Everything in the app

Seven areas, one window. Nothing here needs a browser tab, a subscription or an internet connection.

01

Dashboard

  • Business overview with outstanding invoices at the top
  • Monthly earnings and financial year earnings side by side
  • Invoices grouped by draft, sent and paid
  • Quick access to the tasks you repeat every week
  • A guided tour on first run, skippable at any point

02

Clients

  • Store and manage client information, with full invoice history
  • Save NDIS line items per client — item number, description, rate and GST — for reuse
  • Live search for NDIS item numbers, with description and price prefilled
  • Safe deletion for clients without invoices, restorable from the recycle bin

03

Invoices

  • Automatic invoice numbering
  • Fill a line from the client's saved items, each on its own row so long descriptions are never cut off
  • Edit, duplicate and delete invoices, with restore from the recycle bin
  • PDF generation addressed to the participant, with plan manager or billing contact as a secondary line
  • Printing, and an email-ready invoice that carries your business phone number in the sign-off

04

NDIS pricing catalogue

  • Current NDIS Pricing Schedule pre-loaded, ready the moment you install
  • Search support items by number or name
  • Import an updated schedule PDF whenever one is published
  • Check the NDIS website for a newer version from inside the app

05

Income and expenses

  • Track income and business expenses, categorised for tax time: vehicle fuel, maintenance and insurance, travel, donations, entertainment, office and superannuation
  • End-of-financial-year summary — income by GST rate, expenses by category, net profit
  • CSV export for your accountant, with GST rows and columns omitted if you are not registered
  • Log an expense while creating an invoice, without it appearing on the invoice
  • Restore deleted income and expense entries from the recycle bin

06

Settings

  • Business information, logo and invoice defaults
  • GST registered toggle — turn it off and GST disappears from every field, figure and report
  • Appearance: Light, Dark, NDIS Light, NDIS Dark or a fully custom colour theme, plus a font size preference
  • Backup and restore, with an automatic safety snapshot before every restore
  • Recycle bin for clients, invoices, income and expenses

07

Help and support

Ready to try it on your own client list? Installers are on the download page.

Download installer