“Wonderful experience with Help and Support - the focus is very much on the customer!”
Antoni.M, General Manager
Overview
Lead Your Life is a prominent Sydney-based NDIS provider, dedicated to empowering individuals with disabilities. Established in 2018, the organisation is led by experienced professionals in the Disability sector across a range of different person-centred, service-oriented roles.
Before implementing Budgetly, Lead Your Life experienced numerous challenges with manual, inefficient processes.
Challenges-
Bottleneck inefficiencies: The time-consuming manual expense management processes created a bottleneck, as one person was solely responsible for reconciliation. This not only resulted in spending limitations but also restricted the services that could be provided.
-
Business scalability: Another impact felt on the bottle neck of the Director having the only spending card was that building growth plans for the business was difficult. All businesses want to grow but without time saving, admin reducing tools in place, this creates headaches.
-
Difficulty in issuing cards: The business was interested in obtaining more spending cards but opening multiple bank accounts to obtain multiple spending cards for multiple cardholders was cumbersome. The implementation of Fuel cards was attempted to try and help but then the business experienced an increase in other admin such as chasing receipts and ensuring funds were available.
-
Chasing receipts and manual data entry: This is why the fuel cards were also inefficient. Tracking receipts was difficult and entering the transaction data into Xero created more admin time needed by the management team.
Results
1. No more bottlenecks for spending!
Cards can be issued to whoever needs them with 4 clicks. Money on the cards can be topped up or reduced by the click of a button and the change is instant. We now have staff accountability for spending but also very powerful control on that spending.
“Budgetly has been set and forget. Budgetly has enabled us to become a more sophisticated business”
Antoni Mitchell, Director
2. Scalable growth plans
Now, as we plan to grow the business, we don’t have to factor in any additional admin associated with staff purchases. The more we grow, the more efficiencies we are seeing!
“The NDIS is heavily regulated (and should be). Budgetly makes it easy to grow and stay compliant with our business expenses.”
Antoni Mitchell, Director
3. One click Xero integration
No more time wasted manually chasing receipts, manually entering data into Xero and then going through our reconciliation process. The integration into Xero is seamless.
“On average, we save two hours per day.”
Antoni Mitchell, Director
2. 10/10 support!
Every Budgetly customer has unlimited free telephone support, 1 to 1 screen share video training email support and live chat support.
“Customer service is fantastic. Always available and happy to help in any way possible!”
Antoni Mitchell, Director
How Lead Your Life saved two hours every day by using Budgetly
Budgetly prepaid corporate debit cards are available in physical and digital formats, with virtual cards available instantly upon application. Staff can add Budgetly’s virtual cards to their mobile wallets and use them immediately in any location.
With Budgetly’s preloaded cards, Lead Your Life's staff can transact, capture their receipts using a smartphone, and upload them to the app. In addition, Budgetly’s expense management software automatically records transaction details such as vendor names and transaction amounts.
Example of transactions and adding receipts in the Budgetly app
Staff can add notes and assign categories to transactions for easy filtering and viewing based on project or location.
Example of the Budgetly’s transactions view in the app
Finance teams can set card budgets and spending limits to avoid overspending, with automated fortnightly resets or roll-overs.
Example of the Budgetly’s budgeting view
Requesting and approving money top-ups is easy on the Budgetly app, giving finance teams more control over company budgets. Staff transactions can be viewed on the software, providing administrators with greater oversight.
Example of Budgetly’s transaction view
Budgetly offers additional expense management functionalities: |
Issue unlimited Visa debit cards instantly
|
|
Flag unnecessary transactions in real-time
|
Eliminate lost receipts & receipt-chasing |
|
Automatically reconcile transactions
|
Sync all transactions with Xero |
|
Fast transaction reports for audits |
Cancel or freeze cards in one-click |
For more information on Budgetly and how we work for businesses, schedule a demo with us today, or watch a 10-minute recorded demo.
About Lead Your Life
Lead Your Life has a passion for and dedication to supporting people with disability to lead their lives which is reflected throughout their entire organisation – including their name.
Lead Your Life was founded in 2018 and is headed by a group of professionals whose experience in the Disability sector span over 15 years in a myriad of different person-centred, service-oriented roles.
Their executive team have attained qualifications in disability and community services, business management, and psychology. Needless to say, they have a demonstrated understanding of the complex needs of people living with disability and can support participants of the NDIS to get the most out of your NDIS plan.
About Budgetly
Budgetly is an Australian prepaid corporate card and expense management software provider. We’re committed to making expense management easy for all companies and improving their expense processes. Our service is adopted by many NDIS providers, aged care providers, charities, and businesses across Australia.