Oonah Health and Community Services simplifies reconciliation and card management with Budgetly

Overview

Oonah Health and Community Services provides holistic health and community support programs to Aboriginal and Torres Strait Islander peoples and the wider community. With 21 dedicated staff, Oonah now uses Budgetly to manage expenses efficiently, empowering their team with a streamlined and transparent financial process.

Challenges

Before Budgetly, Oonah Health and Community Services relied on bank credit cards to manage staff expenses. Every new card required extensive paperwork and long wait times, with staff needing to physically visit the bank to collect their cards.

“We all had bank credit cards— it was a more long-winded process to top up cards and reconcile them. A lot of paperwork was needed to obtain staff cards, plus wait times to collect them.” recalls Roslyn Jenkins, Finance Assistant

The reconciliation process was particularly painful. The finance team had to wait for monthly bank statements before starting reconciliation, then go through each of the 15 cards individually — a tedious and time-consuming task.

“The reconciliation process was terrible. We had to wait for bank statements before starting, and each card had to be reconciled individually. With Budgetly, it can all be done at once.”

The manual system meant wasted time and money. Roslyn explained how the longer reconciliation process "just took so much time and money doing it the old way", which made it difficult to maintain financial clarity and efficiency across the organisation.

Solution

Oonah Health and Community Services chose Budgetly because it offered an all-in-one solution that was simple to use and easy to implement.

“It’s an all-in-one solution and very easy to use.” 

With Budgetly, the team can now easily allocate and top up cards, manage budgets in real time, and reconcile transactions instantly — no more waiting for bank statements or approvals. Roslyn spoke about how "the reconciliation is simple, easy to allocate cards, easy to top up budgets" and due to there being "no more multi-level approvals for cards", further time is now saved.

Results

Since adopting Budgetly, Oonah Health has significantly simplified how it manages and reconciles staff expenses. The new process saves time, reduces paperwork, and gives the finance team better visibility across all spending — all while improving efficiency and staff independence.

Oonah’s team has rarely needed assistance, but when they did, Budgetly’s customer support was quick to help and resolve issues efficiently.

“We’ve only had to reach out a couple of times, and Budgetly handled it efficiently.” 

When asked whether they’d recommend Budgetly to other businesses, Rosyln gave a clear "Yes, for sure.”

The organisation now enjoys:

• Full visibility over all spending
• Control over all staff spending
• Faster reconciliation
• Fewer missing receipts and reduce paperwork
• An easy-to-use, centralised platform.

Expense management for Ooh Health is now faster, simpler, and more transparent, allowing the team to focus on what matters most — supporting their community.

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