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Haylie
Who it's for:
NDIS providers managing participant agreements with structured funding periods.
What it solves:
NDIS plans are increasingly structured around quarterly funding blocks, but most care management systems still treat agreements as a single lump sum. This means providers have limited visibility into how much has been spent, rostered, or remaining within each quarter - making it hard to manage budgets proactively. When a funding period rolls over, teams are manually recreating agreements, duplicating rosters, and reconciling spend across periods. The administrative overhead grows with every participant, and the risk of overspending a quarterly block - or under-utilising available funds - increases without clear, period-level tracking.
What we're exploring:
  • Quarterly budget visibility within participant agreements - so providers can see budget, rostered, actual, and remaining at a per-period level
  • Automatic rollover of unspent funds into the next quarter
  • Reducing the need to manually recreate agreements every funding period
  • Clearer reporting across participants to track quarterly utilisation at scale
Why it matters:
As the NDIS moves toward more structured funding periods, providers need tools that match - not workarounds that add admin. Getting this right means stronger financial governance, less manual work, and confidence that participant funds are being managed responsibly.