Resources

Checklists, audits & templates

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Staff Induction Checklist

A staff induction checklist is a crucial document that highlights all the necessary processes and information for staff to begin work efficiently.

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NDIS Staff Induction Checklist

An NDIS employee induction checklist is a crucial document highlighting all the necessary processes and information for staff to begin work efficiently.

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Expense Process Audit

An expense process audit evaluates your company's expense management process to better understand its effectiveness, compliance, and control measures.

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Expense Policy Template

An expense policy is a written document that highlights your company's rules on paying for work-related expenses.

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Expense Tracker Template

This handy template allows you to track employee expenses as well as manage and plan business expenses through a handy categories budget planning worksheet.

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eBooks & Guides

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AI-Driven Spend Management

This guide has all you need to know about how your business can reduce expense management admin time, gain visibility into every expense and cut overspending using AI-driven strategies.

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The Ultimate Guide to Automating Expense Management

Read this eBook to learn all about how Budgetly's prepaid corporate card and expense management platform can take the pain out of expense management - for everyone involved.

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The SME's Guide to Automating Expense Management 2025

The SME's Guide to Automating Expense Management 2025

A guide for SME's finance professionals and business owners who want to start their expense management automation journey.

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Managing Charity and Non-Profit Expenses with Budgetly

This eBook has all you need to know about how Budgetly's prepaid corporate card and expense management platform works for charities and non-profits.

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Whitepapers

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Leveraging Technology to Elevate Budgeting and Spend Management

How and why your business should leverage technology to automate expense tracking and budgeting processes for 2024 and beyond.

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Smarter spend management solutions for the Construction industry

Why and how your business should leverage effective budgeting and spend management technology for 2025 and beyond.

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Webinars

School Expense Management Webinar

The Educator x Budgetly: Revolutionising School Expense Management

Discover the transformative potential of digitising school expense management, offering solutions to common problems while empowering employees and enhancing efficiency and control.

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Getting Started with Budgetly Bill Payments

Getting Started with Budgetly Bill Payments: A Step-by-Step Onboarding

Get started with Budgetly Bill Payments quickly and confidently! Whether you're just starting out or looking for a refresher, our in-house expert will guide you through every step of the onboarding process, ensuring you make the most of our seamless bill payments system.

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30min to simpler, technology driven expense management (2)

30min to simpler, technology driven expense management

Outdated expense management processes could be holding your business back—costing you valuable time, resources, and peace of mind. But there's a better way.

Watch Recording