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Streamline the financial planning process with our tailored software

Fast and effective, our academy finance software application is tailored to your needs, empowering you to manage your budget efficiently, monitor monthly staff costs and analyse your financial performance.

Who We Help:

Head Teachers

Boost your academy’s financial performance with our compliant software
PS Budgeting gives you everything you need to maximise your resources and focus on education excellence. Instant cloud updates and interactive analysis mean that you’re always compliant with the constantly shifting ESFA and DfE requirements. Plus, our hybrid desktop and cloud-based software provides robust security and complete control.

As a result, you and your team are free to operate in a financially transparent environment.

The benefits include:

Budgets set using the Consistent Financial Reporting Framework inline with ESFA and DfE reporting requirements
Clear and concise reporting with graphical analysis, supports easy delivery and understanding for non-financially trained governors / trustees
Allows data to be demonstrated in an easier way and can be customised to show only necessary information
Easy to use data grids can be configured to a user defined view - Quickly sort, group or search your data
Track income and expenditure against different funding streams - Apportion staff costs against these core funding streams and complete your OFSTED reporting requirements when setting the annual budget
Budgeted cash flow and KPI analysis reporting - Gives quick views to important ratios across your academy’s budget
Easily cost out your curriculum budgets and allocate staff costs across your department headings

Book your demo now

Business Managers

Remove the stress from the budgeting process

Say goodbye to the limitations and the complications of Excel. PS Budgeting integrates seamlessly with your systems and gives you the ability to proactively set, plan and monitor your budget.

From staff salary and maternity calculators to full employer costs – including maternity, National Insurance and Pension contributions – we make it easy to manage your budget efficiently and effectively.

Our team of experts are on hand every day from 8am to 8pm to help you with any queries or challenges.

The benefits include:

  • ESFA Budget Forecast return generated within the software for upload to the ESFA
  • Automatic updates released to account for changes to the ESFA reporting requirements
  • Quick and transparent salary calculator with monthly cost analysis for easy reconciliation to the payroll reports
  • Accurately calculates the cost of maternity leave when setting the annual budget
  • Generates a budget import report for easy upload to your accounting software
  • Mapped to your Chart of Accounts to allow simple budget setting against your recognisable coding structure, budget income and expenditure across multiple nominal/cost centre combinations
  • Pay scales can be easily set and updated throughout the year

Book your demo now


Achieve complete control and accountability
When it comes to planning, forecasting and monitoring, our academy budgeting software gives you access to all the information you require at the click of a button.

It’s simple and straightforward to create unlimited budget scenarios and compare data in any view or report, thanks to our exclusive Quickswitch budget view.

Our academy reporting suite is updated to meet all relevant ESFA and DfE requirements, ensuring that you’re compliant at all time.

The benefits include:

  • Review consolidated GAG allocations across the MAT
  • Quick, clear reporting on an individual academy's budget or simple consolidation of two or more entities within a MAT
  • Allows users to switch between Financial Year or Budget Scenario in any menu or report
  • Enables the user to switch between different academies within the MAT effortlessly
  • Can hold unlimited scenarios for 'what if' budget planning
  • Access data wherever you have an internet connection
  • Access via a secure login with full SSL authentication, much safer than a browser based system
  • Always on our latest version with access to the latest functionality and updated for changes to reporting requirements.
  • National Insurance rates automatically updated in line with HMRC published contribution rate tables
  • Has the ability to fix a budget for the year so it cannot be edited for audit purposes

Book your demo now

What our clients say
From my first meeting with the SAAF team to date they have a calm, reassuring and no-nonsense approach to Academy Finance. Thank you. I couldn’t do this role without you.
Lisa Kirby, School Business Manager | St Philip Neri’s Primary & Nursery School
The consultants understand that schools are complex organisations whose main priority is the education of the students. Their technical knowledge is excellent, and the tools they provide have been developed to enable budgeting and reporting to a very high standard.
Sarah Griffiths, Office Manager | Nottingham QMC Education Centre