How Marco Polo Supports gained financial control and reduced risk with Budgetly

Overview

Marco Polo Supports is a dedicated disability support service provider offering personalised care under the NDIS. With a growing team of 35 employees, the organisation ensures participants receive the highest quality support while maintaining efficient financial management. As their team expanded, managing expenses became increasingly complex, requiring a more secure and controlled solution.

Challenges

Before implementing Budgetly, Marco Polo Supports relied on a shared company credit cards. This process presented several challenges:

• Lack of spending control as company credit cards were shared among multiple employees, creating security risks.
• Limited visibility over transactions, leading to concerns about unauthorised or misplaced spending.
• Potential financial risk due to blind trust with shared cards and no clear tracking system.
• Explored alternatives like Australia Post prepaid Visa cards, but found them too restrictive and inefficient.

The Solution

"Budgetly gave us control over our funds while still allowing essential participant spending."

Marco Polo Supports needed an expense management system that allowed employees to access funds securely without the risks associated with shared cards. After considering various options, Budgetly stood out as the best fit. The ability to issue individual physical and virtual cards meant each staff member could make necessary purchases while administrators maintained oversight and control. This minimised financial risk, simplified reconciliation, and ensured a more structured expense management process.

The Result

1. Improved spending control

The Budgetly app makes it so easy for Marco Polo Supports 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!

“We now have a much better grip on our spending—there’s no more blind trust with expenses.”

— Harrison Keck, Director

2. Enhanced financial security

With Budgetly, Marco Polo Supports eliminated the risks of shared credit cards, ensuring every transaction is tracked and accounted for.

“The potential for financial loss has been significantly reduced, giving us much greater peace of mind."

— Harrison Keck, Director

3. Reduced admin hassles

Previously, fixing issues related to lost or misused cards was time-consuming. With Budgetly, expense tracking is simplified, reducing unnecessary admin work.

“It’s made our financial processes so much smoother, cutting down time spent fixing issues."

— Harrison Keck, Director

4. Stellar 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.

“Budgetly service is fantastic.”

— Harrison Keck, Director

Budgetly has transformed how Marco Polo Supports manages expenses, providing security, control, and efficiency. While they still see opportunities to optimise their usage of the platform, the shift away from shared credit cards has been a crucial improvement. By reducing risk and improving financial oversight, they can now focus more on delivering high-quality support services without unnecessary financial concerns.

Harrison says: “Budgetly has reduced financial risks, improved efficiency, and made our expense management process much smoother.”

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.