Budget software for MATs who are serious about growth
Access Education Budgets is the software for trust-wide forecasting, scenario planning and reporting. Used by more than a thousand large and small MATs for all their budgeting needs.
Special features support the broader financial management requirements of multi-academy trusts. You can work at and produce plans and reports at a trust or school level or select a specific group of schools for your required activities.
See our school budgeting software page if you're looking for school-level reporting.
1,000+ MATs trust our budgeting software
Access Education Budgets is scalable and will save your trust money through increased efficiencies and the ability to add unlimited users at no extra cost.
Why choose our budgeting software for MATs?
Central control
You can control a range of factors at the central trust level including pay scales, profile templates and inflation factors and push these out to the schools.
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Consolidated reporting
From BFR to budget monitoring and a trust-wide overview report, you can produce and view powerful reports at the trust and school level all in real-time.
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A scalable solution for growing MATs
Access Education Budgets is scalable. Bringing additional schools into your MAT is all part of BAU with the ability to add unlimited users at no extra cost.
Secure and cloud-based
Often central staff will be based in a range of different locations. 100% cloud-based software with secure access through Access Workspace, anytime, anywhere, means that staff have everything they need wherever they are.
5-year forecasting
Forecast and plan your 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 and salary modelling
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.
Income & expenditure
Track, manage and report on all your MATs income and expenditure to ensure your budget stays on track.
DfE & ESFA reports
Our Governor Report combines your forecast budget with actual income and expenditure commitments, while our ESFA report helps academies submit their budget forecast returns (BFR)
Take control of your MATs financial future with our budgeting software
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.
Centralised planning and reporting across your trust
Meet Academy and Trust level requirements, providing views at both levels.
With Access Central Budgets, you get a consolidated and elevated view of multiple establishments across your whole Trust.
- Real-time data: Stay up-to-date with real-time budget planning and actuals data.
- Trust and academy level view: Shared understanding of budgets by both the Trust and Academies thanks to a two-way flow of data.
- Clear decision making: Make clear decisions with actionable insights for both standard and 'what-if' scenarios.
Say goodbye to repetitive manual tasks and data entry, and welcome unbeatable consistency and clarity into your financial processes.
Manage staff costs and payroll reconciliation
Managing staff costs in a growing MAT is no mean feat. Access Education Budgets keep your staff costs up to date with nationally applied staffing costs and adjustments calculated for you. These automatically take into account multiple contracts, pay scales, pensions and allowances.
And by importing your monthly payroll file you can automatically reconcile expected and actual monthly payments and see an up-to-date view of cost-versus-budget variances against critical fields such as total pay, pension payments and National Insurance, easily tracking budgeted spend against actual payments.
Scenario planning and 5-year forecasting with our budgeting software for MATs
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.
Consolidated reporting
You can plan and report at a school, group or trust level while setting user permission controls for individual academies. An extensive reporting suite allows you to quickly generate customisable, easy-to-understand reports in a variety of formats, including
- Budget Forecast Return (BFR)
- Budget monitoring
- MAT overview report
- Income and expenditure
- Monthly staffing profile and pupil reports
- Payroll reconciliation
- A comprehensive budget dashboard
MAT specific reporting combines your budget forecast with actual income and expenditure commitments and presents data at the highest level or down to individual schools, groups and ledger codes.
General Annual Grant (GAG) pooling
Automating the process of pooling the General Annual Grant (GAG) funding can increase efficiencies across your trust. For MATs operating in this way, calculating the distribution of funds can save time and free up central staff.