Everything your plan needs, handled.
From paying providers to tracking every dollar, Planique’s NDIS plan management services handle the financial side of your plan — so you don’t have to.
Our NDIS plan management services
- Invoice processing & payments. We receive and check provider invoices, and process compliant invoices within 48 hours, making sure every claim matches your plan and price limits.
- Budget tracking & reporting. Clear monthly statements and proactive updates across every support category — so you always know where you stand.
- Provider payments done right. We pay the correct amount, every time, and catch errors or overcharging before they cost you.
- Provider liaison. We talk to your providers, sort out billing questions, and keep payments running smoothly.
- Plan-review support. Spending summaries prepared ahead of your NDIS reassessment, so you’re ready.
- Financial oversight. An accountant reviews the money side and keeps your records accurate and audit-ready.
- Guidance when you need it. Real answers from real people — no call centre, no jargon.
Who we help
New to the NDIS, switching plan managers, managing a complex plan, or supporting a loved one — we make the move simple and the everyday calm.
Ready to get started?
Invoice processing and payments
Your providers send their invoices to us. We check each one, process it within 48 hours, and claim it from the NDIS.
Checking is the part that matters. Before anything is paid we confirm the support is funded in your plan, the rate is at or below the maximum price in the NDIS pricing schedule, the claim is coded to the correct support category, the service dates and ABN are right, and it isn’t a duplicate of something already paid.
An invoice that fails any of those goes back to the provider the same day with the specific fix needed — not paid first and untangled later, out of your budget.
Our standard: a compliant invoice is processed and claimed within 48 hours of arriving.
Budget tracking and reporting
You get a clear monthly statement showing what’s been spent, what’s left, and how it’s split across Core, Capacity Building and Capital supports.
Between statements, we watch the run rate. If a category is being spent faster than the plan year, if a large claim appears out of nowhere, or if a provider has quietly stopped invoicing, you hear from us. Most funding problems are obvious three months before they become a crisis — but only if someone is looking.
A self-service portal through our Planability platform is on the way. Until then, you can ask us for a current balance any time and get it the same day.
Provider payments done right
We pay the correct amount, every time.
Overcharging in the NDIS is rarely deliberate. It’s a rate that didn’t get updated when the price guide changed, a support billed at a weekend rate on a weekday, an hour rounded generously, a cancellation charged against the wrong rule. Individually small. Across a plan year, not small at all.
Every one of those is money that leaves your plan and doesn’t come back. Catching them is a core part of the service, not an extra.
Provider liaison
We talk to your providers so you don’t have to.
Billing questions, rate queries, service agreement paperwork, chasing an invoice that never arrived, explaining why one was returned — that conversation happens between us and them. You shouldn’t have to be the go-between in a dispute about money with someone who also supports you personally.
Providers new to plan management can contact us directly and we’ll walk them through how to invoice. For providers →
Plan-review support
Before your plan reassessment, we prepare a spending summary: what you used, in which categories, at what rate, over the plan period.
This turns a difficult conversation into an evidenced one. Instead of arguing from memory about whether your therapy funding was enough, you arrive with the actual numbers showing it ran out in month eight. Planners respond to evidence.
We’ll get this to you ahead of your reassessment date — just tell us when it is.
Financial oversight
A Chartered Accountant reviews the financial side of your plan and keeps your records accurate and audit-ready.
This is the part of Planique that isn’t standard. Plan management is usually built as a customer-service operation with finance attached. Ours runs the other way around: reconciliation against the NDIS portal is routine, records are kept to professional standards, and if the NDIA, a nominee or a support coordinator asks for a full accounting of your plan, it exists and it’s current.
Same NDIS-funded service. Different discipline behind it.
More about Marc and why this matters →
Guidance when you need it
Real answers from real people. No call centre, no script, no jargon.
We’re in Osborne Park, on Perth time. When you call during business hours you reach someone who can see your plan and answer the question — not a queue in another state that opens after your morning is over.
If we don’t know something, we’ll say so and find out.
What it costs
Nothing to you. Plan management is funded by the NDIS as a separate line in your plan, and it doesn’t reduce any other support. Full pricing →