About Shelby Financials


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.



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Supported Operating System(s):

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

42 Reviews of Shelby Financials

Average User Ratings

Overall

3.94 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

3.5

Functionality

4.0

Ratings Snapshot

5 stars

(12)

4 stars

(20)

3 stars

(7)

2 stars

(1)

1 stars

(2)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 42 reviews

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May 2018

Robin from First United Methodist Church of Katy

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

1 of 5

Functionality

5 of 5

May 2018

Software is great, implementation was horrible, customer support not good

Once trained very easy to use and intuitive.

Pros

It is superior accounting software (and I have used many over the years). I like the basic logic to this software and because of this basic logic the ability to run many different reports many different ways. I absolutely love the bank reconciliation reports and the general ledger and the way you can fashion reports based on your need. I like that you can adjust the income statement with custom columns.

Cons

I don't like it when I am doing a journal entry and the first line never accepts the account number and the only way to get it to "recognize" it is to search for it. Annoying. I don't like that all of a sudden something will look entirely different from the last time you performed that same function. When you call customer support and you are in critical need the recording tells you they can not answer at this time and to call back. Not acceptable for a support based software that we pay so much for.

May 2018

Pam from South Main Church of Christ

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

1 of 5

Functionality

4 of 5

May 2018

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

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.

May 2018

Sean from Monterey Church of Christ

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

May 2018

Overall, I have been impressed with the ease of use and the completeness of the SF package.

We have a software that is powerful, easy to use, and meets all of our accounting needs; all in a web-based application. We have had little-to-no downtime and have found the customer support to be progressively more responsive and helpful. Overall, we are pleased with the product and look forward to utilizing all its power in the future.

Pros

I have used many accounting software packages over the years and comparatively, the Shelby Financials software has performed well above expectations. I like the ease of use and graphical information display. I am also pleased with its ability to allow you to tailor your screens to meet your needs and to increase speed of accessing important information.

Cons

When we first started using Shelby Financials, it was very slow. However, this issue has been resolved and meets speed expectations. Customer support was also a negative when we first transitioned over to the SF package. Again, this negative became a positive over time. I now have a lot of confidence in the response time and quality of the support personnel.

May 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

3 of 5

Customer support

1 of 5

Functionality

2 of 5

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.

September 2018

Shelby from ECO

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Intuitive Product

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.

May 2018

Dale from Christ United Methodist Church

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

4 of 5

May 2018

After 1 yr of working on it, it is now familiar; but there are features that I still need to learn.

Being web-based is probably the biggest benefit. And I would say that the learning curve from V5 to Next was fairly easy. I just need to clear my time to learn about things we haven't utilized yet, like uploading payroll ACH and emailing payroll vouchers to employees. I'm attending the Shelby International Conference in June, so I am hopeful that will offer me more opportunity to learn about those items & then some.

Pros

I like that it is web-based & I can access it easily on other devices besides my work computer when necessary.

Cons

I don't like the timing-out feature that logs me off after a certain amount of time. It is too short & wastes much of my time having to log in over & over. I get this is a security feature, but we should have control enough to make it longer when we need to.

May 2018

Scott from Bellevue Presbyterian Church

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

May 2018

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

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.

May 2018

Lisa from First Baptist Church

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

3 of 5

May 2018

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

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.

May 2018

Sandy from Holy Trinity Catholic Newman Center

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

May 2018

The transfer from Quickbooks to ShelbyNext Financials was fairly easy due to the great support staff

This software allows detailed reports that are easily ran for a specific month or period of time. Cutting checks is simple and the system allows a lot of detail so you know exactly what each check is written for. I really like the ability to be specific while using this software.

Pros

I like that this software is detailed and had a variety of reports that can easily be ran. I also like that you can carry forward your budget for a quick start to next year's budget.

Cons

I find that when I make a mistake it can sometimes be cumbersome to fix. It often takes a call to the support team; who are usually able to walk me through the fix.

May 2018

Carol from Travis Avenue Baptist Church

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

3 of 5

May 2018

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

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.

June 2017

Mindy from ETC Building & Design, Inc.

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

3 of 5

June 2017

This is an alright product. It is not great, it is not terrible.

It is a basically good software. Better then a lot of the competition, but could still be better.

Pros

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.

Cons

It is not user friendly. Customer Service can be slow. We occasionally come across glitches in the system that they need to fix.

April 2018

Mahala from Texas Bible College

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

3 of 5

April 2018

We use Shelby for our accounting software and it works for now, but is not the easiest to operate

Shelby has worked in keeping our financials in order and an effecient way of record keeping.

Pros

I do like that we can print several different reports for what we need. We can print statements, receipts, and financial reports.

Cons

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.

August 2018

Teresa from Heart of the Bay Christian Center

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

5 of 5

August 2018

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

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.

June 2018

Daniel from Wheeler Avenue Baptist Church

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

4 of 5

June 2018

We have been very pleased with the Shelby Next Financials Product

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

May 2018

Nikki from Parkway Church

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

Highly recommend ShelbyFinancials! Easy to use, great program for church financial management.

Pros

Web based allows for use at any location or time. Program is easy for employees to use. Handles accounts payable, accounts receivable, bank reconciliation function easily.

Cons

No major issues with the program. If needing to use Accounts Receivable system for tuition & fee tracking for daycare program, not as customizable as preferred.

May 2018

Carolyn from WNC Conference UMC

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

Very easy to use and the support team is always great - they help to make your work easier.

All-in-one product that is easy to use with great support!

Pros

User friendly and capable of using portals for others to view their data. Allows full integration between modules.

Cons

Would love to be able to add/delete accounts en mass instead of to each cost center one by one. Need to have a way to email reports to people integrated into the GL.

May 2018

Rick from Highland Baptist Church

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

May 2018

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

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.

May 2018

Trevor from North Pointe Community Church

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

2 of 5

Functionality

3 of 5

May 2018

A great product with lots of room for growth.

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.

May 2018

Robyn from Illinois Assemblies of God

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

May 2018

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

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.

May 2018

Diana from Scottsdale Bible Church

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

May 2018

Positive, reliable and a great tool that makes my job easier

Pros

It is web based so I can work from anywhere. The drill down function in GL makes research sooo much easier than V5. (we scan everything!) The UI is easy to understand and navigate. Am able to easily train staff to look up data and run reports. The conversion from V5 was a lengthy process but clean once it was done.

Cons

Biggest issue is that ShelbyNext Financials is still not SQL 2016 compatible!!! Bug fixes seem to take longer than they should to fix (specifically an AP issue with default ACH that we have been waiting for for over a year)