How Site Sentry Australia cuts admin time by consolidating 3 processes into 1 with Budgetly

Overview

Site Sentry Australia is a national provider of solar-powered security systems, trusted across industries for its robust surveillance solutions. With an 18-person team and growing, the business needed a more efficient way to manage company spending as manual processes began slowing them down. Their previous system relied heavily on emails, lost credit card receipts, and manually pushing data through Dext and into Xero—leading to admin fatigue and a lack of spend visibility.

Challenges

• Manual credit card reconciliation, requiring constant chasing of emailed receipts.
• No real-time visibility, making it difficult to track who was spending and on what.
• Lost or delayed receipts, resulting in errors or missed claims during BAS.
• A growing business, where lack of clarity over expenses could lead to costly oversights.
  

The Solution

"Tracking and visibility was a huge priority—and Budgetly gave us exactly what we needed."

After exploring other options, Site Sentry Australia adopted Budgetly to gain control over team spending and remove the need for manual reconciliation. With individual cards and a mobile app that captures receipts on the spot, the accounts team now gets full visibility into every transaction. Where once there were three separate processes—chasing receipts, uploading to Dext, then pushing to Xero—Budgetly has reduced this to one clean workflow.

The Result

1. Consolidated 3 admin processes into 1

The previous multi-step workflow for managing credit card spend is now a single, seamless process.

“It used to be a three-step effort to manage spend. Now it’s just Budgetly—done."

— Cherise Hickley, Accounts & Administration Specialist

2. Time savings across finance and admin

While hard to quantify exactly, the time saved by not chasing receipts or processing emails has been significant.

“Time savings are huge—receipt collection is no longer a weekly stress.”

— Cherise Hickley, Accounts & Administration Specialist

3. Improved tracking and spending visibility

The team now has real-time access to who’s spending, when, and where—no more guessing or digging through email trails.

“We can finally see spending in real time, and that’s been a game-changer.”

— Cherise Hickley, Accounts & Administration Specialist

4. Excellent onboarding and support

The onboarding experience was smooth and supportive, with responsive help whenever needed.

“Shan in onboarding was fantastic—the whole support team has been great.”

— Cherise Hickley, Accounts & Administration Specialist

For Site Sentry Australia, switching to Budgetly has meant less manual work, greater accuracy, and full visibility into company spending. The team no longer wastes time chasing receipts or reconciling transactions across platforms. With one system doing the job of three, they’ve created more space to focus on what matters most—delivering secure, reliable solutions to their customers.

Cherise says: "100% we’d recommend Budgetly. It’s user-friendly, and it’s taken the pressure off the accounts team completely.”

For more information on Budgetly and how we work, schedule a demo with us today, or watch a 10-minute recorded demo.