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.
Chuck from PwC
Online access to data and records general ledger and bank account management.
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.
Review your current GAAP FASB 116 and 117 practices and discuss with your auditor.
Brian from Chaplain Training Academy Inc
Very easy to setup and navigate. End users can easily make a one-time or weekly donation with just a few clicks.
The online giving platform portal could include the online store feature as part of the basic pricing plan.
Mahala from Texas Bible College
Employees number: 11-50 employees
Shelby has worked in keeping our financials in order and an effecient way of record keeping.
I do like that we can print several different reports for what we need. We can print statements, receipts, and financial reports.
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.
Mindy from ETC Building & Design, Inc.
Employees number: 51-200 employees
It is a basically good software. Better then a lot of the competition, but could still be better.
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.
It is not user friendly. Customer Service can be slow. We occasionally come across glitches in the system that they need to fix.
David from Gulf Coast Financial Associates, Inc.
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.
Mike from AUMC
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.