School budgeting software

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.

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, compare costs for different staff, and calculate the impact of pay adjustments with our quick salary calculator.
• Automatic payroll calculations - Built-in functionality automatically takes account of the latest National Insurance rates and threshold values, inflation factors, and automatic in-year updates for all DfE, ESFA and National Insurance requirements.
• Staff costs - Nationally applied staffing costs and adjustments are calculated for you and automatically take into account multiple contracts, pay scales, pensions and allowances.
• Payroll reconciliation - 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.

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.

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.

• Access Education Finance: Transfer data between your budgeting and accounting software to monitor real-time spending against their original and current budget.
• Access Education People & Payroll: Ensure any updates made in your HR system then update in your budgeting tool.
• Third-party finance integration: Integrate with third-party financial management systems such as PS Financials, Sage, Civica, SIMS Financial Management System and more through Access Education Links, as well as SIMS Personnel 7.
• Access Education ICFP & Access Education SEND: Schools are able to accuratley model different curriculum and staffing scenarios and make financially viable decisions in the short-,medium- and long term. Coming soon: We’re excited to announce that our new Integrated Curriculum and Financial Planning (ICFP) functionality will soon be available. This enhancement will further streamline planning by linking curriculum and financial data, offering powerful insights to help schools balance educational outcomes with financial sustainability for the next 3-5 years.
• Partners: Partnered with school management information systems such as Arbor and integrated with SIMS.