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Fees & finance

Billing that adds up

Fees, invoices, extras and bursaries on the pupil’s record, with online card payments for families. Everything reconciles and exports into the accounting software your bursar already uses.

What gets in the way

When billing lives apart from the pupil record, a leaver, a sibling discount or a mid-term bursary change has to be remembered in two places.

What it does

  • Termly fees, one-off extras and bursary awards on the pupil record
  • Card payments from families in the portal
  • Reconciliation without a spreadsheet
  • Exports to your accounting package

What the AI does here

What it does

Answers questions about what is outstanding, as a list you can act on.

What it can’t do

It cannot raise, change or cancel an invoice on its own, and it never takes a payment.

All of this still works with the AI switched off. See exactly what the AI can see →