Education Finance

Education finance software

Designed to streamline and simplify the financial management of your school, academy or trust. Over 8,000 schools choose Access Education to transform the way they work, giving them the freedom to provide outstanding education.

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Education finance and accounting software developed by education specialists for schools and multi-academy trusts

Access Education Finance is designed exclusively for the education sector. We’ve worked with school finance managers and leading education figures to make our school and academy accounting software fit for purpose, easy to use and fully compliant with DfE and ESFA requirements.

And, because all our software is delivered through our cloud-based platform, Access Workspace, it can be accessed all in one place, anytime, anywhere, on any device – with no extra IT costs and single sign on.

Accurately manage, control and report on your school's finances

The fully customisable chart of accounts, ledger options and defaults allow you to accurately represent how your school or academy works, letting you record and report information as you need. It gives you the freedom to manage transactions, payments, receipts and reconciliations quickly and accurately, with built-in double-entry posting, tolerance and transaction warnings.

Customisable user-access profiles allow you to delegate responsibility appropriately. Plus, customisable document templates and online document management means you can keep everything in one place, stored securely online.

Access education dashboard

“We have been using Access Budgeting for over three years and introduced the Access Finance software in February 2020. So far, we are pleased with the results, already proving intuitive and easy to use with fantastic ongoing support and training from the implementation team."

Coastal Academies Trust

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Easily monitor school budget and cash flow

Data import from our budget and forecasting tool, Access Education Budgets, means you can track real-time spending against planned expenditure. You can quickly create cash flow forecasts and get a full picture of past, present and future financial performance.

Reports are built against the suggested DfE format and can be run at an individual school level or consolidated across the trust.

ipad budgets and cashflow dashboard

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Access detailed reports and real-time information

The real-time information dashboard gives an up-to-date picture of your school’s financial performance, quickly and easily. While detailed reports let you analyse your school’s or trust’s finances to reveal critical trends.

Create easy-to-understand monthly, termly and annual reports for governors and trustees, and meet your regulatory responsibilities with simple-to-produce DfE and ESFA returns.

Access education vat return dashboard

Run reliable management reports

Complete management reports can be run at an individual school or trust level. Easily access real-time information at a high-level by a ledger code group or detailed data through your ledger codes. The management report is built to the suggested DfE format.

reliable management reports dashboard

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Supports multi-academy trusts

Special features help to support the broader financial management requirements of multi-academy trusts (MATs) and manage finances at a school, group or trust level:

  • A consolidated reporting suite allows you to create reports on single schools, groups or the entire trust
  • Inter-school transactions allow MATs to post one journal to their various schools
  • Central payments and central bank reconciliations give trust finance teams more control over processes and payments, with options to manage accounts individually, as a central account with sub-branches or as one central account.
multi academy trust report
Education Finance

Success Story - Inspire Partnership MAT

Based in West Yorkshire, the Inspire Partnership Multi-Academy Trust (MAT) is a new but fast growing MAT under the careful financial management of Chief Financial Officer (CFO) Hayley Hill.

Starting out with a single primary academy, Inspire Partnership plans to have a total of six primary academies by May 2017.

Overseeing simultaneous academy conversions has made life very hectic for CFO Hayley, who previously held the role of School Business Manager at Gawthorpe Community Academy, the MAT’s founding member.

Working long hours in various different locations, Hayley needed an accounting software solution that could keep up with her busy schedule.

She chose cloud-based HCSS Accounting for its flexibility, usability and capacity for integration with HCSS Education’s budgeting software.

“The finance teams at our academies have got on well with Access Education Finance as it’s so intuitive; many of them hadn’t handled accounts before converting”

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Inspire MAT success story

Additional features of our education finance software

  • Enhanced reporting and analytics - Keep your school or academy on track with financial dashboards, reporting solutions and KPI tools to highlight the most important issues and trends.
  • Making Tax Digital - Access Digital Tax retrieves relevant data from Access Education Finance ready for your review and submission to HMRC.
  • Enhanced collaboration - Access Education Finance is delivered through Access Workspace, giving you access to powerful collaboration and communication tools, boosting efficiency, productivity and engagement.
  • Personal dashboard - A fully customisable interface and drag-and-drop personalisation, meaning you can stay on top of all your different applications from one place.
  • Be compliant - As a UK-developed and hosted platform, it's compliant with DfE and ESFA requirements, and you will be ready when tax goes digital.
  • Straightforward set-up - Nothing to install and limited IT support needs means minimal disruption and the most up-to-date version every time you log in.
man explaining report to team

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Access Education Suite

Our core Education Finance and Budgeting solutions continue to promote greater efficiencies in performing key financial management activities, giving you the flexibility to access raw data, with the opportunity to standardise and consolidate when and where you need it.