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We're a strategic partner to over 1,000 schools, academies and trusts...

What is a finance system review?

A finance system review is a health check of your school’s accounting software. It reviews system architecture and security - providing a full check of several key areas; including system configuration, payment runs, core balance sheet, and more.  

It ensures your system is running as efficiently as possible and delivering accurate financial reporting. 

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Our finance system reviews

SAAF offers a free finance system review to ensure your system operates efficiently and aligns with your finance policy.

Our expert team conduct these reviews independently and remotely, ensuring no disruption. You’ll receive a detailed report at no extra cost, providing best practice recommendations and areas for improvement.

Plus, you'll get access to specialists with extensive knowledge in school and academy financial management! 

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Key testing areas

  • System configuration
  • Financial administration
  • System administration
  • Ledger accounts
  • Workflow/procurement
  • Payment runs
  • Bank reconciliation
  • VAT
  • Income & expenditure
  • Balance sheet

All finance services

We understand the complex world of education finance and work with you to plan, strategise, and budget in the most cost-effective way – aligning with your finance policy, operational, and strategic goals.

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Unlimited support with all your finance, accounting, and software queries. Available from 8am-8pm, 7 days a week.

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Whether you need support with finance software, add locations, or workflow configuration, our technical finance team is here to help.

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We offer a cloud-hosting solution designed for schools, academies and MATs. Unlike other cloud platforms, SAAF Cloud isn’t restricted to a specific software provider – meaning there are no limitations on how you use it.

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Our experts can run comprehensive and bespoke training on any scope of topic within education finance. We can host sessions on all leading finance software used in the education sector, including IRIS Financials and FMS.

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Our education finance specialists work independently with trusts to provide comprehensive assurance that internal controls and risk management procedures are operating effectively and efficiently.

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Client feedback

We found SAAF to be very professional, friendly, and collaborative. Their recommendations have helped us strengthen our procedures in accordance with the Academy Trust Handbook. They were very thorough in the deep dive into our processes and as a result, have helped us to gain more attention to detail.

Director of Resources, The Southfield Trust

The breadth of knowledge and understanding from within the education sector is a core strength we value immensely. I would describe the services as responsive, solution-focused, and flexible to our needs.

CEO, Raleigh Education Trust

We think you offer a great service at a great price. We have worked with you for a very long time now and have always been impressed by the quality that you offer. Great job!

CEO, Nottingham Schools Trust

Thank you so much for your ongoing support; SAAF have been a life saver for us!

Business Manager, Idsall School

SAAF staff are so friendly and helpful: quickly resolving queries/issues very competently

Finance Officer, Burntwood School

Bespoke training

You've come to the right place for comprehensive training in any area of school and academy finance! We offer customised training for school business managers, whether you need help with software or support to meet a finance deadline.

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Keep up to date with our expert finance resources

CASE STUDY

Discover how we transformed LIFE Education Trust's financial management

ON-DEMAND TRAINING

Finding the Best Finance System for Your School - training video

ON-DEMAND TRAINING

GAG Pooling & Centralisation - training video

Cover all bases

Save time, money and resources with our range of cost-effective school business support services

Payroll & HR

Say goodbye to time-consuming processes and the administrative burden of payroll. Say hello to SAAF’s cost-effective, efficient, and accurate payroll bureau.

School & Academy Finance Support

Strategy. Planning. Growth. We can support you with everything from day-to-day transactions to financial planning.

School Recruitment Support

How many recruitment agencies can say they’ve never charged a temp-to-perm recruitment fee? We understand that recruitment costs can be expensive, that’s why we also offer fixed margins.

Book your free finance system review