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

156 Reviews of Shelby 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

(74)

74

3 stars

(29)

29

2 stars

(3)

3

1 stars

(3)

3

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 156 results

September 2019

Connie from Lighthouse Christian Church

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2019

ShelbyNext Financials

Able to process checks for monthly invoices quickly. Enables us to report PR taxes on time and with very little effort. Workers' Compensation report provides all information needed for annual audit; simply run, print and send. Custom Reports allow organization to produce information particular to our need. Creates reports that are easy to read. Cuts down on need for large financial staff.

Pros

Shelby software is organized into modular components, Accts Payable, Gen Ledger, Payroll, Bank Mngmt & Insurance Billing. These are stand alone modules, but work together to achieve overall outcome with good audit trails. We do not use Insurance Billing. I have worked with ShelbyNext Financials for 4 yrs & Shelby v.5 for 8 yrs; believe it would be challenging to breach either system. Invoices post to Accts Payable module. Once posted/reviewed info sent to Check Processing where checks are issued. Chk Processing does not allow changes to be made & can only clear entry by processing checks. Mistakes cannot be deleted must process as checks, then voided creating an audit trail for entry. Detail of transactions can be printed prior to processing into Gen Ledger. Gen Ledger does not allow changes to info (date, name, amount) from Accts Pay; must be processed as sent. Errors corrected by reversing journal entry; leaving audit trail. Accts Payable features Recurring Payments for various billing periods. Initial set up of invoices is quick & new vendors are easy to add. Invoice #s/amounts are quick/easy to change as needed & provides significant time savings to check processing. 1099s are printed through Accts Payable. Payroll maintains info for next PR & finalizes to General Ledger. Easy to run Earning reports, Federal/State taxes, W-2s & Worker's Comp reports for WC audits. Shelby has ability to produce customized reports and all reports can be exported to Excel.

Cons

Have yet to find something I do not like about Shelby software. There is a learning curve as ShelbyNext is multifaceted and takes a little time and patience to use proficiently, but is easy to learn and tech support is always available to help with problems. There are times when I have waited in que for 20 minutes for help from tech support, however understand other people are needing help as much as me; therefore, should my problem take an unusual amount of time to answer, I know tech will stay with me until my issue is resolved . Shelby techs have ability to remote in to system and see your screen which makes solving problems much easier and quicker.

Reasons for Choosing Shelby Financials

Upon deciding to upgrade our data and financial software in 2005, we contacted other churches in our area to see what they were using. We were told by other church employees Shelby is "Number 1 non-profit software" & "Best non-profit software on market." Our experience with Shelby v.5 was awesome. Shelby tech support are professional, knowledgeable, efficient, interested in resolving your problem , go to Support Leads if they don't have answers, supportive of customer, encouraging, personable and very nice with which to interact. Know their job is to help customer and they do it!

September 2019

Ana from Calvary Baptist Church

Company Size: 51-200 employees

Industry: Religious Institutions

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

4.0

September 2019

ShelbyNext Financials

Pros

I have been using ShelbyNext Financials only for a year, so I believe there are a lot still to learn; but so far I like it a lot. It's non accountant user's friendly, which help Financial Dept let the others see their updated budget information; with the setup of the correct security parameters In general all the configuration is really easy, while modifying the COA you'll be able to see the levels on the screen which it will help to setup new accounts. The option to have the reports in different formats is useful. Importing the annual budget, the credit card into ShelyNext saves a lot of time and reduce the errors. There is a lot of features that you'll be discovering as your needs appear. In my position, have access from anywhere to the accounting is awesome.

Cons

The cons that I found is the exporting in excel, most used for finances; the reports include additional lines and columns that you basically have to re-format the entire report. We are coming from v.5 which was giving us the option to refresh in excel at any time the monthly balances, with ShelbyNext we have to export in excel every time an once again re-format the report. No much information for the Ad Hoc Reports, which are extremely hard to understand and use them; reports from Payroll relate to employees information only, and reports from Purchasing Management (no reporting at all) are important to us and ShelbyNext doesn't give options. We would like to be able to have consolidate Financial Reports for the different campus we have directly from the software.

Reasons for Choosing Shelby Financials

We were told Shelby Systems was considering in not give more support for v.5 in the future.

January 2020

rachel from Christ Community Church

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

January 2020

Better than the desktop version we used to have, fast & easy to use

I don't have many complaints. Works mostly how I need it to.

Pros

I like the function of being able to copy/paste information from cell to cell. It makes the process of filling out POs much quicker. The reports functions are nice, too.

Cons

Sometimes it has weird bugs, like when you add rows to a PO, it will delete all the other information in the other rows. That can be annoying. Also, there's a glitch with trying to print POs from Chrome. That's also not super great.

Response from Shelby Systems

Replied January 2020

Thank you for taking the time to let us know how we are doing. We are continuously improving on our software and feedback from customers is vital and appreciated. We hope you were able to speak with support regarding your issue. If it is not something we can work through our support techs report the bug immediately so it can be repaired as soon as possible. Thank you for being a valued customer!

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 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.