Shelby Financials software


41 reviews(4.0/5)
41 reviews(4.0/5)

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.

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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  • Shelby from ECO

    Number of employees: 11-50 employees

    September 2018

    Intuitive Product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Teresa from Heart of the Bay Christian Center

    Number of employees: 11-50 employees

    August 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    July 2018

    ShelbyNext Financials is solid for handling church finances.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jacob from Hope Fellowship

    June 2018

    Shelby Financials is a true fund accounting platform for churches

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jason from Columbus Avenue Baptist Church

    June 2018

    Disappointed

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Marty from St John's Lutheran Church and School

    Number of employees: 11-50 employees

    June 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Daniel from Wheeler Avenue Baptist Church

    Number of employees: 51-200 employees

    June 2018

    We have been very pleased with the Shelby Next Financials Product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Carol from Travis Avenue Baptist Church

    Number of employees: 51-200 employees

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Saralyn from Diocese of SC

    Number of employees: 2-10 employees

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Robyn from Illinois Assemblies of God

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • STan from Mission Hills Church

    May 2018

    Overall it's a great product.

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Todd from Medford First Church of the Nazarene

    May 2018

    Excellent product with robust accounting features

    Ease-of-use
    Functionality
    Quality
    Support
    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/

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Scott from Bellevue Presbyterian Church

    Number of employees: 51-200 employees

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Richard from Pear Orchard Presbyterian Church

    Number of employees: 11-50 employees

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Trevor from North Pointe Community Church

    May 2018

    A great product with lots of room for growth.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lisa from First Baptist Church

    Number of employees: 11-50 employees

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Rick from Highland Baptist Church

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Pam from South Main Church of Christ

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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