Don't overpay for your
Financial Planning Software...
...greater insight at an affordable price!
Used by 2000+ Schools & 250+ MATs
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A true MAT-led system for financial planning
SBS Financial Planner is a MAT-led budgeting tool created by CFOs for CFOs. It streamlines financial planning, simplifies complex budgeting, and ensures you maximise school funding—all while offering a user-friendly interface that saves you time and effort.
"SBS has shown great flexibility and provided an extremely high standard
of support during our transition to their Financial Planner software."
Centrally manage settings and assumptions across all locations.
Ensure consistency and save time by updating pay scales, National Insurance, funding rates and other assumptions in one action for many budgets and locations.
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Create unlimited combinations of scenarios from locations across your organisation.
Seamlessly pull together data from a range of budgets to create the reports you need to see. Quickly group agreed budgets, forecast budgets and scenarios.
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Visually compare settings and assumptions to ensure consistency and accuracy.
Have confidence in your assumptions and numbers by easily comparing settings across budgets to identify potential errors. You can even drill down to see the data that drives your settings.
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Customisable terminology to align with language used in your organisation.
Tailor terminology to match your other systems and roll out your preferences across the software including reports, menu items and field names for all of your users.
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A monthly Payroll Reconciliation at organisation or school level.
Import your payroll file at MAT level and choose to reconcile centrally or by school. Or have schools import and reconcile independently.
Benefit from customisable reconciliation processes and settings including a formal monthly sign off procedure.
"I find it invaluable in my day to day work. It makes easy work of budget planning and monitoring, as well as scenario planning and payroll reconciliation."
Book a call with the team today
to explore the new software.
Frequently asked questions
SBS Financial Planner has been designed with all schools and trusts in mind. Our software will help schools and MATs save money to reinvest back into teaching and learning.
We want all students to benefit from the best possible education. As a result, we have built SBS Financial Planner for the specific needs of multi academy trusts, single academy trusts and maintained schools.
SBS Financial Planner offers flexible user permissions, customisable roles, and the option to adapt terminology to align with your organisation's culture. It's a tailored solution for your financial planning needs.
SBS Financial Planner allows you to accurately track, report and reforecast based on a complete up to the minute picture of your organisation's data.
Unlike other systems, our software is flexible enough to allow you to customise reports to display the information that's important to you and in a format and language your staff already understand.
SBS Financial Planner's interface has been designed based on feedback from a focus group consisting over twenty CFOs. Our user-centric approach to design means you won't experience the common pain points that often come when using budgeting software. No more clunky navigation systems or tired-looking visuals.
Absolutely. Our dedicated implementation team will take care of everything for you.
Not only will the team set everything up for you, they will cater for any specific training requirements.
SBS Financial Planner offers an array of fully customisable reports, which are growing all the time.
If there is a set of data which you need, let us know and we will make it available.
Our suite of reports offers by year and by school analysis relating to financials, staffing and pupils.
SBS Financial Planner has dynamic integration with the leading Accounting, MIS, and HR software.
Helping to save time, reduce errors and ensure data consistency and reliability.
We don’t champion a specific MAT operating model. We are firm believers that software should accommodate process, rather than process adapt to accommodate software.
Therefore, we have built SBS Financial Planner to accommodate all models – Top Slice, GAG Pool or otherwise.