Shelby Systems

ShelbyNext | Financials

4 / 5 14 reviews

Who Uses This Software?

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


Average Ratings

14 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $79.00/month
  • 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!


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
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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.

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
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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, 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
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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.

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
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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.

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
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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.

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
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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.

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
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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.

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
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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.

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
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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

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.

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
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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.

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
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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.

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.

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.

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
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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.