How Eloma Care ditched bank cards and gained financial control with Budgetly

Overview

Eloma Care is a leading provider of disability care services, ensuring high-quality support under the NDIS. With over 200 employees, managing expenses efficiently is critical to maintaining compliance, optimising cash flow, and improving profitability. However, their previous system of using NAB debit cards was inefficient, time-consuming, and lacked transparency—creating challenges in tracking spending and maintaining financial control.

Challenges

Before implementing Budgetly, Eloma Care relied on a shared bank debit card with NAB. This process presented several hurdles:

• Poor cash flow visibility due to multiple debit cards with no clear tracking of transactions.
• Manual reconciliation was time-consuming, requiring receipts to be submitted immediately to match purchases.
• Uncontrolled spending risks, as cash withdrawals were allowed, making compliance and accountability difficult.
• Limited profitability insights, with no real-time view of expenses impacting financial decision-making.

The Solution

"Budgetly gave us full control over spending, improved cash flow visibility, and removed the need for manual reconciliation."

Eloma Care needed a smarter, more efficient way to manage expenses while maintaining compliance and financial oversight. After discovering Budgetly through a recommendation, a demo proved how seamlessly it could replace their outdated system. By switching to Budgetly, they gained real-time expense tracking, eliminated the risk of cash withdrawals, and reduced admin workload—leading to improved profitability and better cash flow management.

The Result

1. Enhanced cash flow management

Real-time visibility into expenses ensures funds are allocated efficiently, improving financial planning.

“We no longer have to wait for reconciliations—now we have full transparency into spending as it happens."

— Wendy Wu, Chief Financial Officer

2. Improved compliance & accountability

With digital transaction tracking and automatic receipt capture, financial reporting is now seamless.

“Budgetly ensures every dollar spent is accounted for, making compliance and reporting effortless.”

— Wendy Wu, Chief Financial Officer

3. Reduced administrative burden

Automating expense management has saved significant time for the finance team, allowing them to focus on higher-value tasks.

“Our accounts officer loves how much time it saves—it has made their job far easier and more efficient.”

— Wendy Wu, Chief Financial Officer

4. Fantastic customer support

Budgetly offers unlimited free telephone support, 1-to-1 screen share training, email support, and live chat for every customer, ensuring a smooth user experience.

“Very good - Budgetly staff always help us out and the service is fantastic.”

— Wendy Wu, Chief Financial Officer

By adopting Budgetly's solutions, Eloma Care has effectively overcome its challenges related to spending visibility, missing invoices, and time-consuming manual processes. With real-time expense tracking, automated receipt capture, and simplified bill payments, the company has improved financial oversight, reduced administrative burden, and strengthened supplier relationships—allowing them to focus on delivering high-quality masonry services with confidence.

Wendy says: "Budgetly has saved us so much time!" 

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.