SBS Budgets
3-month trial

SBS Budgets 3-month trial – Try before you buy!*

It’s time to serve notice and finally migrate to SBS Budgets
It’s time to archive your budgeting spreadsheet once and for all

We know that migrating software for your school or MAT isn’t a decision to be taken lightly. Our Finance & Business, HR, ICT and MIS teams are all too aware of this through years of education consultancy and software implementation experience.

That’s why we’re giving new users peace of mind when you migrate to our budgeting solution. The SBS Budgets functionality and service helps schools save time when allocating funds and facilitates money saving strategies. Experience this before you buy. Login to see what all the fuss is about!

Sign-up for your 3-month trial of SBS Budgets ➝


SBS Budgets, accessed anywhere via SBS Online

We’re proficient in budgeting and SBS Budgets is renowned for its value for money. We’re very proud of the positive impact it has made on accurate financial planning, recruitment decisions and a creating a clear vision for the future, from maintained schools in central London to large national Multi-Academy Trusts.

We are confident you’ll love our product and support team, but if you aren’t satisfied after 3-months you’re able to completely logout of SBS Budgets at no cost. If you would like to continue using SBS Budgets after this period you can simply continue with your budget planning and monitoring. You’ll get the same functionality and level of service that our users enjoy, but without the long-term commitment that can be a complex decision for finance teams.

What other software do you use?

We want you to be fully confident in your purchase so speak to our team if you have any questions. If your MIS software is a higher priority for you, we can advise on that first. If your budgeting system is determined by getting your accounting software in shape, could it help for us to housekeep this alongside your migration to SBS Budgets?

SBS Budgets users benefit from:


One comprehensive suite of budgeting features


Unrivalled training & support


Efficient setup & migration

We continuously improve the above with feedback from our users. Growing our user-base enables us to enhance our understanding of the challenges of more schools and MATs and this is reflected in each software update and service launch to benefit all SBS Budgets customers.

Find out more ➝

Here’s what some of our valued customers say about us:

“We have been using SBS Sync and we have found it very straightforward and user-friendly. Being a large Multi-Academy Trust, the sync has saved us a lot of time with the upload of budgets into PSF and we now have the ability to upload actuals into SBS Budgets, making the budget monitoring process simpler.”
Academies Enterprise Trust (AET)

“SBS Budgets saves lots of time, money and is great value for money. There are people still using spreadsheets, why?”
Sally Boaden – Lady Jane Grey Primary School

“I have found the free Service Desk support to be extremely useful. Only the other day a member of the SBS Budgets team helped me prepare for some new budget modelling and what-if scenarios.”
Jo Marshall – Uplands Infant School

“I just wanted to say a big thank you for all the work you have put in and support I have already received with this software. It is really appreciated, and I wish more companies worked like you. My working life would be an awful lot smoother and efficient.”
Joanna Debbage – St John the Baptist Catholic Multi Academy Trust

“The student contracts module allows us to accurately evaluate the standard fee required for students with varying needs, such as counselling, intervention and extra classes.”
Jennifer Clifford – The Delta Education Trust

“I spoke with Simone this morning who showed me the updated version of the software where I can use as many income streams as I want to – absolutely amazing and will make my life so much easier and reporting to governors will be a breeze. Huge thanks for your hard work – it is really appreciated”
Eva Gossan – St Pauls Nursery School and Children’s Centre

“I have always felt fully supported when I have had a query regarding the budgeting software. Staff are always very friendly, efficient and demonstrate an excellent knowledge of the product.”
Diane Jenkins – Pendle Vale College

SBS Budgets 3-month trial

SBS Budgets Referral Scheme (existing users)

We believe it’s important to reward users who pass on their experiences to other schools and MATs who could benefit from SBS Budgets.

Speak to the team for more information➝

New SBS Budgets customers can unlock this perk after their 3-month trial! Perhaps you could let a school finance networking peer know about how your 3-month trial of SBS Budgets went?

Should you have any questions about the above, please do not hesitate to contact us on 0345 222 1551 • Option 5 or email


  • New SBS customers only or new SBS Budgets purchases by existing SBS customers of our support services (Finance & Business, HR & Payroll, ICT and MIS)
  • 3-month trial only accepted when an official school purchase order or reference number has been included on the SBS Budgets order form or emailed to
  • Only one 3-month individual license trial can be activated per school or trust. After this period any access will be chargeable


  • After 3-months the standard SBS Budgets licence pricing applies, as per your contract
  • Trusts may wish to purchase an SBS Budgets MAT planner which is subject to an additional cost after your 3-month trial
  • Any additional remote work or site visits may be subject to an additional charge

Setup and durations

  • 3-month SBS Budgets trial commences upon the date of licence activation
  • Your trial period will automatically renew at quoted price, unless you serve notice to 1 week ahead of your trial expiry date
  • Should you decide to serve your 1 week notice, rest assured your data can be reserved for 12 months to enable you to reactivate your account upon payment


  • We reserve the right to change these terms and conditions at any time
  • We reserve the right to withdraw this offer at any time

Click here to contact us today!

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