Overview
Vertex 360 is the all-in-one NDIS management solution designed to help NDIS Businesses transform their workflows, increase client satisfaction, and drive business growth. With a powerful suite of tools built for efficiency, Vertex 360 integrates seamlessly with Xero, allowing your firm to connect, automate, and collaborate like never before.
Unlock Efficiency and Collaboration
Managing client data, worker documents, and communications can be complex and time-consuming. Vertex 360 simplifies everything with an intuitive, user-friendly interface that helps your team stay organised, while giving clients the service they deserve. The result? A smoother, faster workflow that helps your business grow.
Key Features and Benefits:
- Automated Client Onboarding: Easily onboard new clients with automated workflows that ensure no detail is missed, saving you hours of admin time.
- Seamless Xero Integration: Directly sync your timesheet information and invoicing data with Xero for real-time updates. This ensures a smooth experience and eliminates data entry errors.
- Centralised Client Portal: All client documents, forms and financial information in one place—accessible anytime, anywhere.
- Real-time Collaboration: Work with your team in real time, streamlining collaboration and improving productivity.
- Task and Workflow Management: Assign shifts, set shift tasks, and track shift notes all within the app, ensuring NDIS compliance is met and nothing falls through the cracks.
- Customised Reporting: Generate reports tailored to your needs, offering insights that help you make data-driven decisions.
Whether you are looking to automate routine tasks, improve client communication, or simply make managing client data easier, Vertex 360 is your go-to tool. No more juggling spreadsheets, emails, and other disconnected systems—everything you need is in one platform.
Why Vertex 360?
- It’s designed by NDIS Consultants for NDIS businesses.
- It integrates seamlessly with Xero, eliminating double entry and improving data accuracy.
- It helps you deliver faster, more efficient services to clients, boosting client satisfaction and retention.
- It saves your team time and helps grow your business.
Vertex 360 is not just about managing clients—it’s about creating a better client experience while improving your firm’s efficiency. It empowers your team to work smarter, not harder, so you can focus on what matters most: growing your business.
Vertex 360 + Xero
Vertex 360 integrates seamlessly with Xero, providing a powerful bridge between your financial data and client management processes. The integration allows for real-time syncing of timesheet data, so you never have to manually update both systems or risk errors. This integration is built to enhance your workflow, reduce administrative tasks, and improve your service to clients.
Key Integration Features:
- Sync Shift Data in Real-Time: Vertex 360 pushes shift data directly into Xero, including invoices and shift times so you can always access the most up-to-date information.
- Financial Data Synchronisation: Ensure consistency between Xero and Vertex 360 by syncing invoicing information.
- Time-Saving Automation: With automatic syncing of shift data, you eliminate the need for manual entry. This saves time, reduces human error, and enhances the accuracy of your records.
- Client and Invoice Management: Easily track and manage client details and invoices from within the Vertex 360 platform. With integration to Xero, you have a centralised, up-to-date view of all your client accounts.
This integration allows your NDIS business to work faster, more efficiently, and with less effort. Vertex 360 automatically synchs in data with Xero, saving time, eliminating double entry, and reducing the chances of errors—ultimately providing you with a more streamlined, accurate way to work with your clients. And because Xero is fully integrated with Vertex 360, all client data is updated in real time.
By combining the power of Xero and Vertex 360, your NDIS business can focus on delivering better service, improving collaboration, and optimising productivity. The integration is smooth, simple to set up, and offers long-term efficiency.
Pricing plans
Total Suite 1-5
- 1 to 5 Participants $25 Plus GST/Month
Total Suite 6-20
- 6 to 20 Participants $100 Plus GST/Month
Total Suite 21-50
- 21 to 50 Participants $150 Plus GST/Month
Total Suite 51-100
- 51 to 100 Participants $300 Plus GST/Month
Total Suite 101-150
- 101 to 150 Participants $500 Plus GST/Month
Getting started
Getting started with Vertex 360 is easy and can be done in just a few simple steps. The process takes no time, and the platform will be up and running in no time.
1. Install Vertex 360 from the Xero App Store
The easiest way to begin using Vertex 360 is by clicking the "Get this app" button on this listing page. This will direct you to the installation page where you can easily connect your Xero account.
__2. Connect Your Xero Account __
Once installed, you’ll need to connect Vertex 360 to your Xero account. This process is quick and requires you to grant the necessary permissions so that Vertex 360 can pull in your client data and financial records. No technical knowledge is required—just follow the simple on-screen instructions.
3. Onboard Your Clients
Vertex 360 allows you to automate your client onboarding process. From creating client profiles to managing financial documents, the platform walks you through everything. Use the pre-set workflows to ensure you don’t miss any steps in the onboarding process.
4. Sync Data Automatically
After setup, your shift and invoicing data from Vertex360 will automatically sync with Xero No need to manually enter information—everything is connected and updated in real time.
5. Start Collaborating
With your data synced, you can begin using Vertex 360’s collaboration tools. Communicate with clients in real-time, assign tasks, and track progress without ever leaving the platform.
Ongoing Support and Resources
- Helpful Knowledge Base: Access articles and guides to help you make the most of Vertex 360.
- Customer Support: Reach out to our dedicated support team if you need any help along the way.
- Regular Updates: Vertex 360 is continuously updated to ensure that it remains optimised for your needs.
By following these simple steps, you'll be up and running with Vertex 360 in no time. It's a seamless experience that will help you manage clients, automate tasks, and deliver exceptional service—without the hassle.
