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Fund Management

Our Invoice Plan is the perfect choice for managing care funds.

With all the features of our Succession Plan you can also track payments to service providers, suppliers, support workers and therapists. 

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Allocate costs

Allocate your costs to funding sources like your NDIS plan, disability pension or compensation payout.

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Run Reports

Run reports on different cost allocations and funding sources, then export to Excel.

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See your costs

Ability to see your costs against Core, Capital and Capacity Building.

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Link to Email

Take photos of your invoices and receipts and email them to the app so they automatically attach to the relevant records.

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Make claims

See your costs for different allocations and claim them back from the NDIS portal.

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Built-in Dashboard 

Our easy-to-use dashboard gives you a quick overview of your cost allocations and your current NDIS Plan status.