Still withdrawing petty cash from the bank and delivering it to caseworkers?

Stop chasing petty cash and receipts across your programs

Employment services providers waste hours every week on bank queues, petty cash runs, and chasing receipts from caseworkers. Budgetly gives every staff member their own Visa debit card, captures receipts at point of purchase, and keeps every transaction tagged to the right program.

Get your programs off petty cash in 14 days →
Employment services coordinator with a job seeker in a suburban Australian office
The shift

Replace petty cash, reimbursements, and program-by-program reconciliation.

Employment services providers juggle Workforce Australia, DES, and grant funding across distributed caseworkers and field sites. Generic expense tools weren't built for this. Petty cash and reimbursements create the admin burden — and the funding clawback risk — that's killing your margin.

The old way

  • Bank queues to withdraw petty cash, then delivery runs to multiple sites
  • Caseworkers paying for participant supplies out of pocket and waiting weeks
  • Receipts lost between client visits and month-end
  • Spend impossible to attribute to the correct funding stream
  • Funding acquittal reporting taking days of manual spreadsheet work
  • Casual and contract caseworkers waiting weeks for bank credit cards

With Budgetly

  • Every caseworker, program, and site gets its own Visa debit card
  • Cards issued in seconds for casual and contract staff
  • Receipts captured at point of purchase, not weeks later
  • Per-program budgets enforced in real time, with clean acquittal reporting
  • Real-time visibility across every program and funding stream
  • Audit-ready records for Workforce Australia and DES compliance
Built on trusted foundations
  • APRA-regulated
  • Data stays in Australia
  • 2FA + SSL encryption
  • AWS Sydney ISO 27001 infrastructure
  • Live status

Built for the way employment services providers actually work

From caseworker client purchases to program acquittal reporting, Budgetly handles the spending workflows your field staff and finance team deal with every day.

A card for every caseworker

Replace petty cash and bank queues with a card per caseworker.

Issue physical or virtual Visa debit cards to permanent caseworkers, casuals, and contractors instantly. No more bank queues, no more petty cash deliveries, no more reimbursements for participant supplies. Each card has its own budget, its own rules, and its own audit trail.

  • Virtual cards in 30 seconds, physical cards shipped express
  • Per-caseworker, per-program, or per-site budgets
  • Block ATM withdrawals, alcohol, and out-of-policy merchants
  • One-tap freeze when a casual finishes or a contract ends
  • Cards work anywhere Visa is accepted across Australia
See how cards work →
Physical Active
•••• 4821
Aisha Rahman
Virtual Just issued
•••• 7293
Liam Walker
Virtual Apple Pay
•••• 2158
Hannah Bell
Issuing card for Casual caseworker J.P. · 18 seconds
Receipts at the register

Caseworkers capture receipts the moment they spend on a participant.

Caseworkers snap a photo of the receipt at the register on the Budgetly mobile app. The system matches it to the transaction, extracts GST, and tags the right program and participant. Your finance team stops chasing paper receipts at month-end.

  • Receipts captured at the register on mobile, not weeks later
  • Automatic matching to the right transaction
  • GST extraction so no rebate is missed
  • Tag transactions by participant, program, or funding stream
  • Real-time alerts when a receipt is missing on a transaction
See the mobile experience →
10:42 Snap receipt
OFFICEWORKS
Logan QLD
Hi-vis vest (work clothing)$28.00
Steel-cap boots$89.00
Notepad & pens$12.50
GST (10%)$11.77
Total$129.50
Officeworks Logan $129.50
Aisha Rahman · Caseworker · 10:42am
CategoryParticipant Support · Work Clothing
GST extracted$11.77
Receipt Matched
ProgramWorkforce Australia
Per-program budgets and acquittals

One source of truth for Workforce Australia, DES, and grant acquittals.

Multiple programs, multiple funding streams, multiple acquittal deadlines. Budgetly gives every program its own budget and tags every transaction to the right funding source. When acquittal time comes, you generate the report in seconds — not days of manual spreadsheet work.

  • Per-program budgets with automatic fortnightly or monthly resets
  • Tag every transaction by program, participant, or funding stream
  • Live program-level dashboards for every funding source
  • Hard stops when a program budget is exhausted
  • One-click acquittal reports for any period or program
See real-time spend control →
Workforce Australia · Q2 3 months · 2026
Spent $31,200 Forecast $42,500 Budget $50,000
Remaining $18,800
Per participant $415
Days left 32
vs forecast -7%
Latest
Woolworths · Aisha Rahman $87.40
Audit-ready by default

Workforce Australia and DES audits stop being a fire drill.

Government-funded employment services face regular audits. Missing receipts can mean funding clawbacks. Budgetly creates a complete digital audit trail for every transaction — card, merchant, amount, matched receipt, program, and approver — and syncs to Xero with automatic account coding.

  • Digital audit trail for every transaction, end to end
  • Automatic GST extraction from every captured receipt
  • One-click reports for any period, program, or participant
  • Two-way Xero sync with no double-entry
  • Tag transactions by participant, program, or funding stream
See the Xero integration →
Officeworks Logan $129.50
Aisha Rahman · 10:42am
CategoryParticipant Support · Work Clothing
GST$16.77
ContactOfficeworks Ltd
TrackingWorkforce Australia
XeroSynced · 0.3s
MYOBSynced · 0.3s
QuickBooksSynced · 0.3s
NetSuiteAvailable
SAPAvailable

What employment services providers gain when they switch from petty cash to Budgetly

Real outcomes from Australian providers running Workforce Australia, DES, and grant-funded programs on Budgetly.

2+ days
Admin saved per month Quest Employment Solutions saves at least two full days a month on admin since switching from petty cash.
Instant
Card issuance Virtual cards in 30 seconds for casuals and contractors. Physical cards shipped express.
Eliminated
Reimbursements Caseworkers stop paying for participant supplies out of pocket. Finance stops processing reimbursements.
100%
Program transparency Full real-time visibility across every program, site, and funding stream.
99%
Customer retention Australian community and employment services organisations keep Budgetly year after year.
4.9/5
Capterra rating From 132 verified reviews by real Australian finance teams.
The trust shift

Control across programs without micromanaging caseworkers

Finance sets the rules once. The system enforces them every time. Caseworkers focus on participants, not paperwork. Both are true at the same time.

For your caseworkers and field staff
For your caseworkers and field staff
  • Card on day one, no waiting for petty cash deliveries
  • Snap a receipt at the register and you're done
  • Never out of pocket for participant supplies again
  • Real-time program budget visible on mobile
  • More time with participants, less time on admin
For your finance team
For your finance team
  • Live visibility across every program and funding stream
  • Audit-ready always, with full digital trail per transaction
  • Acquittal reports for Workforce Australia and DES in one click
  • Two-way Xero sync, no manual reconciliation
  • Stop withdrawing cash from the bank every fortnight
For your program managers
For your program managers
  • Own the budget for your program without finance gatekeeping
  • See spend across your caseworkers in real time
  • Approve out-of-policy purchases from your phone
  • Freeze a card instantly if something looks wrong
  • Tag transactions by participant or funding line

Trusted by teams across Australia

Capterra 4.9 Read verified reviews ➜

Awards and recognition

Capterra Best Ease of Use 2026
Software Advice Best Customer Support 2026
Software Advice Most Recommended 2026
Capterra Best Ease of Use 2025
Capterra Best Value 2025
GetApp Best Functionality 2025
Software Advice Best Customer Support 2025

Frequently asked questions

What is expense management software for employment services?
Expense management software for employment services replaces petty cash, reimbursements, and shared bank cards with controlled Visa debit cards, mobile receipt capture, and automatic Xero sync. Budgetly is built for Australian providers — manage spend per program (Workforce Australia, DES, grants), capture receipts in the field, and stay audit-ready for funding acquittals.
Can I track spend per program and funding stream?

Yes. Set per-program budgets for Workforce Australia, DES, ParentsNext, training programs, and grant-funded streams. Tag every transaction by program, participant, or funding source. When acquittal time comes, generate a clean report for any program or period in one click.

Quest Employment Solutions saves at least two full days a month on admin after replacing petty cash with Budgetly across their 30+ permanent and 200+ casual staff.

Can I issue cards to casual caseworkers and contractors?
Yes. Issue a virtual card in 30 seconds and a physical card by express post. When a casual contract ends, freeze the card in one tap. No bank paperwork, no shared bank cards, no cash advances. Casual staff are productive on day one and offboarded just as fast.
How does Budgetly help with funding acquittals and audits?
Every transaction has the card, merchant, amount, matched receipt, program, and approver — timestamped and attributable. Generate acquittal reports for any period, program, or participant in one click. Missing receipts and funding clawback risk drop dramatically when receipts are captured at the register, not chased weeks later.
Does it eliminate petty cash?
Yes. Quest Employment Solutions used to withdraw cash from the bank with two approval signatures, then deliver it to multiple houses. With Budgetly, staff have their own cards and access funds instantly when they need them. No more cash handling risk, no more bank queues, no more petty cash tins.
How quickly can we get started?
Create your account in 5 minutes. Issue your first virtual card in 30 seconds. Connect Xero the same day. Most employment services providers are fully onboarded within two weeks. Onboarding and training are included at no extra cost.
How much does Budgetly cost for employment services providers?
Flat monthly fee with unlimited users. You pay per card, not per person. No lock-in contract. 14-day free trial, no credit card required to start. See pricing or book a demo tailored to your programs.
Security & trust

Built for the audit and acquittal rules employment services can't afford to fail

Funding acquittals only work if every receipt, every transaction, and every approval is enforced and logged by infrastructure you can trust.

  • Per-program policy enforced at the card network

    Budget, supplier, category, and country rules are evaluated at the Visa network layer. Out-of-policy spend declines at the terminal — not in a clawback letter you read next quarter.

  • Full digital audit trail per transaction

    Card used, merchant, amount, matched receipt, GST, program, and approver — timestamped and attributable. Export the full audit trail for any period, program, or participant in one click.

  • Approval chains, not approval in name only

    Multi-step approvals, escalation rules, and amount thresholds are enforced. No one person can create, approve, and execute a transaction alone.

  • Role-based access for caseworkers and finance

    Caseworkers, program managers, finance, and admins see only what their role requires. Role changes and permission updates are audit-logged.

  • APRA-regulated operator

    Budgetly is APRA-regulated for its own financial activities. Card issuance and payments run through regulated banking partners on the Visa network.

  • Data hosted in Australia

    Budget, transaction, and rule data are stored in AWS Sydney — ISO 27001, 27017, and 27018 certified infrastructure. Nothing leaves the country.

Get your programs off petty cash in 14 days

See how providers like Quest Employment Solutions save two full days a month on admin and keep every program acquittal-ready by default.

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