Smarter AI-driven expense management software for NDIS providers
Empower on-the-ground staff, ensuring every dollar is allocated to improve participant outcomes and operational efficiency.

Industry approved and trusted by Australian NDIS businesses
Gain clarity and control over complex NDIS finances
Budgetly helps NDIS providers reduce costs and simplify spending, covering everything from budgeting to payments and reconciliation, all while staying compliant and supporting participant needs.
Real-time tracking
See participant and program spending as it happens. Make faster decisions with live expense data across SIL homes, community supports and transport activities.
AI-driven automation
Automate participant budgets, program rules and spending limits. Remove manual data entry and reduce human error across your teams with one click.
Automated receipts & GST
Support workers snap receipts on the go. Budgetly auto-matches them, extracts GST, and keeps every purchase audit-ready for NDIS compliance.
Save 90% per bill
Put NDIS supplier payments on autopilot. Capture invoices instantly, reconcile in one click, and sync with Xero — saving hours across finance and coordination teams.
Trusted by NDIS businesses Australia wide
1.2BN+
yearly
total payments
150K+
monthly
transactions
15K+ users
saving time
and money
80% less time
spent on expense
management
90% better
customer service
than competitors
NDIS Case Studies
October 27, 2025
Oonah Health and Community Services simplifies reconciliation and card management with Budgetly
Overview Oonah Health and Community Services provides holistic health and community support..
October 20, 2025
Connect CWS saves two days a week on admin with Budgetly
Overview Connect CWS operates several residential homes for children across the Ipswich region,..
September 16, 2025
Quest Employment Solutions Saves at Least 2 Days a Month on Admin
Overview Quest Employment Solution is an NDIS and Aged Care training provider in the ACT. The..
August 27, 2025
How BB Disability & Health Services saved 10+ hours a week and cut overspending with Budgetly
Overview BB Disability & Health Services is a growing disability service provider supporting..
July 15, 2025
How Ascent Group saved 5 hours a week and gained real-time spend visibility with Budgetly
Overview Ascent Group is the NDIS provider of choice in the New England region, with over 60 years..
May 16, 2025
How Eloma Care ditched bank cards and gained financial control with Budgetly
Overview Eloma Care is a leading provider of disability care services, ensuring high-quality..
Budgetly is very easy to work with from setup to after sales follow up. They provide good information on how to best manage the account.
Davenan Woutersz, Service Manager Me And My Space
Budgetly has streamlined purchasing for our organisation. Instead of the finance team manually chasing receipts and processing reimbursements, staff are able to easily enter details of their purchase and upload receipts directly into the Budgetly app which are synced across to Xero. Such a time saver and so easy to use - highly recommend this product!
Hayley Chapman, Business Manager - Corporate The Play Projects
Words cannot describe the ease of having Budgetly, super user friendly.
Vibhu Juneja, Finance Officer Sunny Day Carers
The Budgetly team have been very helpful with our setup, making company spending much simpler and less time consuming. Meets all requirements with exciting new features on the horizon. Wish we had found this solution sooner.
Andrew Williamson, Administrative Assistant-Finance Office Family Centered Support Services
We have been using Budgetly for a while now and haven't looked back. The system has helped to introduce efficiencies in our business. Would recommend to anyone - the platform is very intuitive and can be implemented across many different business sectors.
Antoni Mitchell, General Manager Lead Your Life
Budgetly saves me 2 hours a day in accounting time. I used to have to reconcile and enter transactions, it works seamlessly with Xero and if there ever is an issue I can count on Matt and the team to help me out. It makes sense and is easy to use. Very happy to recommend Budgetly and the team.
Carol Randall, Director Your Day Support Services
Budgetly has created freedom for myself and our team by reducing admin demand for approval, accounting and delays is responding to requests. It has helped streamline our processes and integrates with our accounts perfectly. We love it and 100% reccommend it.
Dale Hulbert, Admin Manager Australian Behavioural Consultants
From day one the staff at Budgetly have been exceptional. Easy to contact, supportive during setup, and helpful post-sales.
Davenan Woutersz, Service Manager Me And My Space
Our organisation needs multiple cards for staff and groups of staff, this would have been impossible to coordinate with the bank. Budgetly lets us assign users and budgets to cards INSTANTLY. We can set up reoccurring budgets inside an admin centre that's easy to use and straight forward. If you've got staff that need to make purchases and you don't want to middle man anymore, this is the app. Taking pics of receipts and invoices are very easy and feed through to the admin centre and sync with our accounting software. No more passing pictures via email!
David Breit, Business Development Director Recovery Options
I'm genuinely impressed with how easy and affordable Budgetly is. It makes managing finances simple and affordable. Receipt uploads are seamless, Xero integration is powerful, and new features keep adding value. It's a fantastic choice for anyone looking to streamline their budgeting process without spending a lot.
Heath Bridge, Operations Manager Inspirational Disability Services
Budgetly provides a very effective method to easily track expenses and upload receipts. Their support is always amazing with fast and useful assistance.
Jilyan Pratt, Accountant Far North Community Services
User friendly system with exceptionally helpful support team.
Kirsty Gillham, Senior Marketing Manager SA Care
Integration seamlessly creates the expense transaction including separating the GST and GST free portion.
Laura Biggins, Senior Accountant KompleteCare Community and Home Care
Amazing software for tracking spending. Works well with Xero. Cuts down manual receipt processing.
Mercy Kimeto, Senior Finance & Payroll Officer Newdawn Support Services Pty Ltd
Budgetly's integration with Xero is top notch. It makes reconciling transactions a breeze. Set and forget for ease of use with compiling and syncing transactions into Xero.
Nicholas Eddy Helping Solutions, Helping Community Solutions and Xanadu Group
A budget solution for businesses who have complex cost structure.
Tayef Rahman, Accounts Manager Allcare Disabilities Australia
Budgetly saves us time and money from the very beginning. It is simple to roll out to our users and has replaced trying to retrieve receipts and manual coding to Xero. Receipts, GST amounts and tracking are all recorded immediately which makes reporting simple. We highly recommend Budgetly
Timothy Newsham, Finance Manager BET Group Global Pty Ltd
Budgetly's interface is easy to navigate. The app's layout is straightforward, and it's quick to set up and link with Xero.
Ami Vyas, Finance Officer Next Step Inc.
Budgetly is very user friendly and we would highly recommend. It has saved us hours of admin work with the function of adding receipts as soon as a transaction occurs. Syncing transactions with Xero has never been easier with tracking fields allowing to be preset in the budget. The customer support is very quick, effective and friendly.
Annabel Gweon, Finance Officer Thrive House
This makes operating with a staff who need access to purchasing options so much easier! I can't count how many hours I have saved not chasing recipes or sending reimbursements. I recommend Budgetly to any company with petty cash issues and more.
Golden Heart Services Golden Heart Services
Budgetly has been a total game-changer for how we manage business spending, especially as an NDIS provider that has to manage participant's money. The platform is super intuitive, easy to use and makes eour processes much simpler. What really sets Budgetly apart, is their customer support and training – absolutely outstanding! The team is always so responsive, friendly, and genuinely keen to help. Nothing ever feels like too much trouble. Whenever we’ve had a question or needed a hand, they’ve been right there with prompt, clear support. The training sessions are also top-notch – really thorough and tailored to what we needed. Highly recommend them to any business looking for a smart, reliable solution with incredible support behind it.
Ivelina Hristova, Operations Manager Gexacare Pty Ltd
Xero Integration is a fantastic addition to the app.
Jennylyn Basconcillo, Accounts Officer Treehouse Innovative Families
We use Budgetly to allocate funds to each of our supported houses so that staff in these houses can purchase household items as needed. We have over 300 transactions per month and Budgetly is so simple to use to upload receipts and allocate expenses. These sync across to XERO effortlessly to reconcile as any other bank account. The Budgetly support team responds quickly and professionally.
Jody Gallagher, Accounts Actscare
Budgetly has been amazing for us as a Disability Provider. Being able to assign budgets to various programs has given us ease to give staff access to funds needed in a heartbeat without the risk of giving them full company cards.
Lee Jensen, CEO Kare Support Services
Fantastic support. Everyone is always there to assist with any questions we have.
Melissa, Finance Manager NDIS industry
Great system, easy to use and syncs with Xero perfectly. The customer support service from the Budgetly team is second to none.
Mitchell Parry, Assisstant Accountant Multicap Tasmania
Easy and a great asset to any business.
Nartaya Scott, Account Manager Koala Disability Care Pty Ltd
Detailed breakdown of transactions, Easy to upload receipts, track money spent, manage top-ups as required, and lastly great customer service when you need it!
Rital Kapadia, Admin McCall Gardens Community Service
Training and onboarding were exceptional and a quick response support team. Budgetly significantly reduced admin cost, reduced petty cash spending, it's easy to reconcile accounts linked to Xero, avoided cash being allocated to multiple users in the organisation and we have full control of allocation of funds for various staff. Thanks to Budgetly team for a great product and service support. We would encourage other business users to give Budgetly a try.
Sid Naidoo, Finance Consultant Blairlogie Living And Learning
Budgetly is easy to use both from card users and administrator point of view. Cards can be set up and distributed within minutes. Budgets and limits can be set up easily on the dashboard in card level. All the transactions are easy to track and upload with receipts.
Stanley Tang, Accountant EnableAbility Pty Ltd
Budgetly is super easy to use. Makes keeping track of spending in all of our locations much simpler, which also makes it a breeze to reconcile at the end of the month. Plus, if you need assistance with anything they're quick to respond.
Tori Wright, Finance Officer Providing All Living Supports
An awesome app to use. Very efficient.
Victor Kipsang, Bookkeeper Christian Home Care & Disability Services Pty Ltd
It's so much easier to monitor funds being spent by our participants and staff. For example, we can now monitor the number of takeaway meals our participants are eating which has a positive effect on their health. The support we've received has been excellent, definitely recommend Budgetly.
Aisling, Service Delivery Manager Together2
Our overall experience has been great. Budgetly's Customer service is excellent.
Amanda, Operations Manager Interchange Illawarra
Their customer service and support is great, very responsive and detailed when we’ve needed it. I’ve really only had to speak with my account manager who’s been amazing.
Amit, Director Orion Care
Exceptional service - I can’t say that for many companies, but I definitely can for Budgetly. They've simplified so much for us.
Andrew, Administrative Assistant Anglicare North Queensland
The customer service is fantastic. Always available and happy to help in any way possible.
Antoni, General Manager Lead Your Life
Very professional to deal with, easy to use for all staff and helps track and invoice expenses according to clients budgets
Beulah Lennane, Operations Manager Dignified Caring
Simple but highly effective system can do better with the interface but very good in general.
Bhuwan Khadka, Director Supports In Sync
Support is good - no real need to call but always very helpful
Bhuwan Khadka, Director Supports In Sync
Amazing from start to finish, the budgetly team have been so helpful and supportive from implementation with set up and training material and advice. the software has helped us manage our expenses and cards in a way that no bank ever could with a really easy to use interface that has helped to solve all our card/banking challenges.
Brett, Finance Manager Southern Cross Support Services
Simple and easy to understand and use. Really like the dashboard view.
Brodie, Finance Admin Inclusive Disability Assist
11/10 Customer Service! If I send an email, I always get a follow-up call and help whenever I need it.
Christina, Business Services Manager NDIS industry
Generally happy, super happy with the tech support, the Budgetly team are very attentive and quick to respond to questions
Dale Hulbert, Accounts Manager Australian Behaviour Consultants
It’s been great so far. Really easy to get hold of someone when we need help. Quick and efficient support.
Dannyelle, Finance Officer Glenhaven Family Care
We used to have some issues around fraud when dealing with Australia Post Load and Go cards, but that's not an issue any more. Customer service is at least a 9.5/10, I'd definitely recommend it.
David, CEO NDIS industry
We've saved a lot of time with Budgetly! Our staff are now accountable for their spending and it's made our lives a lot easier.
Debbie, Senior Finance Officer Bawinanga Aboriginal Corporation
Budgetly has helped us save money by ensuring staff are sticking to our actual budgets. It’s hard to say how much time we’ve saved, however the whole process being streamlined has saved a lot of it.
Dipleen, Director AEON Disability Support
Works as described, Automatic GST extraction should be on the basic plan as well (given its a compliance thing with accounts) to reduce the human errors.
Edward Watson, Business Owner Disability Finance Forensics
Although the business hadn’t been running for long, staff would have to spend their own money and would be reimbursed afterwards. This wasn’t ideal as it took time to get funds back to staff and additional admin time to manage the whole process. We don't have to worry about this anymore and have saved several hours a week in just admin alone.
Greg, Director NDIS industry
We are saving money AND time. No longer have to drive to each location with petty cash or to pick up receipts etc.
Haroon, Accounts and Payroll Manager NDIS industry
We used to use cash and were worried about risk management using this. We also had a time-consuming reconciliation process. Now with Budgetly we can see purchases made and print transactions and the risk of issuing cash has been removed.
Jane, Finance Officer NDIS industry
The biggest win we've had with Budgetly is the time savings in not having to chase receipts. We've got full control over our staff's spending and Budgetly has allowed us to put some responsibility back on our staff without losing any visibility over the process.
Jeanne, Accounts & Administration Manager INCA Home Services Pty Ltd
Our staff can now manage the majority of the process themselves and we don't have to deal with all the paperwork of a bank when ordering cards. Being in such a regulated industry, the risk of being audited is very real, however Budgetly has solved this for us with the reporting that we can now do. Their customer service is really detailed and responsive, too. I find that some other services only send you to a website to watch videos, however Budgetly gets straight to the point which allows us to move on quickly.
Joshua, Accountant NDIS industry
Before budgetly, we were using gift vouchers for our staff which was a pain as we could only buy five per person, so had to get multiple people to purchase these. Unfortunately these gift vouchers provided no oversight on what people were spending and while we could tell them how much they could spend, we had no way of enforcing this. With Budgetly, we’re now able to set up specific budgets and allocate spending rules when we like.
Julius, Director MH&R Holdings Pty Ltd
We've saved at least a day a week by no longer having to chase receipts and the Xero integration works perfectly for us.
Kia Chatfield, Finance Manager Koiop Connect Pty Ltd
Budgetly solved all our issues. It has saved us a lot of misplaced funds and money going untraceable. Budgetly is always there to support us and they are always very quick to get back to us with any issues we might have.
Maciline, Director Crest Support Services
Very responsive and reliable customer service, we always get help when we need it. Overall, it's very easy to use.
Marcin Matusiak, Financial Accountant Sydney Sports Management
Great for managing cost centres and incidental expenditure
Mariejan Bigby, Manager Engedi Inc
We've saved at least 10 hours a week in total. We can now use this time to focus on other tasks.
Naomi, CFO NDIS industry
Budgetly has been amazing. We know have transparency over what our staff are spending and no longer have to rely on manually reconciling receipts etc every month. I can call Budgetly straight away and get help as soon as I need it, great customer support.
Nick, Accountant NDIS industry
We were looking for mulitple debit cards for our business units. Budgetly offered an easy way to set this up and despite the increase in debit cards within our organisation, general overview of debit card expenditure is now even better and easier to maintain than previously through our bank. Business units are now responsible for uploading receipts and it is easy for administrators to view where the missing receipts are and to remind units to upload them.Training sessions before we commenced using Budgetly were useful as well. Plenty of time to ask questions and very responsive to our queries when we started using the debit cards.
Nicky, Finance Manager TRI Collective
It’s saved a lot of time, it’s an easier process, we have far more flexibility and our staff love it. 10/10 customer service, too.
Nidhi Gupta, Finance Manager Skylight Mental Health
Service and support is fantastic, integrates with Xero and saves us a lot of time.
Nowfal, Head of Accounts Chrysalis Accommodation
Our previous process was very manual and often wasn't being completed properly, however this has now changed. Budgetly solved the initial problems we had.
Ray, Financial Officer NDIS industry
It’s been great so far. We love the quick, personalised videos and regular check-ins, we definitely feel supported. Budgetly has provided a lot more flexibility and control over how we're spending money.
Rhiannon, Finance Manager Focus ACT
10/10! We’ve had no issues with Budgetly, the support team has been great.
Rocco, Accounts Officer COACT
We were using two different providers prior to Budgetly and their online platforms/functionality quite limited. Since moving to Budgetly, we've saved 5-10 hours per week across the business with smoother processes in place for all frontend staff using the cards as well as backend staff who had previously worked on reconciling receipts etc. Through being able to track spending across the business, we've significantly reduced overspending in our SIL houses and are now able to better incorporate budgets etc into our strategic planning for our business.
Ryan, Director Strive Community Care Pty Ltd
So far so good, gives us optimal experience in maintaining expense tracking.
Shah, Accounting Perfect Care
10/10 service - Very good at following up on things
Shanna, Finance Manager Sanctuary Family Solutions
10/10 service, we'd definitely recommend them. Budgetly was easy to understand from the beginning and the support we received around implementation was very quick.
Sid Naidoo, Finance Consultant Blairlogie Living And Learning
Budgetly has been great. We've saved so much admin time across multiple different sites and things like record-keeping are now so much easier.
Skye, Client Services Manager Spry Support Services Pty Ltd
90% of our issues prior to Budgetly have been solved. Our biggest challenge was issuing cards, lack of live visibility and missing transaction receipts. Being a small business, it resulted in huge impacts with extra staff workload when delays occurred. Budgetly's sorted all of this.
Stanley, Finance Manager Connecting Families
We still have some manual admin processes to manage in the back end, however the biggest value with Budgetly has been finding a more efficient way for our staff to operate. The help and support has been really good! If I can’t get onto my account manager, the Support team are incredibly helpful. The fact that we can clearly see what’s happening with cards/transactions and having complete visibility of live transactions is great as we can often solve our own problems easily.
Stephen, Finance Manager NDIS industry
We originally had bank accounts with a similar cost to Budgetly per card but now we’re saving a lot more time. Without manually reconciling receipts etc., we're definitely ahead cost-wise. Their customer service is very good! We don’t necessarily need too much support but it’s great to know it’s there if/when we do.
Timothy Newsham, Finance Manager BET Group Global Pty Ltd
10/10 customer services, very quick response times. We were using both credit cards and bank cards and had numerous different processes to make this work, however now it’s all so simple through Budgetly.
Tori Wright, Finance Officer Providing All Living Supports
We run multiple budgets across several properties, and the system handles it seamlessly. It has completely solved our initial challenges. No issues at all. Budgetly has cut our workload by at least 15 hours each week.
Vibhu Juneja, Finance Officer Sunny Day Carers
Budgetly's been great. 10/10 customer service/support.
Yohanand Kumaran, CFO Wathaurong Aboriginal Co-Operative
We started using Budgetly over a year ago to replace our old petty cash system, it has simplified the process of getting funds out to our supported houses each week. We have 200+ transactions a month and Budgetly is so simple to use for uploading receipts and allocating expenses to the correct houses. These then sync across to XERO effortlessly to reconcile as any other bank account. It’s easy to update categories or tags for a seamless integration between the two systems. No more chasing down receipts and the customer service experience with Budgetly has been great and they’re open to feedback and frequent developments to make the product even better.
Anonymous NDIS industry
Easy to use. Reconciling transactions is a breeze. Support team is incredibly helpful.
Anonymous V4U Care Services
The seamless integration with Xero means receipts automatically appear in Xero, significantly reducing the need for manual data entry or uploading physical receipts. I also appreciate the ability to customise expense allocations by location and general ledger, which makes managing and end of month reviewing of expenses much more efficient. It's been incredibly helpful for managing spending budgets and has completely replaced the need for petty cash, along with the headaches that come with it! The audit trail is clear and accessible. Highly recommend for anyone looking to streamline their expense processes across multiple locations.
Ashley Sexton, Finance Manager BB Disability & Health Services

Resources for NDIS providers
Get access to finance eBooks, white papers, templates, webinars and more for Education businesses.
Save hours on admin
Say goodbye to manual processes across SIL homes, community supports and transport claims. Budgetly automates approvals, removes errors, and gives both support workers and finance teams valuable time back.
Eliminate overspending
Control every participant and program budget with precision. Automate workflows, match receipts instantly, set spending rules for each service type, and stop overspending before it happens — all while staying NDIS-compliant.
Safeguard everything
Get built-in controls designed for NDIS operations — including spending limits, category restrictions and airtight audit trails. Plus, rely on real Australian support when your team needs help fast.
The best AI-driven spend management for NDIS providers
NDIS teams across support coordination, SIL, respite and plan management rely on Budgetly to streamline daily operations. With field staff and multiple funding buckets, visibility matters — and Budgetly provides it in an easy, audit-ready format.
How Budgetly works for NDIS businesses
Thousands of businesses already trust Budgetly to automate spend management and empower teams to spend smarter.
No shared cards or petty cash in SIL homes
Flexible spending & budgets per participant, program or SIL sites
Fast, accurate transactions
Fast money requests and approvals for support workers
Easy receipt tracking for support workers via mobile app
Two-factor authentication and 256-bit encryption
Automated AP and simplified NDIS bookkeeping
Real-time budget and transaction views across programs
Fraud prevention and compliance rules
No reimbursements or receipt chasing
Stay policy compliant with card-encoded rules
" It's so much easier to monitor funds being spent by our participants and staff. For example, we can now monitor the number of takeaway meals our participants are eating which has a positive effect on their health. The support we've received has been excellent, definitely recommend Budgetly. "
Aisling, Service Delivery Manager Together2
Frequently asked questions
What is expense management software for NDIS providers?
Expense management software for NDIS organisations automates tracking, approvals, and reconciliation of spending across programs, participants, support services, and operational costs. Budgetly’s solution for NDIS providers is designed to help you manage budgets per participant, program or service, issue controlled payment cards, capture receipts digitally, and integrate directly with your accounting system — streamlining financial governance in a regulated environment.
Why should NDIS providers use specialised expense management software instead of generic spreadsheets or tools?
NDIS providers deal with multiple budgets, participant-specific funding rules, varied support services, mobile staff, and strict compliance/audit requirements. Generic spreadsheets or basic expense tools typically lack: budget allocation by participant or service type, mobile receipt capture, card controls aligned with funding rules, real-time visibility of spend, and integration with modern accounting platforms.
With Budgetly you gain:
- Real-time expense tracking and visibility into where funds are being spent in each supported house or program
- Mobile receipt capture, digital uploading and matching of transactions to budget lines
- Integration with tools like Corporate Cards or Virtual Cards for controlled spending
- Seamless sync with your ledgers via the Xero Integration
This means you reduce admin burden, maintain compliance, protect participant funding, and focus on delivering outcomes rather than chasing receipts.
What is the best expense management software for Australian NDIS providers?
The best solution for NDIS service providers should support AUD transactions and GST, handle participant- or service-specific budget allocation, enable mobile capture of spend in supported homes or field sites, integrate with local accounting systems, and provide full audit trails.
Budgetly meets these requirements — offering a unified platform built for Australia, tailored features for NDIS providers (such as participant-budget controls, real-time visibility, audit-ready workflows) and deep integration with cards, tracking, and accounting.
How can Budgetly improve decision-making for my NDIS organisation?
Budgetly consolidates all spending data—cards, receipts, mobile claims, invoices, budgets—into one pane of glass. This allows you to:
- Monitor spend by participant, house, support worker or program in real-time
- Spot overspending, budget drift or misuse early and intervene proactively
- Forecast cash-flow and budget needs based on actual spend patterns integrate with tools like Accounting Automation Software and Digital Receipt Tracking to automate reconciliation and improve data quality
With better insight and data, your management team can make faster, more informed decisions, ensure compliance, and deliver services more efficiently.
How much does expense management software for NDIS providers cost?
Pricing depends on your number of users, number of participants/houses, transaction volume, features required (cards, tracking, integrations) and custom workflows. Budgetly offers scalable pricing designed for NDIS providers, built into their broader spend-control ecosystem (cards, tracking, budgets). For a tailored quote, you should schedule a demo with their team.
How to get started with Budgetly’s expense management software for NDIS providers?
Getting started is simple:
- Visit the NDIS expense management page.
- Book a demo with the Budgetly team to see how the solution fits your program model and service delivery.
- During onboarding you’ll define your participant/service cost centres, set budgets/rules per house or participant, issue cards (physical or virtual) to staff or supported homes, enable mobile receipt capture, and integrate your accounting system (like via Xero).
- Once live, your staff or participants can transact, capture receipts, submit claims, and you’ll get real-time dashboards and spend control across the organisation.
Get a demo today and discover how Budgetly can streamline your spend workflows, improve visibility and enhance stewardship of participant funding.
Resources for NDIS providers

Get access to finance eBooks, white papers, templates, webinars and more for NDIS businesses.
Supercharge your NDIS business with Budgetly
See how AI-powered spend management saves time and money. Fill out the form and watch the 10-minute demo today.

