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Q. Who are the typical users of ShelbyNext Financials?
Q. What languages does ShelbyNext Financials support?
Q. Does ShelbyNext Financials offer an API?
Q. What other apps does ShelbyNext Financials integrate with?
ShelbyNext Financials is a cloud-based accounting and financial management software designed for churches, non-profits, ministries, and other religious organizations. Key features include general ledger, payroll, accounts receivable, accounts payable and more.
Typical customers
Platforms supported
Support options
Training options
Starting from
No pricing info
Starting from
39.50
Per month
Flat Rate
Value for money
4.0
/5
163
Starting from
No pricing info
Value for money contenders
Functionality
3.8
/5
163
Total features
26
3 categories
Functionality contenders
Overall Rating
4.0
/5
163
Positive reviews
51
74
33
3
2
Overall rating contenders
Rex A.
Lead Pastor
Religious Institutions, 1-10 employees
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Jason P.
Associate Pastor of Administration
Religious Institutions, 51-200 employees
Review source
Transcript
Jason P.: My name is Jason, and I work at a church, Associate Pastor of Administration and Finance. I...
Connie T.
Nonprofit Organization Management, 1-10 employees
Used daily for 2+ years
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Able to process checks for monthly invoices quickly. Enables us to report PR taxes on time and with very little effort. Workers' Compensation report provides all information needed for annual audit; simply run, print and send. Custom Reports allow organization to produce information particular to our need. Creates reports that are easy to read. Cuts down on need for large financial staff.
Shelby software is organized into modular components, Accts Payable, Gen Ledger, Payroll, Bank Mngmt & Insurance Billing. These are stand alone modules, but work together to achieve overall outcome with good audit trails. We do not use Insurance Billing. I have worked with ShelbyNext Financials for 4 yrs & Shelby v.5 for 8 yrs; believe it would be challenging to breach either system. Invoices...
Have yet to find something I do not like about Shelby software. There is a learning curve as ShelbyNext is multifaceted and takes a little time and patience to use proficiently, but is easy to learn and tech support is always available to help with problems. There are times when I have waited in que for 20 minutes for help from tech support, however understand other people are needing help as much as me; therefore, should my problem take an unusual amount of time to answer, I know tech will stay with me until my issue is resolved . Shelby techs have ability to remote in to system and see your screen which makes solving problems much easier and quicker.
Ana P.
Religious Institutions, 51-200 employees
Used daily for 1-2 years
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I have been using ShelbyNext Financials only for a year, so I believe there are a lot still to learn; but so far I like it a lot. It's non accountant user's friendly, which help Financial Dept let the others see their updated budget information; with the setup of the correct security parameters In general all the configuration is really easy, while modifying the COA you'll be able to see the levels on the screen which it will help to setup new accounts. The option to have the reports in different formats is useful. Importing the annual budget, the credit card into ShelyNext saves a lot of time and reduce the errors. There is a lot of features that you'll be discovering as your needs appear. In my position, have access from anywhere to the accounting is awesome.
The cons that I found is the exporting in excel, most used for finances; the reports include additional lines and columns that you basically have to re-format the entire report. We are coming from v.5 which was giving us the option to refresh in excel at any time the monthly balances, with ShelbyNext we have to export in excel every time an once again re-format the report. No much information for the Ad Hoc Reports, which are extremely hard to understand and use them; reports from Payroll relate to employees information only, and reports from Purchasing Management (no reporting at all) are important to us and ShelbyNext doesn't give options. We would like to be able to have consolidate Financial Reports for the different campus we have directly from the software.
Ben B.
Nonprofit Organization Management, 11-50 employees
Used daily for 1-2 years
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Poor accounting support.
Lots of features, capabilities to expand. Workflows are great!
Shelby financials- Customer support can’t give us GAP advice; if I had known There were not accountants we could call we wouldn’t have purchased. We were oversold. The capabilities are great but we would rather have quality over quantity - seems when we call to ask questions we get different support specialist who have different opinions on how to accomplish our goal, none of which actually help in...
Rachel C.
Religious Institutions, 51-200 employees
Used daily for 2+ years
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We previously used Shelby v5 financials and so we liked that we were somewhat familiar with the brand already. We knew Shelby is an established company. We like that it is web based which makes it possible to work from home on occasion. The payroll, accounts payable, and general ledger modules seem to work well for our needs. Overall it meets our needs and because we previously used Shelby we felt it was a safe choice.
Based on our experience switching from v5 to ShelbyNext, we miss certain feature that we were used to. I wish that Shelby had a better solution than Accounts Receivable for registrations (we have a preschool and other events). The "relationships" feature in Accounts Receivable needs some work. There is an online payment piece, but we stopped using it because it seemed that it needed much more development...
Jonathan A.
Accounting, 11-50 employees
Used daily for 1-2 years
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We have had a wonderful experience with ShelbyNext | Financials and would switch again if we had to do it again.
We truly enjoy the ease of use with this software. We enjoy that we can manage all of our accounting from one program. (ie. accounts receivable, payable, ledger, payroll, etc)
The overall cost is pretty significant compared to other accounting software. However, we use the membership side of it so it is seamless.