Case Studies
Delighted Budgetly customers share their simplified business expense management successes!.
“Budgetly has completely simplified our expense management. It’s easy to use, improves accountability, and saves us both time and money.”
Kelvin Thiongo, Chief Information Officer
Overview
Southern Star Healthcare is a trusted provider of disability and aged care services under the NDIS, based in Dandenong, Melbourne. With a team of 40 employees, they are committed to delivering high-quality care while ensuring financial accountability. As their operations grew, managing expenses became increasingly complex, requiring a more efficient and transparent solution.
Challenges
Before implementing Budgetly, Southern Star Healthcare relied heavily on manual admin and spreadsheets. This process presented several challenges:
- Manual tracking with spreadsheets made expense management slow and inefficient.
- No company credit cards, leading to funds being manually transferred to staff, creating a complicated and risky process.
- Lack of accountability as receipts were often missing or disregarded, making financial tracking difficult.
- Time-consuming processes, with managers having to step in for purchases, diverting their focus from critical tasks.
The Solution
"Time is money, and Budgetly saves us both."
Southern Star Healthcare needed a structured and efficient way to manage staff spending. By implementing Budgetly, they eliminated the need for manual fund transfers and spreadsheets. Real-time expense tracking, individual spending controls, and automatic receipt capture simplified the process, ensuring accountability while saving significant time and effort. With Budgetly, transactions are now transparent, and managers no longer need to micromanage purchases, allowing them to focus on core business operations.
The Result
1. No more hours spent on manual data entry
Budgetly removed the need for time-consuming manual expense tracking, significantly reducing administrative workload.
“Real-time spending and control make life so much easier—it has saved us a lot of time."
— Kelvin Thiongo, Chief Information Officer
2. Enhanced accountability through receipt capture
With automatic receipt capture and transparent spending, every expense is now trackable and accountable.
“Missing receipts are no longer a problem—everyone involved now has visibility and responsibility.”
— Kelvin Thiongo, Chief Information Officer
3. Better financial control
By eliminating fund transfers and setting clear spending limits, Budgetly ensures a structured and controlled financial process.
“We now have full control over our spending, and answering to the accountant is no longer a nightmare.”
— Kelvin Thiongo, Chief Information Officer
4. Great 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 service - 8/10 - always room to improve.”
— Kelvin Thiongo, Chief Information Officer
By integrating Budgetly into their expense management process, Southern Star Healthcare has transformed the way they handle spending. With real-time visibility, improved accountability, and reduced administrative burden, they now operate with greater efficiency and control. The transition has eliminated the frustrations of manual tracking, allowing the team to focus on delivering exceptional care.
Kelvin says: "Budgetly has saved both time and money. We would definitely recommend it to other businesses.”
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.
