This guide walks you through the complete Budgetly onboarding process, from sign-up to your first transaction.
Step 1 — Sign up
- Visit the Budgetly sign-up page.
- Enter your business email, first name, last name, and mobile number.
- Click Sign up your business.
- Check your inbox for a verification email and click the link to verify your email address.
Step 2 — Accept terms
- Log in to Budgetly.
- Review and accept the terms and conditions.
Step 3 — Business details
- Select your business entity type (company, sole trader, trust, association, etc.).
- Enter your business details — company name, ABN/ACN, industry.
- Enter your registered business address.
Step 4 — Authorised signatory
- Enter the signatory’s personal details — name, date of birth, role.
- Provide identification documents as required for compliance verification.
- Enter the signatory’s residential address.
Important: The authorised signatory must be a director, partner, or authorised representative of the business. See What is an Authorised Signatory? for details.
Step 5 — Compliance verification
Budgetly verifies your business and signatory details. This process is known as KYC (Know Your Customer) and KYB (Know Your Business).
- Verification may take a few business days.
- You may receive a Request for Information (RFI) if additional documents are needed.
- See Understanding our account approval process for details.
Step 6 — Choose a plan and start
Once verified, choose your plan and follow the setup wizard to invite users, create budgets, issue cards, and deposit funds.