Case Studies
Delighted Budgetly customers share their simplified business expense management successes!.
“Expense management used to be a constant stress—now with Budgetly it’s no longer even a thought.”
Ashley Sexton, Payroll & Accounts Manager
Overview
BB Disability & Health Services is a growing disability service provider supporting individuals across New South Wales. With a team of 150 employees and multiple supported accommodation homes, their finance and payroll team needed a better way to manage everyday expenses—especially groceries and incidentals. Relying on petty cash and monthly invoices from large retailers made it difficult to control spending, gain visibility, or stay within budget.
Challenges
- Overspending on groceries, with no access to in-store specials when ordering online.
- Petty cash mismanagement, where funds were withdrawn without approval or tracking.
- No savings from bulk ordering, leading to consistently higher monthly bills.
- Time-consuming admin, with expense oversight becoming a weekly burden for the finance team.
The Solution
"Budgetly made perfect sense—it removed the need for petty cash and gave our houses full visibility and control."
Budgetly was introduced by the new Operations Manager as a smarter alternative to petty cash and online grocery accounts. With each house now having its own Budgetly card, staff can shop in-store and take advantage of discounts while staying within set budgets. The mobile app allows users to upload receipts on the spot and track purchases, while the finance team gets instant visibility into spending. Expense management is now decentralised and more accurate—giving individual houses control, and the finance team peace of mind.
The Result
1. 10+ hours saved per week in finance admin
Chasing receipts and manually managing petty cash are no longer part of the finance team’s weekly workload.
“Expense management used to be a full-time thought—now it’s completely off our radar."
— Ashley Sexton, Payroll & Accounts Manager
2. Reduced overspending and better in-store savings
Switching from online ordering to in-store purchases has helped houses stick to budgets and access specials.
“We’re no longer over budget every month—staff are buying smarter and staying within limits.”
— Ashley Sexton, Payroll & Accounts Manager
3. Improved spending accountability
Each team now has greater responsibility over their spending, supported by real-time tracking and approvals.
“Staff know what they can spend, and we can see everything in the app—no more surprises.”
— Ashley Sexton, Payroll & Accounts Manager
4. Easy and supportive onboarding
Setting up new teams and cards is fast and visible, allowing operations to expand without extra admin.
“Implementing Budgetly for new houses is seamless—it’s visual and ready to go instantly.”
— Ashley Sexton, Payroll & Accounts Manager
For BB Disability & Health Services, Budgetly has delivered more than just operational ease—it’s created significant time savings, reduced overspending, and shifted financial accountability to the teams on the ground. What used to be a weekly burden is now a simple, automated process supported by real-time insights and user-friendly tools.
Ashley says: "Without a doubt, I’d recommend Budgetly. The communication is awesome, and the system just works.”
For more information on Budgetly and how we work for the NDIS industry, schedule a demo with us today, or watch a 10-minute recorded demo.
