Finance Management

Simplify school payments with secure finance tools, caregiver payment options, automated billing, failed payment handling, and integrations with Xero and Ezypay.

School finance, connected to the way your school works

School payments can quickly become difficult to manage when billing, caregiver communication, payment history, and financial records sit across different systems.

Helix Finance Management brings payment workflows into the wider Helix platform, helping schools manage billable items, payment options, failed payment handling, and finance integrations with less manual admin and greater confidence.

Flexible payment options for caregivers

Caregivers need payment options that are simple, familiar, and secure. Helix supports flexible payments, including direct debit, Visa, and Mastercard, making it easier for families to manage school-related payments.

Through the Helix App, caregivers can also make payments and view payment history securely from their device, giving them clearer visibility and a more convenient experience.

Built with security at the centre

Payments involve sensitive information, so security matters. Helix’s finance tools are designed around strong payment and data security, giving schools and caregivers confidence that payment processes are handled safely.

Because Finance Management sits within the wider Helix ecosystem, schools can manage payments as part of a connected student management system rather than relying on disconnected tools.

What Helix Finance Management helps you manage

Billable items
Create and manage school-related charges for items such as trips, uniforms, activities, fees, or other school costs.

Flexible payment options
Give caregivers convenient ways to pay, including direct debit, Visa, and Mastercard.

Secure caregiver payments
Allow caregivers to make payments and view payment history through the Helix App.

Automated billing
Reduce repetitive admin with automated billing workflows that help keep payment processes moving.

Failed payment handling
Use smart failed payment handling to reduce manual chasing and make follow-up more manageable for school teams.

Xero and Ezypay integrations
Connect payment and finance workflows with Xero and Ezypay for smoother financial management.

Why schools use Helix Finance Management

Less manual admin
Reduce the time spent creating charges, following up payments, and managing disconnected finance workflows.

Greater convenience for caregivers
Make it easier for families to pay securely and view payment history from one connected app.

Better visibility across payments
Keep payment information closer to the student record and wider school system.

Secure payment handling
Support confidence across your school community with finance tools built around payment and data security.

Connected to the wider SMS
Finance Management works alongside Helix SMS, the Helix App, communication tools, and school administration workflows.

No fees for schools
Helix’s live Finance Management page states there are no fees for schools.

Designed for your finance team and school community

For administrators
Create charges, manage payments, reduce manual follow-up, and keep finance-related information easier to track.

For leadership teams
Gain a clearer view of finance workflows and reduce reliance on disconnected payment tools.

For caregivers and whānau
Pay securely, choose flexible payment options, and view payment history through the Helix App.

For the wider school
Keep payment processes connected to communication, student information, and daily school operations.

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