now have more control over what people can spend, more visibility on what they're spending and less admin work around reimbursements etc.

CONS

So far, Budgetly has done everything we need it to do. No real cons at this point.

Reason for choosing Budgetly

Volopay charged based on the volume of transactions which didn’t appeal to us as the cost-to-benefit wasn’t there. It also had less control over actual spending and setting limits etc.

Reasons for switching to Budgetly

Concur was quite clunky and a little too complex for what we needed it for.

Vendor Response

Thanks for your review, Gareth. Glad that you're finding it so easy to use, our product team will be very happy to hear that!

Replied March 2023