Everything you need to run your NDIS business

70+ features across 10 modules. From participant onboarding to PACE claiming.

Participant Management

Plans, budgets, goals, documents, and a complete participant timeline.

Participant profiles

NDIS number, contacts, nominee links, and service agreements in one place.

NDIS plan management

Upload and version plans with start/end dates and plan manager type.

Funding budgets

Budget per line item across Core, Capacity Building, and Capital categories.

Live budget burn-down

Real-time spend tracking with threshold alerts at 70%, 85%, and 95%.

Goals tracking

Goals captured per plan, linkable from progress notes for evidence.

Document store

Upload agreements, consent forms, behaviour support plans per participant.

Participant timeline

Shifts, notes, incidents, and documents in one chronological view.

Workforce & Compliance

Clearance tracking, skills tags, and hard-blocked rostering for expired clearances.

Worker profiles

Contact details, employment type, skills, and qualifications.

Document expiry alerts

Proactive alerts at 30, 14, and 7 days before clearance expiry.

Hard-block rostering

Workers with expired NDIS Worker Screening cannot be rostered. Period.

Availability management

Workers set availability and unavailability from the mobile app.

Skills tagging

Tag workers with skills (PEG feeding, hoist, manual handling) for smart matching.

Onboarding checklists

Step-by-step onboarding with document upload and verification.

Rostering & Scheduling

Drag-and-drop weekly roster with conflict detection and one-tap replacements.

Drag-and-drop roster

Weekly worker-by-day grid. Move shifts with a click.

Recurring templates

Set weekly or fortnightly patterns and auto-generate shifts.

Conflict detection

Catch double-bookings, expired clearances, and unqualified assignments.

Auto-suggest workers

Fill shifts with qualified, available workers in one click.

Push notifications

Publish the roster and notify affected workers instantly.

Replacement finder

One-tap broadcast to qualified pool when a worker calls in sick.

Accept/decline shifts

Workers accept or decline from the mobile app.

Bulk operations

Approve, edit, or reassign shifts in bulk.

Mobile Worker App

Offline-first iOS and Android app for support workers in the field.

Offline-first

Works without mobile signal. Queues actions and syncs when reconnected.

Today screen

Shifts, addresses, participant details, and one-tap navigation.

Clock in/out

Geo-stamped clock events, queued offline and synced later.

Progress notes

Goal-linked notes with voice-to-text. Cannot start next shift until submitted.

Incident reporting

Quick reports with severity, photo, and type classification.

Push notifications

New shifts, broadcast requests, and reminders.

Participant snapshot

Allergies, behaviours, goals accessible offline.

Pay visibility

See this week's approved, pending, and rejected shifts.

Notes & Approvals

Goal-linked progress notes with coordinator approval workflow.

Goal-linked notes

Link progress notes to participant goals for evidence.

Approval queue

Coordinators review and approve notes in bulk.

Exception flags

Catch missing, late, too-short, and unlinked notes automatically.

Immutable timestamps

Created vs edited timestamps for audit compliance.

Invoicing & Claiming

From approved shifts to PACE CSV in one flow. Never miss a claim again.

Auto-generate invoices

Create invoice drafts from approved shifts in one click.

Management type branching

Separate NDIA, plan-managed, and self-managed invoices automatically.

Cancellation handling

Short-notice rules with claimable percentage calculation.

Pre-flight validation

Catch errors in line items, dates, prices, and caps before you submit.

PACE CSV export

Correct bulk upload format. Export and upload to the NDIS portal.

Claim tracking

Track batches from draft to exported, submitted, paid, or rejected.

Timesheet export

Xero-compatible CSV for payroll integration.

Compliance & Audit

Incident register, restrictive practices, and one-click audit pack export.

Incident register

Reportable incidents with automatic 24-hour and 5-day timers.

Escalation workflow

Auto-notify owners and admins on missed timer deadlines.

Restrictive practices

Authorisation tracking for all restrictive practice use.

Immutable audit log

Hash-chained, tamper-evident log of every sensitive action.

Audit pack export

One-click export grouped by NDIS Practice Standard and date range.

Auditor role

Read-only access with date-bounded visibility for external auditors.

Owner Dashboard

Know what needs attention today. Close out the week in one wizard.

Friday close-out wizard

Approve, invoice, and export PACE CSV in one guided flow.

Action items

The 3 things you need to act on today, front and centre.

Budget warnings

Per-participant, per-category overspend alerts.

Expiring documents

Worker clearances, plans, and agreements nearing expiry.

Incident dashboard

Open incidents with timer status at a glance.

Family / Nominee Portal

Read-only access for families and nominees. No more phone calls for updates.

Magic-link login

Simple, secure access without passwords.

Budget burn-down

Live funding status per category.

Upcoming shifts

Worker name, time, and location for the week ahead.

Progress notes

Recent notes filtered to their participant.

Document downloads

Service agreements, plan summaries, and invoices.

Raise a concern

Feedback form routed to the provider with SLA tracking.

Platform Foundations

Enterprise-grade infrastructure built for NDIS compliance.

Multi-tenant isolation

Complete data separation between organisations at application and database level.

Role-based access

7 roles with 34 granular permission keys. Principle of least privilege.

Australian data residency

All data in AWS Sydney. Nothing leaves Australia.

Encryption

AES-256 at rest, TLS 1.2+ in transit, field-level encryption for sensitive PII.

Two-factor authentication

TOTP-based 2FA mandatory for owner, admin, finance, and auditor roles.

Daily encrypted backups

90-day retention with monthly restore verification drills.

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