About Shelby 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.


Supported Operating System(s):

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

158 Reviews of Shelby Financials

Average User Ratings

Overall

4.05 / 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

(74)

74

3 stars

(30)

30

2 stars

(3)

3

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 158 results

March 2020

Lisa from The Springs Church of Christ

Company Size: 2-10 employees

Industry: Religious Institutions

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

5.0

March 2020

I would recommend

Of all the financial softwares I've used over the years, this is my favorite. Plus, Customer Service is excellent. The people seem to really care about us.

Pros

I like how with Shelby everything integrates. I don't have to use any other software for the financial needs of our church. I am able to use it for everything that is required for my position.

Cons

I have very few negatives to say about Shelby. My biggest pain was with online giving when we first started using that a few years ago, but that have been getting all of those bugs out.

Reasons for Choosing Shelby Financials

I wasn't here.

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 Shelby 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.

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

Anna from Boulevard Christian Church

Company Size: 11-50 employees

Industry: Non-Profit Organization Management

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

2.0

Functionality

4.0

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.

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 Shelby 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.

August 2019

Jennifer from NC Conference of the UMC

Company Size: 11-50 employees

Industry: Religious Institutions

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

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.

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 Shelby Financials

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