Don't overpay for your

Financial Planning Software...

SBS Financial Planner

...greater insight at an affordable price!

Used by 2000+ Schools & 250+ MATs


"SBS has shown great flexibility and provided an extremely high standard
of support during our transition to their Financial Planner software."

Centrally manage settings and assumptions across all locations.

Ensure consistency and save time by updating pay scales, National Insurance, funding rates and other assumptions in one action for many budgets and locations.

SFP Edit budgets in multiple locations

Create unlimited combinations of scenarios from locations across your organisation.

Seamlessly pull together data from a range of budgets to create the reports you need to see. Quickly group agreed budgets, forecast budgets and scenarios.

Create unlimited budget groups

Visually compare settings and assumptions to ensure consistency and accuracy.

Have confidence in your assumptions and numbers by easily comparing settings across budgets to identify potential errors. You can even drill down to see the data that drives your settings.

SFP visually compare budgets

Customisable terminology to align with language used in your organisation.

Tailor terminology to match your other systems and roll out your preferences across the software including reports, menu items and field names for all of your users.

SFP Dashboard

A monthly Payroll Reconciliation at organisation or school level.

Import your payroll file at MAT level and choose to reconcile centrally or by school. Or have schools import and reconcile independently.

Benefit from customisable reconciliation processes and settings including a formal monthly sign off procedure.

SFP Payroll Reconciliation

"I find it invaluable in my day to day work. It makes easy work of budget planning and monitoring, as well as scenario planning and payroll reconciliation."

Book a call with the team today
to explore the new software.

Frequently asked questions