Budgetly
59 Case Studies
A Budgetly Case Study
Gem Complete Health Services, a registered NDIS service provider in NSW, needed a better way to manage staff spending, receipts, reconciliations, and audit reporting. Its teams were using cash tins and company credit cards, but these created problems with chasing receipts, manual reconciliation, limited Xero integration, and time-consuming reporting. The organisation found Budgetly, an Australian prepaid corporate card and expense management platform, to replace these manual processes.
With Budgetly, Gem Complete Health Services issued multiple prepaid cards to staff, who could pay for expenses, capture receipts on their phones, and upload them directly into the app. Budgetly automatically recorded transaction details, synced with Xero, simplified reconciliation, and made reporting easier for audits. The result was a major time saving of at least one full day per month in expense management, along with better budget control, faster card issuance, and improved support for staff.
Joshua Zigori
Accountant