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See each client's funding position, live
Appoyo shows budget, utilisation, remaining funds, and risk for every client in one place — built for fast operational decisions, not finance-only reporting. Built for NDIS and Support at Home.
WHY IT MATTERS
Funding problems are usually found too late
Most providers only see a funding issue after shifts are worked and invoices are raised — when the loss is already locked in. Appoyo moves funding visibility upstream, so coordinators can act while there is still time.
WHAT YOU GET
Funding visibility for daily operations
See where each client sits against their funding, with the signals a coordinator needs to make a quick, safe decision.
Shows you:
Budget vs utilised
Remaining funds
Risk flags
Trends over time
Funding period management
Utilisation by client
HOW IT WORKS
From plan to live position
Step
1
Set up client funding and periods
Step
2
Service is rostered and delivered
Step
3
Appoyo tracks utilisation against budget live
Step
4
Risk flags highlight clients that need attention
Step
5
Coordinators act before funds run short
FUNDING MANAGEMENT DASHBOARD
Every client's position, clearly
A clear view of budget, utilisation, remaining funds, and risk, designed for operational decisions rather than month-end finance reports.
Features:
Budget vs utilised
Remaining funds
Risk flags
Funding period management
CONTROLS WHILE ROSTERING
Stop overspend before it happens
Settings can alert or fully block rostering when a client's funding has run out, with approval prompts for exceptions and an audit trail of decisions.
Examples:
Alerts when a roster pushes beyond funding
Approval prompts for exceptions
Clear audit trail of decisions
Consistent rules across teams
BUILT FOR NDIS AND SUPPORT AT HOME
Funding control that fits the sector
Designed around how care funding actually works, so the dashboard reflects real plans, periods, and utilisation rather than generic budgets.
Manage funding before it runs out
Track each client's budget and utilisation live, with controls that prevent overspend at the roster.
