Access Education Finance
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.
Download our free guide!
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.
1. Sales handover
We introduce your consultant and confirm your setup plan and timeline.
Your part
Meet your consultant and agree your key dates.
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.
3. Integration
We connect your finance system with Access Education Budgets or your preferred tools.
Your part
Confirm what integrations you’d like.
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.
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.
James Kirby - Senior Consulting Manager, Access Education
It’s built around the way schools work
The level of insight and control this system provides is something we simply don't have now. We’re looking forward to a much more streamlined, efficient approach to HR, payroll, finance and budgeting.
The entire system just works - saving time, reducing complexity, and giving schools complete control.
The system is self-explanatory and well-organised, allowing tasks to be completed without the frustration of complex navigation or searching through multiple screens to find what I need.
We used to spend hours creating reports manually, but now we can generate them with a few clicks.
By removing time-consuming processes, the Access software has provided us with the time to focus on important analysis - hopefully identifying any issues or worrying trends before they become problematic.
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
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.
Discover valuable guides and resources to support your research and purchasing decisions. Our news and updates offer expert advice and industry trends to help you make informed choices for your education finance software.
View all resources
Education finance panel discussion 2024
School financial year-end: everything you need to know
Empower your school or LA with tailored finance reporting
What is the best financial accounting software for schools?
The ultimate guide to education finance software
Software support when you switch to Access Education Finance
AU & NZ
SG
MY
US
IE
