How does automatic rollover work?

Astalty automatically rolls unused balances into the next funding period without manual input, giving you continuous oversight and reducing admin work.

Can I set notifications for low funding?

Yes. Set up alerts when budgets reach critical levels, ensuring you can plan ahead and avoid surprises when funds are running low.

Can I track multiple funding sources per Participant?

Yes. Astalty tracks all funding sources for each Participant, broken down by period so you can see exactly what has been implemented and what remains available.

How does this reduce overspending risk?

Clear visibility of remaining funds and automatic notifications when budgets reach critical levels help prevent overspending and improve service planning.

Does this work with NDIS plan management?

Yes. Funding periods integrate seamlessly with NDIS plan management, automatically tracking allocations, implementations, and rollovers for complete financial oversight.

NDIS Funding Periods

2,000+ NDIS businesses have saved hundreds of hours each week with Astalty.

Stop manually tracking funding periods

Manually tracking funding periods in spreadsheets is time-consuming and error-prone. Astalty handles it for you with automatic tracking, rollovers, and notifications so you can focus on delivering great support.

We have the solution

Track Funding by Period

Every Participant's funding is tracked automatically, broken down by period with clear visibility of implementations and remaining balances.

Clear Visibility Per Period

See exactly what funding is available, what has been implemented, and what remains for each period.

Easy-to-Read Breakdowns

Simple, visual breakdowns make budget planning and service coordination effortless and accurate.

Nothing Gets Missed

Automated tracking ensures every dollar is accounted for without manual spreadsheet reconciliation.

Multiple Funding Sources

Track all funding sources for each Participant in one place, organised by period for complete oversight.

Get Notified About Funding

No more surprises when budgets are exhausted. Astalty alerts you before funds run out so you can plan ahead.

Critical Level Alerts

Set up notifications when budgets reach critical levels, keeping you informed and proactive.

Stay Ahead of Planning

Advance warnings give you time to adjust service planning before funds are depleted.

Reduce Overspending Risk

Early alerts help prevent overspending and ensure budgets are managed responsibly and accurately.

Improve Utilisation

Visibility of remaining funds helps you maximise budget utilisation without exceeding allocations.

Automatic Rollover into the Next Period

Astalty automatically rolls balances into the next period, giving you continuous oversight without extra admin.

Funds Roll Over Automatically

Unused balances roll into the next period without manual input, eliminating administrative overhead.

Consistent Visibility

Maintain continuous oversight across every funding period with automatic, accurate tracking.

Less Admin, More Support

Spend less time on spreadsheets and more time supporting Participants with automated processes.

Audit-Ready Records

Complete rollover history provides a clear audit trail for compliance reviews and reporting.

Simplify Funding Period Management

Manage complex funding arrangements with ease using tools designed for real-world NDIS service delivery.

Work Faster

Automatic tracking and rollover eliminate manual processes, saving hours of administrative time.

Team Visibility

Give your team access to current funding information without hunting through spreadsheets or files.

Export and Report

Generate funding reports for meetings, reviews, and audits with accurate, up-to-date data.

Better Planning Decisions

Clear funding visibility enables better service planning and resource allocation across your caseload.

Complete Solution

Works With Your Whole Workflow

Funding Periods are just one part. See how they connect with the rest of your operations.

Bulk Uploads

Build NDIA claim files automatically and reconcile payments in minutes. Keep claims accurate, up to date, and audit-ready without manual spreadsheets.

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