The Beeches faced financial management challenges
The Beeches were looking for a way to simplify client financial management, whilst maintaining simplicity and ease of use.
The Beeches (team pictured) is a small family run, privately owned company, caring for adults of all ages in the comfort of their own homes. Shopping for these adults or accompanying them on excursions are a few of the tasks that carers at The Beeches undertake. However, managing financial transactions had become increasingly challenging with a mixture of payment methods being used, none of which were entirely suitable. It often caused unnecessary stress for carers and created difficulties for family members trying to maintain oversight.
The Beeches‘ experience with Cleva
Now working with Cleva, The Beeches were able to simplify client financial management. Stress, confusion and lack of oversight is in the past.
For a prime example of how Cleva works for The Beeches, take a look at Andy*’s story:
“Our client Andy* goes out once a week for a pub lunch and his carer joins him for a good chat over the meal – which he enjoys enormously. However, when he comes to pay, he is often unable to recall his bank card PIN and becomes distressed as a result.
Since we have been using Cleva, all of this stress and confusion has been removed. Now, when paying, his carer simply opens up the Cleva app, selects Andy*’s Digital Wallet and can pay using their Cleva card. The transaction is automatically linked to Andy’s Digital Wallet and his carer can also upload the receipt for further transparency. The transaction and receipt can be viewed by our team, Andy*, and Andy*’s family – which provides visibility for everyone involved. Cleva is simple to use, secure and transparent. It also saves a significant amount of administration time as everything is done digitally.
Cleva is now allowing us to shop for more of our other clients too, who are in similar situations to Andy*.”
Fran Barrett, Director at The Beeches
Each carer who looks after Andy* has their own Cleva card, which can spend from a pre-allocated balance provided by Andy*. Rather than Andy* struggling to remember his PIN, the carer can assist when paying and can also complete other tasks on behalf of Andy*, such as shopping, all via the Cleva card.
How family members of The Beeches’ clients see Cleva
Cleva goes beyond the client and carer relationship, it gives organisations the power to actively involve family members in financial oversight.
“Dad is keen to maintain his independence and live in his own house. None of this would be possible without the care and support which he gets from The Beeches. I live an hour’s drive from Dad and can only visit him once a week which is hard, and as Dad lives alone, I’m often concerned that he is eating well.
Since The Beeches have been using Cleva to do Dad’s shopping, I now have complete peace of mind. Via the Cleva app I have access to Dad’s Digital Wallet and can see full details of Dad’s shop, including what was bought via the receipts, when it was purchased and by which carer. It also allows me to keep an eye on his budget as well – This is a very ‘Cleva’ piece of technology!”
Andy*’s Son, 2025
*Client name changed for anonymity