Plan Tracker
Plan Tracker is an Australian NDIS plan management provider that administers claims, invoice payments, and budget tracking for NDIS participants, service providers, and support coordinators through web and mobile portals, operating Australia-wide as a McMillan Shakespeare Group subsidiary.
- Company typePrivate
- Founded2016
- HeadquartersGosford, Australia
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Plan Tracker does
Plan Tracker (legally Plan Tracker Pty Ltd) is an Australian NDIS plan management provider founded in 2016 and headquartered in Gosford, NSW. As a registered NDIS provider (Provider Number 4050012016), it acts as an intermediary that processes claims, pays provider invoices, tracks budgets, and administers NDIS funding on behalf of participants. The company serves three distinct personas through dedicated portals: NDIS participants (its primary segment), NDIS service providers, and support coordinators. It operates Australia-wide and employs an estimated 101-250 people, many of whom the company states have lived experience with the NDIS.
The company's technology is a web-based portal platform paired with native mobile applications for iOS (Apple App Store) and Android (Google Play Store). Its product surface includes the core NDIS Plan Management service, a Participant Portal and App for real-time budget visibility, invoice approval, and reimbursement submission, plus dedicated Service Provider and Support Coordinator portals. Supporting self-service tools include the My Supports Tool, NDIS Number Cruncher, and NDIS Price Guide Wizard, alongside complimentary Connect Sessions, online registration, and a feedback/complaints system. The platform integrates Stripe for payment processing; no developer-facing API or SDK is described in the source material.
Plan Tracker's revenue model is funded by the NDIS rather than by participants directly: plan management is reimbursed separately under the 'Improved Life Choices' or 'CB Choice and Control' budget category, paid by the NDIS to registered plan management providers, which functions as a recurring subscription-like revenue stream. Go-to-market is a direct-to-consumer, online-first motion via a self-registration portal, supplemented by referrals from support coordinators and service providers, community engagement (Facebook groups, webinars, blog content), and a customer care team reachable by phone, email, and live chat. Plan Tracker operates as a subsidiary of the McMillan Shakespeare (MMS) Group, a diversified group providing disability and financial services.
Plan Tracker firmographics
Firmographics- Name
- Plan Tracker
- Legal name
- Plan Tracker Pty Ltd
- Website
- https://plantracker.com.au
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Plan Tracker is an Australian NDIS plan management provider that administers claims, invoice payments, and budget tracking for NDIS participants, service providers, and support coordinators through web and mobile portals, operating Australia-wide as a McMillan Shakespeare Group subsidiary.
- Ownership category
- akta.pro rank
Where Plan Tracker is headquartered
LocationHeadquarters
- HQ city
- Gosford
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Plan Tracker business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- NDIS Plan Management Funding: Plan Management is funded separately by the NDIS under the 'Improved Life Choices' (paper plan) or 'CB Choice and Control' (NDIS Portal) budget category. This funding is paid by the NDIS to registered plan management providers and does not affect participants' other plan budgets.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Plan Management Service (NDIS-funded) |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
Plan Tracker product offering
Product offeringCore offering
Plan Tracker provides NDIS plan management services in Australia, acting as a registered plan manager that handles invoicing, provider payments, budget tracking, and NDIS portal claims on behalf of participants. The service is delivered through dedicated web portals and mobile apps for participants, service providers, and support coordinators, with supporting tools for NDIS pricing lookup and budget planning.
Product overview
Plan Tracker is an NDIS-registered plan management provider offering a unified service platform that combines core plan management administration with digital self-service tools. The core offering is NDIS Plan Management, which is delivered alongside three dedicated portals for participants, service providers, and support coordinators. Supporting the core service are several digital tools including the Participant Portal/App (mobile and web), My Supports Tool, NDIS Number Cruncher, and NDIS Price Guide Wizard. Additional features include Connect Sessions (complimentary consultations), online registration, and a feedback/complaints system. The company is part of the McMillan Shakespeare (MMS) group and was awarded 'Most Outstanding Plan Manager' at the Australian Disability Service Awards in April 2022.
Differentiator
Problem solved
Functional benefit
Products and services
- NDIS Plan Management Core plan management service where Plan Tracker acts as a registered NDIS plan manager to process claims, pay provider invoices, and manage NDIS funding on behalf of participants Australia-wide.
- Participant Portal and App Digital portal and mobile application available on iOS and Android that allows NDIS participants to track spending, approve invoices, submit reimbursements, and view budget information 24/7.
- Service Provider Portal Dedicated portal for NDIS service providers to submit invoices, track payment status, and manage transactions with Plan Tracker.
- Support Coordinator Portal Portal for support coordinators to manage and track the participants they work with, view plan budgets, and coordinate NDIS supports.
- Online Registration Digital registration platform allowing participants to sign up for Plan Tracker's plan management services online in a few minutes.
Quantifiable outcome
- Awarded 'Most Outstanding Plan Manager' at Australian Disability Service Awards
Companies that use Plan Tracker
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Plan Tracker technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature6 records
Plan Tracker partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- McMillan Shakespeare (MMS) GroupcorePlan Tracker is part of the McMillan Shakespeare (MMS) group of companies. MMS is a larger organization that provides disability and financial services. Plan Tracker operates as a subsidiary under this parent company structure.
Scale indicators3 records
Plan Tracker competitors and assessment
Company assessmentDirect peers
- Greenlight Plan Management: Australian NDIS plan management provider serving participants with invoice processing, budget tracking, and provider payment. Comparable in target market, service offering, and self-service portal model.
- Leap in!: Australian NDIS-registered plan management provider offering a digital portal and app to help participants manage NDIS funds, pay invoices, and track budgets. Directly comparable to Plan Tracker in service model, target customer, and digital-first delivery.
- MyIntegra: Australian NDIS plan management provider with online tools for participants to manage budgets, submit invoices, and track spending. Closely comparable in service offering, technology portal, and participant target segment.
- My Plan Manager: NDIS-registered plan manager providing financial administration, invoice processing, and an online portal/app to NDIS participants across Australia. Directly comparable in service scope, customer segment, and digital self-service delivery model.
- Funding Co. NDIS-registered plan manager offering financial administration and support for NDIS participants to manage plan budgets and pay providers. Directly comparable service line and customer base.
- BMS Plan Management: NDIS-registered plan management provider delivering financial administration, invoice processing, and budget tracking to participants. Directly comparable service scope and customer base.
- 360 Financial Management: Australian financial management and NDIS plan management provider offering budget administration and invoice processing for participants. Comparable in plan management service offering and participant customer segment.
Emerging players
- Mable: Australian online platform connecting NDIS participants with independent support workers. Adjacent in the NDIS participant services ecosystem with overlapping end customers, though focused on service matching rather than plan financial administration.
Others
- National Disability Services (NDS): Australian peak body for disability service providers. Comparable as an ecosystem participant in the NDIS market, though not a direct plan management competitor; relevant for industry context and standards.
Broad incumbents
- HenderCare: Established Australian disability and aged care services provider offering a broader portfolio including support coordination and plan-related services. Comparable in target customer (NDIS participants) and disability services category, though with a wider service footprint.
Market position
Strengths4 records
Weaknesses4 records
Key risks6 records
Key highlights7 records
Customer concentration
Plan Tracker social profiles
Digital presencePlan Tracker compliance and trust
Trust signalCompliance3 records
Plan Tracker financial estimates
Financial estimateRevenue estimate
Valuation estimate
Plan Tracker leadership team
Management profileNumber of profiles
Plan Tracker funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Plan Tracker M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Plan Tracker
What does Plan Tracker do?
Plan Tracker provides NDIS plan management services in Australia, acting as a registered plan manager that handles invoicing, provider payments, budget tracking, and NDIS portal claims on behalf of participants. The service is delivered through dedicated web portals and mobile apps for participants, service providers, and support coordinators, with supporting tools for NDIS pricing lookup and budget planning.
Is Plan Tracker a public or private company?
Plan Tracker is a private company. It is classified as corporate owned and is currently operating.
When was Plan Tracker founded?
Plan Tracker was founded in 2016. It employs 101 to 250 people.
Where is Plan Tracker based?
Plan Tracker is headquartered in Gosford, Australia, in the Oceania region.
How does Plan Tracker make money?
One revenue line is on record: NDIS Plan Management Funding.
Who are Plan Tracker's main competitors?
Direct peers on record are Greenlight Plan Management, Leap in!, MyIntegra, My Plan Manager, Funding Co., BMS Plan Management and 360 Financial Management. Mable is listed as an emerging player. National Disability Services (NDS) is listed as an others. HenderCare is listed as a broad incumbent.
Does Plan Tracker have an API?
No public API is recorded for Plan Tracker.