Case Study: Caulfield Grammar School streamlines month-end reconciliation with Weel

How Caulfield Grammar School Streamlined Its Month-End Process Using Weel

Caulfield Grammar School, a leading independent co-educational school in Melbourne with five campuses, faced a tedious month-end reconciliation process across multiple entities. Using Weel, the school’s finance team had been relying on Excel spreadsheets and manual follow-up with cardholders to complete credit card expense reporting, creating a high risk of missing crucial information and adding heavy administrative burden.

By implementing Weel’s instant virtual cards and finance automation, Caulfield Grammar School centralized expense capture and made it easy for staff to upload receipts directly into the system. Weel helped the school complete setup and rollout in less than a week, reduced month-end reconciliation time by 95%, and relieved the finance team of a frustrating manual process while improving staff feedback and requiring almost no training.

Caulfield Grammar School

Stephanie Clegg

Business Optimisation Specialist