Shelby Financials Software


 

Shelby Financials is an on-premise fund accounting solution that helps churches maintain their budgets and financial records. This solution includes functionality to manage various accounting processes that include accounts payable (AP) and receivable (AR), reconciliation, payroll, general ledger, fixed assets, amortization and more.

Shelby Financial's accounts payable module supports cash, accrual and modified accrual basis and offers features to track bills, invoices, payments and credits. The accounts receivable module tracks income from multiple sources and its distribution in various funds. Both offer standard and custom reports such as cash requirements, vendor activity and aging analysis reports.

Shelby Financials’ general ledger is FASB 117 compliant and supports multiple funds and departments. It supports integration with payroll, AP, AR, fixed assets and other modules.

The payroll module handles all wage paying and reporting tasks, including gross wage and tax calculations, deductions, check printing, direct deposit and ACH, vacation and sick hour calculations and more.

Support is available via phone and email.

 

Shelby Financials - General ledger
 
  • Shelby Financials - General ledger
    General ledger
  • Shelby Financials - Payroll
    Payroll
  • Shelby Financials - Fixed assets
    Fixed assets
  • Shelby Financials - Chart of accounts
    Chart of accounts
  • Shelby Financials - Reporting
    Reporting
  • Shelby Financials - Electronic report filing
    Electronic report filing
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Windows 2000, Windows 8, Windows 10

41 Reviews of Shelby Financials

 

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Software Advice Reviews (1)
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Showing 1-1 of 1

Chuck from PwC
Specialty: Other

March 2015

March 2015

Church accounting

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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

Likes Least

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

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

 
 
 
Showing 1-20 of 40

Shelby from ECO
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Intuitive Product

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

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.

Review Source: Capterra
 

Teresa from Heart of the Bay Christian Center
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

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

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

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.

Review Source: Capterra
 


July 2018

July 2018

ShelbyNext Financials is solid for handling church finances.

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

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.

Review Source: Capterra
 

Jacob from Hope Fellowship

June 2018

June 2018

Shelby Financials is a true fund accounting platform for churches

Ease-of-use

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

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.

Review Source: Capterra
 

Jason from Columbus Avenue Baptist Church

June 2018

June 2018

Disappointed

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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.

Review Source: Capterra
 

Marty from St John's Lutheran Church and School
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

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

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Support

none -- we just lost money on it

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.

Review Source: Capterra
 

Daniel from Wheeler Avenue Baptist Church
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2018

June 2018

We have been very pleased with the Shelby Next Financials Product

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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

Review Source: Capterra
 


May 2018

May 2018

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

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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.

Review Source: Capterra
 

Carol from Travis Avenue Baptist Church
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

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

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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.

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.

Review Source: Capterra
 

Saralyn from Diocese of SC
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

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

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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.

Review Source: Capterra
 

Robyn from Illinois Assemblies of God

May 2018

May 2018

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

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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.

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.

Review Source: Capterra
 

STan from Mission Hills Church

May 2018

May 2018

Overall it's a great product.

Ease-of-use

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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.

Review Source: Capterra
 

Todd from Medford First Church of the Nazarene

May 2018

May 2018

Excellent product with robust accounting features

Ease-of-use

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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/

Review Source: Capterra
 

Scott from Bellevue Presbyterian Church
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

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

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

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.

Review Source: Capterra
 

Richard from Pear Orchard Presbyterian Church
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

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

Ease-of-use

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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.

Review Source: Capterra
 


May 2018

May 2018

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

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none

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.

Review Source: Capterra
 

Trevor from North Pointe Community Church

May 2018

May 2018

A great product with lots of room for growth.

Ease-of-use

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

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.

Review Source: Capterra
 

Lisa from First Baptist Church
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

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

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

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.

Review Source: Capterra
 

Rick from Highland Baptist Church

May 2018

May 2018

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

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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.

Review Source: Capterra
 

Pam from South Main Church of Christ

May 2018

May 2018

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

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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.

Review Source: Capterra
 
 
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