# Budgetly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Budgetly the right Expense Report solution for you? Explore 137 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/255448/Budgetly/reviews --- Budgetly 4.9 (137) [View alternatives](https://www.capterra.com/p/255448/Budgetly/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 28th, 2026 # Reviews of Budgetly Ease of use 4.9 Customer Service 4.9 ## Pros and Cons in Reviews RL Robyn L Financial ControllerLeisure, Travel & Tourism, 2 - 10 employeesUsed the software for: 1-2 years. “Each brand now has their own card/budget, which has made it really easy for the marketing teams to deal with their own accounts.“ April 21, 2026 JL Jane L AccountsConstruction, 11 - 50 employeesUsed the software for: 6-12 months. “The reporting and transaction searching functions are limited, making it a challenge to populate some data.“ August 28, 2025 AK Andrew K Business ManagerEducation Management, 51 - 200 employeesUsed the software for: 1-2 years. “A lot easier for staff to quickly categorise transactions and do receipts helps us hold them accountable.“ August 22, 2025 CO Chris O CEOIndividual & Family Services, 51 - 200 employeesUsed the software for: Less than 6 months. “This was a nightmare when trying to manage who was spending what and constantly having to track receipts for cash transactions.“ June 24, 2025 NO Nick O OwnerPhotography, Self-employedUsed the software for: 6-12 months. “Budgetly makes it so easy to manage what I'm spending and allocate funds to make sure I know what I'm spending money on.“ July 28, 2025 AK Andrew K Business ManagerEducation Management, 51 - 200 employeesUsed the software for: 1-2 years. “I had a transaction decline so tried again straight away, but didn't realise there weren't enough money in the budget I was spending from.“ August 22, 2025 JL Jane L AccountsConstruction, 11 - 50 employeesUsed the software for: 6-12 months. “Budgetly is a convenient and easy way to give your employees power to purchase consumables and materials from the suppliers“ August 28, 2025 GH Grace H Pipe and Cable locatingConstruction, 2 - 10 employeesUsed the software for: Less than 6 months. “Costs are always a con.“ August 22, 2025 ## Showing most helpful reviews Showing 1-25 of 137 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LB Lizzie B. CMO Marketing and Advertising Used the software for: 1-2 years ### "The best spend management software" August 22, 2025 5.0 From the initial sales demo to educating us on the platform, to onboarding and account management - the entire journey was seamless and friendly. Pros The ease of use and how much time its saved my department in end of month reconciliations. The AI features are really helping to automate tasks. Cons There is noting I do not like about Budgetly at all. It has saved me so much time and resources. I love everything about it. Switched from [Brex](https://www.capterra.com/p/182054/Brex/) I moved companies and new there was a better platform than Brex Review Source TB Tim B. CFO Information Technology and Services Used the software for: 6-12 months ### "Great employee card management platform " August 28, 2025 4.0 To date i have had a great experience with Budgetly, the product and platform works well and the team has been supportive on fixing any issues with future upgrades and development. Pros The product has made it far easier and more scalable to manage personnel expenses, especially with temporary cards, limit changes and a combined pool to manage between the team allowing swift access when needed opposed to waiting for bank transfers. Cons I would like the app to have more of the administrator features of the web portal, allowing for greater flexibility with requests on the go. Alternatives considered [BILL Spend & Expense](https://www.capterra.com/p/166905/Divvy/)[Expensify](https://www.capterra.com/p/97594/Expensify/) Reason for choosing Budgetly Ease of use, set up, cost and structure that met the corporate need Review Source RL Robyn L. Financial Controller Leisure, Travel & Tourism Used the software for: 1-2 years ### "Budgetly's great" April 21, 2026 5.0 10/10 - The support we’ve had has been terrific. We haven’t needed a lot of it, but Budgetly’s always very responsive when we do. Budgetly has saved at least a full day’s work every month across the teams. Pros We use this account specifically to manage all of our digital marketing (Google, Facebook etc). We have multiple brands and previously managed all of these separate brands/accounts with a shared credit card which was a nightmare to try and reconcile every month. Each brand now has their own card/budget, which has made it really easy for the marketing teams to deal with their own accounts. Cons We currently don't have access to GST automation. I wish this were included in all plans, not just the Premium plan. Review Source DB Dan B. Operations - General Manager Machinery Used the software for: 6-12 months ### "Prepaid Card - Easy to Use and Good Functionality." March 22, 2024 3.0 Very good still think it's a great option for Small to Mediums Pros The App and the live receipt Capture, the website is really good Cons The Security - Had unauthorized and the recovery and dispute is lengthly. Review Source BS Brad S. Chief Strategy Officer Health, Wellness and Fitness Used the software for: 1-2 years ### "Saves time which saves us money" March 30, 2026 5.0 Solved our problems that we had prior to implementing. Our bookkeeper saves Almost 5 hours every week Pros The direct sync to Xero and the control and visibility are really helpful. Not missing transactions each month is a positive Cons Would like GST extraction on all plans. Currently it is only on the premium plan and we would like to see it on essentials as well Review Source KK Kevin K. Director Media Production Used the software for: 1-2 years ### "Loving no more overspending" July 18, 2025 5.0 positive. Training is all free. Phone support is all free but it's easy to use and figure out. I can bulk action literally anything in the new transaction interface. Literally saves me hours on a Friday afternoon. Pros I don't have to chase receipts anymore. I can issue cards in about 10 seconds. I can foward 20 bills from my email and it auto extracts and pays them. My contractors can only spend money when i say they should be able to. The benefits are endless. Cons I want more AI and they're building more and more by the day. Their bookkeeper agent sounds like a huge step into the future. Alternatives considered [Weel](https://www.capterra.com/p/239674/Weel/)[Airwallex](https://www.capterra.com/p/218771/Airwallex/) Reason for choosing Budgetly Weel was expensive and the buying process seemed to be more difficult than it should have been. Airwallex never even got back to me. Review Source CH Christopher H. Director Hospital & Health Care Used the software for: 6-12 months ### "Budgetly. We'd still be chasing receipts without it" July 6, 2025 5.0 Support has been 10/10. You can tell they put a lot of emphasis on it as they proactively call you before issues become issues. We also have more security now with our spend. Pros It's saved us a lot of time. Money is now being spent where and when it is meant to be spent. It's all tracked automatically for us now. Cons Nothing comes to mind. It's working well for us so far. The info was easy to find before making a decision to go with budgetly Alternatives considered [Weel](https://www.capterra.com/p/239674/Weel/) Reason for choosing Budgetly Budgetly was forthcoming with all the info we needed. Questions were answered during the research phase. Other products felt more like a "sign up first - get answers later" Review Source CH Cherise H. Excellent onboarding and support. Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "We can finally see spending in real time, and that’s been a game-changer" August 24, 2025 5.0 With individual cards and a mobile app that captures receipts on the spot, the accounts team now gets full visibility into every transaction. Budgetly has reduced our previous multi step process into this one clean workflow. Pros Tracking and visibility was a huge priority and Budgetly gave us exactly what we needed. Time savings are huge, receipt collection is no longer a weekly stress Cons Not much. The support has been really helpful so we don't really have to figure it out on our own. It would be even more useful if we had more BAS automation. Alternatives considered [Weel](https://www.capterra.com/p/239674/Weel/) Reason for choosing Budgetly Buying process was much easier and felt more natural Review Source LW Lauren W. Finance manager Hospital & Health Care Used the software for: 1-2 years ### "User friendly and easy to manage " March 28, 2026 5.0 Pros It’s very user friendly. It’s easy to track and manage business funds and the support is helpful and fast. Cons Nothing really at this point. The support is good but it seems to have been longer to wait lately because of replacing cards but overall not bad. Review Source CG Cecilia G. Senior Pastor Religious Institutions Used the software for: Less than 6 months ### "Budgetly Review" April 21, 2026 5.0 Overall, it’s a great tool for keeping business expenses organised and under control. It integrates well with accounting systems like Xero. Pros Budgetly is a very easy and practical platform for managing staff expenses and budgets. It makes tracking spending simple and allows you to upload receipts quickly. Cons We haven't found anything that we don't like so far. It's been a big improvement on what we've done in the past. Review Source ST Stanley T. Finance Manager Individual & Family Services Used the software for: 6-12 months ### "Recommend Budgetly without hesitation" September 14, 2023 5.0 90% of our issues prior to Budgetly have been solved. Our biggest challenge was issuing cards, lack of live visibility and missing transaction receipts. Being a small business, it resulted in huge impacts with extra staff workload when delays occurred. Budgetly's sorted all of this. Pros Budgetly is easy to use and easy to upload receipts. Working with both Apple and Android was important to us. Price was very competitive. Budgetly provides the ability to code transactions, capture receipts and provides visibility on the go as well as greater flexibility with the card issuing to users. Virtual cards are instant and can be issued without delay or having to deal with a bank. Cons Would be good if the GST extraction was available on all plans. Reason for choosing Budgetly Budgetly was user-friendly which meant staff had no issues transitioning to it Switched from [Weel](https://www.capterra.com/p/239674/Weel/) The Apple app was fine, however the Android version was not very user-friendly. Review Source NG Nidhi G. Finance Manager Individual & Family Services Used the software for: 6-12 months ### "Saved at least 6 hours a week" September 14, 2023 5.0 It’s saved a lot of time, it’s an easier process, we have far more flexibility and our staff love it. 10/10 customer service, too. Pros Budgetly’s saved us at least 5-6 hours a week as we’re no longer chasing invoices/receipts or doing unnecessary admin. Everything’s now real-time, we get instant money requests etc. The accessibility and flexibility is amazing. Cons Would love to be able to split transactions across categories/tags. Reason for choosing Budgetly I used to work for another company that was using Budgetly. Knowing what it was capable of, I knew it would make things a lot easier. Switched from [Dext](https://www.capterra.com/p/160189/Dext/) Prior to Budgetly, we were using ANZ credit cards and Dext. There was a set amount that we could top up per month and once we hit that, there was no flexibility about adding more. Review Source RR Rocco R. Accounts Officer Individual & Family Services Used the software for: 2+ years ### "So much easier now" February 6, 2024 5.0 10/10! We’ve had no issues with Budgetly, the support team has been great. Pros Having Budgetly means we can give a virtual card to a staff member immediately and no longer have to wait for money to load onto the cards we were using previously. Cons It would be good to be able to have different levels of access for managers etc. Alternatives considered [Weel](https://www.capterra.com/p/239674/Weel/) Reason for choosing Budgetly better pricing and great support whenever we need it. Review Source YK Yohan K. CFO Individual & Family Services Used the software for: 6-12 months ### "Loving it" November 27, 2023 5.0 Budgetly's been great. 10/10 customer service/support. Pros The ability to issue both physical and virtual cards was a massive deal for us. Being able to upload receipts directly into Budgetly has also been amazing as it’s easier to reconcile our transactions. Cons Looking forward to being able to use SSO to log in. Switched from [Weel](https://www.capterra.com/p/239674/Weel/) We initially had cards with CBA however it was difficult to collect receipts and spending was out of control. We went to Weel for a while, however had some issues with the digital cards not working properly. Budgetly solved this with the ability to issue physical cards. Review Source RD Ryan D. Director Individual & Family Services Used the software for: 6-12 months ### "Budgetly Review" September 29, 2022 5.0 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. Pros User-friendly platform with functionality that allows us to create what we need in existing systems. Cons Creating budgets/cards/users can get a little confusing when working out the requirements between them all Switched from [Airwallex](https://www.capterra.com/p/218771/Airwallex/) Limited functionality, Budgetly provides far more flexibility to the point that we can enter what we want on our cards etc. Review Source Response from budgetly October 4, 2022 Thank you for your review Ryan, we are so glad that Budgetly is proving useful and saving you time and money as that's what we aim to do. MF Myste F. Business Support Unit Manager Environmental Services Used the software for: Less than 6 months ### "Saving so much time" August 22, 2025 5.0 10/10 - I only had a couple of questions when we first got up and running. Shan in Onboarding would come back to me very quickly with personlised videos. It was so much easier seeing him do the thing and follow along. Pros 95% of our transactions are project-related, so without receipts, we couldn’t charge to the correct project/client. We can now easily see who hasn’t uploaded receipts by quickly filtering by employee, screenshot and send it out straight away. Budgetly’s saved me 10 hours per month alone, let alone what it’s saved the rest of the team! Cons I’d love a box next to a transaction to easily see if a transaction has already been synced to Xero. Review Source GH Grace H. Pipe and Cable locating Construction Used the software for: Less than 6 months ### "Recommendable software" August 22, 2025 5.0 Good experience for all admin and staff in field using the app. I would recommend this product to other businesses. Pros Easy to use. convenient for all staff members. Easily modified. Great to stop having to reimburse employees Cons It's technology, so staff members still take time to learn using it properly. Costs are always a con. Review Source WW Wendy W. Accounts Hospital & Health Care Used the software for: 1-2 years ### "We recommend Budgetly" February 17, 2025 5.0 Our accounts office loves how much time Budgetly has saved her. One demo was all it took to see the benefits. The customer service is amazing. Pros Solved our biggest headache of chasing receipts. Cons The low balance email. Would be good to customise it Review Source NR Nowfal R. Head of Accounts Individual & Family Services Used the software for: 6-12 months ### "An all in one solution that saves us so much time!" February 4, 2025 5.0 Service and support is fantastic, integrates with Xero and saves us a lot of time. Pros Clean and Tidy Software that has solved a lot of our staff reimbursement issues. Cons The ability to deposit money via a direct debit would make the process fully automated. This is a feature they are currently developing. Review Source YL Yvonne L. Finance Manager Construction Used the software for: Less than 6 months ### "Bill Payments solves a lot of our problems" January 23, 2025 5.0 Fantastic. Simple, easy to use software with an excellent support team that are always happy to help. Pros Bill Payments has solved all our problems. All of our rent and materials now go through Budgetly and it is quick and simple. Cons Half annual billing would be nice but paying annually at least saves us some money. Review Source FS Fatefehi S. Administration Religious Institutions Used the software for: 2+ years ### "No more petty cash or cheque books " September 30, 2024 5.0 Positive. If there is a problem I can always talk to someone Pros Customer service is 9/10. We’ve saved a lot of time Cons Lack of direct debits without using a card. Review Source NS Nicky S. Finance Manager Environmental Services Used the software for: Less than 6 months ### "Flexible debit card management through Budgetly" March 14, 2023 5.0 We were looking for mulitple debit cards for our business units. Budgetly offered an easy way to set this up and despite the increase in debit cards within our organisation, general overview of debit card expenditure is now even better and easier to maintain than previously through our bank. Business units are now responsible for uploading receipts and it is easy for administrators to view where the missing receipts are and to remind units to upload them.Training sessions before we commenced using Budgetly were useful as well. Plenty of time to ask questions and very responsive to our queries when we started using the debit cards. Pros Budgetly makes setting up debit cards for our business units a breeze. In a time where banks lack total customer service and make it increasingly difficult to easily establish accounts, Budgetly shows how it can be done without overburdening Finance Managers and CFOs with unnecessary from filling and by giving first class support. Cons That it not automatically integrates with MYOB Accountright. However, we were told this from the start and we understand the reasons, but still it takes precious time to transfer transactions into MYOB. Reason for choosing Budgetly Easy of use Review Source Response from budgetly March 23, 2023 Thank you for your review, Nicky! We're glad that you're getting so much value out of Budgetly. Thank you also for your feedback, which we've passed onto the Product team. GS Greg S. Director Automotive Used the software for: 1-2 years ### "Budgetly's amazing" March 21, 2023 5.0 10/10 customer service, we've loved using it. Pros 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. Cons No real cons at the moment, Budgetly does everything we need it to do. Review Source Response from budgetly March 23, 2023 Hi Greg, so glad you're saving so much time with Budgetly! We look forward to continuing to support you and your staff. RS Renee S. Relationship Manager Oil & Energy Used the software for: 1-2 years ### "Great product!" April 15, 2024 5.0 10/10 Customer Service. Whenever we need help, Budgetly is always available and very efficient. Pros Budgetly has helped us save both money and time. With significantly better spend-control, staff no longer have access to unlimited spending and we’ve seen a reduction in general spending of roughly 40-50%. Cons We've been using Budgetly with a few of our other clients and at the moment, it's doing everything we need it to do. Reason for choosing Budgetly We already had some existing clients using it and it was working really well for them. Review Source JT Jeanne T. Accounts & Administration Manager Individual & Family Services Used the software for: 6-12 months ### "Budgetly has saved us so much time!" November 15, 2022 5.0 The biggest win we've had with Budgetly is the time savings in not having to chase receipts. We've got full control over our staff's spending and Budgetly has allowed us to put some responsibility back on our staff without losing any visibility over the process. Pros If we were still chasing receipts and using normal credit cards, we’d be incredibly time-poor. We already working long days to get through our normal workload, so this has meant we can focus our time on more important things within the business. The customer service and support we've had has been 10/10 from the very beginning and hasn't stopped since. Cons It was initially a little slow getting things up and running across multiple locations, however this has eased and our staff love it. Switched from [Hubdoc](https://www.capterra.com/p/165724/Hubdoc/) Greater visibility and control Review Source Response from budgetly November 17, 2022 Thank you for your review Jeanne! We love helping you save time. We are taking on your feedback re speeding up set-up so we can get our customers started even faster. 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