Plan managers will process invoices without the inbox backlog
An invoice inbox with OCR, validation, claiming and monthly statements, all in one place.
You will pay providers faster and answer fewer “where is my money” calls. Provider invoices will arrive in one inbox, be read automatically, be checked against the provider, the participant and their plan, and be claimed from the NDIA, with participants seeing their budget and statements in a portal.
Free for 14 days, with rostering, the support worker app, progress notes and NDIS invoicing. Set it up yourself online.
What it will change for you
No more retyping invoices
Invoices emailed by providers will be read by OCR into support items, dates and amounts, so staff check rather than key.
Only valid invoices paid
Each invoice will be checked against the provider, the participant, the plan dates, the budget and the price limit before it is claimed.
Participants who know where they stand
Monthly statements and a participant portal will show what was spent, what was paid and what is left in each budget.
From provider invoice to participant statement
- Step 1Invoice receivedSoon
The provider’s invoice will land in the inbox and be matched to the participant.
- Step 2Lines extractedSoon
OCR will read the support items, dates and amounts for review.
- Step 3ValidatedSoon
Provider, participant, plan, budget and price limit will be checked.
- Step 4Claimed and paidSoon
The invoice will be claimed from the NDIA and the provider paid once funds arrive.
- Step 5Statement sentSoon
The participant will see the payment on their monthly statement and in the portal.
See it in the app a closer look at the screens your team uses every day.
Every provider invoice will land in one place
Providers will email invoices to a single address. Each one will be read, matched to the participant and checked against their plan before a person looks at it, so your team will spend its time on exceptions, not data entry.
- OCR extraction of line items
- Automatic participant matching
- Validation before review
- Exceptions queued with the reason
What’s included
8 features
- Invoice inboxSoonA dedicated inbox will collect provider invoices by email and upload, matched to the participant automatically where possible.
- OCR line extractionSoonProvider, ABN, dates, support items, quantities and amounts will be extracted from each invoice for review.
- Provider validationSoonProviders will be checked against your provider register, with bank details and ABN confirmed before payment.
- Participant and plan validationSoonLines will be checked against the participant’s plan dates, budget by support category and the price limits in the NDIS Pricing Schedule, including the lower limits for unregistered providers from 1 January 2027.
- Claiming from the NDIASoonApproved invoices will be grouped into plan management claims, with results imported and matched back to each invoice.
- Provider paymentsSoonPaid claims will produce provider payment batches and remittance advice.
- Monthly statementsSoonParticipants and nominees will receive a monthly statement of invoices paid and budget remaining.
- Participant portalSoonParticipants will see their budgets, invoices and statements online, and approve invoices where you require it.
Works with the rest of CompanionAxis
Plan budgets by support category will be drawn down as invoices are paid, so balances stay current.
Explore NDIS plans and budgets →Participants and families will see statements and budgets in the same portal (coming soon).
Explore Participant and family portal →Plan management claims will use the same claim batches, result import and rework queue.
Explore NDIS claims and remittance →Questions buyers ask
Is plan management available now?
Not yet. Plan management is in active development and early access is open. At launch, CompanionAxis invoices plan managers on behalf of providers; tools for plan managers themselves are coming soon.
Is it built for the new plan management provider panel?
It is being designed for plan managers operating under the NDIA’s plan management provider panel, which started on 1 October 2026. Panel requirements will shape the validation, claiming and reporting tools before release.
Will it read invoices automatically?
Yes. Invoices emailed or uploaded to the inbox will be read by OCR, and the extracted lines will be shown beside the original for review before validation.
Will participants be able to see their statements?
Yes. Participants and nominees will receive monthly statements and be able to see budgets, invoices and payments in the participant portal.