Case Study: Carer Solutions streamlines expense management with Budgetly

How Carer Solutions Made Expense Management Effortless With Budgetly

Carer Solutions, a service provider for people with disabilities and NDIS participants, needed a better way to manage expenses as it grew. Before Budgetly, staff shared a small number of business credit cards or used their own money and submitted reimbursement claims, which led to missing receipts, scattered documents, and a slow, frustrating process for the finance team.

Budgetly provided Carer Solutions with preloaded physical and virtual corporate cards plus expense management software through its app and desktop tools. Staff could record spend, upload receipts instantly, and tie transactions to the right budgets, while finance gained auto-reconciliation, spending controls, and one place to view everything. According to the case study, Budgetly cut back-and-forth for finance, made receipt tracking much easier, and reduced monthly checking and export work to about an hour.

Carer Solutions

Adam Shnider

Head of Finance