NDIS Business Management Platform

Website, CRM, scheduling, timesheets, invoicing and finance reporting in one workflow.

A scalable prototype for participant onboarding, support worker onboarding, rostering, timesheet approval, NDIS invoicing and Xero/MYOB-ready bookkeeping.

Open CRM Dashboard View Invoicing Engine

End-to-End Workflow

Referral → Quote → Service Agreement → Roster → Timesheet → Participant Sign-Off → Invoice → Xero/MYOB → Power BI.

Platform Modules

Participant CRM

Participant profiles, NDIS plan details, service agreements, documents and funding utilisation.

Worker CRM

Recruitment, checks, training records, availability, skills and expiry alerts.

Scheduling

Recurring shifts, vacant shift management, worker allocation and participant rosters.

Timesheets

Clock-in/out, progress notes, travel, participant sign-off and manager approval.

Invoicing

Invoices based on delivered services, accepted quotes, extras and NDIS pricing guidance.

Finance Reporting

Xero/MYOB compatibility, Power BI dashboards, revenue, debtors and margin reporting.