Built for NDIS providers

NDIS document intelligence, without the manual admin.

Drop plans, invoices, service agreements and progress notes into Google Drive. Parsely classifies each document, understands the important NDIS fields, validates the output, and structures everything into clean Google Sheets.

Designed for document-heavy operational workflows across NDIS provider teams.

Send 5 redacted documents. Get a structured Sheet back within 24 hours.

NDIS document admin is still far too manual.

Every provider workflow creates documents: plans, invoices, service agreements, progress notes, referrals, quotes, incident records and more. Teams open PDFs, search for the right fields, copy information into spreadsheets or systems, check for errors, and repeat the same process hundreds of times.

Parsely automates the repetitive extraction layer so teams can spend less time reading PDFs and more time acting on the data.

Documents arrive everywhere

Plans, invoices, agreements and notes arrive as PDFs, emails, Drive uploads and exported records.

Fields are buried

Plan dates, budget categories, ABNs, support item numbers, cancellation terms and follow-up actions are scattered across different layouts.

Manual entry creates risk

Incorrect NDIS numbers, wrong rates, missed totals or unclear notes can create rework, claim issues and operational delays.

Existing systems still need clean data

CRMs, finance tools and practice management platforms only work well when the data going into them is structured.

How it works

A document operations workflow, not another dashboard to learn.

Parsely fits into the tools provider teams already use. Documents enter through Google Drive, move through a structured processing queue, and land as clean operational records in Google Sheets.

1

Drop

Add documents to a dedicated Google Drive intake folder.

2

Queue

Parsely picks up the file, records the source, and places it into a processing queue.

3

Classify

The document is identified as a plan, invoice, service agreement, progress note or another supported type.

4

Extract + validate

Parsely applies the right extraction schema, checks key fields, and flags anything uncertain.

5

Sync

Structured output is written into Google Sheets and review items are routed into the Review Queue.

Document schemas

Built around real NDIS document structures.

Parsely uses document-specific extraction schemas instead of generic OCR. Each document type is parsed into the fields provider teams actually need for operations, review and downstream workflows.

NDIS Plans

  • Participant details and NDIS number
  • Date of birth
  • Plan start and end dates
  • Plan status and plan type
  • Management type by budget category
  • Core, Capacity Building and Capital budgets
  • Support coordination allocation and hours
  • Improved daily living breakdowns
  • Stated supports and stated goals
  • Stated disabilities
  • Participant statement summary
  • Plan manager details

Invoices

  • Invoice number, date and due date
  • Provider name and ABN
  • Participant and bill-to details
  • Support item numbers
  • Service date ranges
  • Quantity, unit type and unit price
  • GST status
  • Line totals and claim type
  • Subtotal, GST total and invoice total
  • Amount paid and amount due

Service Agreements

  • Participant and provider details
  • Provider ABN
  • Agreement start, end and signed dates
  • Agreement type
  • Support items and categories
  • Quantities and allocated hours
  • Weekday, weekend and public holiday rates
  • Total value and GST status
  • Plan management type
  • Cancellation notice period
  • Short-notice charge percentage
  • Payment terms and program description

Progress Notes

  • Note type and session date
  • Participant and provider details
  • Worker name and session duration
  • Travel time and billable hours
  • Support type, item number and delivery type
  • Participant presence
  • Goals addressed and outcome progress
  • Session summary and recommendations
  • Follow-up required and follow-up actions
  • Next session date
  • Risk flags and safeguarding noted

Review queue

Structured output with review guardrails.

Parsely does not treat every result as ready to use. It validates key fields, checks for inconsistencies, and routes low-confidence or incomplete records into a Review Queue before the data moves downstream.

Confidence scoring

Each document and extracted field can be assessed for confidence, helping teams understand what is ready and what needs attention.

Validation checks

Parsely checks common operational risks such as incorrect NDIS number length, ABN format, invoice totals, budget mismatches and unusual durations.

Review Queue

Anything uncertain is routed to a dedicated Review Queue instead of being treated as clean data. Teams can triage and resolve flags before downstream workflows.

Review Queue
2 items need review
Document typeConfidenceFlagStatus
Invoice64%Line-item total mismatchNeeds review
Plan72%Budget total mismatchNeeds review
Agreement88%ClearSynced

Existing systems

Works with the systems your team already trusts.

Parsely does not replace your CRM, accounting software or practice management platform. It sits upstream of those tools, turning unstructured NDIS documents into clean, structured data that is easier to review, export, automate and move into existing workflows.

Export-ready data

Structured Google Sheets make extracted fields easy to review, filter, download, import or hand off to other tools.

Connects to existing automations

Because Parsely outputs clean operational records, teams can connect Sheets to existing automations, dashboards, reporting workflows or internal processes.

Fits around your stack

Use Parsely before tools like Xero, ShiftCare, CareMaster, FlowLogic, CRMs, internal databases or provider-specific systems.

Built to expand

Additional document types, exports and workflow outputs can be added based on provider needs.

Google DriveGoogle SheetsXeroShiftCareCareMasterFlowLogicCRMsInternal databases

Parsely prepares the data before it reaches your existing systems.

Sheet output

The output is already organised.

Each document type lands in its own tab. Your operations team can review, filter and export without rebuilding the data from scratch.

PlansInvoicesService AgreementsProgress NotesReview Flags
Redacted Google Sheet output preview
Document IDTypeRecordKey fieldValueConfidenceReview
DOC-1042NDIS PlanParticipant REDACTEDCore budget$18,420.0098%No
DOC-1043InvoiceProvider REDACTEDInvoice total$742.5096%No
DOC-1044Service AgreementParticipant REDACTEDEnd date30 Jun 202691%No
DOC-1045Progress NoteWorker initials REDACTEDFollow-up actionReview support quote78%Yes

Privacy and data

Designed for sensitive provider workflows.

NDIS documents can contain highly sensitive participant and provider information. Parsely is built with a privacy-first audit process, clear redaction guidance and review safeguards so providers can evaluate the workflow without sharing unnecessary personal information.

Redacted audit documents

For the free audit, providers are asked to remove participant names, NDIS numbers, dates of birth, addresses, phone numbers, email addresses and any other sensitive details before uploading documents.

Used only for the audit

Audit documents are used only to demonstrate how Parsely classifies documents, structures key fields, applies validation checks and routes uncertain items for review.

Human review stays visible

Parsely does not silently treat uncertain data as final. Low-confidence, incomplete or inconsistent fields are highlighted in the Review Queue so providers can review them before using the data downstream.

Questions about how audit documents are handled? Contact Edozie before uploading.

Free audit

Test Parsely on your own documents.

Send 5 redacted NDIS documents. We process them through Parsely and return a structured Google Sheet so you can see exactly what the system extracts, what it validates, and what it flags for review.

For the free audit, please remove participant names, NDIS numbers, addresses, dates of birth, phone numbers, emails and any sensitive information you do not wish to share.

  1. 1

    Upload 5 redacted documents.

  2. 2

    Parsely processes and classifies them.

  3. 3

    You receive a structured Google Sheet.

  4. 4

    Review flags are highlighted.

  5. 5

    We walk through the output with you.

Limited founding onboarding

Founding access for NDIS providers with document-heavy workflows.

Parsely is onboarding the first providers directly to make sure each workflow reflects how real NDIS teams process documents across plans, invoices, agreements, notes and operational records.

$500/ month

Locked for 12 months.

Send 5 redacted documents. Get a structured Sheet back within 24 hours.

What's included

  • Dedicated setup
  • Founder-led onboarding
  • Google Drive intake folder
  • Structured Google Sheet output
  • All supported document types
  • Review Queue workflow
  • Priority fixes from real documents
  • Direct implementation support

After the initial onboarding group, access will move to standard implementation pricing.

FAQ

Common questions about Parsely, how it works, and what it supports.

Which NDIS providers is Parsely built for?+

Parsely is built for NDIS providers managing document-heavy operational workflows.

This includes teams processing plans, invoices, service agreements, progress notes and related operational records across admin, compliance, finance and service delivery workflows.

The initial onboarding focus is on providers with high manual document processing pain, with support for additional provider types and workflows over time.

Do I need to install new software?+

No.

Parsely works with Google Drive and Google Sheets. Your team uploads documents into a dedicated Drive folder, and structured output appears in organised Sheets.

The workflow is intentionally lightweight so providers do not need to adopt a new dashboard before seeing value.

Does Parsely replace my CRM, accounting software or practice management system?+

No.

Parsely sits upstream of those tools.

It extracts, validates and structures data from documents so your team can more easily move clean information into systems such as Xero, ShiftCare, CareMaster, FlowLogic, CRMs or internal workflows.

What document types does Parsely support?+

Parsely currently supports:

  • NDIS plans
  • invoices
  • service agreements
  • progress notes

The platform is designed to expand over time, and additional document types such as quotes, referrals, service bookings, incident reports or provider-specific forms can be added depending on operational need.

What happens if Parsely is uncertain about a field?+

Parsely flags uncertain fields for human review rather than silently treating them as clean data.

Low-confidence classifications, missing fields, unusual values or validation mismatches can be routed into the Review Queue so your team can triage and resolve them before they affect downstream workflows.

The goal is to reduce repetitive manual document handling, not to remove human oversight entirely.

Can I send redacted documents for the free audit?+

Yes. For the free audit, redacted documents are required.

Please remove participant names, NDIS numbers, addresses, dates of birth, phone numbers, emails and any sensitive details you do not wish to share.

The audit is designed to demonstrate the extraction and validation workflow using representative document structures, not live participant data.

Is Parsely affiliated with the NDIS or NDIA?+

No.

Parsely is an independent document extraction and workflow automation product for providers. It is not affiliated with, endorsed by or connected to the NDIA or NDIS.

References to NDIS workflows are used only to describe the operational document types Parsely supports.

Can Parsely support document types beyond the current four?+

Yes.

The system is designed around document-specific schemas, so additional document types can be added based on the provider's operational needs.

The goal is to support real document workflows across NDIS provider operations, not force every provider into a fixed template.

See it working on your own documents.

Send 5 redacted documents and receive a structured Sheet showing exactly what Parsely classifies, structures, validates and flags.

For the free audit, please upload redacted documents only.