Financial Tools for NDIS, Property & Real Estate

Run Your Business
with Financial Clarity

Done-for-you templates and dashboards for NDIS providers, property managers, and real estate businesses across Australia, New Zealand, the US, the UK, and the Philippines — so you can make confident decisions, not anxious guesses.

✦ Shop Templates About Velnity
✓ Australia & New Zealand
✓ US & UK Clients
✓ Philippines
✓ NDIS · Property · Real Estate
✓ CPA-Backed Quality
Why Velnity

Built By Someone Who Actually Does This Work

🎯

Real-World Tested

Every template comes from actual bookkeeping workflows — NDIS invoicing, payroll processing, and multi-entity financial admin in the Philippines and Australia.

Ready in 15 Minutes

No setup complexity. Open the file, enter your numbers, and have your first forecast running today. Every template includes a plain-language setup guide.

🌏

5 Countries. One Partner.

Serving clients across Australia, New Zealand, the US, the UK, and the Philippines. Priced in PHP and USD. Built for NDIS providers, property managers, and real estate businesses — wherever you are.

The Shop

Financial Tools for Every Stage

Start with one template or grab the bundle. Every product is instant download — Excel and Google Sheets included.

🏠 Property NEW

Property Management Dashboard

Complete financial dashboard for property managers — rent roll, income, expenses & owner statements

USD 27 (PHP 1,499)
  • Rent Roll + tenancy register
  • Rental income tracker (12 months)
  • Expenses by property & category
  • Auto owner disbursement statements
  • KPI dashboard with occupancy rate
Get Now — USD 27
Payroll
Coming Soon

Payroll Calculator

Fortnightly payroll for up to 20 staff — SSS, PhilHealth, Pag-IBIG auto-calculated

USD 10 (PHP 599)
  • PH statutory deductions auto-calc
  • Printable payslip per employee
  • Year-to-date BIR summary
  • International version available
Notify Me When Live
Dashboard
Coming Soon

Complete Business Dashboard

All-in-one: cash flow + budget + invoices + payroll in one powerful view

USD 27 (PHP 1,499)
  • Monthly KPI dashboard
  • AR/AP aging summary
  • Year-to-date vs. annual targets
  • CPA-shareable reporting pack
Notify Me When Live
Who It's For

Made for Business Owners Like You

🇵🇭

Filipino SMEs & Freelancers

BIR-season ready. Built for Philippine peso, local statutory requirements, and the realities of running a business in the Philippines.

🌏

International Clients (AU, US, UK)

USD-priced, dual-currency ready. Experienced with Australian NDIS providers, payroll, and cross-border financial admin.

🏠

Property Managers & Landlords

Rental income tracking, owner disbursement reconciliation, property expense reports, and trust account summaries — built for single and multi-property portfolios.

🏢

Real Estate Agencies & Agents

Commission tracking, sales pipeline financials, agent payroll, and monthly P&L reporting for boutique and growing real estate businesses.

📈

Startups & Growing Businesses

No full-time CFO? No problem. These tools give you the financial visibility of a finance team without the overhead.

📋

Accountants & Bookkeepers

Use Velnity templates as white-label tools for your own clients. Clean, professional, and CPA-review ready.

About Velnity

Built on Faith, Integrity
and Real Experience

Velnity was built by a finance and accounts professional with 7+ years of hands-on experience managing bookkeeping, payroll, NDIS invoicing, property management financials, and multi-entity financial reporting across Australia, New Zealand, the US, the UK, and the Philippines.

Every template in this shop started as a real working tool — used in real client engagements across NDIS, healthcare, property management, and real estate — refined through real feedback, and built to solve real problems. Not generic. Not theoretical. Real.

Backed by a licensed CPA, grounded in faith, and committed to helping business owners finally see their finances clearly — Velnity exists to give you the tools that used to only be available to businesses with a full finance team.

Integrity First Every product is built and priced honestly. What you see is what you get.
CPA-Backed Quality All tools are reviewed and aligned with professional accounting standards.
Faith-Driven Service We serve with purpose — helping businesses thrive is our calling, not just our job.
V
elnity — Financial Clarity Partner
7+
Years of real bookkeeping experience
5
Countries served: AU, NZ, US, UK, PH
PH
Philippines-based, globally capable
CPA
Backed by a licensed CPA
Done-For-You Services

Need More Than a Template?
Let's Clean It Up Together.

Books behind? Reporting overdue? The Clean-up & Catch-up service gets your financials current, accurate, and ready for decision-making — whether you're an NDIS provider, property manager, real estate agency, SME, or growing business.

Starter

Clean-up & Catch-up

USD 997
one-time  ·  PHP 58,500
Best for: books 1–3 months behind
  • Books clean-up — up to 3 months
  • Chart of accounts review & fix
  • Monthly P&L + Balance Sheet delivered
  • One round of revisions included
  • Xero or QBO — your choice
  • Free 30-min discovery call
Most Popular
Growth

Monthly Reporting

USD 2,500
per month  ·  PHP 146,000
Best for: growing businesses & NDIS providers
  • Monthly bookkeeping catch-up
  • Full reporting pack — P&L, Balance Sheet, Cash Flow
  • Xero / QBO reconciliation & review
  • AR & AP aging summary
  • NDIS cost centre & invoice tracking
  • Email support — 2 business day response
  • Free 30-min discovery call
Premium

Fractional CFO

USD 5,000
per month  ·  PHP 292,000
Best for: multi-entity & high-growth businesses
  • Everything in Growth, plus:
  • Quarterly deep-dive financial review
  • 13-week cash flow forecast — updated quarterly
  • Fractional CFO advisory session (90 min)
  • Priority 1-day turnaround on all reporting
  • Multi-entity & NDIS cost centre reporting
  • Free 30-min discovery call

All packages include a free 30-minute discovery call.  ·  View Full Services Page →

Ready to Get Financially Clear?
Let's Start Today.

Templates from USD 19. Clean-up & reporting services from USD 997. Serving NDIS providers, property managers, and real estate businesses across Australia, NZ, US, UK & Philippines.

✦ Get the Template Now 📅 Book a Free 30-Min Call