Case Studies
Delighted Budgetly customers share their simplified business expense management successes!.
“Budgetly’s flexibility around budgets is amazing. We started testing with a few cards and quickly added more. Now we have multiple budgets set up for different houses, which works great.”
Vibhu Juneja, Finance Officer
Overview
Sunnyday Carers is an NDIS service provider that manages over 40 group homes to support NDIS participants.
The organisation employs more than 250 staff and previously used petty cash to manage expenses. This process was highly manual:
- Manual reporting - Finance teams needed to generate monthly reports on each group home.
- Receipt-chasing - Finance teams had to chase staff for receipts every month for reporting.
- Time-consuming reconciliation - Transactions needed to be reconciled each month manually with petty cash.
- Manual budget setting - The organisation would set budgets and distribute petty cash to each home manually.
Budgetly Solution
Sunnyday Carers requested a demo with the Budgetly team and soon began automating their expense management process with Budgetly’s prepaid corporate cards and expense management software.
With Bugetly’s real-time transaction view, the finance team can view staff transactions as they happen. Administrators can also generate monthly transaction reports with a click of a button - removing the hassle of manual reporting.
Example of Budgetly’s transaction view
For employees, transacting and keeping receipts is now easier. Using Budgetly’s app, staff can capture their receipts on a smartphone and upload them to the app. In addition, all transaction records and details, such as vendor names and transaction amounts, are automatically recorded.
Example of the Budgetly app
All transactions are automatically reconciled on the software along with their uploaded receipts. This eliminates administrative time spent chasing receipts and double-checking transaction information.
Additionally, Budgetly makes it easier to allocate separate budgets for each of the organisation’s support homes. Finance teams and administrators can now set budgets and automate them to reset or rollover every fortnight.
Example of Budgetly’s budgeting functionalities
Sunnyday Carers now save time with Budgetly’s expense management features:
- Set spending limits on staff cards
- Cancel or freeze cards with a click of a button
- Start using Budgetly’s virtual cards immediately after approval
- Instantly issue an unlimited number of visa debit cards
- Flag any unnecessary transactions with Budgetly’s real-time view
- Sync all transactions with Xero
- Generate easy and quick transaction reports for audits
Results
1. Eliminate Manual Reporting - With Budgetly, finance teams now generate reports with a click of a button, saving time during monthly reports.
“Our biggest challenge was having to report on each house manually. It was difficult and incredibly time-consuming to know how much each house was spending and on what. Now, Budgetly has saved us at least 15 hours a week, and being able to see our transactions and generate reports in real-time is brilliant.”
Vibhu Juneja, Finance Officer
2. Flexible Budgets - Sunnyday Carers now set and manage budgets for their community housing better and no longer have to manage expenses through petty cash.
“We booked a demo with Budgetly and really liked what we saw. Budgetly’s flexibility around budgets was amazing, so we started testing with a few cards and quickly added more. Now we have multiple budgets set up for different houses, which works great. Budgetly has 100% solved our initial problems - no complaints at all.”
Vibhu Juneja, Finance Officer
3. Cost Savings - Budgetly’s multiple features have enabled the NDIS service provider to save time and money in administrative hiring.
“The cost of ordering and maintaining Budetly’s cards is very reasonable. It’s hard to say how much money we’ve saved, but we’ve definitely saved money with Budgetly because we don’t have to hire an additional staff member to manage our expense management process.”
Vibhu Juneja, Finance Officer
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 Sunnyday Carers
Sunnyday Carers offers support services to people with a wide range of disabilities in New South Wales. Since 2014, the organisation has been providing day programs, group home support, in-home care and other services for participants under the NDIS program. The organisation currently operates 40 group homes supported by over 200 staff.
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.