Access Education Finance
Our finance for MATs solution helps large and small trusts to confidently manage their accounts at a school, group or trust level.
Maintaining financial control at a trust level allows you to streamline your processes, save costs and enhance efficiencies. Create reports for single schools, groups or the entire trust. Completing and submitting your academies accounts return (AAR) for the DfE and conducting your annual audit is made easier with Access Education Finance.
Central payments and central bank reconciliations give trust finance teams more control over processes and payments.
Supports MATs with multi or single accounts across different sites
A consolidated reporting suite allows you to create reports on single schools, groups or the entire trust.
Central control allows permissions to be set at a trust level for individual users and for schools.
Supports trusts to easily create and submit their Academy Account Returns (AAR).
Gives a complete view of the organisation at the trust level with the option to drill down into individual schools at the click of a button.
Ensuring there is an efficient and effective financial layer at the MAT level gives central staff time to focus on other important tasks.
Electronic bank reconciliation provides increased accuracy, efficiencies and improved financial decision making across the trust
Whether you’re a trust with multiple bank accounts or you’ve centralised your services and have a single bank account, reconciling your transactions every week or month can be a time-consuming task.
You can reconcile your account(s) by uploading a .csv version of your statement, the system will then attempt to auto match the transactions from that bank statement to unreconciled transactions in Access Education Finance.
Inter-school transactions allow MATs to post one journal to various schools, while central payments and central bank reconciliations give trust finance teams more control over processes and payments with options to manage accounts individually, as a central account with sub-branches or as a single, central account.
As a trust you can create easy-to-understand monthly, termly and annual reports for governors and trustees and meet your regulatory responsibilities with simple-to-produce DfE and ESFA returns.
Reports can be run at the click of a button, including
Our financial software for multi-academy trusts is delivered through Access Workspace, giving you powerful collaboration and communication tools, boosting efficiency, productivity and engagement.
The analytics and real-time information dashboard gives an up-to-date picture of your trust’s financial performance. Reporting solutions and KPI tools highlight the most important issues and trends. A fully customisable interface and drag-and-drop personalisation means you can stay on top of all your different applications from one place.
Now, if we have a new starter, it takes a matter of hours to get them set-up and trained to use the system and they can pick-up the navigation really quickly.
As CFO, I can also manage permission levels to ensure that the right members of staff can access the required information. With our old system it was all or nothing, which created issues around data security and privacy.
The new system is far more intuitive and much easier to navigate. Also, the level of support we received throughout the implementation really was second to none and the team knows that if they have any problems, they can easily contact the Access help desk and will receive a quick and thorough response.
Choosing the best finance system for your school
Covered in this guide...
On-demand webinar: Benefits of integrated Budgets & Finance for academies & MATs
The webinar covers:
Five key benefits of centralisation for Multi-Academy Trusts
This guide covers:
What to include in your tender document
Procuring operational education software but don’t know where to begin? In this guide, we cover everything you need to create the perfect tender document.
On-demand webinar: Switching finance system for your MAT or academy - what to look for
This webinar covers:
Building a business case for a school financial management system
If you’re looking to get support and investment in a new financial management system, we can help. We’ve put this guide together to:
When is it time to switch your MATs finance software?
This guide covers:
