Accounts & Finance

Keep commercial records connected to the work behind them.

Helix links invoices, payments and commercial context to customers, quotes and jobs while preserving clear financial history.

Features

Capabilities supporting this part of the Helix platform.

Invoice creation and issuing

Payment recording and allocation

Deposits and operational payment gates

Brand-aware customer documents

Role-controlled commercial visibility

Accounting platform integrations

Online payment connections

Expanded cash-flow and margin reporting

Commercial approval and exception workflows

Workflow at a glance

Stronger traceability

Clearer payment status

Connected operations and finance

Connected domains