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Wiise NDIS Financial Dashboards
par Wiise
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Wiise NDIS Financial Dashboards in Power BI
Wiise NDIS Financial Dashboards, built on Microsoft Power BI, give NDIS providers clear, real-time visibility into receivables and payables and participant plan budgets. Track NDIS and non-NDIS invoices, monitor collections and spend, and stay on top of participant budgets in one place so finance and operations teams can make faster, more informed decisions without relying on spreadsheets.
Because Wiise is integrated directly with the NDIS, your budget and participant views run on live figures rather than static exports. Move from the portfolio-wide picture in Budget Overview to a single participant in Participant Insights scan your whole book to spot what needs attention, then drill in to act.
1. NDIS Accounts Receivable
Stay on top of NDIS invoices and collections with:
• Clear visibility of NDIS invoices, payment status, and outstanding balances
• Ageing views to identify overdue NDIS claims quickly
• Filters by customer, service type, or ageing period to prioritise collections
Improve cash collection and identify delayed or unpaid claims earlier.
2. NDIS Accounts Payable
Manage NDIS-related outflows and supplier payments with:
• Real-time view of NDIS and non-NDIS payables
• Filters for outstanding invoices and due dates
• Ageing insights and payment trends to manage commitments
Maintain healthier cashflow and avoid missed or delayed payments.
3. Budget Overview
Track participant plan budgets across your whole book on live NDIS-integrated data with:
• Used, committed, available, and remaining budget across all participant plans
• Plan utilisation and spend trends, with a PACE vs non-PACE breakdown and budget by support type
• Expiring budgets flagged so you can act before funds are lost
Scan every participant's budget on live figures, not static exports, to spot where something needs attention, then jump into Participant Insights to act.
4. Participant Insights
Drill into any single participant's budget, plan, and utilisation with:
• Total, used, and remaining budget, broken down by support type
• Plan details, monthly spend, and a utilisation gauge to see where they sit at a glance
• Over- and under-utilisation warnings that flag who needs attention
Go from the portfolio-wide view in Budget Overview to a single participant in seconds, with clear warnings the moment a plan drifts off track.
Because Wiise is integrated directly with the NDIS, your budget and participant views run on live figures rather than static exports. Move from the portfolio-wide picture in Budget Overview to a single participant in Participant Insights scan your whole book to spot what needs attention, then drill in to act.
1. NDIS Accounts Receivable
Stay on top of NDIS invoices and collections with:
• Clear visibility of NDIS invoices, payment status, and outstanding balances
• Ageing views to identify overdue NDIS claims quickly
• Filters by customer, service type, or ageing period to prioritise collections
Improve cash collection and identify delayed or unpaid claims earlier.
2. NDIS Accounts Payable
Manage NDIS-related outflows and supplier payments with:
• Real-time view of NDIS and non-NDIS payables
• Filters for outstanding invoices and due dates
• Ageing insights and payment trends to manage commitments
Maintain healthier cashflow and avoid missed or delayed payments.
3. Budget Overview
Track participant plan budgets across your whole book on live NDIS-integrated data with:
• Used, committed, available, and remaining budget across all participant plans
• Plan utilisation and spend trends, with a PACE vs non-PACE breakdown and budget by support type
• Expiring budgets flagged so you can act before funds are lost
Scan every participant's budget on live figures, not static exports, to spot where something needs attention, then jump into Participant Insights to act.
4. Participant Insights
Drill into any single participant's budget, plan, and utilisation with:
• Total, used, and remaining budget, broken down by support type
• Plan details, monthly spend, and a utilisation gauge to see where they sit at a glance
• Over- and under-utilisation warnings that flag who needs attention
Go from the portfolio-wide view in Budget Overview to a single participant in seconds, with clear warnings the moment a plan drifts off track.
Vue d’ensemble
https://catalogartifact.azureedge.net/publicartifacts/wiise.wiise_ndis_financial_dashboards-623fa81a-5579-452d-919e-be4dfdf33f13/image0_NDISAccountsPayable.png
https://catalogartifact.azureedge.net/publicartifacts/wiise.wiise_ndis_financial_dashboards-623fa81a-5579-452d-919e-be4dfdf33f13/image7_NDISAccountsReceivable.png
https://catalogartifact.azureedge.net/publicartifacts/wiise.wiise_ndis_financial_dashboards-623fa81a-5579-452d-919e-be4dfdf33f13/image1_NDISBudgetOverview.png
https://catalogartifact.azureedge.net/publicartifacts/wiise.wiise_ndis_financial_dashboards-623fa81a-5579-452d-919e-be4dfdf33f13/image2_NDISPACEParticipantInsights.png