Smarter Financial Planning Software for Growing Trusts
Developed alongside MAT CFOs, SBS Financial Planner offers budgeting software that understands the unique complexities of schools and Multi-Academy Trusts.
Why SBS Financial Planner?
How our budgeting software will improve your operational excellence
Truly MAT-Led Budgeting
SBS Financial Planner supports the scale and complexity of MATs, allowing assumptions to be set centrally, model trust wide scenarios, and ensure consistency across all schools.
Smarter Financial Decisions
With real-time insights and forecasting, MAT leaders can plan ahead with confidence, identify potential efficiencies, and ensure financial sustainability.
Powerful Integrations & Real-Time Modelling
Seamlessly syncs with several finance systems. Updated tables are available for NI rates, pay scales, Extended Leave Rates and LA Funding. Model GAG pooling, top-slice, and school-level budgets with confidence.
Ensured Compliance & Audit Readiness
SBS Financial Planner keeps MATs and schools fully compliant with DfE, ESFA, and statutory reporting requirements.
Powerful Features, Better Financial Decisions
The right tools to manage budgets, forecast with confidence, and stay in control of your Trust’s finances
Centrally Manage Budgets & Assumptions
Gain full control over your Trust’s financial planning with a centralised approach to budgeting. Set core assumptions such as pay scales and funding rates, and group schools by phase, region, or funding model to reflect your MAT’s structure.
This ensures consistency, accuracy, and flexibility while maintaining financial oversight.
Transactional Drill-Down in Reports & Monitoring
Drill-down to the source of transactions within your reports, to negate the need to switch between systems.
With a drill-down feature, you can move from high-level financial summaries to detailed expenditure insights, helping you spot trends, prevent overspending, and ensure financial accountability across your schools.
Unlimited Scenarios & Role-Based User Access
Plan with confidence using unlimited scenarios to test different funding and cost assumptions. Use private and hidden views for leadership discussions before finalising plans.
With unlimited users and role-based permissions, you can ensure the right people have access to the right data—enhancing collaboration while maintaining security.
Comprehensive Support & Fully Managed Onboarding
From day one, our team is here to help. SBS Financial Planner includes fully managed onboarding, unlimited training, and dedicated support via live chat, helpdesk, and step-by-step video guides.
Whether you need help with setup or day-to-day queries, our expert team is on hand to ensure you get the most out of your budgeting software.
Proud to integrate with the following software
SBS Financial Planner
is trusted by:
250+
Multi-academy Trusts
2,000+
Schools
Book a call with the team today to explore the new software.
Book a demo
Meet our Financial Planning Software Experts
From onboarding to optimisation - expert support every step of the way.
Connor Wilson
Sales Lead
Connor has been with SBS since 2024, bringing almost 10 years of experience within education finance.
Having worked for multiple financial management system providers, Connor has witnessed first hand the challenges faces by MATs and utilises his skills and experience to lead the sales team, while working closely with the development team to ensure SBS Financial Planner continues to save our customers time, and tackles the challenges facing MATs everyday.
Richard Page
Digital & Operations Director
Richard is a strategic operations and digital transformation expert with over twenty years of leadership experience.
He has held multiple senior roles at SBS since starting in 2012, including Director of Operations & Digital. Overseeing services he has led the development of SBS Financial Planner, CRM enhancements, and digital innovation, achieving 95% customer retention. Richard continues to drive digital system integration and operational excellence.
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Simon Randall
Customer Support Team Leader (SaaS)
Simon has worked at SBS for almost ten years. Starting as a Service Desk technician, working his way to senior consultant.
He has had roles in Implementation, training, quality assurance and now is the Customer Support Team Leader, overseeing the support team for service desk and onboarding. He is an expert in all technical aspects of the financial planner systems, onboarding process and account management. Simon is motivated to drive retention, customer focused service and developing individuals in the support team.
Download our FREE guide to Financial Modelling in SBS Financial Planner
8 ways to help streamline your budgeting setting and decision making.
Find out how SBS Financial Planner can help you create unlimited scenarios and compare them to your budget to optimising your spending.
Download Free Guide
Book a Free Demo of SBS Financial Planner Today
SBS can take care of your day-to-day operations as well as manage your school budget using SBS Financial Planner.
- Centralise and simplify your financial processes
- Real-time forecasting, tracking and budgeting
- Built-in compliance and supports GAG pooling
See some of our Frequently Asked Questions
Yes! 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.
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.
The team will 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 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.
We have scaled up the implementation and development teams significantly to cope with unprecedented demand, therefore we are confident we can move as quickly as you want us to!