Plan Manage Assist
Plan Manage Assist is an Australian, NDIS-registered plan management provider offering free, NDIS-funded financial intermediary services to NDIS participants and their carers across all states and territories, supported by the Planability mobile app and PRODA/PACE integration.
- Company typePrivate
- Founded-
- HeadquartersNorth Sydney, Australia
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Plan Manage Assist does
Plan Manage Assist (PMA) is a privately held, NDIS-registered plan management provider headquartered in North Sydney, NSW, operating nationally across all Australian states and territories. Founded in 2018 by two families with members who have disabilities, the company delivers financial intermediary services to NDIS participants: invoice processing and provider payment, category-level budget management, monthly expenditure reporting, overspending alerts, service agreement administration, and access to an extensive network of both NDIS-registered and non-registered providers. A national TIS National interpreting service extends reach to non-English speaking participants. Dedicated named plan managers and a qualified CPA accountant team handle the human side of the workflow.
The technology platform centres on the Planability portal and a native iOS/Android mobile app, with direct integration to NDIA systems PRODA and PACE for transaction processing and a guaranteed 7-day maximum invoice payment turnaround. The Planability app provides real-time live spending dashboards, service agreement tracking, claim approval, monthly statements and notification preferences including 2FA. PMA also maintains a content layer (YouTube podcast channel, blog, Resources hub with downloadable forms) aimed at educating participants, carers and support coordinators.
The revenue model is fully NDIS-funded: plan management is included as a separate line in each participant's NDIS plan and billed directly to the NDIA, so the service is free to participants. Go-to-market is direct-to-consumer via website self-serve sign-up, supplemented by a strong referral network through NDIS support coordinators and disability organisations. Pricing to participants is therefore 'free' and revenue scales with participant count under regulated NDIS fee schedules; revenue is not publicly disclosed. The company has 11 employees, no disclosed funding rounds, no parent company, and no M&A activity on record.
Plan Manage Assist firmographics
Firmographics- Name
- Plan Manage Assist
- Legal name
- Plan Manage Assist
- Website
- https://planmanageassist.com.au
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Plan Manage Assist is an Australian, NDIS-registered plan management provider offering free, NDIS-funded financial intermediary services to NDIS participants and their carers across all states and territories, supported by the Planability mobile app and PRODA/PACE integration.
- Ownership category
- akta.pro rank
Plan Manage Assist industry classification
Industry- Product category
- NDIS Plan Management Services
- NAICS
- Services for the Elderly and Persons with Disabilities (624120), Health and Welfare Funds (525120), Business Support Services (5614)
- SIC
- Hospital & Medical Service Plans (6324), Services-Computer Processing & Data Preparation (7374), Services-Management Services (8741)
- akta.pro primary industry
- Financial & Bill-Pay Oversight Coordination (Representative Payee Support) (HSABAIAK)
Keywords
Where Plan Manage Assist is headquartered
LocationHeadquarters
- HQ city
- North Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Plan Manage Assist business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- NDIS Plan Management Funding: Plan management is entirely funded by the NDIS through separate funding included in each participant's NDIS plan. There is no cost to participants for using Plan Manage Assist's services. The company acts as a registered NDIS plan management provider billing the NDIA directly for the financial intermediary services it provides.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Free NDIS-funded plan management for all eligible participants |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Plan Manage Assist product offering
Product offeringCore offering
Plan Manage Assist delivers NDIS plan management services for participants across Australia, processing provider invoices, paying providers, managing category-level budgets, generating monthly expenditure reports, and assigning each participant a dedicated plan manager supported by CPA-qualified accountants. The service is funded entirely by the NDIS at no cost to participants and is delivered alongside the proprietary Planability portal and mobile app for real-time budget visibility.
Product overview
Plan Manage Assist (PMA) operates as a registered NDIS Plan Management provider offering a single integrated service combining dedicated human plan management with a technology platform. The core offering is NDIS Plan Management Services — a financial intermediary service that processes invoices, pays providers, generates reports, and manages budgets at the category level — supported by a team of qualified accountants and dedicated named Plan Managers. This is delivered alongside the Planability Portal & Mobile App (iOS/Android), which provides real-time budget monitoring, claim approval, service agreement tracking, and notifications. The company also publishes a Podcasts & Articles resource library covering NDIS education topics. The service is free to participants, as plan management is funded separately within each participant's NDIS plan.
Differentiator
Problem solved
Functional benefit
Brands
- Planability: Online portal and mobile app for NDIS participants to monitor budgets, track service agreements, approve claims, and receive notifications
Products and services
- NDIS Plan Management Services End-to-end NDIS plan management for participants across Australia, including invoice processing and provider payment, category-level budget management, allocation of dedicated plan managers, monthly expenditure reporting, overspending alerts, service agreement management, and access to an extensive network of NDIS service providers. Free to participants as NDIS funds plan management separately within each participant's plan.
- Planability Portal & Mobile App Cloud-based online portal and mobile application (iOS/Android) for NDIS participants to monitor live spending against their NDIS budget in real time, track and approve/reject service agreements and claims, receive plan-expiry and change notifications, view monthly expenditure reports, and manage profile settings including two-factor authentication.
- PMA Podcasts & Articles of Interest Educational library of video podcasts and articles covering NDIS updates, funding changes, plan management guidance, support categories, and disability-related topics, aimed at helping participants, carers, and support coordinators navigate the NDIS.
- Translation Interpreting Service (TIS National) National translation and interpreting service (TIS National) made available to participants needing language support to understand their NDIS plan and plan management, offered at no additional cost to participants and extending reach to non-English speaking communities across all Australian states and territories.
Quantifiable outcome
- 7-day maximum guarantee on invoice payment processing
- +3 more outcomes
Companies that use Plan Manage Assist
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles4 records
Plan Manage Assist technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature4 records
Plan Manage Assist partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights5 records
Plan Manage Assist competitors and assessment
Company assessmentDirect peers
- My Plan Manager: One of Australia's largest NDIS registered plan management providers, offering near-identical invoice processing, budget tracking, and provider payment services to NDIS participants nationally. Directly competes with PMA on price, service levels, and brand trust within the same participant funnel.
- Leap in!: NDIS plan management provider operating nationally with a digital-first platform and dedicated plan managers. Competes head-to-head with PMA for NDIS participants, particularly those seeking app-based budget visibility and provider choice.
- Plan Partners Australia: NDIS plan management provider serving Australian participants with a combination of dedicated plan managers and digital tools. Overlaps with PMA on core service offering, target segments (participants and carers), and funding source (NDIS).
- Care Plan Management: Australian NDIS plan management provider offering invoice processing and provider payment services to participants. Competes on the same NDIS-funded, free-to-participant pricing model.
- Ausplan: NDIS plan management provider focused on supporting participants and families with financial management of NDIS plans. Compares on service model, customer base, and regulatory environment.
- Skylight NDIS Plan Management: NDIS plan management service within a broader disability support organisation, offering financial intermediary services to participants. Comparable on customer segments, pricing model (NDIS-funded), and geographic market.
- Auctus: NDIS plan management provider competing for the same Australian NDIS participants with similar invoice-processing and budget-tracking services. Direct overlap on value proposition and target customer.
- NDSP Plan Managers: NDIS-registered plan management provider serving Australian participants with similar invoice, budget and provider-payment services. Directly comparable business model and customer base.
Broad incumbents
- Mosaic Services Australia: Established Australian disability services provider with broader NDIS service offerings (support coordination, plan management, allied health). Comparable on NDIS plan management but competes from a much wider service portfolio.
Regional players
- Proveda: Australian disability and NDIS support organisation offering plan management alongside other disability services. Comparable on NDIS plan management activity but operates as part of a broader provider portfolio rather than a pure-play plan manager.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Plan Manage Assist social profiles
Digital presencePlan Manage Assist compliance and trust
Trust signalCompliance1 record
Plan Manage Assist financial estimates
Financial estimateRevenue estimate
Valuation estimate
Plan Manage Assist leadership team
Management profileNumber of profiles
Plan Manage Assist funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Plan Manage Assist 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 Manage Assist
What does Plan Manage Assist do?
Plan Manage Assist delivers NDIS plan management services for participants across Australia, processing provider invoices, paying providers, managing category-level budgets, generating monthly expenditure reports, and assigning each participant a dedicated plan manager supported by CPA-qualified accountants. The service is funded entirely by the NDIS at no cost to participants and is delivered alongside the proprietary Planability portal and mobile app for real-time budget visibility.
Is Plan Manage Assist a public or private company?
Plan Manage Assist is a private company. It is classified as family owned and is currently operating.
When was Plan Manage Assist founded?
Plan Manage Assist was founded in -1. It employs 11 to 50 people.
Where is Plan Manage Assist based?
Plan Manage Assist is headquartered in North Sydney, Australia, in the Oceania region.
How does Plan Manage Assist make money?
One revenue line is on record: NDIS Plan Management Funding.
Who are Plan Manage Assist's main competitors?
Direct peers on record are My Plan Manager, Leap in!, Plan Partners Australia, Care Plan Management, Ausplan, Skylight NDIS Plan Management, Auctus and NDSP Plan Managers. Mosaic Services Australia is listed as a broad incumbent. Proveda is listed as a regional player.
Does Plan Manage Assist have an API?
No public API is recorded for Plan Manage Assist.
What industry is Plan Manage Assist in?
Plan Manage Assist's product category is NDIS Plan Management Services. Its primary akta.pro industry code is HSABAIAK, Financial & Bill-Pay Oversight Coordination (Representative Payee Support). Its NAICS code is 624120 and its SIC code is 6324.