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How NDIS Plan Management works with us
A plain-language walkthrough of what we actually do, what it costs, and how fast things move — so you know exactly what to expect before you sign up.
What a Plan Manager does
A Plan Manager handles the financial administration of your NDIS "Improved Life Choices" (Plan Management) budget. In practice, that means three things: paying your providers, tracking what's spent, and reporting it back to you clearly.
Invoice payment
Providers (registered or unregistered) send their invoices to us. We check each one is valid against your plan's budget categories and NDIS Pricing Arrangements, then pay it once your NDIS funds are received.
Budget tracking & statements
You get monthly expenditure statements showing exactly what's been paid, from which budget category, and what's left — plus alerts if a budget is running low before your plan review.
Full provider choice
Unlike NDIA-managed or agency-managed funding, plan management lets you use both NDIS-registered and unregistered providers (as long as they hold a valid ABN) — the choice is entirely yours.
The invoice process, step by step
You choose a provider and receive support
Any registered or unregistered (ABN-holding) provider you choose to work with.
The provider invoices Clear Funds Manager
Invoices are sent to us directly, referencing your NDIS plan and the relevant support category.
We check it against your budget and NDIS pricing
We confirm the invoice is a valid claim, sits within your available budget, and complies with current NDIS Pricing Arrangements.
We claim the funds and pay the provider
Claims are lodged with the NDIA via PRODA/PACE, and once funds are received, valid invoices are processed within 3 business days.
You receive a monthly statement
A clear breakdown of what's been spent, from where, and what's remaining in each budget category.
Track everything in real time
Once you're set up, you get secure access to an online portal where you can check your available funding, see which invoices have been paid, and track your budget by category, any time, from your phone or computer, alongside your monthly statement.
What it costs you
Nothing out of your pocket.
Plan Management is a funded support in your NDIS plan. The fee is set in line with current NDIS Pricing Arrangements, the same rate every plan manager in Australia charges, so we don't set it and can't discount or inflate it. It's drawn automatically from your plan's Improved Life Choices (Choice and Control) budget, which the NDIA includes specifically to fund this service. You are not personally billed, and it does not reduce your support budgets.
If your plan doesn't currently include Improved Life Choices funding, it can usually be added at your next plan review by asking your Local Area Coordinator, NDIA planner, or support coordinator to include Plan Management as a funded support.
Data & financial security
You're trusting us with sensitive financial and personal information, so we treat security as core to the service, not an afterthought.
MFA
Mandatory multi-factor authentication on every financial portal we use
Encrypted
Cloud storage encrypted at rest and in transit
3 days
Target invoice turnaround once NDIS funds are received
Ready to get started?
Complete our intake form and our team will review your details and reach out to set up your Service Agreement.