For families running an NDIS plan themselves. Photograph each receipt, OCR does the typing. AI maps it to the right plan goal. The audit-ready bundle is one tap. The plan-review pack writes itself before the meeting.
This is the live PWA experience, bottom-nav switches screens, receipts open into detail views, the camera overlay shows what capture looks like.
Designed for a parent in the school car park. The status is the screen. The action is the save. No modals between you and what you came to do.
Ledger is still being built, so these screens will keep changing. The one thing that will not change is the idea: do the whole job in the fewest taps.
Transport is 91% spent at week 22. At current pace you'll exhaust this category 6 weeks before plan end. Because Transport is flexible, you can reallocate surplus from Daily Activities ($9,600 remaining) without a plan variation. Alternatively, reduce Uber frequency by 2 trips/week.
Two receipts from February are approaching the proposed 90-day claim window. Jess Tan speech ($245) expires in 7 days. James Liu DSP ($214.80) expires in 12 days. Both are attested, submit claims before they expire.
Goal 3 (Mobility) has consumed 94% of its allocated spend at week 22. This is the category your plan reviewer will look at most closely. Consider documenting why the overspend is justified, Ledger can pre-write that narrative for your plan-review pack.
You're capturing 6.2 receipts per week, above the 5.1 average for self-managed families with similar plans. You haven't missed a week since January. Your evidence trail is continuous.
Health & Wellbeing ($1,500) and Assistive Technology ($4,000) are unspent at week 22. Unused funding doesn't carry over, it's lost at plan end. Consider whether Sofia could benefit from a gym program or therapeutic equipment before October.
At current weekly spend of $382/wk, this category will last until 28 November, 3 weeks past plan end. You're on track. No action needed.
Each one stands alone. Together, they make self-management structurally defensible rather than just possible.
Photograph at the counter, forward by email, or speak the numbers. Supplier, date, amount, GST status, NDIS line item, extracted in seconds. Confidence scores tell you when to check.
Every receipt photo encrypted and stored in Sydney for the full five-year NDIS retention window. The OCR is the index, the photo is the evidence. Survives lost phones, broken laptops, anything.
Each receipt linked to the right funding category and the right plan goal. The mapping is suggested, you confirm. The plan-review pack writes itself.
When Practice-using practitioners invoice you, both sides attest. Two timestamps sealed cryptographically. The strongest audit evidence available in sole-trader NDIS practice.
End-of-financial-year. End-of-plan-year. Quarterly check-in. NDIA query response. Custom dates. One tap. PDF with photos, attestation, goal-linkage. Built for the audience that asked, accountant, planner, support coordinator, NDIA.
One-tap defence pack for the moment the NDIA queries continued self-management. Every goal-linked receipt, indexed, attested, photo-preserved. Records that pass review.
Co-parents, accountants, support coordinators, invite them with scoped roles. Full access audit log on the settings screen. Revoke any time. Every access is logged.
Under the proposed 90-day claim rule, every receipt has an expiry. Ledger surfaces the countdown the moment it matters. Two-year hard-reject warning fires at 18 months. No claim ever lost silently.
Ledger works on its own. When a Practice-using practitioner invites you to connect, both sides agree to scoped sharing. The practitioner sees only what links to their own service. You see everything.
When Dr Chen sends an invoice, it lands in Ledger pre-categorised. You confirm the shift happened, or you query it. The confirmation is the attestation. AHPRA registration, Worker Screening, PI Insurance, all verified in real time through her Practice account.
Note content stays with the practitioner. You see the receipt, the goal linkage, the rate. Clinical notes never default-shared.
Dr Chen can see the receipt for her OT session, confirmed by you, sealed with both timestamps. She cannot see other receipts. She cannot see other practitioners. She cannot see your other expenses.
The "Viewing through Sofia's Ledger" bar is always visible at the top of her view. No ambiguity about whose data she's looking at.
Ledger is the tool I wish my own family had when navigating an NDIS plan. Built quietly, with my own family, for yours.
Beardmaster, Brisbane