Case Study: Crest Support Services gains real-time transaction visibility with Budgetly

A Budgetly Case Study

Preview of the Crest Support Services Case Study

Leading NDIS provider gets real-time visibility on all transactions after implementing Budgetly

Crest Support Services, an NDIS provider offering personal care, household tasks, community participation, accommodation support, early childhood intervention, and cleaning services, was struggling with a manual petty cash and reimbursement process. Team leaders had to track receipts and expenses by hand, lacked real-time visibility into transactions, and spent additional time reconciling and entering data into Xero.

With Budgetly’s prepaid corporate cards and expense management software, Crest Support Services gained real-time visibility across all transactions, captured receipts at the point of purchase, and synced transaction details into Xero with one click. Budgetly helped eliminate missing receipts, improve accountability, and save staff hours every day by automating reconciliation and simplifying expense control.


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Crest Support Services

Macy Moyo

Director


Budgetly

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