Case Studies
Delighted Budgetly customers share their simplified business expense management successes!.
“Budgetly and the physical cards we can issue have made our life much easier.”
Macy Moyo, Director
Overview
Crest Support Services are highly experienced in providing a range of support to clients including personal care, household tasks, community participation, accommodation/tenancy, Early Childhood intervention support, and cleaning services. This simplifies their clients' lives by reducing the need for multiple arrangements with different providers.
Staff managing expenses faced several challenges with a petty cash system and reimbursements. Implementing Budgetly made Crest Support Services staff lives' easier and saved them hours every day.
- Team Leaders completing admin tasks: Due to the manual nature of tracking expenses and ensuring receipts were accounted for, team leaders faced challenges in monitoring every transaction made within Crest Support Services's SIL houses.
- Lack of real-time visibility: Despite the best efforts of the Crest Support Services team leaders, they lacked complete visibility on transactions, let alone real-time updates.
- Manual reconciliation process: Besides the time spent on admin tasks, both team leaders and management staff had to invest additional time in manually entering transactions into Xero, taking away valuable resources from other areas of the business.
Results
1. No more missing receipts
Budgetly's mobile app captures receipts at the point of purchase, saving time for Crest Support Services Team Leaders by eliminating the need to chase and manually add receipts to a spreadsheet.
“Tracking money, transactions, and receipts is now so much easier.”
Macy Moyo, Director
2. Real-time visibility on ALL transactions
Previously, it was challenging to track spending details such as the amount, time, and items purchased by individuals. With Budgetly, we complete real-time visibility on all transactions, including when, by whom, and on what items the money was spent. The attached receipts provide proof of purchase for easy reference.
“The biggest problem was tracking the funds and that has been solved. The other problem was monitoring the funds and what they were being spent on and that has also been solved. This gives our staff accountability.”
Macy Moyo, Director
3. One-click integration into Xero
Budgetly easily syncs all transaction details, including receipts, account codes, and Xero tracking categories, into Xero with one click.
“Budgetly solved all of our issues. It has saved us a lot of misplaced funds and all money is now automatically traced.”
Macy Moyo, Director
3. Quick response & support!
Budgetly’s onboarding and support team are readily available by phone or email. This ensures that all queries are dealt with as quickly as possible.
“Budgetly is always there to support us and they are always very quick to get back to us to solve any issues we might have. Eloise from support is a Champion.”
Macy Moyo, Director
How Budgetly saved time & made life easier for Crest Support Services staff
Budgetly offers prepaid corporate debit cards in physical and digital formats, including instant virtual cards. Staff can add these virtual cards to their mobile wallets and use them instantly, in any location.
Crest Support Services staff can use Budgetly's preloaded cards to transact, capture receipts with their smartphones, and upload them to the app. Budgetly's expense management software automatically records transaction details like vendor names and amounts.
Example of transactions and adding receipts in the Budgetly app
Staff can add notes and assign categories to transactions for easy filtering and viewing based on project or location.
Example of the Budgetly’s transactions view in the app
Finance teams can set card budgets and spending limits to avoid overspending, with automated fortnightly resets or roll-overs.
Example of the Budgetly’s budgeting view
Requesting and approving money top-ups is easy on the Budgetly app, giving finance teams more control over company budgets. Staff transactions can be viewed on the software, providing administrators with greater oversight.
Example of Budgetly’s transaction view
Budgetly offers additional expense management functionalities: |
Issue unlimited Visa debit cards instantly
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Flag unnecessary transactions in real-time
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Eliminate lost receipts & receipt-chasing |
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Automatically reconcile transactions
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Sync all transactions with Xero |
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Fast transaction reports for audits |
Cancel or freeze cards in one-click |
For more information on Budgetly and how we work for businesses, schedule a demo with us today, or watch a 10-minute recorded demo.
About Crest Support Services
Crest Support Services are highly experienced in providing a range of support to clients. Not only do they offer exceptional personal care and support services, but they are able to assist clients with daily household tasks, participating in the community, accommodation/tenancy, Early Childhood intervention support services, and exceptional cleaning services. This makes their clients’ lives easier by minimising the stress of multiple arrangements with different providers.
About Budgetly
Budgetly is an Australian prepaid corporate card and expense management software provider. We’re committed to making expense management easy for all companies and improving their expense processes. Our service is adopted by many NDIS providers, aged care providers, charities, and businesses across Australia.