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.

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.

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

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

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.

I honestly can't think of anything we don't like about Budgetly.

Our experience with this software has been positive overall.

Budgetly offered a simple deployment process and came packaged with the features we identified as a need.

The documentation left something to be desired but our users are now adept with the software.

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

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

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

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

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.

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

The support we've received has been great and we're saving a significant amount of time by not having to chase staff/centres for receipts etc.

We have an individual account set up for each of our 15 childcare centres, each with a few cards. Everything is now much more centralised and we can easily see all of our accounts in one spot. Budgetly has saved us at least one day per week, per centre as we no longer have to chase receipts and manually reconcile all of this.

At the moment, there's nothing that we don't like about Budgetly.

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.

User-friendly platform with functionality that allows us to create what we need in existing systems.

Creating budgets/cards/users can get a little confusing when working out the requirements between them all

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.

We no longer have to do any expense claims or reimbursements. We issue cards whenever we want and all spending is controlled and tracked.

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.

We've saved a lot of time with Budgetly! Our staff are now accountable for their spending and it's made our lives a lot easier.

We love that we can issue both physical and virtual cards. Budgetly has meant we have very little journaling to do and our expense management process is a lot easier.

I’d love to be able to amend categories/GST from the transaction menu instead of going into each transaction at a time.

Budgetly has made things so much easier. We can now issue cards and get full visibility over our expense management with a click of a couple of buttons.

Budgetly is absolutely wonderful. It’s amazing to have instant cards when we need them. Had we not moved over to Budgetly, we would still have a time-consuming process wasting time. We wouldn’t have known what was possible and how much better the process could be. No more reconciling and no more dealing with the banks.

I would love to see an integration with QuickBooks.

10/10 customer service, we've loved using it.

Having multiple cards now means we can operate in multiple places at the same time without these time delays and had to manually process receipts etc. This is now a lot more efficient and saves us between 1-2 hours each and every day. We get instant access to transactions in the portal, massive time savings and it’s very reasonably priced. Having multiple cards on one account is very handy when there are multiple people out on the road. Being able to top up budgets straight away is perfect as we can get funds to staff when they need it. Budgetly is also really secure and we’re not worried about our funds going missing as the risk of getting scammed etc is a lot lower.

No real cons at the moment, Budgetly does everything we need it to do.

It's been amazing. Their customer service is great with very fast response times, we have full visbility over what we're spending and it's easy to track if our staff haven't uploaded a receipt.

Budgetly allows us to easily capture receipts, monitor the balances on our cards and really understand what we're spending money on. Being able to integrate with Xero has been amazing and their customer service is 10/10. We've saved at least 5-6 hours a week in admin work.

We'd love to be able to utilise an API however we're aware that this is likely something we'll be able to do in future.

As a small school, it was very difficult to get cards with our bank for individuals as they had to be an approved signatory for the actual business account. We tried pre-paid cards for a little bit as well, but these were hard to maintain as it wasn’t straightforward to top them up, hard to get statements etc. A clunky process. This is now such an easy process and a really good fit.

Not having to worry about reimbursements is amazing. we've always had great support, very responsive. The value for us is in the time we’ve saved that means we can focus on other tasks. We’ve saved at least 3 to 4 hours a week.

Nothing major comes to mind, however receipt reminders would be amazing to help chase up staff who haven’t uploaded their receipts yet.

Budgetly has been amazing. We know have transparency over what our staff are spending and no longer have to rely on manually reconciling receipts etc every month. I can call Budgetly straight away and get help as soon as I need it, great customer support.

Ease of access across the platform and no restrictions on who can actually use the cards. Express Post makes it easy to get physical cards in a couple of days and virtual cards are available instantly. We've saved at least 2 days a month in admin work alone.

I'd love to be able to set funds to specific budgets, not from the main bank account. As we have multiple different sources of funds coming in from participants' families etc, this would help provide more information to our clients.

We used to have some issues around fraud when dealing with Australia Post Load and Go cards, but that's not an issue any more. Customer service is at least a 9.5/10, I'd definitely recommend it.

We've previously had a very manual process that included a lot of paperwork. Budgetly has fixed this by saving at least 20 hours a week across multiple teams. The way Budgetly's been designed makes it very easy to use and we're loving it.

The only thing I can think of is being able to rename files when downloading receipts. That's nothing major at all, loving everything else.

Before budgetly, we were using gift vouchers for our staff which was a pain as we could only buy five per person, so had to get multiple people to purchase these. Unfortunately these gift vouchers provided no oversight on what people were spending and while we could tell them how much they could spend, we had no way of enforcing this. With Budgetly, we’re now able to set up specific budgets and allocate spending rules when we like.

Being able to track our staff’s spending and having the flexibility to create budgets from my own desk.

No cons at this point. Budgetly is doing everything we need it to do.

It's been great. The support and training has been amazing. They are so helpful. You can tell they really put a lot of time and effort into their customer service. Phone calls, custom help videos and email support have all been quick and didn't cost any extra.

Having a solution such as budgetly has meant that we are not scrambling to get credit cards for new team members and have the ability to manage travel, expos, customer outings with ease. Everything is reconciled quickly and saves us from chasing team members receipts because we utilise the app and capture them on the go.

None that we've discovered so far. Been a happy customer since November 2021.

Budgetly has been easy to use and has provided 10/10 customer service. Definitely recommend them!

Budgetly's saved us at least 5 ours a week which in turn, reduces expenses for bookkeepers etc. It's now a lot easier to be compliant with the ATO/ASIC around receipts and the integration with Xero allows us to easily align our accounting with our transactions, as well.

At the moment there aren't any real cons with the platform.

The customer service is super amazing! The help videos that they created for us have been amazing, we feel empowered and can quickly refer back to these if we need to.

Not having to worry about chasing receipts is a massive deal. With staff being able to upload receipts straight from the app as they make purchases, it made the whole process a lot easier. We’ve saved at least 5 hours a month in admin alone.

It’d be really handy to be able to select a certain date range when syncing Xero.

We've saved at least 10 hours a week in total. We can now use this time to focus on other tasks.

Having all the flexibility and not having to monitor our main account every day. We can top-up quickly and know exactly what’s going on - It’s a set-and-forget now instead of a daily chore. Receipts are also great, it’s a lot easier!

It would be great to have the support line phone number on the website as I couldn’t find this easily.

Simple and easy to understand and use. Really like the dashboard view.

Changing Budgets is straightforward. Everything in one spot. End-of-month reconciliation is much easier than it was before.

No MYOB Integration, this would be very helpful.

Overall this software has been easy to use and integrated well to XERO

Ease of use and itegration to our finance software - XERO

Inability for multi level approvals for example expenses to be reviewed and approved by delegate's supervisor.

I have had a few minor issues with the App so far - declined card (which seemed to be a problem for a large proportion of their clients at the time) which happened at the most inopportune time. My phone app showed that I was not affiliated with any accounts (subsequently having access to no money to draw upon). Both my account managers and the help desk showed that I was. Help desk was prompt in helping with the problem.

The program is easy to set up and commence using. Users are allocated specific budgets that they can draw from. Changing between them prior to making purchases is easy. Being able to upload photos of the receipts for accounting purposes is great - all too easy to lose or damage paper copies when on the road.

The notification for uploading receipts immediately after making a purchase has lost the link to the phone camera letting you complete the action from the reminder notice, instead having to use the main app itself.

It is and will improve our productivity in Procurement and is saving time in Accounts Payable to ease of processing compared to manual credit card reconciliations

Ease to deployment.Simplicity for users.

Non interface with Reckon compared to Xero

So far so good, some learning to do but overall happy thus far.

Easy to use from accounting point of view and easy for the user to grasp.Reporting is easier and quicker than the last. Like the pool of funds concept.

I would like, follow up push notification for receipts or a function to ask/remind for them within Budgetly, may to the email addresses. Help menus need help - more advanced in depth help from accounting side. I have look for some answers but was disappoint the topic was not covered or did not really answer my question.