AI Progress Notes
GPS Check-in
NDIS Compliant
NDIS Billing
SCHADS Payroll
142 Participants
Built for NDIS Registered Providers · Australia

The smarter way to run your
NDIS organisation

Participants, rostering, NDIS billing, compliance, payroll, and AI tools — all in one modern platform so your team can focus on care, not admin.

 Rated 4.9/5 by NDIS providers

Just $1 first month Cancel anytime Australian support Setup in 1 min
app.plannor.com.au/dashboard
Dashboard — April 2025
Participants
142
↑ 8 this month
Active Shifts
38
Today
Claims Ready
$24.8k
Ready
Compliance
97%
On Track
Today's Shifts
EW
Emma W. → James T.
09:00–12:00 · Community
Active
MB
Mike B. → Sarah K.
10:30–14:30 · Daily Living
Upcoming
JL
Josh L. → Owen P.
07:00–09:00 · Personal Care
Done
Budget Utilisation
James T.
72%
Sarah K.
48%
Owen P.
91%
Rita S.
33%
Trusted by NDIS providers across Australia
500+
NDIS Providers
12,000+
Participants Managed
$2.1B+
NDIS Funds Tracked
99.9%
Platform Uptime SLA
Get Started

Up and running in 3 simple steps

No lengthy implementation projects. Most NDIS providers are fully operational within 2 business days.

1

Sign up & configure

Create your account, set up your organisation details, and configure NDIS support types in under 15 minutes.

2

Add participants & staff

Import existing data or add records manually. Invite support workers — they're ready on mobile immediately.

3

Manage everything in one place

Create shifts, track budgets, generate NDIS claims, and let AI write progress notes from one dashboard.

Start for $1

Just $1 your first month · Cancel anytime · Australian support

Platform Capabilities

Everything your NDIS organisation needs

One platform replaces your spreadsheets and disconnected tools. Purpose-built for the NDIS — not retrofitted from generic care software.

Participant Management

Centralise all participant records, NDIS plans, care plans, funding budgets, goals, and support history in one profile.

Smart Rostering

Drag-and-drop scheduling, staff availability matching, mobile check-in/out, and automatic shift notifications.

NDIS Billing & Claims

Auto-generate invoices from completed shifts, submit NDIS claims in bulk, and sync to Xero or MYOB instantly.

Compliance Tracking

Incident reporting, risk assessments, document expiry alerts, and NDIS audit-ready records at all times.

AI-Powered Tools

AI progress notes, voice mode chatbot, ChatGPT connector, and smart form generation save hours every week.

Payroll & Timesheets

SCHADS award automation, payslip generation, timesheet approval workflows, and direct accounting sync.

Reports & Analytics

Live KPI dashboards, funding utilisation reports, staff performance metrics, and exportable compliance reports.

Mobile Access

Full-featured mobile experience — shift details, progress notes, check-in, medications, and documents on any phone.

Participant Management

Every participant's world in one view

Stop searching multiple systems for participant information. Plannor brings NDIS plan data, funding budgets, goals, medications, and support history into one beautifully organised profile.

  • Complete participant profiles with NDIS plan data, diagnoses, and support needs
  • Real-time budget tracking across all NDIS funding lines and categories
  • Care plan management with goals, progress tracking, and review dates
  • Participant and circle member portal — families and plan managers stay informed
  • Medication management with full administration history
  • Secure document storage and intake form management per participant
Participants — Budget Overview
JT
James Thompson
Support Coordination · Plan ends Dec 2025
Active
$28,400 / $39,500
SK
Sarah Kim
Daily Activities · Plan ends Mar 2026
Active
$17,100 / $35,600
OP
Owen Park
Personal Care · Plan ends Jun 2025
Near Limit
$19,800 / $21,750
RS
Rita Santos
Community Access · Plan ends Sep 2025
On Track
$8,200 / $24,900
NDIS Billing & Claims

Get paid faster with automated NDIS billing

Eliminate billing errors and claim delays. Plannor automatically converts completed shifts into NDIS-compliant invoices, handles bulk claim submissions, and syncs everything to your accounting platform.

  • Auto-generate invoices from completed and digitally signed shifts
  • NDIS bulk claim submission with rejection handling and one-click resubmission
  • One-click sync to Xero and MYOB accounting platforms
  • NDIS support item price catalogue — automatically updated each financial year
  • Invoice CSV export in NDIS-required bulk upload format
  • Expense claim management with ATO mileage rate auto-calculation
Invoices & Claims — April 2025
INV-2025-0412
James Thompson · Community Access · 12 shifts
$3,840
Paid
INV-2025-0415
Sarah Kim · Daily Activities · 8 shifts
$2,160
Claiming
INV-2025-0418
Owen Park · Personal Care · 20 shifts
$4,910
Draft
This Month Total
$24,810.00 ready to claim
Compliance & Risk

Stay audit-ready without the stress

The NDIS Quality and Safeguards Commission expects comprehensive, up-to-date records. Plannor keeps everything audit-ready automatically so you're never scrambling when a review arrives.

  • Incident reporting with NDIS reportable incident classification
  • Risk assessments with review workflows and escalation tracking
  • Document expiry alerts for staff certifications and participant consents
  • Full audit trail — every user action timestamped and logged
  • Staff onboarding compliance — NDIS Worker Screening, police checks, first aid
  • Integrated LMS — mandatory training modules with certificate tracking
Compliance Dashboard
NDIS Worker Screening
24 of 26 staff compliant
92%
First Aid Certificates
2 expiring within 30 days
Action
Open Incidents
1 reportable · 2 non-reportable
3 Open
Mandatory Training
21 of 26 staff complete
81%
Smart Rostering

Roster built for NDIS — not generic shift work

Plannor's NDIS-aware rostering engine matches staff to participants based on skills, availability, and continuity of care — and alerts you before anything goes wrong.

  • Drag-and-drop roster builder with weekly and monthly views
  • Staff availability management — workers set their own preferences via mobile
  • Automatic conflict detection — double-booking, unavailability, and SCHADS hour alerts
  • Mobile check-in/out with GPS verification — no paper timesheets
  • Shift notifications by email and SMS — staff always know their schedule
  • Reusable shift templates and recurring roster patterns
Today's Roster — Monday 28 Apr 2025
EW
Emma Wilson → James Thompson
09:00–12:00 · Community Access · GPS verified
Active
DC
David Chen → Sarah Mitchell
10:00–14:00 · Daily Living · Confirmed
Upcoming
RG
Rachel Green → Lisa Anderson
13:00–16:00 · Social Support · Confirmed
Upcoming
TB
Tom Bradley → Michael Roberts
07:00–09:00 · Personal Care
Done
Today: 14 shifts scheduled · 2 pending acceptance
No conflicts
AI-Powered

AI that understands NDIS, not just text

Plannor's AI assistant knows your participants, shifts, compliance status, and funding. It can answer real operational questions or draft NDIS-appropriate progress notes in seconds — hands-free on mobile.

  • AI progress note writing — type a few keywords, get a full professional note
  • Voice mode — talk to your AI assistant hands-free while on shift
  • ChatGPT connector — query participant and shift data from ChatGPT
  • AI form builder — generate intake forms from a text prompt or PDF upload
  • Smart incident summaries and shift report drafts
  • Tenant-isolated — AI never mixes data between organisations
AI Assistant — Staff Portal
You
Write a progress note for today's shift with James. We went to the library, he chose two books independently and engaged well with staff.
Plannor AI
James engaged positively in today's community access activity at the local library. He demonstrated strong decision-making skills by independently selecting two books and maintained meaningful engagement with support staff throughout the session. No incidents noted. Progress observed toward goal: Independence in Community Participation.
AI Assistant

Your NDIS AI assistant, always on

Ask questions, get instant answers about participants, shifts, budgets, and compliance — all from a conversational interface. Plannor's AI knows your organisation inside out.

Ask anything about participants, budgets & shifts
Voice-enabled — hands-free on mobile while on shift
Instant answers, no searching through menus
Data stays within your organisation — fully isolated
Plannor AI
● Online · Knows your org
You
Which participants have budget nearing the limit?
2 participants are near their limit:
Owen Park — Core Supports at 91% ($19,800/$21,750)
James T. — at 72% — review in 3 weeks.
You
Flag Owen Park for support coordinator review
Done — Owen Park flagged. A task has been created and assigned to Sarah Wilson (Support Coordinator).
Ask anything about your organisation…
Secure Messaging

Keep your whole team connected

Secure, in-platform messaging between support workers, coordinators, participants, and families — no more WhatsApp groups or missed emails.

  • Direct and group messages between staff, coordinators, and managers
  • Participant circle messaging — family members and plan managers included
  • File and document sharing within conversations
  • Shift handover notes linked directly to participant profiles
  • Notifications via email and in-app — nothing gets missed
  • Full message history retained for compliance and audit
Messages
EW
Emma Wilson
Shift handover
2m
SM
Sarah (Family)
Next week?
1h
DC
David Chen
WWCC renewal
3h
RG
Rachel Green
Timesheet query
1d
EW
Emma Wilson
● Online now
EW
Completed James's shift. He had a great time at the library — chose two books! Meds on time. All good 👍
AD
Thanks Emma! Please submit your timesheet by 5pm. Note linked to James's care plan ✓
EW
Done! Timesheet submitted ✓
Type a message…
MCP Integration

Connect Claude AI & ChatGPT to your NDIS data

Plannor implements the Model Context Protocol (MCP) — letting you query live participant data, shift schedules, budgets, and compliance status directly from Claude or ChatGPT.

  • Ask Claude or ChatGPT about any participant, shift, or budget in real time
  • One-click MCP server setup — no coding required
  • OAuth 2.1 secured — your data never leaves Plannor
  • Live data sync — answers always reflect the current state
Connect Claude / ChatGPT
MCP Connection Architecture
🤖
Claude AI
Anthropic
MCP
🔗
Plannor MCP
OAuth 2.1
API
🏢
Your Data
Isolated
Sample query in Claude AI
"Show me all participants with budget utilisation above 80% and their next scheduled shift"
← Plannor MCP Response
Found 2 participants:
Owen Park — 91% ($19,800/$21,750) · Next shift Thu 09:00
James Thompson — 72% ($28,400/$39,500) · Next shift Wed 14:00
Also works with ChatGPT
Claude Opus / Sonnet
Automation

Automate your NDIS workflows with n8n

Plannor's webhook API and n8n connector lets you build powerful automations — no code required. Trigger actions in your other tools the moment something happens in Plannor.

  • Webhook triggers on shift completion, invoice creation, budget alerts, and more
  • Auto-sync to Xero, MYOB, Slack, Google Sheets, and 400+ apps via n8n
  • Automated reminders for WWCC expiry, plan reviews, and compliance deadlines
  • REST API with full documentation for custom integrations
  • No-code workflow builder — your coordinator can set it up in minutes
n8n Automation Workflows
When a shift is completed
Shift Completed
Create Invoice
Sync to Xero
When budget reaches 80%
Budget Alert 80%
Email Coordinator
Create Task
When staff certification expires in 30 days
WWCC Expiring
SMS to Staff
Block Rostering
Powered by n8n · Connect 400+ apps · No code required
Side-by-Side Comparison

How Plannor compares to the competition

We built every feature specifically for Australian NDIS providers — not retrofitted from general healthcare or international care software.

Feature
Plannor
All-in-One NDIS Platform
ShiftCare Generic NDIS Tools
NDIS-native billing & claims Partial
Real-time budget tracking per participant Partial
AI progress notes (built-in)
Voice AI mode for mobile workers
ChatGPT / MCP connector
SCHADS payroll automation Partial Partial
Xero + MYOB integration Partial
Staff LMS & training modules
Incident & risk management Partial
Custom form builder with AI generation
Participant & circle member portal Partial
Multi-tenant SaaS architecture
Lead capture & intake management
NDIS support item price catalogue Partial

Comparison based on publicly available feature information. Last reviewed April 2025.

Provider Stories

NDIS providers love Plannor

From sole traders to large registered providers across Australia — Plannor adapts to how your organisation works.

"We switched from ShiftCare and the difference was immediate. Real-time budget tracking, AI progress notes, and compliance alerts — Plannor does things we didn't even know we needed. Our admin time dropped by about 40%."

KM
Karen Mitchell
CEO, BrightPath Disability Services
NDIS Registered · NSW

"The NDIS billing automation paid for the subscription in the first month. Claims that took our coordinator two days are now done in 20 minutes. The Xero sync means our books are always up to date without double entry."

DW
David Wong
Finance Manager, SunCare Services
NDIS Registered · VIC

"Our support workers love the mobile experience. They can view shifts, write AI-assisted progress notes, and check in with GPS — all from their phone. The voice mode is something our whole team uses every day now."

TR
Tanya Rodriguez
Operations Manager, Horizon Care
NDIS Registered · QLD
Integrations

Works with your existing tools

Connect Plannor to your accounting, payment, and AI platforms in a few clicks. No technical knowledge required.

Xero Accounting
MYOB
Stripe Payments
ChatGPT / MCP
Google Gemini AI
n8n Automation
Mobile Web App
NDIS CSV Export
Pricing

Plans that scale with you

Simple, transparent pricing for NDIS providers. Start for just $1 your first month.

Monthly Annual Save ~20%
Basic

Everything you need to get started with NDIS management.

1st month $1
$ 9.50 /mo
1st Month $1
Includes:
  • Up to 10 participants
  • Up to 5 staff members
  • Shift scheduling & rostering
  • GPS clock-in / clock-out
  • Progress notes
  • NDIS bulk invoicing
  • Staff mobile app
  • Basic budget tracking
  • Email support
  • $1 first month (then $9.50/mo or $49/yr)
Best Features
Premium

Full-featured platform for established providers scaling fast.

$ 39.00 /mo
1st Month $1
100% Money-Back Guarantee

Includes:
  • Up to 200 participants
  • Up to 100 staff members
  • Everything in Professional
  • Advanced reporting & analytics
  • Xero & MYOB integration
  • API access & webhooks (n8n)
  • AI chatbot for staff & managers
  • Full payroll management
  • Multi-location support
  • SLA-backed priority support
  • 100% money-back guarantee
Enterprise

Enterprise

Tailored solutions for large providers and networks. Contact us.

Custom

Tailored pricing for your organisation

Contact Us
Everything in Premium, plus:
  • Unlimited participants & staff
  • Everything in Premium
  • Dedicated account manager
  • Custom onboarding & training
  • White-label / custom branding
  • Custom integrations & API
  • Multi-tenant / franchise support
  • SLA guarantee & 24/7 support
  • Custom reporting dashboards
  • Data migration assistance

All prices in AUD  ·  $1 first month  ·  No lock-in contracts  ·  Cancel anytime

Trust & Compliance

Built to meet Australian NDIS requirements

Plannor is designed from the ground up for Australia's NDIS regulatory environment — so your organisation stays compliant as the scheme evolves.

NDIS Quality & Safeguards Aligned
Incident reporting meets NQSC requirements
Privacy Act 1988 (Cth) Compliant
Australian Privacy Principles followed
NDIS Price Guide Current
Support item catalogue updated each FY
TLS Encryption & Secure Auth
OAuth 2.1, MFA-ready, full audit logging
SCHADS Award Compliant Payroll
Social, Community, Home Care Award
99.9% Uptime SLA
Australian-based infrastructure available
FAQ

Common questions from NDIS providers

Is Plannor purpose-built for Australian NDIS providers?
Yes. Plannor is built exclusively for Australian NDIS registered and unregistered providers. The billing module uses the current NDIS price guide, compliance tools align with NQSC requirements, payroll follows the SCHADS Award, and all privacy handling complies with the Australian Privacy Act 1988.
How does NDIS billing and claims work?
Plannor automatically converts completed, signed shifts into invoices using the correct NDIS support items and current price guide rates. You can submit claims in bulk to the NDIA, track claim status, handle rejections with one-click resubmission, and sync everything to Xero or MYOB. NDIS CSV export is also included.
Can Plannor replace ShiftCare?
Plannor covers all the rostering and shift management capabilities of ShiftCare and adds NDIS billing automation, AI-powered tools, SCHADS payroll, staff LMS, custom forms, ChatGPT integration, and comprehensive compliance management. Many organisations switch from ShiftCare to Plannor when they need a single system.
How does the AI progress note feature work?
Support workers type a brief description of what happened during a shift. Plannor's AI (powered by Google Gemini) expands it into a professional, NDIS-appropriate progress note with awareness of the participant's goals and care plan. Workers can review and edit before saving. Voice dictation is also supported on mobile.
Does Plannor integrate with Xero and MYOB?
Yes. Plannor has native integrations with both Xero and MYOB. You can sync invoices, payments, and payroll runs directly to your accounting platform. Setup takes minutes and requires no technical knowledge. The Premium and Enterprise plans include full accounting sync.
Is participant data stored securely?
Plannor uses TLS/HTTPS encryption for all data in transit. Each organisation's data is strictly isolated from others in the multi-tenant architecture. Australian data hosting options are available on Enterprise plans. All connector and API access is logged and auditable.
Can support workers use Plannor on their mobile phones?
Yes. Plannor is fully responsive and works on any smartphone browser — no app download required. Support workers can view shifts, write AI-assisted progress notes, check in and out with GPS, record medications, submit incident reports, and access documents from their phone.
Is there a free trial?
We don't offer a traditional free trial — instead, your first month is just $1 with full access to all features on your selected plan. This gives you real production access with your actual data so you can make a confident decision. Cancel anytime within the first month and you'll only ever pay $1.
How long does it take to get up and running?
Most small to medium providers are fully operational within 2–3 business days. The platform includes templates for common NDIS support types, care plan structures, and rostering patterns. Enterprise plans include dedicated onboarding support and data migration assistance.
What happens to our data if we cancel?
Your data remains accessible in read-only mode for 30 days after cancellation so you can export everything. After 30 days, data is securely deleted in line with our Privacy Policy and NDIS recordkeeping obligations. A full data export can be requested before cancellation.
Get Started Today

Your NDIS operations, transformed.

Join hundreds of Australian disability support providers who've ditched the spreadsheets. Start for just $1 — full platform access, no lock-in.

Just $1 first month Cancel anytime Australian support team Setup in 15 minutes
500+
NDIS Providers
$2.1B+
Funding Managed
12k+
Participants Supported
99.9%
Platform Uptime
NDIS Commission Aligned
Compliant with NDIS Practice Standards & Quality Indicators