Demo This is a scaled-down, working version of the end product, built for demo purposes. Nothing is saved or sent anywhere.
wollopit Plan Desk for NDIS plan managers ← Back to the overview

Live demo · Blueprint No. 4341

Inbox to paid, sorted. Budgets live, phones quiet.

This is a mini plan management desk. It captures provider invoices from the inbox and checks every line against price limits, duplicates, plan dates and funding periods. Clean invoices get bulk claimed and providers are paid in one run. Budgets update live and participants see it all on their phone. Have a play: every button works.

  1. 01Check today
  2. 02Capture the inbox
  3. 03Sort the exceptions
  4. 04Bulk claim them
  5. 05Pay providers
  6. 06Check a budget

This is the scaled-down version.

The real one is built around how your plan management business runs: invoices pulled from Microsoft 365 or Google Workspace and every line checked against the current NDIS Pricing Arrangements and Price Limits. Bulk payment requests go to the myplace provider portal through PRODA. Payments and fees sync to Xero or MYOB and participant approvals go out by Twilio SMS. It can sit alongside Lumary, Brevity or SupportAbility if you already use them, with your own rules for participant approvals, funding period warnings and payment run sign-off. It's hosted and looked after by the people who built it.

Talk to us about the real one →