Case Studies
Delighted Budgetly customers share their simplified business expense management successes!.
“Prior to Budgetly, our biggest challenge with expense management was the lack of control and planning, and the need to deal with cash.”
Greg Massam, Chief Executive Officer
Overview
Directions Disability Support Services offers relationship-based, personalised support to people with disability since 1994. They provide services throughout the Perth metropolitan area and south into the Peel region.
Prior to Budgetly, staff at Directions Disability Support Services were using a petty cash system which lacked budget control and visibility.
In turn, this presented several challenges:
Challenges
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Petty cash and reimbursement: Managing petty cash manually resulted in a lack of real-time visibility, making the process inefficient, time-consuming, and cumbersome.
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Lack of budget control: The major issue was the inability to control spending budgets, leading to an absence of real-time transaction records.
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Time consuming and high risk: The manual petty cash system was lengthy and posed a significant business risk if not addressed in the long term.
Results
1. Adios to petty cash!
The Budgetly app makes it so easy for Directions Disability Support Services staff to upload receipts, and even sends them a notification. The receipt and transaction information is instantly available for the finance team to review, which makes an audit so much easier!
“With Budgetly, the expense management process now with virtual cards means that there is a record of all transactions which is far better than a cash system.”
— Greg Massam, CEO
2. Smart spending rules within budgets
The Budgetly app makes it so easy for Directions Disability Support Services staff to upload receipts, and track information through the real-time transaction feed that is synced to Xero, at their fingertips.
“We chose to go with Budgetly due to the increased control, whilst eliminating the need of cash.”
— Greg Massam, CEO
3. Agile expense management
With Budgetly, Directions Disability Support Services can automatically reconcile transactions, eliminate lost receipts and receipt chasing and provide fast transaction reports for audit in a matter of clicks.
“With Budgetly, it’s not about just saving money - it’s about safeguarding the business.”
— Greg Massam, CEO
4. Fantastic onboarding and support!
Every Budgetly customer has unlimited free telephone support, 1 to 1 screen share video training email support and live chat support.
“We would recommend Budgetly to other businesses like ours as we have found it cost-effective. The level of support has been great and any issues that we have had in the past have been resolved quickly and effectively.”
— Greg Massam, CEO
How Directions Disability Support Services removed petty cash 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, Directions Disability Support Services 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.
Support staff can also add notes to each transaction and assign them under categories and tags set by finance teams. This allows the team to easily filter and view relevant transactions based on tours or expense categories.
Finance teams can allocate budgets for each card and set spending limits to avoid overspending. Additionally, these budgets can be automated to reset or roll over every fortnight.
Example of Budgetly’s budgeting functionalities
Requesting a money top-up is hassle-free on the app, and finance teams can approve them with a click of a button. In addition, all staff transactions can be viewed on the software, giving administrators more control over company budgets.
Example of Budgetly’s budgeting functionalities
Budgetly offers additional expense management functionalities: |
Issue unlimited Visa debit cards instantly
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Flag unnecessary transactions in real-time
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Eliminate lost receipts & receipt-chasing |
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Automatically reconcile transactions
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Sync all transactions with Xero |
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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 Directions Disability Support Services
Directions Disability Support Services offers relationship-based, personalised support to people with disability since 1994. They provide services throughout the Perth metropolitan area and south into the Peel region. Directions provides opportunities for people to participate in family and community activities of their choice that: encourage lifelong learning; lead to increased independence; promote friendships; and enable people to actively contribute to their community.
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.