About Budgetly
Growing SME profitability with an AI-first financial platform that automates processes, delivers real-time cash flow projections, and optimises resource allocation, saving time and money.
Budgetly Values
Embrace Change
We improve continuously through experimentation, feedback, and learning.
AI and automation allow us to iterate faster, but speed does not replace craft. We refine our work repeatedly, improving both the visible product and the underlying systems.
Small improvements compound over time. Craft means taking pride in the details that make systems reliable, scalable, and elegant.
Carte Blanche
Trust enables speed.
We avoid bureaucracy by giving clear ownership and autonomy to the people closest to the problem.
Work is organised through capabilities and lanes, with one accountable owner for each outcome. Clear ownership allows teams to move independently while staying aligned.
Leaders provide context and direction. Teams make decisions and execute.
Find Wisdom in Data
Decisions should be informed, not assumed.
We use data, experimentation, and AI-assisted analysis to understand problems, validate ideas, and improve outcomes.
Metrics guide priorities. Evidence challenges opinions. Insight drives progress.
We All Own It
Ownership drives progress and shared success.
Every initiative has a clear accountable owner, but outcomes belong to the whole company. We take responsibility for results, not just tasks.
Budgetly’s growth is shared. Employees participate in the company’s success through equity, aligning individual effort with long-term value creation.
Ownership means thinking like a builder and a shareholder: practising craft, improving systems, and creating value that compounds over time.
Our Leadership Team
Simon Lenoir
Founder & Chief Executive Officer
Our fearless founder, Simon, is armed with experience gained from previous success in creating a Deloitte Fast 50 Business.
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Lisa Callaghan
Chief Financial Officer
Lisa is a seasoned finance leader with deep experience scaling operations across SaaS and fintech businesses. She focuses on turning finance into a growth function, not a cost centre.
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Hugo Sterin
Chief Technology Officer
Seasoned tech leader with a track record at Amazon Web Services (AWS), empowering digital businesses with cloud tech.
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Lizzie Babarczy
Chief Marketing Officer
Experienced brand and marketing specialist with 20+ years in B2B, B2C, and SaaS marketing.
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Caitlin Clements
Head of People & Culture
A seasoned leader in Recruitment and People Operations, specialising in streamlining processes for high-growth tech companies.
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Matthew Clements
Chief Revenue Officer
A SaaS sales specialist and startup culture enthusiast with a proven track record of driving growth.
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Peter Jotanovic
Head of Product
Accomplished product, research, and design leader with 14 years' experience as a business owner/operator.
LinkedInOur History
Budgetly was built from direct operating experience. While scaling Rezdy, a global B2B SaaS platform, Simon Lenoir saw how difficult it was to control company spending without slowing teams down. Budgetly was created to fix that.
- 2019FoundationSimon Lenoir founds Budgetly after experiencing spend management pain first-hand while scaling Rezdy. The mission: give finance teams real-time control without slowing anyone down.
- 2020Controlled spending infrastructureLaunch of prepaid expense cards with built-in budget limits, approval workflows, and real-time visibility. Early traction with Australian SMEs looking for an alternative to corporate credit cards.
- 2021Product refinementReceipt capture, accounting integrations (Xero, MYOB, QuickBooks), and multi-entity support added. Product shaped by direct feedback from finance managers and bookkeepers.
- 2022Move into regulated environmentsAdopted by NDIS providers, not-for-profits, and healthcare organisations needing auditable, participant-level spend controls. Compliance-grade reporting introduced.
- 2023Platform expansionBill payments, reimbursements, and subscription management added. Budgetly becomes a full spend management platform, not just a card programme.
- 2024Early AI capabilitiesIntroduced AI-assisted features across expense management, including automated receipt matching, bill processing, and anomaly detection to reduce manual work.
- 2025Launch of Buddy AIReleased Buddy AI, an AI assistant embedded in the platform to automate bill creation, receipt matching, fraud detection, and approvals.
- 2026The Control LoopLaunched the Control Loop: a continuous system where every transaction is decided, executed, recorded, and used to improve the next decision. Replaced fragmented expense tools with a single real-time financial decision and execution system that compounds with every transaction. Read the announcement.
Today, Budgetly is building the financial operating system for modern finance teams.
Careers at Budgetly
At Budgetly, we're on a mission to build a more resilient Australian economy by eliminating overspending and empowering businesses with smarter financial management.
We're a fast-growing, AI-first fintech startup operating fully remotely, bringing together a team across Australia that values transparency, trust, and the freedom to focus on meaningful work instead of red tape.
If you want to have ownership, flexibility, and the opportunity to solve real-world problems for SMEs, let's talk.
