Your clients promise to keep better records every quarter. They never do.
Stop absorbing the cleanup time you can't bill. Budgetly captures receipts at the point of purchase, codes transactions automatically, and syncs to Xero. Your clients get spend control. Their bookkeeper gets clean data. You get the time back to focus on advisory work that clients actually value — and earn lifetime revenue share on every referral.
See the partner program →
Australia's favourite.
99% of businesses stick with Budgetly.
The compliance-to-advisory shift is real. The cleanup is what's stopping it.
Every client engagement starts the same way: messy data, missing receipts, and a BAS deadline that's already too close. You wanted to be an adviser, not a data cleaner. The tools your clients use are the bottleneck — shared bank cards, paper receipts, and reimbursement spreadsheets. Until that upstream mess is fixed, advisory work stays a promise, not a practice.
The old way
- 3 hours per client cleaning data at BAS time. 60 hours of unbillable work across 20 clients.
- Clients with messy expense records that you fix every quarter
- Missing receipts at year-end that cost clients GST deductions
- Sharing login credentials with clients to access their books
- Pressure to add advisory value but no time to deliver it
- Previous fintech tool recommendations that overpromised and underdelivered
With Budgetly
- Client data arrives coded, categorised, and receipt-matched
- Quarterly BAS prep in 30 minutes per client, not 3 hours
- Read-only accountant role — no shared credentials
- Multi-client access from one account, switch in two clicks
- Lifetime partner revenue share on every client referral
- Stop being a data cleaner. Start being the adviser you trained to be.
- APRA-regulated
- Data stays in Australia
- 2FA + SSL encryption
- AWS Sydney ISO 27001 infrastructure
- Live status
What changes when accountants recommend Budgetly to clients
Stop fixing what shouldn't be broken. Recommend a tool that delivers clean data upstream, value to clients, and recurring revenue to your practice.
Recommend one tool. Multiply across every client. Earn on every referral.
Recommend Budgetly to every SME client in your portfolio. Each gets controlled cards, mobile receipt capture, and Xero sync. You get cleaner data across the board, plus tiered lifetime revenue share — 10-30% by partner tier. One accountant with 15 active clients can build meaningful recurring practice revenue.
- Every client gets per-employee cards with built-in budgets
- Multi-entity support — manage all client accounts from one login
- Lifetime partner revenue share, 10-30% tiered
- No first-year-only mechanics. Recurring practice revenue.
- Pass the share as a client discount or keep as practice income
Sophie Williams
James Patel
Mei ChenQuarterly BAS prep in 30 minutes, not 3 hours per client.
When client data arrives coded, categorised, and receipt-matched, quarterly BAS prep becomes a review rather than a reconstruction. Every transaction has a merchant, category, GST extraction, and matched receipt. The 60 hours of unbillable cleanup across 20 clients turns into 10 hours — and the freed time becomes advisory revenue.
- Receipts captured at the merchant, not chased at year-end
- AI categorisation with 95%+ accuracy from day one
- GST extraction at the line-item level for ATO substantiation
- Real-time alerts on missing receipts on high-value transactions
- Audit-ready data for the ATO, ASIC, and ACNC reviews
Surry Hills NSW
Officeworks Surry Hills
$284.00
Read-only accountant role. Multi-client access. No shared credentials.
Stop sharing client login credentials. Stop logging in as the client. Budgetly’s accountant role gives you read-only access across every client portfolio with full audit trails of your actions. Switch between clients in two clicks. Native Xero, MYOB, QuickBooks, NetSuite, and SAP sync per client.
- Read-only accountant role on every client account
- Switch between clients in two clicks
- 10-year audit trail retention per client
- Multi-entity sync — each client to their own Xero file
- Audit-logged accountant actions across every client
Officeworks Surry Hills
$284.00
Become the adviser who delivers the fix, not just the diagnosis.
Anyone can tell a client their books are messy. The accountant who hands the client the working solution is the one they keep recommending. Budgetly is the tool you can stake your reputation on: 20,000+ users, 99% retention, 4.9/5 on the Xero App Store from 96 verified accountants and bookkeepers.
- 20,000+ Australian businesses already using Budgetly
- 99% customer retention year over year
- 4.9/5 on the Xero App Store (96 verified users)
- 82 published case studies you can share with clients
- Co-marketing support for partner accountants
Officeworks
$284.00
Qantas
$443.50
Bunnings
$847.80What accountants gain when they recommend Budgetly to clients
Real outcomes from Australian accounting firms recommending Budgetly to their SME client base.
When you recommend Budgetly, every role in your client's business benefits
The reason Budgetly is easy to recommend is because everyone wins. The owner gets visibility. The finance team gets control. The bookkeeper gets clean data. The team members stop fronting their own money. You get cleaner data across the portfolio.
- See every dollar across the business in real time
- Stop chasing receipts to know where money goes
- Cards issued in 30 seconds without bank paperwork
- Up to 50% reduction in non-essential spend
- [See the founder view →](/expense-management-software-for-business-owners/)
- 80% reduction in manual processing time
- 75% faster month-end close
- Audit-ready always with 10-year retention
- Live budget visibility across teams
- [See the finance team view →](/expense-management-software-for-finance-teams/)
- Transactions arrive coded with 95%+ accuracy
- GST extracted at the line-item level
- Native Xero or MYOB sync, richer than bank feeds
- Reconciliation in minutes, not days
- [See the bookkeeper view →](/expense-management-software-for-bookkeepers/)
Trusted by teams across Australia
Read verified reviews ➜Awards and recognition
Customer stories
Financial Advisory Firm has 10 clients making expenses a breeze using Budgetly!
'Budgetly is so much more user friendly than other options! ' S.Ryan, Head of Financial Operations, Bourke Group …
Bennett and Bennett Erase Spreadsheets and Saves a Day in Admin
Read how Bennett and Bennett removed spreadsheets from their expense management system and saved one day in admin.
Simonds Family Office use Budgetly to save two days per week
Simonds Family Office saves two days per week with Budgetly. How they replaced manual processes with automated spend …
SOMAI Pharmaceuticals saved 8 hours in reconciling every month with Budgetly!
Somai Pharmaceuticals saves eight hours in reconciliation every month with Budgetly. Automated matching replaced manual …
Frequently asked questions
I don't know enough about Budgetly to stake my reputation on a recommendation.
Will my clients actually adopt it?
Will it integrate cleanly with Xero or MYOB?
How does the partner revenue share work?
I'm worried about reduced billable hours if my clients self-manage their books.
What about co-marketing or content I can share with clients?
Where are my clients' data hosted?
Built so you can stake your reputation on the recommendation
Accountants don't recommend tools they don't trust. Budgetly is APRA-regulated, AU-hosted, and operates at the security and compliance level your clients' enterprise customers expect.
APRA-regulated operator
Budgetly is APRA-regulated for its own financial activities. Card issuance and payments run through regulated banking partners on the Visa network.
AU-hosted, ISO-certified infrastructure
AWS Sydney — ISO 27001, 27017, and 27018 certified. Multi-AZ redundancy. Data sovereignty by default.
Read-only accountant role
Access client books without sharing login credentials. Full audit trail of accountant actions across every client portfolio.
10-year audit trail per transaction
Card used, merchant, amount, matched receipt, GST, cost centre, and approver — timestamped, attributable, and retained for 10 years.
Multi-entity, multi-client architecture
Each client syncs to their own Xero, MYOB, QuickBooks, NetSuite, or SAP ledger. Cleanly separated by entity.
Role-based access for every client team
Cardholders, budget owners, finance, bookkeepers, and accountants each see only what their role requires.
Stop being a data cleaner. Start being the adviser your clients actually need.
Talk to our partner team. Get a sandbox account, see the integration, and start earning lifetime revenue share on every client referral.