ShelbyNext Pricing, Features, Reviews & Comparison of Alternatives

Pros
It is superior accounting software (and I have used many over the years). I like the basic logic to this software and because of this basic logic the ability to run many different reports many different ways. I absolutely love the bank reconciliation reports and the general ledger and the way you can fashion reports based on your need. I like that you can adjust the income statement with custom columns.

Cons
I don't like it when I am doing a journal entry and the first line never accepts the account number and the only way to get it to "recognize" it is to search for it. Annoying. I don't like that all of a sudden something will look entirely different from the last time you performed that same function. When you call customer support and you are in critical need the recording tells you they can not answer at this time and to call back. Not acceptable for a support based software that we pay so much for.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Software has helped with online contribution and has definitely increased our giving. It is very easy to maneuver. Much like V5 was for us. As a whole we have been pleased with the software other than not having much luck with customer service. We did get a call back today and the person was helpful. We hope this continues in the future

Cons
On V5 we were able to make more changes ourselves without calling customer support. We have not had much luck with setting up purposes and because of this funds have mistakenly been put in the wrong bank accounts when we have requested changes to be made and even though it shouldn't have affected things like text to give it did. We feel like even though these mistakes have been corrected it should have never happened. We are paying a lot of money for this software to work effectively and at times that has not been the case.

Rating breakdown

Pros
The optional reports you can print are great, as well as, the way the system is set up to double check your input before you finalize in the ledger.

Cons
It's not very user friendly. I have used it for at least 5 years, and there are still areas that I'm not sure about. Also, the reports don't always show what they are suppose to show.

Rating breakdown

Likelihood to recommend: 5/10

Pros
I have used many accounting software packages over the years and comparatively, the Shelby Financials software has performed well above expectations. I like the ease of use and graphical information display. I am also pleased with its ability to allow you to tailor your screens to meet your needs and to increase speed of accessing important information.

Cons
When we first started using Shelby Financials, it was very slow. However, this issue has been resolved and meets speed expectations. Customer support was also a negative when we first transitioned over to the SF package. Again, this negative became a positive over time. I now have a lot of confidence in the response time and quality of the support personnel.

Rating breakdown

Likelihood to recommend: 8/10

Pros
* As a church with many funds I liked the ease of creating new funds and departments. * ease of adding GL accounts for multiple funds * When sold we were told complete system; membership, giving, and financials. * When we purchased we like that Ministry Brands will pick and choose from their purchases the complete solution. * price compared to other cloud solutions for the complete solution was reasonable and very competitive. *SaaS/monthly billing. No software purchase.

Cons
As I mentioned in the best "that Ministry Brands will pick and choose from their purchases the complete solution" After trying to get this ShelbyNext Financials implemented for 9 months, SN is not the answer. * Customer service on all of their pieces was terrible. Constantly we were in the queue for hours. Consistently we could not get into the queue. Major disappointment as V5 had good support. * Income statement and balance sheet when exported you could not download groupings requiring long name convention and work arounds. * There was not a complete solution as you were required to sign into different websites and you had to push data from membership to financials. If you have online giving that requires duplication and pushing into membership and then to financials. *Downloading into XLS was just a flat file/csv; no formula's, no headers *If multiple funds you could not consolidate the IS & BS for downloading to excel. PDFs you could. * downloading the chart of accounts was terrible. if you have 3 funds with 100 accounts, your reports had 300 line items. Not 100 with fund info. * Implementation for membership was good but financials was none existent. * GL accounts for multiple funds you were required to delete accounts in each fund if changes were made. The negatives far outweighed the few positives we saw. And the positives we saw were really promises of functionality that was not delivered.

Rating breakdown

Likelihood to recommend: 1/10