How InChoice unified its NDIS plan, claims and finance data
An NDIS plan management provider brought its care management and accounting systems into one source of truth — and finally sees plans, claims, budgets and finances in a single view.
Organisation
InChoice
Sector
NDIS plan management
Systems unified
Brevity (care management) + Xero (accounting)
Delivered
Unified database + live BI dashboards
The challenge
Like most NDIS providers, InChoice ran on separate systems: client plans, budgets, service notes and claims lived in their care management platform, while invoices, payments and the P&L lived in Xero. Answering simple questions — how much of a plan's budget is left, which claims are outstanding, how revenue tracks by category — meant exporting spreadsheets and stitching them together by hand. There was no single, trustworthy view across operations and finance.
What we built
Intellova consolidated InChoice's care management data (plans, budgets, claim batches, support coordination, notes) and their Xero accounting data (invoices, payments, P&L) into one unified database on AWS in Australia — with a shared key linking each client across systems. On top of it, we built live dashboards so the team can self-serve the answers they used to assemble by hand.
The results
- A single source of truth — plan, claims, notes, budgets and finances in one place
- Live dashboards for budget utilisation, claims and monthly revenue by category
- Finance reporting (P&L, invoices, payments) sitting beside operational data
- Auditable numbers — every figure traceable back to its source system
“Intellova pulled our scattered plan, claims and finance data into one place — we can finally see utilisation and reconcile claims without the spreadsheet marathon.”
Run an aged care or NDIS service?
See how Intellova can unify your care management, claims and finance data into one source of truth.