NDIS Plan Management by CPAs & Chartered Accountants
We take care of your NDIS funds so you can focus on your goals.
Planifi combines deep financial expertise with NDIS know‑how. Led by qualified accountants, we ensure your funds are managed efficiently, transparently and in full compliance. Powered by Enfinite Advisory / Expert Business & Tax Advisory, we bring best‑in‑class financial controls and support.
AT A GLANCE
✔ Transparent budget tracking
✔ Use registered & unregistered providers
✔ Monthly statements & real‑time updates
Zero
Out‑of‑pocket costs
3-5 days
Typical provider payment
24/7
Portal Access
About Us
Accountant‑led plan management, powered by Enfinite Advisory
Planifi exists to remove financial complexity for NDIS participants. We handle invoice checks, claims, provider payments, reconciliations and reporting — so you can focus on the supports that matter. Our CPA / CA leadership means rigor, integrity and clarity are built into every step.
Why Choose Us?
✔ Accountant‑led service for accuracy & compliance
✔ Powered by Enfinite Advisory / Expert Business & Tax Advisory
✔ Reliable payments to providers within agreed timelines
✔ Full transparency via real‑time portal + monthly statements
✔ Flexibility to use registered & unregistered providers
✔ Zero cost to you — funded under “Improved Life Choices”
Integrated financial backbone
Through our partnership with Enfinite Advisory / Expert Business & Tax Advisory, you benefit from a robust accounting and advisory backbone — tax expertise, finance controls and audit‑ready reporting that elevate plan management beyond administration.
How it works
Plan Management services for participants, coordinators & providers
For Participants
✔ Receive & process provider invoices
✔ Check invoices (codes, pricing, eligibility)
✔ Claim to NDIS & pay providers on your behalf
✔ Real‑time portal + monthly statements
✔ Budget tracking, forecasting & reconciliations
For Support Co-Ordinators
✔ Seamless collaboration with consent‑based access
✔ Transparent view of budgets & claims
✔ Fast resolution of invoice queries
✔ Provider onboarding support & guidance
For Providers
✔ Clear invoicing guidelines & templates
✔ Prompt payments within agreed timelines
✔ Dedicated help for billing questions
✔ Bulk upload & status visibility (where enabled)
Key Advantanges
✔ Use registered & unregistered providers
✔ No out‑of‑pocket cost to you (funded in your plan)
✔ Audit‑ready reporting
✔ Secure, mobile‑friendly portal
Resources
Tools & helpful documents
Templates
✔ Service Agreement (plain English)
✔ Consent to Share
✔ Invoice & Reimbursement Templates
Guides
✔ Understanding NDIS Plan Management
✔ Budget Tracking Worksheet
✔ Portal Walkthrough
Glossary
A quick reference for common NDIS terms to help you navigate your plan with confidence.
Our Team
Meet the Principals
Principal — Governance & Quality
With extensive experience across taxation, audit and corporate advisory, [Principal Name] brings a disciplined financial mindset to NDIS plan management, ensuring compliance, accuracy and clarity. They oversee quality control and financial governance, and coordinate with Enfinite Advisory.
Principal — Systems & Provider Relations
[Principal Name] specialises in financial systems, tax structuring and provider engagement. They ensure processes are robust and scalable, guiding the platform roadmap and supporting clear, timely communications with providers and support coordinators.
Operations & Participant Support
[Team Member] coordinates day‑to‑day participant support, onboarding and portal training. They help participants understand budgets, monitor spending, and make informed choices about supports and providers.
F.A.Q.
Frequently asked questions
Plan management is a funded support under the NDIS. Your plan manager acts like a financial administrator for your plan — paying providers, tracking spending and handling claims and statements — so you can focus on your goals.
No. Plan management fees are funded under “Improved Life Choices” in your NDIS plan. There’s no out‑of‑pocket cost to you.
Yes. With plan management, you have the flexibility to use both registered and unregistered providers where services are reasonable and necessary for your plan.
We aim to process and pay valid provider invoices within a typical timeframe of 3–5 business days.
Yes. You can change plan managers at any time. Let your current plan manager know in writing and register with us — we’ll coordinate the transition and commence services after any notice period.
Use our secure portal to view your funding balance, invoice history, pending payments and monthly statements 24/7. You can also grant your support coordinator view‑only access.
Send Us A Message
Get In Touch
Service Area
Australia-wide
Phone
Acknowledgement of Country
We acknowledge the Traditional Custodians of country throughout Australia and recognise their continuing connection to land, waters and community. We pay our respects to Elders past and present.