ShelbyNext Features

ShelbyNext

Cloud hosted solution for church and nonprofit organization

4.04/5 (153 reviews)

ShelbyNext Feature Summary

  • Track attendance of members
  • Streamline events with calendar features
  • Build contact lists
  • Send an email
  • Mass text messages
  • Allows label printing
  • Manage processes within the church
  • Searchable database
  • Give security access to parents
  • Create detailed reports
  • Integrate database with third-party systems
  • Custom trend analysis
  • Add information for visitors
  • Send voice message to group
  • Automate workflows
  • Mass import/export data
  • Schedule events
  • Church member access

Nonprofit Feature Comparison

Most popular features of all Nonprofit apps

API (48 other apps)
Access Control (38 other apps)
Activity Dashboard (49 other apps)
Attendance Management (49 other apps)
Automatic Notifications (36 other apps)
Communication Management (42 other apps)
Contact Database (53 other apps)
Contact Management (38 other apps)
Credit Card Processing (44 other apps)
Custom Fields (47 other apps)
Customizable Branding (45 other apps)
Customizable Reporting (46 other apps)
Data Import/Export (50 other apps)
Electronic Payments (54 other apps)
Email Integration (38 other apps)
Event Management (41 other apps)
Registration Management (37 other apps)
Reminders (37 other apps)
Reporting & Statistics (52 other apps)
Third Party Integration (43 other apps)

Mobile apps

iOS App


14 reviews

See all iPhone Apps

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


26 reviews

See all Android Apps

ShelbyNext Feature Reviews

25 reviewers had the following to say about ShelbyNext's features:

Jeramie Carrieri

Great church financial software

2019-08-16

Pros

It integrates with our church management software/database

Cons

Setting it up to function for multi-campus churches

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Richard Goodwin

Worked with V5 and converted to Next 4 years ago. A good product

2018-05-25

Pros

The security management is ideal to control who has access to wich data.

Cons

We have a dedicated financial administrator who is now handling financials. As a now part-time user, I don't have any negative feedback.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Suzy Mears

ShelbyNext Financials

2019-08-18

Basic reports generated have created a consistent reporting of church finances.

Pros

I like that all of our church management software is through Shelby.

Cons

Have never been confident enough in the syncing process to sync up on-line gifts to the GL.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Gordon White

Common User Funcionality

2019-09-09

Pros

I utilize the Bank Account Management to process cash receipts and that works well.

Cons

It would be helpful to be able to access a sample from the actual list of reports, for example scroll down "Report" under the ledger and right click "detail report," to have a viewable sample report.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Annette Fitzgerald

Kinda Frustrating

2019-08-26

I still haven't got it where payments for trips, etc. can be done online because when I talked to support, they went way too fast for me.

Pros

Online Giving has worked well for our contributions

Cons

If I'm in bank account management and need to add a project code or look up something, it loses my information that I had entered already.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Chuck Chacosky

Church accounting

2015-03-05

Pros

Online access to data and records general ledger and bank account management.

Cons

The payroll application was designed to fulfill the unique needs of religious organizations, but in order to comply with state and local tax are always fully supported and kept current.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

8/10

Recommendations to others considering ShelbyNext

Review your current GAAP FASB 116 and 117 practices and discuss with your auditor.

Source: Software Advice
Helpful?   Yes   No
Read more
Jacob Paukovitz

Shelby Financials is a true fund accounting platform for churches

2018-06-20

Brings your accounting to a cloud-based solution that is secure and reliable. Also true fund accounting for churches!

Pros

Shelby is designed with fund accounting in mind.

Cons

No integrations to 3rd party platforms to assist in the daily functions of accounting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Ana Pimentel

ShelbyNext Financials

2019-09-08

Pros

Importing the annual budget, the credit card into ShelyNext saves a lot of time and reduce the errors.

Cons

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Louie Salazar

Excellent Church Accounting Program

2019-08-26

Good payroll management is always a challenge for churches.

Pros

Very easy to learn to use the software.

Cons

This would include text edits, data selection, and formatting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Douglas Jobe

Easy to use

2019-09-07

Pros

I like that it is cloud based and I can access from any where.

Cons

In the Purchasing Management when you select a PO to print it stays selected even after you print it.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Mary Hackman

Online financial software

2019-08-19

Pros

I like the ease with which I can import from Arena to Shelby Next Financials.

Cons

I liked how all the applications worked together in v.5 - all using the same names and being able to use membership and vendors separately but not having to import data from one to the other.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Linda Rhodes

Great Financial Software for Churches

2019-08-29

Great for subsidiary ledger integration.

Pros

The software is very intuitive. Great template layout.

Cons

Reports are not flexible.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Connie Treneer

ShelbyNext Financials

2019-09-09

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.

Pros

Shelby has ability to produce customized reports and all reports can be exported to Excel.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lisa Beasley

Review

2019-08-30

Pros

Detail Ledger report and other canned reports.

Cons

no tickler system on to-do items tied to the vendor, employee or financials. Credit card transactions are not user friendly when running reports.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Marlene McCormick

ShelbyNext Review

2019-08-23

ShelbyNext helps us to generate customized financial statements to provide a complete summary report.

Pros

ShelbyNext is an easy to use program that has good safeguards to ensure tracking of all transactions.

Cons

There are some updates that need to be made to the Accounts Payable module so that you can enter ACH invoices so they appear in your Accounts Payable balance and then you can record the payment.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Leslie Ashby

Small church perspective

2019-08-19

Pros

I find paying the bills to be really easy with the Financials software.

Cons

I don't have any dislikes - our church is small and the parts we use (paying bills, payroll, bank account management) are relatively easy to learn and maneuver through.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jason Phillips

Disappointed

2018-06-14

Pros

Integrates with membership database.

Cons

No app. Not mobile friendly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Laura Dols

Recurring Payments

2019-08-30

Easy process to reconcile credit card statements.

Pros

I love how I can set up recurring payments weekly or monthly!

Cons

It times me out quickly. Is this something I can change?

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Shelley Sawyer

ShelbyNext Financials

2019-08-16

ShelbyNext has allowed us to streamline our process for payroll and reporting.

Pros

ShelbyNext Financial is easy to operate and works seamless with my other daily activities.

Cons

Sometimes the system will kick me out and I have to start over.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Blane Pearson

Next Financials Pros/cons

2019-08-26

The support is top notch and Shelby is constantly adding features and updating the software. We are large non-profit organization and I see no issue with the software handling our needs going forward.

Pros

Common menus in every module. Customizable dashboard.

Cons

Some specialty features would be nice, but feature request are constantly being added.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kacy Palmore

Helpful Program

2019-08-16

Once you understand how it works, and get it all set up, it is very effective.

Pros

The Purchasing Management portion of this module makes requesting purchases and the approval a breeze.

Cons

We were trained on how to use it in 3 days. We needed more time but couldn't afford more training time. It was quite a battle getting everything going and understanding how to use it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Karen Cupstid

ShelbyNext exceeds expectations

2019-08-30

Pros

ShelbyNext makes it easy to create or update accounts payable vendors, enter and pay invoices direct to vendors or enter credit card transactions for multiple card holders.

Cons

It meets all my expectations of what I need it to do, from entering transactions to creating reports. I just had to get used to reports looking different, but definitely a more clean updated look.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Patricia Skipper

ShelbyNext Financials and Upgrade from v5

2019-08-26

Easy to learn, not terribly different from the v5 version.

Pros

Tracking of credit card usage and expenses is helpful

Cons

Difficulty in importing contributions from ShelbyNext Membership into Financials could be a bit less cumbersome especially egiving contributions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Carolyn Hindel

Very easy to use and the support team is always great - they help to make your work easier.

2018-05-23

All-in-one product that is easy to use with great support!

Pros

User friendly and capable of using portals for others to view their data. Allows full integration between modules.

Cons

Need to have a way to email reports to people integrated into the GL.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Todd Richardson

Excellent product with robust accounting features

2018-05-29

Pros

Instant access to support and training when needed.

Cons

Custom report set up is not the easiest to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more