Budgetly
59 Case Studies
A Budgetly Case Study
Skylight Mental Health, an organization offering individual support, counselling, therapy, activity groups, and other mental health services, was spending too much time managing expenses manually. Before using Budgetly, staff relied on multiple ANZ credit cards and Dext, but receipts were still hard to capture, spend limits were inflexible, and the team lacked an end-to-end way to manage cards, transactions, and reconciliation.
With Budgetly’s prepaid corporate cards and expense management software, Skylight Mental Health could issue cards, set spending rules, track transactions in real time, capture receipts on the spot, and sync everything to Xero. Budgetly saved the finance team around 5–6 hours a week by eliminating receipt chasing and unnecessary admin, while also giving them much greater budget control and flexibility.
Nidhi Gupta
Finance Manager