Previous Manual Process: Staff at the disability service provider previously performed manual purchases for NDIS participants, which required submitting expense reimbursement forms alongside physical receipts.
Operational Inefficiencies: The old manual system was time-consuming and prone to errors or missing documentation.
Budgetly Benefits:
The new platform offers real-time tracking, budget control, and is described as fast, accurate, and easy to use.
Streamlined Workflow: Support workers can now instantly upload receipts or tax invoices via the Budgetly mobile app at the point of purchase.
Financial Control: The system allows the organisation to set specific spending limits for household expenses and participant budgets.
Integration and Results:
Budgetly integrates with Xero, and its implementation has resulted in a 75% reduction in time spent on processing.
