Budgetly Partner Program

Elevate your practice. Keep your client relationship at the centre.

Q: "How does the revenue share actually work?"

"It’s tiered and lifetime. The percentage applies to the client’s Budgetly subscription for as long as they stay on the platform, with a range of 10% to 30% based on how many active clients you have referred. No first-year-only mechanics, no clawbacks, no caps. Paid monthly in arrears."

Q: "Can I pass the share to my client as a discount instead?"

"Yes. For each referred client you choose whether to keep the percentage as practice revenue or pass the equivalent percentage through as an ongoing discount on the client’s subscription. Same value, two paths. You can change the choice for future months on thirty days’ notice."

Q: "What's the cost to my company?"

"Nothing. The program is free to join. You get a free Budgetly account for your company, free onboarding and training for every client you refer, and 3 complimentary Accounting Engineer hours per new client. The cost of running the program sits with us."

Q: "Will my clients be well looked after?"

"That’s the entire design point. Free, unlimited onboarding. Free, unlimited training. Australian-based support. Most teams are live within one business day. 92% of customers rate their onboarding satisfactory or above. We earn the right to be in your recommendation by delivering an experience that makes you look good."

Q: "How is the partnership tracked?"

"You refer a client through the referral form. We apply the discount to your client in our billing system and track the referral in our CRM. Once accepted into the program you have a named partnerships contact who handles tracking, statements, and payments."

Q: "What happens if a client cancels?"

"Revenue share simply stops at the cancellation date. No clawbacks for prior months. Refunds we issue to clients are absorbed by Budgetly, not deducted from your share."

Q: "What about my existing clients who already use Budgetly?"

"Existing clients can’t be retrospectively claimed. The program applies to new clients you refer after acceptance. Talk to the partnerships team about how to bring existing relationships into the partner program structure going forward."

Q: "Where can I read the full program terms?"

"The full program terms, including obligations, eligibility, payment timing, and tier mechanics, are set out in the Partner Program Terms and Conditions."

Recommend Budgetly and we run the delivery. Free, unlimited setup and training for every referred client. Australian support that respects the relationship you've built.

Apply to become a partner Refer a client

Already a partner? Access your resources →

Free, unlimited training for every client
3 free Accounting Engineer hours per client
Free Budgetly account for your company
Lifetime revenue share or client discount

Australian accountant reviewing client books with a colleague

Australia's favourite.

99% of businesses stick with Budgetly.

Why partners recommend Budgetly

Be the adviser, not the data cleaner.

Most engagements still start the same way. Messy data. Missing receipts. A BAS deadline that's already too close. Budgetly fixes that upstream so the cleanup is already done by the time the data reaches your desk.

The old way

Receipts arrive in a shoebox, weeks after the spend
Transactions land uncoded in the bank feed
GST has to be reconstructed line by line at BAS time
Bills, reimbursements, and cards live in three different places
Hours of cleanup before you can advise on a single number

With Budgetly

Receipts captured at the merchant, attached to the transaction
Transactions arrive coded with 95%+ accuracy
GST extracted line by line, audit-ready always
Cards, bills, and reimbursements in one workflow
BAS prep becomes a quick review, not a reconstruction

You bring the relationship. We do the heavy lifting. Setup, onboarding, training, and ongoing support are on us, at no cost to you or your client. That’s how we earn the right to be in the recommendation.

What makes the program different

Built around the standard our customers expect.

Service-led delivery is what Budgetly is known for. Every part of the partner program is designed around it.

We do the heavy lifting

Setup, onboarding, training, and ongoing support are on us, at no cost to you or your client.

Personalised onboarding for every referred client
Free, unlimited training for every team member
Australian-based support every business day
Most clients live within one business day

We respect your relationship

Your client trusts you. We don’t compete with that. We work to your timing, your tools, and your standards.

Read-only accountant role on every client
Switch between client books in two clicks
Direct line to a named partnerships contact
Native sync with Xero, MYOB, QuickBooks, NetSuite, SAP

We earn the recommendation

Your clients see the difference in the first week. You see it at BAS time. Every recommendation makes you look good.

Receipts captured at the merchant, not chased later
AI-powered coding with 95%+ accuracy from day one
GST extracted line by line, audit-ready always
92% of customers rate onboarding satisfactory or above

From application to first payment

How the program works

Sales-led, not self-serve. We start with a conversation so we can tailor the program to your company and clients.

Apply
Submit the application form and our partnerships team reaches out within one business day to walk you through the program.
Get set up
Once accepted, we activate your free Budgetly company account, set you up to start referring clients, and brief you on positioning and integration.
You introduce, we deliver
Refer a client and we take it from there. Demo, onboarding, training, and ongoing support are all on us. Your client gets a service experience that reflects well on you, and you stay informed without doing the work.
You earn or your client saves
From the moment your client is paying, you start receiving the share, or your client starts seeing the discount. Lifetime, no clawbacks.

The numbers behind the recommendation

Real outcomes Australian companies see when they recommend Budgetly to clients.

85%

BAS prep time saved From hours per client to a quick review when data arrives coded and matched.

1 day

Customer onboarding Most teams are live within a business day. No long implementation.

92%

Onboarding satisfaction Of customers rate their Budgetly onboarding satisfactory or above.

99%

Customer retention Australian businesses keep Budgetly year on year.

4.9/5

Xero App Store rating From verified Australian accountants and bookkeepers.

100%

Australian support Onboarding, training, and ongoing support delivered locally, every business day.

Commercials

On every active client, you have a choice.

Active partners earn a 10% to 30% lifetime revenue share on every client they refer. The percentage applies for as long as the client stays on Budgetly. You decide what to do with it, per client.

Keep it as practice revenue

A recurring revenue line for the company, paid monthly. Treat it like any other partner income.

Paid monthly in arrears in Australian dollars
No first-year mechanics, no clawbacks
Recurring share, not a one-off referral fee

Or pass it through to the client

Convert the same percentage into an ongoing discount on the client’s Budgetly subscription. A direct benefit you give them.

Same percentage, applied to the client's plan
A real benefit to hand the client on day one
Switch path per client, anytime

Same value, two paths. Tier mechanics and details are in the Partner Program Terms and Conditions.

Our clients arrive at BAS time with clean, coded data and matched receipts. What used to be hours of cleanup per client is now a quick review. The partner share is real recurring revenue on top of that.
Pilot partner Practice partner, Australian accounting company

Awards and recognition

Software Advice Best Customer Support 2026

Software Advice Best Customer Support 2025

Frequently asked questions

How does the revenue share actually work?

It’s tiered and lifetime. The percentage applies to the client’s Budgetly subscription for as long as they stay on the platform, with a range of 10% to 30% based on how many active clients you have referred. No first-year-only mechanics, no clawbacks, no caps. Paid monthly in arrears.

Can I pass the share to my client as a discount instead?

Yes. For each referred client you choose whether to keep the percentage as practice revenue or pass the equivalent percentage through as an ongoing discount on the client’s subscription. Same value, two paths. You can change the choice for future months on thirty days’ notice.

What's the cost to my company?

Nothing. The program is free to join. You get a free Budgetly account for your company, free onboarding and training for every client you refer, and 3 complimentary Accounting Engineer hours per new client. The cost of running the program sits with us.

Will my clients be well looked after?

That’s the entire design point. Free, unlimited onboarding. Free, unlimited training. Australian-based support. Most teams are live within one business day. 92% of customers rate their onboarding satisfactory or above. We earn the right to be in your recommendation by delivering an experience that makes you look good.

How is the partnership tracked?

You refer a client through the referral form. We apply the discount to your client in our billing system and track the referral in our CRM. Once accepted into the program you have a named partnerships contact who handles tracking, statements, and payments.

What happens if a client cancels?

Revenue share simply stops at the cancellation date. No clawbacks for prior months. Refunds we issue to clients are absorbed by Budgetly, not deducted from your share.

What about my existing clients who already use Budgetly?

Existing clients can’t be retrospectively claimed. The program applies to new clients you refer after acceptance. Talk to the partnerships team about how to bring existing relationships into the partner program structure going forward.

Where can I read the full program terms?

The full program terms, including obligations, eligibility, payment timing, and tier mechanics, are set out in the Partner Program Terms and Conditions.

Become a partner

Apply to join the Budgetly Partner Program

Sign-up is sales-led. Submit the form and our partnerships team will be in touch within one business day.

Free Budgetly account for your company during the program
Free, unlimited setup and training for every referred client
Direct line to a named partnerships contact
Co-brandable assets and partner directory listing
Lifetime revenue share or pass-through client discount

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