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Julie Roberts is amazing ! She sorted out a long standing problem in double quick time and gave service above and beyond many thanks Julie.
School budgeting software.
Boss your budgets, seamlessly
School budgeting software helps you create accurate, balanced school budgets and forecasts for up to five years, quickly model the impact of changes and produce powerful reports for even more robust planning and management.
+
schools across the UK
choose Access Education
+
school business professionals
using Access Education Budgets
local authorities supported
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 and track spending. Tweak as needed from the ‘snapshot’ view, avoiding manual data analysis and entry.
Scenario planning
Model the financial impact of multiple scenarios such as changes in staff, pay, pupils, income, expenditure and more. This is now even easier with our latest budget forecasting functionality, allowing you to make changes within the ‘snapshot’ view.
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
BRAND NEW! Reforecasting feature now available in the Snapshot view
Revolutionise budget management with direct adjustments, eliminating manual updates
Now you can track your budget year-round, tweaking it as needed - based on expected outcomes, end-of-year projections, and variances, all from one convenient view.
Bid farewell to manual data analysis and entry, and welcome faster decision-making, time savings, and enhanced data quality.
Calculate, plan and model staff costs
Your biggest cost is your staff so ensuring your numbers are accurate and can easily be adapted to suit any changes in your school is crucial. Access Education Budgets has a number of key features, including:
- Quick salary calculator - Calculate the full cost of employing a new member of staff.
- Automatic payroll calculations - Built-in functionality automatically takes account of the latest National Insurance rates and threshold values.
- Staff costs - Nationally applied staffing costs and adjustments are calculated for you.
- Payroll reconciliation - By importing your monthly payroll file you can automatically reconcile expected and actual monthly payments.
The four critical stages to the school budgeting process
Scenario planning and 5-year forecasting with our school budgeting software
Create precise 5-year budgets and forecasts with school-specific settings
Our system calculates staff costs, considering contracts, scales, FTE hours, pensions, and allowances.
Easily model 'What if?' scenarios for staff, pay, pupil numbers, income, or expenses, empowering you to craft effective short, medium, and long-term plans. This saves time with simplified decision-making for short, medium, and long-term plans.
Plus, utilise our latest budget adjustment feature for real-time modifications based on evolving variables.
Generate comprehensive reports and returns
An extensive reporting suite allows you to quickly generate customisable, easy-to-understand reports in a variety of formats, including
- The consistent financial reporting (CFR) framework
- Income and expenditure
- Monthly staffing profile and pupil reports
- Payroll reconciliation
- A comprehensive budget dashboard
The DfE compliant Governor report combines your budget forecast with actual income and expenditure commitments and presents data at the highest level or down to individual ledger codes.
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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Based on
4,525 reviews
Fantastic customer service
Dave Young is our premier account manager and goes above and beyond for his customers! He is a credit to Access!
DanniMarie Rutherford provided some…
DanniMarie Rutherford provided some great one to one training and tailored the training to the organisation and the level of support required SHe fol…
We have just implemented the Access Payroll System
We have just implemented the Access Payroll System as part of our ongoing move to using the Access Education portfolio of systems to run our schools.…
Danni Rutherford was extremely helpful
Danni Rutherford was extremely helpful, her vocal communication was precise and very clear. I left the training with a better understanding of the bu…
Nicola has been extremely helpful and…
Nicola has been extremely helpful and accommodating in working around some specific requirements and availability. The process so far has been really…
Quick support response
Was experiencing some frustrating delays and no response to queries. Danni Rutherford was introduced to us by a new person joining our LA support te…
We were struggling to understand the implications of transitioning the MAT to one bank account on Access Finance.
We were struggling to understand the implications of moving to a central bank account. The technical side was explained very clearly but we had more …
Why schools love our budgeting software
Access Education Budgets has transformed the day-to-day running of the finance department
The system is particularly user friendly for non-finance staff. Teachers can keep track of their spend versus budget from the beach during the summer holidays, should they wish!
Integrated Finance with Budgets provides me with a brilliant overview of the school’s finances
It helps me quickly identify any worrying trends or oversights that need attention. As well as preventing any costly errors, it also ensures we can allocate resources in the best possible manner - ensuring every pupil gets the education they deserve.
With our new system we can produce easily-accessible reports and budget projections
The system has also removed the need to produce hard copy orders, therefore reducing our paper consumption, helping us move towards our aim of becoming paperless and, of course, saving money.
