Effortless fund management
Plan management is a finance function with a duty of care attached. Invoices arrive from providers who all format them differently, they have to be checked against a budget that must never go over, and the participant is entitled to know where they stand at any moment. WhizPro puts the budget and the ledger in the same place.
Every plan is broken into support categories with an allocated amount, and each approved invoice draws that balance down. The remaining figure is derived from the ledger, so it cannot drift away from what was actually paid.
Invoices are entered against the participant and the support item, checked against the catalogue price, and approved or queried — with the whole trail kept.
Payments post to a proper double-entry general ledger with a per-organisation chart of accounts, and reconcile with Xero where you already keep the books.
Rostering, participant records, claiming, compliance and finance run on the same record underneath this.
See the whole platformTell us how you run it today and we will show you the same week in WhizPro.
Choose a plan, add your details, and invite your team. Your trial starts the moment your admin account is active — no sales call, no implementation quote.