Your NDIS Budget. Always in Control. Period by Period.
Set up funding periods once, and let Rotawiz handle the distribution, carry-forwards, and reallocation, so your budget works exactly as planned.
Funding Period Setup
Divide your NDIS category budget into funding periods and let the system do the calculation for you.
Category-Wise Periods
Set up independent funding periods for Core, Capacity, and Capital, each tracked separately without affecting the others.
Auto Date & Budget Calculation
Choose the number of periods, and Rotawiz automatically sets the dates and splits the budget equally across them.
Up to 10 Periods Per Category
Flexible enough to match any plan structure, monthly, quarterly, or custom intervals.
Smart Budget Distribution
Edit, add, or remove periods without manually recalculating every allocation; the system handles it.
Edit and Redistribute
Increase or decrease a period’s allocation, and remaining periods update instantly to keep the total balanced.
Add Budget Mid-Way
When new funds are added, only upcoming periods are updated. Closed periods are never touched.
Delete Without Disruption
Remove a period, and the budget is redistributed across the remaining periods with no gaps in the sequence.
Period Status & Tracking
Active, Upcoming, or Closed, status updates automatically so you don’t have to track it manually.
Automatic Status Updates
Periods open and close based on dates. No manual intervention needed.
Early Manual Closure
Need to close a period before the end date? Do it in one step, and carry forward happens automatically.
Closed Periods Are Locked
Once a period is closed, it cannot be edited or deleted, keeping your historical data clean and audit-safe.
Carry Forward Management
When a period closes with remaining funds, Rotawiz automatically carries them over to the next period.
Automatic Carry Forward
Unused funds transfer to the next period the moment a period closes, no manual calculation required.
Clean End-of-Plan Expiry
Funds in the final period expire naturally when the plan ends. No incorrect rollovers, no phantom budget.
Tracked Separately
Carry-forward amounts are recorded independently, so you always know what the original allocation was and what rolled over.
Budget Protection & Validation
Catch Budget Problems Before They Become Real Problems
Built-in validations stop over-allocation, overspending, and date conflicts from ever slipping through.
Overspend Alerts
If spending exceeds allocation, the system flags it immediately in red, so you can act before it escalates.
Over-Allocation Blocked
The system prevents saving if total period allocations exceed the category budget. No manual cross-checking needed.
No Overlapping Periods
Date conflicts are blocked automatically, periods always stay continuous, clean, and gap-free.
Mid-Year Plan Changes
Plans Change. Your Funding Structure Keeps Up.
Add categories, update price guides, or correct plan dates; the system adapts without breaking existing data
Add Categories Mid-Year
New funding category added to a plan? Set it up, and Rotawiz builds the period structure from that point forward.
Price Guide Update Control
When a new NDIS price guide is released, choose whether to apply it. If yes, the remaining periods are recalculated automatically.
Plan Date Corrections
Update plan start or end dates and period timelines to realign with each other, no manual period-by-period edits needed.
Go Extra Mile With Our Advanced Features
Care Plan
Task Management
Participant Management
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Higher Standard of Care and Manage Your Team Effortlessly?
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