Don't overpay for your
Financial Planning Software...
...greater insight at an affordable price!
Used by 2000+ Schools & 250+ MATs
.png)
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."
.png)
.png)
.png)
.png)
"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.