See which shifts make money and which plans are running out
Utilisation, budgets, margin, workforce and incident reports from the work already recorded.
You run the organisation from current figures, not month-end spreadsheets. Shifts, timesheets, invoices, claims and incidents already sit in CompanionAxis, so budget utilisation per participant, gross margin per shift and overtime by team are ready when you open them, and can be scheduled or exported for your board and auditor.
Free for 14 days, with rostering, the support worker app, progress notes and NDIS invoicing. Set it up yourself online.
What changes for you
Know your margin on every shift
Pay cost under the SCHADS Award, including super paid each pay run, is compared with the NDIS price billed, so unprofitable shifts and support types are visible.
Catch plans before they run out
Budget utilisation per participant and support category shows who is under- or over-spending while there is time to act.
Audit evidence on request
Incident, workforce and service delivery reports export ready for your Practice Standards audit.
From the day’s work to a decision
- Step 1Work recorded
Shifts, timesheets, invoices, claims and incidents are captured as they happen.
- Step 2Report chosen
Pick a report, a date range and filter by team, region, house or participant.
- Step 3Figures read
Totals and detail come straight from the live record.
- Step 4Shared or scheduled
Export for your board or auditor, or schedule it to arrive by email.
See it in the app a closer look at the screens your team uses every day.
Pay cost against NDIS price, shift by shift
Every shift carries what you paid the worker, including SCHADS penalties, allowances and travel, and what you billed for it under the NDIS Pricing Schedule. CompanionAxis puts them side by side, so you can see which support types, times of day and teams run at a loss before the month closes.
- Pay cost including penalties and allowances
- Billed price by support item
- Margin by team, house and support type
- Price changes by service date, including 1 December 2026
What’s included
10 features
- UtilisationHours delivered against hours rostered and agreed, by participant, worker, team and SIL home.
- Budget utilisation per participantSpend against each plan budget by support category, with projected spend to plan end.
- Shift cancellationsCancellations by participant, reason and notice, including which were billed as short-notice cancellations.
- Vacancy vs availabilitySIL vacancies and unfilled shifts against worker availability, so you can see where to recruit.
- Revenue by support categoryInvoiced and claimed revenue by support category, funding source, team and region.
- Gross margin per shiftWorker pay cost including penalties and allowances compared with the NDIS price billed for each shift.
- Workforce hours and overtimeHours worked, overtime, broken shifts and sleepovers by worker and team.
- Incident trendsIncidents and reportable incidents by type, participant, house and month, with time to notify the NDIS Commission.
- Audit-ready exports and scheduled reportsExport to Excel or PDF, or schedule any report to arrive by email daily, weekly or monthly. Records are kept for the 7 years providers must retain them.
- Custom dashboardsPin the reports each role needs to their own dashboard, from owners to team leaders.
Works with the rest of CompanionAxis
Invoiced revenue and support items feed revenue and margin reports as invoices are created.
Explore Invoicing and billing →Approved timesheets supply the hours, overtime and pay cost behind workforce and margin reports.
Explore Timesheets and payroll →Incident trends draw on every incident and reportable incident as it is recorded.
Explore Incidents →Questions buyers ask
Can we see budget utilisation for each participant?
Yes. Spend against each plan budget by support category, with projected spend to the plan end date, so coordinators can act before a budget runs out.
How is gross margin per shift worked out?
By comparing the worker’s pay cost for the shift, including SCHADS penalties, allowances and travel, with the price billed for it under the NDIS Pricing Schedule.
Can reports be sent automatically?
Yes. Any report can be scheduled to arrive by email daily, weekly or monthly, and exported to Excel or PDF.
How current are the figures?
As current as the record. Reports are generated when you open them, from the same shifts, invoices and incidents your team is working on.