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Best NDIS Plan Management Software (2026)

Disclaimer: This article is general information only and reflects our views as at the date shown above. It is not professional, legal, financial, tax or clinical advice, and it is not a recommendation or endorsement of any product, service or provider. Any third-party names, pricing and features belong to their respective owners and can change at any time, so verify them independently before acting. To the extent permitted by law, NDIS Growth accepts no liability for any loss arising from reliance on this information. Read our full disclaimer.

NG
The NDIS Growth Team Founder, NDIS Growth · Updated June 2026 · 7 min read

The short answer: for plan management businesses, the leaders are My Plan Manager (the largest), MyIntegra (fast processing and strong ratings) and AI-driven platforms like Entiprius, while Careview Advantage is the standout participant-facing app. The right pick depends on whether you are a plan management business processing invoices at scale or a participant tracking your own funding. Comparison and a buyer’s checklist below.

In this guide
  1. Two audiences
  2. Why software matters
  3. The caseload numbers
  4. Comparison table
  5. The platforms in depth
  6. What to look for
  7. The participant app
  8. Switching over
  9. Choosing one
  10. Growing your book

Plan management software serves two very different audiences

The phrase “plan management software” gets used for two unrelated things, and people end up comparing tools that were never meant to do the same job. The first group is software that a plan management business runs to receive supplier invoices, validate them against a participant’s budget, claim from the NDIA and pay providers. The second is a participant-facing app that lets a person on the Scheme (or their nominee) watch their own funding draw down. Decide which one you are shopping for before you read another comparison, including this one.

It helps to know how big each audience is. Plan management is now the default choice on the Scheme: in the June 2025 quarter, 66% of participants used a plan manager for some or all of their funding, 27% self-managed and only 7% were managed entirely by the NDIA, according to the NDIS quarterly report. With 774,456 participants holding approved plans as at 31 March 2026 on NDIS data, that is a very large pool of invoices flowing through plan managers every month, which is exactly why the back-office software a plan manager picks matters so much to their margin.

Why the software choice is a margin decision, not a feature checklist

Plan management is a thin-margin, high-volume business. A plan manager is paid a fixed monthly coordination fee per participant out of the participant’s Improved Life Choices budget, which sits separately from the participant’s other supports, so the participant pays nothing extra to use one. That fixed fee means profitability comes down to how many participants one staff member can service. The lever is invoice throughput: the fewer minutes of human handling per invoice, the more participants per coordinator, the healthier the business.

This is where the platform earns its keep. Optical character recognition that reads a PDF invoice, automatic matching against the right budget line, duplicate detection and straight-through claiming to the NDIA all remove human touches. The vendors that lead on this, like Entiprius with its automation-first pitch, are competing on exactly the metric that decides whether a plan manager can grow without hiring in lockstep. When you trial a platform, do not score it on screenshots. Time how long it takes one real invoice to go from inbox to paid, and how many of a sample batch clear without anyone touching them.

The number that explains why plan managers are buying software right now

If you want one statistic that explains the pressure on this sector, it is this. In the two years to March 2026, the number of participants supported by a plan manager grew from 408,652 to 526,376 — an increase of nearly 118,000 people, or about 29%. Over the same period the number of plan managers operating stayed essentially flat, moving only between 1,443 and 1,481 (NDIA Quarterly Report Q3 2025-26, Figure 27).

MeasureTwo years agoMarch 2026Change
Participants using a plan manager408,652526,376+29%
Plan managers operating~1,452~1,481+2%
Average participants per plan manager~281~355+26%

Participant and plan manager counts: NDIA Quarterly Report Q3 2025-26, Figure 27. The average caseload row is our calculation from those two published figures.

The average plan manager is now carrying roughly a quarter more participants than two years ago, with no matching increase in the number of businesses sharing the load. Nobody solved that by hiring proportionally — the fixed per-participant fee does not allow it. They solved it with automation, or they are feeling it right now.

That is the honest reason to take this decision seriously. Plan management is one of the few parts of the scheme where the volume is growing faster than the number of businesses serving it, which is good news for margin if your throughput scales and bad news if it does not. It is also worth knowing that plan-managed participants now account for $7.9 billion of the $12.4 billion paid to providers in the March 2026 quarter — 64% of all payments flow through this channel.

Plan management tools compared

First, the distinction that decides everything: are you a participant choosing someone to manage your plan, or a plan management business choosing back-office software? Participants do not buy software; they choose a plan manager, who usually gives them an app. Plan management businesses license the platform that ingests invoices and claims from the NDIA. The table groups the options that way.

NameWhat it isBest forCost
CareviewSoftware for plan managers + a participant appPlan managers needing PACE/PRODA and accounting integrationQuote; not publicly listed
EntipriusAutomation-first software for plan managersBusinesses scaling on invoice automationCustom quote
FlowLogicEnterprise provider + plan management softwareLarger providers wanting one system for delivery and PMCustom quote
My Plan ManagerPlan management service + appParticipants wanting the largest, most established managerFree to participant (NDIA-funded)
MyIntegraPlan management + support coordination serviceParticipants wanting fast, automated processingFree to participant
Plan PartnersPlan management + support coordination serviceParticipants wanting a national provider with a multi-role dashboardFree to participant

Treat “best for” as a starting hypothesis, not a verdict. The notes below reflect how each vendor describes itself, plus what independent sources show; confirm current features and pricing directly, because both move.

The platforms in depth

If you run a plan management business, these three are the back-office platforms you would actually license and run.

Careview

Careview is a Queensland company founded in 2018 out of the founder’s lived experience of managing disability funding, and it sells both a B2B platform to plan managers and providers and a participant app, Careview Advantage. Its standout is integration depth: the SyncPro module connects directly to the NDIA’s PRODA and PACE systems by API for service bookings and electronic payment claims, and it generates bulk NDIS claims and ABA bank files plus extracts for Xero, MYOB and QuickBooks. Careview Connect shares real-time budgets with support coordinators, and the participant app is built for accessibility. The company reports more than 800 organisations and over 143,000 NDIS users on the platform (its own figures). The main caveat is pricing: there are no published figures, so you will need a demo and a quote. Source: Careview, plan management.

Entiprius

Entiprius, based in Erskineville in Sydney, is the most automation-first option here. It is built for plan management businesses, not participants, and its pitch is “hyper-automation”: around 40 NDIS API integrations with PRODA and PACE that give live plan, budget and claim visibility without manually logging into portals, plus an AI engine that reads and processes supplier invoices on its own. The vendor advertises very high auto-processing rates. We would treat those specific percentages as vendor-stated marketing rather than benchmarked fact, because we could find no independent review or third-party benchmark confirming them, so test the throughput on your own invoice batch during a trial. For a plan manager whose growth is capped by invoice handling, it is worth a look. Source: Entiprius, NDIS plan management software.

FlowLogic

FlowLogic is a long-established Australian platform, founded in 2004 on the Sunshine Coast, spanning rostering, care management, billing and compliance for disability and aged care providers, with a dedicated financial plan management module. It supports all three NDIS funding-management approaches, generates NDIS claims automatically, integrates with PRODA, and reports around 300 providers across Australia and New Zealand. Because it is really a whole-of-provider system rather than a pure-play plan management tool, its breadth suits larger organisations that want one platform for both delivery and plan management; a small standalone plan manager may find it more than they need. Source: FlowLogic for plan managers.

If you are a participant, you are really choosing a plan manager. Each of these is a service, free to you because the NDIA funds it, and each comes with an app or dashboard.

My Plan Manager

My Plan Manager is the largest dedicated plan manager in the country, established in Adelaide in 2014. Like all plan management it is free to the participant, because the NDIA funds it from your Improved Life Choices budget. You get a provider portal for invoice submission and a participant app to track spending, view your plan, submit and review claims and pull reports, and the business uses Salesforce-based automation to process at scale. One thing worth knowing for transparency: in December 2023 My Plan Manager was acquired by the global insurance broker Gallagher, so it is no longer independently Australian-owned, although it continues to operate as an Australian business. As the biggest operator it has the broadest provider acceptance; as with any large service, reviews on responsiveness are mixed, so ask about current turnaround times. Source: My Plan Manager.

MyIntegra

MyIntegra offers plan management and support coordination together, and competes on speed. It uses automation (Salesforce with MuleSoft robotic processing) to clear eligible invoices in as little as around 70 minutes, gives participants real-time budget tracking on any device, lets you reserve funds against a particular provider, and is ISO 27001 accredited for information security. For a participant who wants fast turnaround and tight visibility, it is a strong option. As with the others, its “automated” and “fast” claims are largely self-described and the independent review base is thin, so weigh them accordingly. Source: MyIntegra, plan management.

Plan Partners

Plan Partners is one of Australia’s larger plan management and support coordination providers, with offices across New South Wales, Victoria, South Australia and Queensland, and it is registered with the NDIS Quality and Safeguards Commission. Its dashboard gives participants, service providers and support coordinators their own role-specific views of spending and invoices. Be clear on one point if you arrived here searching for “software”: Plan Partners is a service you engage as your plan manager, with an in-house participant dashboard, rather than a product you license and run yourself. Source: Plan Partners.

What to actually look for in a plan management platform

From working alongside plan managers on their growth, the platforms that hold up under volume tend to share the same handful of traits. Use this as a buyer’s checklist when you trial:

One distinction trips up new plan managers: a plan manager has to be a registered NDIS provider, but plan-managed participants are free to use unregistered providers for their other supports. Good software keeps that straight automatically, flagging what can and cannot be claimed so a coordinator is not checking registration status invoice by invoice.

In our experience: the plan managers who scale fastest are not always the ones with the slickest software. They are the ones who picked a platform with a high straight-through rate and then actually measured it monthly. A 10-point lift in auto-processing can be the difference between hiring and not hiring.

The participant app: the part your clients actually judge you on

Plan managers rarely lose a participant over back-office claiming speed, because the participant never sees it. They lose them over the app — specifically, not being able to answer “how much have I got left?” without ringing someone. If you are a participant reading this, the app is the right thing to compare. If you are a plan manager, understand that the app is your retention product even though the platform is your cost product.

What separates a good participant app from a box-ticking one:

Switching plan managers, or switching platforms

If you are a participant and want to change plan manager, you do not need NDIA approval and you do not need a new plan. You end the service agreement with your current plan manager (check the notice period, often two to four weeks), choose a new one, and they arrange the changeover. Your funding does not change; only who administers it does. The most common reasons people switch are slow invoice payment that damages their relationship with providers, and being unable to see their balance.

If you are a plan management business changing platforms, the migration is the risk, not the software. Ask any vendor three things in writing before you sign: can you export all historical invoice and claim data in a usable format if you leave; who does the data migration and at whose cost; and what happens to in-flight claims during cutover. Plan a changeover for the quietest part of your month, run both systems in parallel for at least one full claim cycle, and reconcile before you switch anything off.

How to choose

If you run a plan management business, choose on processing speed, automation and provider experience, in that order. Get a trial, run a real batch of your own invoices through it, and judge it on throughput and rejection handling rather than the demo. If you are a participant, a tool like Careview Advantage gives you visibility over your own funding without touching the back-office machinery. If you are a plan manager trying to win more participants, the software is necessary but it is not what grows your book.

Software wins you efficiency, marketing wins you participants

The best platform in the country still leaves you with an empty pipeline if nobody knows you exist. New participants choose a plan manager at two moments: when their first plan is approved, and at each plan review. Being the name a support coordinator trusts, the result a participant finds when they search, and the provider with a fast, clear onboarding path is how you get chosen at those moments. That is a marketing problem, not a software one, and it is the side of the equation we work on with plan managers every day.

Disclosure: NDIS Growth is a marketing agency, not a software vendor, and we are not affiliated with the products below. This is an independent overview to help you choose. Pricing is indicative and changes, so confirm current pricing and features with each vendor.
Good to know

Frequently asked

What is the best NDIS plan management software?

There is no single best tool, because it depends on the job. For plan management businesses processing invoices at scale, My Plan Manager, MyIntegra and automation-first platforms like Entiprius are leading options, and the deciding metric is usually how many invoices clear without manual handling. For participants tracking their own funding, Careview Advantage is a popular app.

Is there an app for participants to track NDIS funding?

Yes. Careview Advantage gives participants a secure dashboard to track spending, approve invoices and see their balance across devices, with screen-reader accessibility. It is for visibility over your own plan, not for running a plan management business.

Does using a plan manager cost the participant anything?

No. Plan management is funded separately in the NDIS plan under the Improved Life Choices category, which sits apart from a participant’s other supports, so it does not reduce the funding available for therapy, supports or equipment. Plan managers like My Plan Manager describe their service as free to the participant for this reason.

What should a plan manager look for when choosing software?

Prioritise straight-through processing rate (the share of invoices that clear with no human touch), reliable direct claiming from the NDIA with clear rejection handling, real-time budget visibility per support category, provider and participant portals, accessibility and a complete audit trail. Trial it with a real batch of your own invoices and judge throughput, not the demo.

How do plan managers get more participants?

By being visible at plan approval and review moments: comparison content, reviews, support coordinator relationships and a clear, fast onboarding path. The right software makes you efficient, but it does not fill your pipeline. See our plan manager marketing page.

Sources

Sources & vendor links: Information here is drawn from each provider’s official website, reviewed June 2026. Pricing and features change — verify current details directly: My Plan Manager · MyIntegra · Plan Partners · Careview · Entiprius · FlowLogic.

Disclaimer: This article is general information only, current as at the date shown above, and is not financial, legal, clinical or professional advice, nor a recommendation or endorsement of any product, service or provider. Features, pricing and availability change frequently — verify current details directly with each provider before making a decision. All product and company names, logos and trademarks are the property of their respective owners, and their mention does not imply any affiliation with, or endorsement by, NDIS Growth. To the extent permitted by law, NDIS Growth accepts no liability for any loss arising from reliance on this information.