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Julie Roberts is outstanding (A*)
Julie Roberts is outstanding (A*)! She really knows the system and resolved my issue in under an hour. I had been waiting for this to be sorted since…
How to plan and forecast your school budget effectively
Take control of your school's financial future. Fill out the form to gain instant access to our comprehensive guide.
Access Education Budgets
Our guide covers...
The school budget planning process helps ensure you can deliver your three to five-year educational and developmental priorities while balancing the budget, and it can reap big benefits.
This guide takes you through...
- Key stages of the school budget preparation process
- Gives you practical advice for better planning
- Provides hints and tips for more accurate forecasting
Over 8,500 school business professionals trust Access Education Budgets
Why choose our school budget software
School specific
Designed for schools, our easy-to-use software makes it easy for non-finance staff as well as school finance professionals to manage budgets.
Secure and cloud-based
100% cloud-based with secure access through Access Workspace, anytime, anywhere.
5-year forecasting
Forecast and plan your school budget for up to 5 years, increasing your visibility so your school can avoid deficits, track spending, and plan for success.
Scenario planning
Model the financial impact of multiple scenarios, such as changes in staff, pay, pupils, income or expenditure and more.
Powerful reporting
Produce and view powerful reports, including income and expenditure, monthly staffing profile and pupil reports all in real-time.
DfE & ESFA reports
Our Governor report combines your budget forecast with actual income and expenditure commitments, while our ESFA report helps academies submit their budget forecast returns.
Salary modelling
Understand the impact of your school’s biggest cost to estimate your end of year outturn and plan your school budget. Easily model and monitor changes to staff costs and benefit from automatic payroll calculations.
Income & expenditure
Track, manage and report on all your school’s income and expenditure to ensure your budget stays on track.
Find out more about how our school budgeting software can save you money
More than just great school budgeting software
We are dedicated to providing our customers with award-winning implementation and support to help them get the most out of their software.
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Friendly and well-paced training
I was given a thorough introduction to the Access Finance system by Julie, who is clearly not just knowledgeable about the system itself, but has a v…
I recently attended a system training…
I recently attended a system training session ran by Julie Roberts, and it was excellent from start to finish. The trainer demonstrated a deep unders…
Access Finance Central Bank Training
I had Central Bank Training delivered from Julie Roberts on Teams in August, and then a follow up meeting in October to see how I was getting on. On …
Finance Training/Support
As always, Julie works through our training needs with great knowledge of the Access finance system and, importantly, an understanding of Accountancy…
Experience with Consultant Julie…
Experience with Consultant Julie Roberts - Julie has been amazing in her support with our Academy's transition to the DfE Chart of Accounts. Julie i…
New user Training session
We had a new user Training session with Julie Roberts which was excellent. Julie is really knowledgeable and delivery of the training was really clea…
Who knew that year end training could…
Who knew that year end training could be so informative when delivered by such an experienced trainer as Julie Roberts that is what you get. Her und…