If you've just downloaded the Bujeti mobile app, you might be wondering: "Do I still need the web dashboard?"
Yes. But not for the same things.
The mobile app and web dashboard work together. They're not duplicates; each is designed for different moments. If you understand when to use each one, your team moves faster, approvals don't stall, and finance doesn't become a bottleneck.
The Core Difference
The web dashboard is where you build your financial structure.
The mobile app is where you use that structure in real time.
Think of it this way:
Web = Configuration (Create budgets, set up workflows, add team members)
Mobile = Execution (Approve requests, make payments, track spending)
You don't choose one over the other. You switch depending on what the moment requires.
Simple rule:
If it's urgent and action-based → Use mobile
If it's structural and setup-based → Use web
When to Use the Mobile App
Use the mobile app when you need to act immediately.
The mobile app is designed for speed, responsiveness, and quick decision-making. No delays. No waiting to get back to your desk.
Use mobile when you need to:
Approve and pay:
Approve fund requests in seconds
Make vendor or employee payments on the go
Process urgent requests even when you're in meetings
Track and monitor:
Check budget balances in real time
Review recent transactions
See spending across teams or projects
Request and capture:
Request funds from a budget or account
Submit reimbursement requests with receipt photos
Snap and attach receipts immediately after purchase
Respond quickly:
Handle time-sensitive approvals
Authorise emergency payments
Give your team instant answers
When to Use the Web Dashboard
Use web when you need to set things up properly.
The web dashboard is built for configuration, structure, and strategic financial management. These tasks require a bigger screen, focused attention, and deliberate setup.
Use web when you need to:
Create and configure:
Create new budgets and define spending limits
Set up approval workflows
Configure company settings and permissions
Manage people and vendors:
Add team members and assign roles
Create vendors or customers
Manage user permissions
Connect and integrate:
Link external bank accounts
Connect integrations (QuickBooks, Slack, Zoho, etc.)
Set up payment automation
Analyse and report:
Generate detailed financial reports
Export data for accounting
Run analytics across multiple periods
Process at scale:
Process batch payments
Bulk approve multiple requests
Upload CSV files for mass transactions
Why Some Features Are Web-Only
This is intentional design, not a limitation.
Mobile is optimised for:
Speed
Immediate action
On-the-go responsiveness
Web is optimised for:
System structure
Governance and compliance
Administrative control
Strategic financial planning
Trying to configure complex workflows on a phone would increase errors and slow you down. Bujeti separates execution from configuration to reduce risk and improve speed.
How They Work Together
Everything syncs instantly between mobile and web. There's no manual syncing. No duplication. No reconciliation gaps.
If you:
Approve on mobile → Web updates immediately
Make a payment on mobile → Finance sees it instantly
Attach a receipt on mobile → It's available on the web immediately
Create a budget on the web → It appears on mobile right away
They operate as one system.
A Practical Workflow Example
Here's how a typical business uses both platforms together:
Finance creates budgets on the web (structured setup)
Managers approve requests on mobile (quick action)
Employees make payments on mobile (on-the-go execution)
Receipts are captured instantly (mobile efficiency)
Finance reviews reports on the web (detailed analysis)
That's how the system is designed to function.
Who Can Use the Mobile App?
Important: The mobile app is only for existing Bujeti web users.
If you cannot log in to dashboard.bujeti.com, you cannot log in to the mobile app.
Don't have access yet?
Ask your company admin to add you as a team member first. Once you have web access, you can download and use the mobile app.
The mobile app does not create standalone accounts—it extends your existing web access.
Quick Reference
Use Mobile For | Use the Web For |
Approve fund requests and payments | Create new budgets |
Make payments to vendors | Process batch payments |
Request funds | Create a new vendor or customer |
Capture and attach receipts | Create new accounts, subaccounts, or link an external account |
Monitor budgets | Add team members |
View accounts | Request reimbursement |
View your cards | Create invoices |
| Create approval workflow |
| Generate detailed reports |
| Change company settings |
| Manage roles and permissions |
| Configure integrations |
Need help? Our support team is here for you. Chat with us directly in the app or email [email protected]
