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Access Education Finance

Switching your finance system doesn’t have to be difficult 

Whether you’re part of a multi-academy trust or a maintained school, switching to Access Education Finance is simpler than you think.

Structured, supported, and proven. 

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The reality of switching 

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Many schools delay changing finance systems because they expect disruption. The truth is, when the process is designed around your needs, and led by people who’ve done it hundreds of times, it’s far simpler than you might think. 

Access Education’s implementation model, called FlightPath, removes the uncertainty. It’s structured, predictable and delivered with complete support from day one. 

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A clear, proven process from day one

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1. Sales handover 

We introduce your consultant and confirm your setup plan and timeline. 

Your part

Meet your consultant and agree your key dates. 

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2. Configuration & setup 

We upload your chart of accounts, suppliers and customers, and tailor the system to your structure. 

Your part

Share your data — it’s also a great time to tidy old or unused records. 

 

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3. Integration 

We connect your finance system with Access Education Budgets or your preferred tools. 

Your part

Confirm what integrations you’d like. 

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4. Training 

You’ll complete guided, in-product modules with videos and checklists. 

Your part

Learn at your own pace, with help whenever you need it. 

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5. Go-live & beyond 

Once you’re live, our Adoption and Customer Success teams stay with you to make sure you’re confident and supported. 

Your part

Carry on running your school — we’ll be right beside you. 

“Once we take schools through the process, most realise it’s actually simpler than they expected. The best part is seeing how proud the finance teams are once they’re up and running.” 

James Kirby - Senior Consulting Manager, Access Education 

Download the switching checklist

Why schools choose Access Education 

It’s built around the way schools work 

  • Specialist experience – Consultants who understand education finance inside out. 
  • Predictable timeline – Most schools go live within eight to twelve weeks. 
  • Minimal disruption – Your total input is typically less than a day’s work. 
  • Ongoing support – Our Customer Success and Adoption teams stay with you long after go-live. 

See exactly how it works — download the guide. 

Grab your switching guide

Start now, pay later… and avoid paying twice 

If your current finance contract still has time left, that doesn’t need to delay your switch.

Our Buy Now, Pay Later option lets you start setup and training now, go live when it suits you, and only start paying once your existing contract ends. 

“We got everything set up, trained the team, and went live before our old contract even ended — without paying twice. It completely took the pressure off.” 

— School Business Manager, Liverpool 

Download the switching checklist
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Ready to make your move?

Switching your finance software doesn’t have to mean disruption. With Access Education, it means progress. We’ll partner with you from the first call to long after go-live, so you can focus on what really matters.

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