Make switching your school finance system simple and stress-free

Switching finance systems doesn’t have to be overwhelming. Our School Finance System Switch Checklist gives you a clear, step-by-step plan to prepare for a smooth transition to Access Education Finance. From early planning to go-live and beyond, this guide helps you stay organised and confident every step of the way.

What you’ll get in this checklist:

• Practical steps to prepare your team and data for a successful switch
• Tips for streamlining processes and avoiding common pitfalls
• Guidance on what to do before, during, and after implementation
• Confidence that you’re ready for go-live and long-term success

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