Overview

At Orion Care, earning the trust of NDIS participants and their families is a privileged responsibility. The Orion constellation is that of a warrior; it is the spirit and heart of a warrior that drives the Orion Care team to assist people in achieving their goals by encouraging them to reach for the stars at every stage of their journey.

Orion Care's mission is to empower the community through personalised living options that prioritise choice, independence, and greatness.

Before Budgetly, reimbursing staff purchases presented challenges:

• Chase receipts: Whenever a staff member made a purchase, there was always a tedious process of trying to locate the receipt. Orion Care soon realised that this method was not scalable and it became difficult to process reimbursements without the necessary receipts.
  
  

• Manual reconciliation:  In addition to the hassle of finding the receipt, staff members were required to either email it to us or physically hand it in. This was followed by a time-consuming process of manually matching the transaction data and entering it into Accounting Software. The number of steps involved for a simple on-the-job purchase was inefficient.
  
  

• Issuing cards: Before Budgetly, Orion Care looked at another solution from one of the big banks but found it clunky and difficult to issue cards to staff for spending.
  
  

Results

1. No more reimbursements or chasing receipts!

Orion Care can now pre-approve spending with rules applied. The app makes it easy for staff to upload receipts at the point of purchase and even sends a notification to prompt them. The receipt and transaction information is then instantly available for the finance team to review. 

“Had we not moved to Budgetly, we would no doubt have a cumbersome process for staff to email receipts and then ultimately be reimbursed.”

Amit Asdhir, Co-Founder

2. Instant card issuing

Cards can be issued to staff who need them and virtual cards are instant if there are a few one-off purchases that need to be made by a casual staff member. Orion Care has completely done away with reimbursements.

"We initially looked at a NAB ‘business management’ card, however found that this was very expensive and the software was clunky. Budgetly is much better."

Amit Asdhir, Co-Founder

3. Much faster reconciliation

All transactions plus any account coding information and tax invoices go straight to Xero by clicking one button.

"I’d say that using Budgetly would have easily saved us at least 20 hours a week.

Amit Asdhir, Co-Founder

4. Ten out of ten support :)

Every Budgetly customer has unlimited free telephone support, 1 to 1 screen share video training email support and live chat support.

"Very responsive and detailed when we’ve needed it. I’ve really only spoken with my account manager who’s been amazing!"

Amit Asdhir, Co-Founder

How Orion Care saved 20 hours a week using Budgetly's prepaid corporate cards

Budgetly prepaid corporate debit cards are available in physical and digital formats, with virtual cards available instantly upon application. Staff can add Budgetly’s virtual cards to their mobile wallets and use them immediately in any location.

With Budgetly’s preloaded cards, Orion Care staff can transact, capture their receipts using a smartphone, and upload them to the app. In addition, Budgetly’s expense management software automatically records transaction details such as vendor names and transaction amounts. 

Example of transactions and adding receipts in the Budgetly app

Staff can also add notes to each transaction and assign them under categories and tags set by finance teams. This allows the team to easily filter and view relevant transactions based on project or location.

Example of the Budgetly’s transactions view in the app

Finance teams can allocate budgets for each card and set spending limits to avoid overspending. Additionally, these budgets can be automated to reset or roll over every fortnight. 

Example of the Budgetly’s budgeting view

Requesting a money top-up is hassle-free on the app, and finance teams can approve them with a click of a button. In addition, all staff transactions can be viewed on the software, giving administrators more control over company budgets. 

Example of Budgetly’s transaction view

For more information on Budgetly and how we work for businesses, schedule a demo with us today, or watch a 10-minute recorded demo. 

About Lead Your Life

At Orion Care, they truly believe that having NDIS participants and their family members trusting them to deliver care, is an ultimate and absolute privilege.

Orion’s shape is that of a warrior. It is the spirit and heart of a warrior that drives the Orion Care team to assist people in achieving their goals by encouraging them to reach for the stars at every stage of their journey.

Orion Care's aim is to empower their people through specialised individually tailored living centred around choice, independence, and reaching for the stars in every area of life.

About Budgetly

Budgetly is an Australian prepaid corporate card and expense management software provider. We’re committed to making expense management easy for all companies and improving their expense processes. Our service is adopted by many NDIS providers, aged care providers, charities, and businesses across Australia.