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.


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Windows 2000, Windows 8, Windows 10

161 Reviews of ShelbyNext Financials

Average User Ratings

Overall

4.03 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(49)

49

4 stars

(75)

75

3 stars

(32)

32

2 stars

(3)

3

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 161 results

August 2019

Blane from Crosspoint United Methodist Church

Company Size: 201-500 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2019

Next Financials Pros/cons

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

Easy to use. Common menus in every module. Customizable dashboard. Add on modules available.

Cons

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

Reasons for Choosing ShelbyNext Financials

It was an easier migration since we had an older Shelby product already.

Reasons for Switching to ShelbyNext Financials

To upgrade to a simpler, better product with better features.

April 2021

Shawn from New Vision Church

Company Size: 51-200 employees

Industry: Religious Institutions

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

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.

Response from Ministry Brands

Replied May 2021

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.

May 2021

Amy from Crossroads Grace Community Church

Company Size: 11-50 employees

Industry: Religious Institutions

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

May 2021

Poor Project Management and Lazy Programmers

I will say that I like being able to access my financials online without having to host the data myself. The basic accounting functionality works most of the time allowing me to process checks, deposits, journal entries, and payroll. Their tech support people are nice enough, but if you have any complicated issues, good luck. Their software is buggy and the project manager/programmers don't seem overly concerned about sending out code that hasn't been fully tested.

Pros

I like that I can use the basic features such as cutting AP checks, processing payroll, entering deposits, and posting GL entries. Posting those things are pretty straight forward.

Cons

There are often bugs that make it into the live software that take a long time to get fixed, they assume the customer is wrong and it takes a lot to prove to them that there software is buggy, they don't want to program for multiple browsers causing bugs that are browser-specific, and they have to release emergency patches to fix buggy software issues. Hold times for support are often ridiculous and I have fixed the problem myself on several occasions (after waiting on hold) because I know more about the software than their techs. They have a non-existent API so don't expect this software to work with anything else. Their reporting leaves much to be desired and if you need to create a custom report, be prepared to spend hours setting it up because every change or account added forces the page to reload all of the data. I'm still waiting for them to fix the printing problem they introduced 6 months ago and still trying to get them to admit that their payroll vouchers don't show data properly (despite several examples of the problem). Three years in and I regret going with ShelbyNext, but the process of moving to new software is time-consuming thus I haven't moved away from them yet.

May 2018

Anonymous

Verified Reviewer

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

3.0

Customer support

1.0

Functionality

2.0

May 2018

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

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.

August 2019

Larry from CapeFirst Church

Company Size: 51-200 employees

Industry: Religious Institutions

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

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.

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.