Shelby Systems

ShelbyNext | Financials


4 / 5
41 reviews

Who Uses This Software?

Churches, denominational headquarters, faith-based nonprofits, para-church ministries.


Average Ratings

41 Reviews

  • 4 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Shelby Systems
  • www.shelbysystems.com
  • Founded 1976
  • United States

About ShelbyNext | Financials

Being responsible financial stewards is a vital part of a ministry's call to serve His Church well. ShelbyNext | Financials is a state-of-the-art, Cloud-based software specifically designed to meet the needs of churches, ministries, non-profits and denominational headquarters. Available features include general ledger, payroll, accounts receivable, accounts payable and more. Fulfills your financial requirements for governing boards, financial committees, internal staff, and outside agencies.


ShelbyNext | Financials Features

  • Accounts Payable
  • Accounts Receivable
  • Asset Management
  • Bank Reconciliation
  • Budgeting & Forecasting
  • Donation Management
  • Fund Accounting
  • General Ledger
  • Payroll Management
  • Accounts Payable
  • Accounts Receivable
  • Activity Tracking
  • Asset Management
  • Bank Reconciliation
  • Budgeting & Forecasting
  • Compliance Management
  • Donor Management
  • General Ledger
  • Partnership Accounting
  • Purchasing & Receiving

ShelbyNext | Financials Reviews Recently Reviewed!


SN financials nothing like V5, disappointment and cancelled after 9 months of struggling

May 25, 2018
1/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
Likely
Extremely
Likely

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.

Overall: none

Software is great, implementation was horrible, customer support not good

May 22, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

1 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

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.

Overall: Once trained very easy to use and intuitive.

Software has been great and fairly easy to maneuver. The Customer support has been very poor.

May 24, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

4 / 5
Value for Money

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.

Overall, I have been impressed with the ease of use and the completeness of the SF package.

May 22, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

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.

Overall: We have a software that is powerful, easy to use, and meets all of our accounting needs; all in a web-based application. We have had little-to-no downtime and have found the customer support to be progressively more responsive and helpful. Overall, we are pleased with the product and look forward to utilizing all its power in the future.

Intuitive Product

Sep 07, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: When I started at ECO they were using V.5 but had just made the switch to ShelbyNext. Since we didn't have anyone on staff who knew how it worked I was left to teach myself. Using the system was easy and I rarely had issues. The layout of the interface makes sense.

Cons: The software itself does everything we need it to as a denomination. We use all functions expect the payroll piece because we outsource that. When calling customer service there is usually a wait time which is sometimes frustrating.

Overall: I have really enjoyed this product and I would recommend it to someone who works for a smaller company!

Awful -- wish there were a negative 10 rating for customer support

Jun 14, 2018
1/5
Overall

1 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: Nothing to like - I guess that you have to submit a certain number of characters in this box to get your review accepted, so I will say that, compared to the functions that never worked, we preferred those that worked after an enormous amount of wasted time with the clunky interface

Cons: Difficult to configure, difficult and time consuming to use, patched together modules that are not integrated (to the point where you actually have 3 different websites to go to), absolutely no customer support. We never got it fully implemented and had to dump it after a year of trying -- lost several thousand dollars in "setup and training" fees for services which were never performed.

Overall: none -- we just lost money on it

After 1 yr of working on it, it is now familiar; but there are features that I still need to learn.

May 24, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: I like that it is web-based & I can access it easily on other devices besides my work computer when necessary.

Cons: I don't like the timing-out feature that logs me off after a certain amount of time. It is too short & wastes much of my time having to log in over & over. I get this is a security feature, but we should have control enough to make it longer when we need to.

Overall: Being web-based is probably the biggest benefit. And I would say that the learning curve from V5 to Next was fairly easy. I just need to clear my time to learn about things we haven't utilized yet, like uploading payroll ACH and emailing payroll vouchers to employees. I'm attending the Shelby International Conference in June, so I am hopeful that will offer me more opportunity to learn about those items & then some.

We use SNF for all our church accounting needs. it does everything for AP, AR, Payroll and GL

May 25, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The fund accounting functionality is very good and helps us maintain our donor designated funds will high accuracy and good detail.

Cons: The biggest issue for us is that the software package isn't fully stand-alone. We need the Shelby Arena dB to be available (we self host) because SNF uses the Arena dB. I also wish SNF had more robust APIs so we could tie to our giving system and other ancillary programs that we would like to tie to SNF.

Overall: it is designed for churches by people who know how churches work. it fits the way we do business.

I use daily for two churches after switching from v-5 for about a year

May 24, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: It is pretty easy to get around in and mostly does what we need it to do for our church. I like that you can easily change the month amd payables seem easier that V5.

Cons: There are way too many glitches that haven't been worked out and lots of things we still have to do manually or fix because of the glitches. I don't like that financials and membership aren't connected. I don't like how you have to tell it how many lines to add in payables. I don't like that you can delete people it they have a giving record and it throws their giving into anonymous.

Overall: It keeps pretty good records when and it is in the cloud so can use away from my desk at work.

The transfer from Quickbooks to ShelbyNext Financials was fairly easy due to the great support staff

May 22, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I like that this software is detailed and had a variety of reports that can easily be ran. I also like that you can carry forward your budget for a quick start to next year's budget.

Cons: I find that when I make a mistake it can sometimes be cumbersome to fix. It often takes a call to the support team; who are usually able to walk me through the fix.

Overall: This software allows detailed reports that are easily ran for a specific month or period of time. Cutting checks is simple and the system allows a lot of detail so you know exactly what each check is written for. I really like the ability to be specific while using this software.

It is getting much better than when we started almost two years ago. But changes are coming slowly.

May 29, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: I can get most of the reports that I need. The support team are helpful on most issues. The development team is working to get things fixed.

Cons: There are too many times that we are told that the software won't do what we need. I wish we had more flexibility in setting up the formatting of reports. There are too many clicks in some areas.

Overall: It is the backbone of our day. Most of what we do is through this software, so it is very important to us. We use just about everything available within the product. It helps in training new employees that the commands and screens are similar in each area.

This is an alright product. It is not great, it is not terrible.

Jun 08, 2017
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: It does have a lot of features and we are able to financially manage our entire 1500 person church with 50 staff members on it. It integrates well with other software we use.

Cons: It is not user friendly. Customer Service can be slow. We occasionally come across glitches in the system that they need to fix.

Overall: It is a basically good software. Better then a lot of the competition, but could still be better.

We use Shelby for our accounting software and it works for now, but is not the easiest to operate

Apr 19, 2018
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: I do like that we can print several different reports for what we need. We can print statements, receipts, and financial reports.

Cons: This system is not user friendly, and seems to work based on a negative report system. The reports are not as easy to follow in the system or find with what you want.

Overall: Shelby has worked in keeping our financials in order and an effecient way of record keeping.

customer service could be a whole lot better. Once software is learned it works quite easily.

Aug 01, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: It is a web based software which means it could be accessed from anyplace, home, vacation etc. I also like that it interacts with Shelby Arena.

Cons: Sometimes it runs a little slow because of it being an online software. Other than that there are no issues.

Overall: As mentioned previously, it is accessible from anyplace since it is an online system. I really don't know what else I can say.

We have been very pleased with the Shelby Next Financials Product

Jun 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: We like the ease and use of the software. We also like the new changes that close some of the loop holes in the software that allowed transactions that do not follow generally accepted accounting principles.

Cons: We lost the ability to use GL Plus. However, the module has been added back to allow us to have multiple companies in the general ledger

Highly recommend ShelbyFinancials! Easy to use, great program for church financial management.

May 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Web based allows for use at any location or time. Program is easy for employees to use. Handles accounts payable, accounts receivable, bank reconciliation function easily.

Cons: No major issues with the program. If needing to use Accounts Receivable system for tuition & fee tracking for daycare program, not as customizable as preferred.

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

May 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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

Cons: Would love to be able to add/delete accounts en mass instead of to each cost center one by one. Need to have a way to email reports to people integrated into the GL.

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

We upgraded to ShelbyNext from Shelby V5, and the experience was pretty painless.

May 24, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: We like the intuitive operation of the system which does not require extensive training to become proficient. The canned reports are useful ready to use out of the box.

Cons: Writing a custom report should've be easier. Occasionally, an ad hoc report is needed, and ShelbyNext is a bit difficult to learn.

Capterra loader

A great product with lots of room for growth.

May 24, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Fairly easy to learn and use.

System makes all financials easy to track and look up reports.

Also great for year end financials.

Pairs great with online forms for registrations for events.

Cons: Some minor glitches that never seem to get fixed.

Often the support takes forever to get and sometimes don't even have a solution.

Overall: I love the overall accessibility and the potential going forward for an amazing product if this is properly developed.

Capterra loader

Fairly easy to use but sometimes have problems with the search option

May 29, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Generating mailing lists is much easier than the old version of Shelby. Only have to make a couple of keystrokes to get updated sorts.

Cons: Difficult to search for churches - have to know the actual church name, which requires looking it up with a hard copy directory.

Overall: First and foremost, it allows me to provide good customer service to the ministers and churches that need information. This new version of Shelby requires fewer keystrokes to obtain data.

Positive, reliable and a great tool that makes my job easier

May 22, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: It is web based so I can work from anywhere. The drill down function in GL makes research sooo much easier than V5. (we scan everything!) The UI is easy to understand and navigate. Am able to easily train staff to look up data and run reports. The conversion from V5 was a lengthy process but clean once it was done.

Cons: Biggest issue is that ShelbyNext Financials is still not SQL 2016 compatible!!! Bug fixes seem to take longer than they should to fix (specifically an AP issue with default ACH that we have been waiting for for over a year)

Windows updates corrupted my sign in.

May 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of program and the defined reports are simple to use. Minimum time to learn updates when installed.

Cons: The Updates take a little longer, and sometimes updates throw off the printing of checks and labels.

Capterra loader

I have been working with ShelbyNext Financial about a year. It is a friendly user software.

May 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I get every report I want and I can get anywhere I am located as long as have internet. Mostly I like excellent Customer Service I receive. They re always there when we have a concern.

Cons: Nothing I don't like so far. They just need to keep up with a great work and improving more as new technology evolve each moment.

Overall: I am able to run all the report needed for my organization. Friendly user software for any church or not-for-profit organization.

Overall very positive, a great step forward for us. Easy to use, does all we need.

May 22, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Coming from the old v5 platform, its cleaner, simpler and more user friendly. Its scaled to give you what you need but not much more than you needs. Functionality is good. We host it on our server, updates work well, over all its run well with no problems.

Cons: We would like more options in creating reports, would like to print the posted journals, etc, but we understood it was a more limited template type package vs V5, so its not surprising, but if we could ask for changes it would be report option selections.

Overall: More user friendly, easier for staff to use overall, simplified to give us what we need, better bank reconciliations.

I really enjoy using ShelbyNext products and working with the Shelby staff. Would recommend it.

May 30, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: There is an ease of use about the software. It did not take long to transition to / learn this product. With the products being "online", we can work from home, if needed. This has been very helpful during local power outages, etc.

Cons: There have been hiccups in the process. We came in on the first part of the release and have felt like a part of the "Beta testing". The staff is quick to help, but wish there weren't so many errors to get around. A negative about our data off-site is that if the Shelby Servers are down, so are we. But this has not yet been an inconvenience to us.

ShelbyNext Financials is solid for handling church finances.

Jul 24, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: ShellbyNext Financials is a robust program for handling church finances. It manages everything that we need, and it includes an audit trail for financial accountability.

Cons: My least favorite part is the back end stuff like creating new budget categories. I also wish the reports were more user-friendly without having to purchase a third-party app.

Overall: This software is very capable of handling all of our church financial accounting needs.

Haven't been thrilled with Shelby

May 22, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
Likely
Extremely
Likely

Pros: Once you learn it, it is somewhat easy to use. I liked that they were able to transfer data from the old shelby. Some of it is easier to use than old shelby.

Cons: Customer service hasnt been the best and I feel we were overpromised a lot of things when we heard the sales pitch

Overall it's a great product.

May 29, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: IT's integration with Arena is tops on my list. The rest of the functionality works very well with our accounting department for contributions and AP.

Cons: The report creation tool feels clunky as well as some of the navigation. Also setting up user security is a little confusing for permissions.

The software meets the needs of the Business Manager

May 23, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Web Based solution that allows the business manager to work remotely from home. Cost savings on remote access software.

Cons: Nothing to report at this time. The software meets the expectations and does what is was advertised to do.

Overall: Cost savings and remote access.

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

May 25, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Integration with Membership and giving, modular access, web-based access. 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.

Capterra loader

Excellent product with robust accounting features

May 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Accessibility from anywhere I have an internet connection. Instant access to support and training when needed.

Cons: Custom report set up is not the easiest to use. I've struggled to set up custom reports to get the information I want in the format I want/

We have used Shelby for several years- the ShelbyNext Software is keeping up with the tech age!

May 29, 2018
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The ease of use and cloud based technology. The ability to control/work with multiple accounts. This has definitely made my job easier!

Cons: The headquarters expansion will hopefully be released, in which case serving several churches will become easier.

Thorough Financial Package with a Modern Design

May 24, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The best part of Shelby Next Financials is the completeness of the software package, how much it does and how well it works. It has a modern design and user-interface which is nice and it also integrates directly into Arena so we are able to have all of our important information in one database.

Cons: Understanding the setup at times can be complicated, particularly if a non-financial person is the one setting things up, particularly with security.

Overall: Accessing the financials anywhere from the Internet is extremely helpful. Just having that information at your fingertips at anytime is invaluable.

Capterra loader

Shelby Financials is a true fund accounting platform for churches

Jun 20, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Shelby gets fund accounting. You can do it with QB or other small business solutions, but it requires a work-around. Shelby is designed with fund accounting in mind. Their documentation on each moduler is great. They are helping churches take their basic accounting from paper-based ledger to a secured cloud-based solution.

Cons: No integrations to 3rd party platforms to assist in the daily functions of accounting. It would be great to see integrations with bill.com, Expensify, or Nexonia so you can have an A/P or expense management platform that also includes approval processed. The built in solutions to Shelby don't meet that need.

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

Excellent - I work in Accounts Receivable and am very happy with the software

May 23, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: It is easy to work in...super intuitive...my volunteers like it as well. Now that the database is loaded with our congregation, the process goes much faster. The check reader works well with this system as well.

Cons: One thing that would be helpful, when entering the contributions each week...if it would default to tithe, instead of having to choose it each time.

Overall: Increased efficiency in contribution process.

Disappointed

Jun 14, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money

Pros: Web based and that we were able to bring over data from old version of Shelby v 5. Integrates with membership database.

Cons: Slow at times, difficult to navigate, not user friendly in customization. No app. Not mobile friendly.

An essential tool for online donation management

May 11, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Very easy to setup and navigate. End users can easily make a one-time or weekly donation with just a few clicks.

Cons: The online giving platform portal could include the online store feature as part of the basic pricing plan.

Transition from Shelby V5 to ShelbyNext was difficult due to radically different user interface.

May 22, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Online access is my favorite feature of this software. Also, it has a very good built-in selection of useful reports.

Cons: I do not like the requirement to make a global selection of accounting month and bank account before entering a transaction. It is particularly frustrating to attempt finalizing a payroll and having to re-do several steps because you were in an incorrect accounting month.

Overall: It meets all requirements for

the unique accounting and payroll requirements for churches.

Church accounting

Mar 05, 2015
5/5
Overall

3.5 / 5
Ease of Use

4.5 / 5
Features & Functionality

4.5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

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.

Recommendations to other buyers: Review your current GAAP FASB 116 and 117 practices and discuss with your auditor.

Less Than Great

Nov 17, 2016
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money

Comments: This is an anachronistic product with insufficient server capacity and marginally knowledgeable support. The first response is to assume the user is at fault or is incapable. It will provide adequate accounting as long as not too many users are using it. Don't expect much in reporting or analysis.

Great Church Financial Management Software

Nov 22, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: When i was on staff as a youth minister we worked exclusively with Shelby Software. It was a bit challenging getting everything setup and going but really became an invaluable piece of the job everyday.