See your whole operation, then export it.
Open on what needs you today, dig into live insights on the operation, then export any dataset you like, from invoice readiness and invoice batches to service agreements and the audit trail.
Open on what needs you today
The dashboard is one continuous page: overview and shift coverage, today’s shifts and office work, Billing, then worker and participant Compliance. See pending replies, approvals, missing notes and financial balances without switching tabs.
- Shifts to fill, assignments to approve, billing to review
- Deadline clocks on incidents, checks, plans and agreements
- Billing balances, receipts and ageing beside operational priorities
Operations
Fill rate (8 wks)
96%
2 unfilled of 50
Cancellation rate
2.1%
4 cancelled
Open incidents
1
require follow-up
Plans due (90d)
3
reviews approaching
Shift fulfilment
Filled shifts by week, last 8 weeks
Finance · delivered to received
Delivered $24,600 · Issued $21,400 · Received $18,160
Insights you can steer
Run a report over the period you care about, set its parameters, and read the summary and trend alongside the table.
Run a report
Set the date range and parameters, then read the summary with the chart.
Export the records your team needs
Pick a dataset, choose the fields, filter and sort, then export to CSV for boards and funders. Include supporting records when you need to trace a number back to its source.
Pick a dataset
Field selection, filters and pagination.
Everything in insights & reporting
- Daily priorities, operations and finance on one dashboard
- Action queue and deadline clocks
- Money pipeline, delivered work to cash received
- Insight reports with parameters and trends
- Many export datasets
- Field selection and filters
- Audit trail
- CSV export
Bring your whole operation together.
Open a free early-access workspace and start with your real participants, workers and rosters. No card required.
For Australian NDIS providers · Primary customer data stored in Australia