Getting Started
Set up your Budgetly account, complete compliance, add a bank account, and get your team onboarded.
Setup
Get your Budgetly account up and running — choose a plan, open your Spend Account, and complete the setup wizard.
- 6 steps to set up your Budgetly account
- How to get started with Budgetly
- How to open your Spend Account
- How to choose a plan and complete checkout
- How to add a second business to your account
Sign up and compliance
Understand the compliance process, verify your identity, and complete the documents needed to activate your account.
- 6 things to know about signing up for Budgetly
- Step-by-step onboarding guide
- What is an Authorised Signatory?
- What is a Letter of Authority and why is it required?
- Understanding our account approval process
Banking
Add and verify your business bank account, then deposit funds using PayID or bank transfer.
- 3 steps to fund your Budgetly account
- How to add and verify a bank account
- How to deposit funds into Budgetly