Process provider invoices without retyping them
Plan management in CompanionAxis is coming soon.
Plan managers will receive provider invoices, check them against the participant’s plan and the NDIS Pricing Schedule, claim from the NDIA and pay providers from one place, with budgets participants and nominees can see.
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
Invoices checked before you claim
Each invoice line will be checked against the plan, support category and price limit, so errors are caught before the claim.
Providers paid on time
Remittances will be matched to claims and provider payments raised in batches, so payment runs stay on schedule.
Budgets participants understand
Participants and nominees will see what has been spent and what remains in each category.
What it looks like day to day the people, places and moments this is built for.
What gets in the way today
PDFs, emails and paper invoices are keyed in by hand, line by line.
Checking each line against the NDIS Pricing Schedule takes time and still misses errors.
Without a shared view, staff answer budget questions one call at a time.
What will change in your daily work
- Invoice lines captured without retyping
- Price limit errors returned to providers before you claim
- Remittances matched to claims
- Participants see their own budgets
Recommended modules Switch on what you need now. Add the rest later without migrating.
Invoices, claims and participant statements
Explore →Plan budgets, burn-down, overspend alerts
Explore →Bulk claims, validation and remittance
Explore →Participant and family access
Explore →NDIA claims, accounting and payroll
Explore →Questions buyers ask
When will plan management be available?
It is in development. Join early access and we will set it up with you as it reaches pilot.
How does this fit with the new plan management provider panel?
The NDIA’s plan management provider panel starts on 1 October 2026. We are designing invoice processing, budget tracking and reporting with panel plan managers in mind. Talk to us about what your panel arrangements require.
Can we use CompanionAxis now as a provider that also plan manages?
Yes. Today you can use rostering, notes, invoicing and NDIS claims for the supports you deliver. Plan management features will be added to the same account when they launch.