ShelbyNext Financials 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ShelbyNext Financials

4.0

(163)

Pricing

Starting at $99.00 per month

About ShelbyNext Financials

Shelby offers church financial software that is used by and made for churches, denominational headquarters, faith-based nonprofits, and ministries. A GAAP compliant financial software. Shelby Financials is a cloud-based or on-premise (locally installed) software. Available features include general ledger, payroll, accounts receivable, accounts payable, bank account management, fixed assets, purchasing management, loans, retirement and insurance billing, and more. Fulfills your financial requirements for the church as well as governing boards, financial committees, internal staff, and outside agencies.

ShelbyNext Financials Screenshots

ShelbyNext Financials Pricing and Plans

Starting price: $99.00 per month

Free Trial

Free Version

Basic

$99.00

per month

No plan information available

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ShelbyNext Financials Features

Popular features found in Church Accounting
Asset Tracking
Bank Reconciliation
Billing & Invoicing
Budgeting/Forecasting
Donation Management
Expense Tracking
Financial Management
Financial Reporting
Payroll Management
Receipt Management
More features of ShelbyNext Financials
Accounting
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Audit Trail
Compliance Management
Donation Tracking
Donor Management
Event Management
Fixed Asset Management
For Nonprofits
Fund Accounting
General Ledger
Purchasing & Receiving
Recurring Giving
Reporting & Statistics
Website Management

ShelbyNext Financials Integrations

ShelbyNext Membership

ShelbyNext Financials User Reviews

Overall Rating

4.0

Ratings Breakdown

31%

45%

20%

Secondary Ratings

Ease of Use

3.8

Value for money

4.0

Customer support

4.0

Functionality

3.8

Pier M.

Verified reviewer

Religious Institutions

51-200 employees

Used daily for less than 2 years

Review source

Reviewed April 2020

Shelby Next

We were forced to comfort because support for our prior product was to be discontinued. It was communicated that the same functions were going to available and that was incorrect. We are still awaiting several reports and functions that are critical.

Ratings Breakdown

Ease of use

Value for money

Customer support

Previously 5

Functionality

Previously 4

Pros:

The software is relatively inexpensive compared to other financial accounting packages. It provides many features that are used by religious organizations.

Cons:

The new Shelby Next product lacks many of the previous features in Shelby V5. It is difficult to contact representatives to resolve problems. There are many bugs in the system and processes are not consistent with many other accounting software packages. The product does not seem that it was tested properly prior to rolling out to customers. There are too many workarounds that should be included in any accounting software.

Shawn G.

Verified reviewer

Religious Institutions

51-200 employees

Used daily for less than 12 months

Review source

Reviewed April 2021

Great All in One for Churches

Shelby is a great system for a church looking for a one stop shop for a financial system. While some of the software is cumbersome and not intuitive, it still offers everything you would need in one stop.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

While it was definitely a step back from QBO, what I admired the most about Shelby is that offers so many services in one without having to bounce back and forth between various platforms. I have everything working together right there in one service. It is relatively easy to pick up and learn all the tasks you would need to know. Having the PO Management system has been one of the most cost beneficial additions to our organization.

Cons:

There are several features that are less than intuitive. I will say the biggest area that is lacking in Shelby is a better credit card management system. I would love to have organization users be able to submit and code their own expenses. Their often times where updates don’t get made properly because of the excessive amount of click throughout.

Reasons for choosing ShelbyNext Financials

The fact we could have everything we needed in one area.

Reasons for switching to ShelbyNext Financials

We were looking for something that could eliminate the various programs we were working with at the time.

Vendor Response

Thank you for taking the time to submit your review. Your feedback is critical. We will be sure to share this with our product leaders.

Replied May 2021

Mahala W.

Verified reviewer

Education Management

11-50 employees

Used daily for more than 2 years

Review source

Reviewed March 2019

Not user friendly

Overall, I would not recommend this system to anything other than a church. As a religous, non-profit educational facility, it doesn't really meet our needs.

Ratings Breakdown

Ease of use

Previously 2

Value for money

Customer support

Previously 4

Functionality

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.

Larry S.

Verified reviewer

Religious Institutions

51-200 employees

Used daily for less than 2 years

Review source

Reviewed August 2019

Shelby Financials Overall Viewpoint

Overall, as stated previously, it's a solid product and is light years ahead of our old software. There was a learning curve, but---it was well worth the effort.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is easy to use. I love some of the "short cuts" it offers when referenced against our old software package. (i.e.--the ease of voiding a check for example). It's pretty user friendly. I can usually find what I need by just looking through the menu options. Additionally, I was initially concerned/skeptical about a web based platform for our financial software (our previous setup was in house stand alone installation. No web interaction needed) But, it's been a very pleasant surprise! I have had few, if any, issues with this setup. Plus, being web based, I can get a quick view of every check or giving batch I ever enter---all on one page. Again, this was not available on our old package. Overall, a solid product.

Cons:

Just a few little things. The initial setup for check printing was horrid. A lot of trial and effort went into that process. A second little thing that really annoys me. There is a set "time out" feature that the user cannot change. Meaning...I may be sitting at my computer but just not, at that moment, using the financial module of Shelby. If I don't access it in (what seems to be 2-5 minutes) I have to log back in again. As stated, this is just an annoyance. It would seem to me that the end user should be able to alter, or even disable, the automatic log off feature.

Reasons for choosing ShelbyNext Financials

Pricing was a consideration plus Shelby offered both a payable financial package along with the membership/giving package that integrated perfectly. We didn't have to purchase two standalone packages and try to make them work together.

Reasons for switching to ShelbyNext Financials

We wanted a platform that was more flexible. RDS had, what seemed to be, too many limitations. Other software packages we have didn't connect or work well with RDS. It was difficult, if not impossible, to integrate those with RDS.

Norm H.

Verified reviewer

Religious Institutions

51-200 employees

Used daily for more than 2 years

Review source

Reviewed December 2021

It's Been Around a Long Time - Still Serves Its Purpose

Guess I should have written here first than listed pros and cons separately. See above.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Lots of capability to manipulate record track church financial activity. Not so easy to use as it does have a steep learning curve. Customer support is nearly always sterling and most reps know their software. Lot's of features if you want the, but you do pay for what you get.

Cons:

Module sales approach. "Oh, you want that feature, then you need to get the xxxx module too." Deployment can be a bit ion a challenge.

Reasons for choosing ShelbyNext Financials

We were previous V5 users, so in the end, it made most sense to stick with the product.

Anna S.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 12 months

Review source

Reviewed August 2019

ShelbyNext Financials

The wait time on support calls is very long. It takes 20+ minutes before speaking with a person. One of the last times I spoke with support, the person was incredibly rude, instead of helping me seek out the answer to my issue, they believed I did not understand how a payroll itself worked and multiple times attempted to explain it to me when told that wasn't the issue. When we converted the trainer assigned to us did not correctly set up our chart of accounts. Accounts from other churches were being placed in our COA. We required an on-site visit from a Shelby trainer to clear this up and continue using the software as intended. The software itself is working well, now that the COA is cleaned up. For the most part there is help available either through a support call, or through the Help function in each module. I recently received notice of the new online training MPOWER. I am looking forward to implementing and utilizing this feature.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is user friendly with clear modules, and help within each section.

Cons:

I would like to see more personalization options with reporting, and the ability to save a set of reports from period to period; a "one-click" option for a commonly used set of reports.

Reasons for choosing ShelbyNext Financials

We are a fairly large church and growing (600+ members currently). We were looking for software to grow with our needs, that would not require a huge conversion to a new product. That if necessary could be done with little impact to the congregation.

Reasons for switching to ShelbyNext Financials

Our previous software was 1.) no longer meeting our needs 2.) going away, a forced conversion was ahead

Jennifer W.

Verified reviewer

Religious Institutions

11-50 employees

Used daily for less than 2 years

Review source

Reviewed August 2019

Great value and easy to learn

Overall, switching to Shelby has simplified many processes in our office. Our old billing systems had become very slow and required a lot of work from management to roll over from year to year. Now the workload for those rollover procedures can be done by the benefits team, and billing takes much less time and effort than it used to.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The system is easy to learn and navigate. It covers all our basic needs, including billing systems for our pension and insurance invoices. I love that it is cloud-based and easily accessible from anywhere.

Cons:

New releases seem to introduce bugs into the system. They are usually resolved relatively quickly with a patch, but more in-depth testing before releases would be more helpful. I've had to spend a lot of time fixing things which is very frustrating. Detail reporting for more than one year gets time-consuming because you have to switch back and forth and adjust filters and dates each time.

Reasons for choosing ShelbyNext Financials

The price was right and we liked how the billing systems were really geared toward our organization. It felt like a good fit.

Reasons for switching to ShelbyNext Financials

Our system had been used for over 15 years and our database was really slowing down. We needed to reduce costs as well as simplify and improve our processes.

Ivela D.

Verified reviewer

Religious Institutions

51-200 employees

Used daily for less than 12 months

Review source

Reviewed September 2019

ShelbyNext Financials

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

We transitioned from Shelby v5 and it was a very smooth transition. ShelbyNext Financials is very similar to Shelby v5 so we were able to pick right up and keep working. I like the task bar that allows me to easily switch from one thing the the next without having to close and open different modules. It is also very easy to run reports.

Cons:

I had a hard time figuring out how to get all the various totals we needed on our balance sheet and income statement. I was able to get everything in place with the help of their support staff, but it was definitely not intuitive.

Reasons for choosing ShelbyNext Financials

Since we were already on Shelby v5, we were able to transfer 100% of our financial data. If we had gone with another vendor, we would have lost all our history.

Reasons for switching to ShelbyNext Financials

We were on a server based product and needed a cloud based option so our staff would have access to information when they were not at their desks. The driving factor was the membership needs for our pastors.

James M.

Verified reviewer

Religious Institutions

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Solid, Church-focused Financials

Being web-based was a huge need for us. With employees being mobile these days, we needed a solution that could go any where and be used on any platform.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is regularly updated to improve functionality and adjust for changes in financial regulations. Support is responsive and typically willing to help, including remote screen sharing.

Cons:

It can be a little cumbersome for those who don't use it everyday, but you can subscribe to reports you need and get to them fairly quickly if you take the time to do that from the start.

Reasons for choosing ShelbyNext Financials

ShelbyNext Financials integrates seamlessly with our church management system

Reasons for switching to ShelbyNext Financials

Needed to move to a web-based solution.

Jeffrey G.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed March 2019

Shelby Next - not for small staff church

My overall experience is that the financials section had too many shortfalls. I will be submitting a second review on the membership piece. v5 had it's limitations but was very disappointed in ShelbyNext | Financials.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I liked the ability to add departments and funds easily. We were sold on the complete financials, giving, and membership solution.

Cons:

Our church is a good sized church, almost 2k members, but the accounting staff is small and the remainder of our support is overworked volunteers. After coming from Shelby v5 we were thinking that this was more robust. After trying to implement over a year, we pulled the went with another membership solution and went back with Shelby v5. It didnt integrate well with the giving piece, funds coming in electronically, nor membership, which is where the membership sits.

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