Overview
BB Disability & Health replaced a patchwork spend process, a shared Woolworths online account, plus credit cards and petty cash, with Budgetly’s all-in-one spend management. The result: less time chasing receipts, easier day-to-day control, and a finance process that can keep up with a 150-person organisation.
Challenges
Before Budgetly, expenses were managed across multiple channels:
- Shared Woolworths online account used by the team
- Credit card + petty cash for management expenses
That setup created the biggest (and most expensive) problem: staying on top of receipts.
- Receipt chasing was constant: Making sure receipts were submitted and matched was time consuming.
- High mental load: Someone had to stay on top of everything all the time.
What was at stake
When receipts aren’t captured reliably, the cost shows up in hours.
- Time cost: The hours spent chasing receipts and reconciling spend added up, and that time cost money.
- Harder governance at scale: With a larger workforce, manual follow-ups become harder to sustain.
Why Budgetly
Budgetly came recommended internally, employees had used it at a previous company.
BB Disability & Health chose Budgetly because:
- It’s easy to use
- It keeps everything in one place
The solution
With Budgetly, BB Disability & Health moved to a clearer, more controlled spend process.
Budgetly helped the team:
- Keep spend and receipts together in one system
- Reduce the time spent following up missing receipts
- Maintain stronger day-to-day oversight without constant manual checking
Results
1. “Lots of time” saved on receipt chasing
The biggest win was reclaiming time previously spent on follow-ups and staying on top of receipts.
2. Less admin and less mental load
With everything in one place, managing expenses is simpler, especially as the organisation scales.
3. Support that stands out
“The account manager (Mark) is absolutely fantastic.”
Would they recommend Budgetly?
Yes.
“Yes, definitely.”
Company snapshot
- Employees: 150
- Industry: NDIS
