Sage for Education
Built for education, tailored to your school
- Flexible, easy-to-use cloud accounting software
- DfE SoFA and Balance Sheet reporting
With financial management becoming increasingly complex for schools and academies, you need the right accounting software and an experienced partner to help you manage your processes with ease, so you can focus on delivering effective teaching. Step into the future with Sage for Education, the ultimate accounting tool for the education sector!
Sage for Education will allow you to effortlessly handle invoices, track business expenses, and manage your accounts, all with a few clicks. Sage’s innovative approach isn’t just about numbers; it’s about simplifying the intricate world of finances for schools and educational institutions. With Sage for Education, you can bid farewell to the hassles of traditional accounting and dive into a world where invoices practically create themselves, where online accounting becomes a breeze, and where you can seamlessly manage resources, all thanks to our intuitive dashboards and comprehensive reports. Say goodbye to the headache of reconciling accounts, and hello to streamlined, efficient processes.
Education financial software solutions
Sage for Education
With this leading cloud based accounting software for school systems, you can control budgets, manage funding, and automate reporting, HR, payroll and payments.
Complete control over your financial processes
Powerful and simple accounting
Financial management software – Keep track of your general ledger and get the information you need to make informed decisions. Manage financial data, nominal, sales, purchase ledgers, cash book, and flexible accounting periods.
Online access – With web, tablet and mobile access, your time can retrieve important information at anytime and collaborate from anywhere with this cloud based accounting package.
Scalability and customisation – Configure the features and functionality you need, when you need them, and pay for only what you use.
Windows Azure platform – High level of data security and automated back-ups so you don’t need to worry about keeping copies of your data. Plus, Sage for Education can seamlessly integrate with your other important business management software.
Transform your processes
Improved budget management
Budgets – Sage for Education gives you the ability to budget and accurately forecast for a five-year period covering budget, actual and variance.
Fund management – Manage profit-and-loss against a fund to track the value of funds and remaining available to spend. Report on where the expense occurred and how the fund is managed. Correctly account for your funds at year-end for reporting and transfer balance to your fund management account.
Budget maintenance and alerts – Assign budget owners and warning limits to spending, allowing budget owners to see their own budgets using browser-enabled workspaces in real time.
Purchase order authorisation – A flexible solution for authorisation that can be tailored based on the complexity of your school or academy. View, approve and query orders remotely with web access to keep financial control.
Make better decisions
Intuitive reporting and analysis
Commitment reporting – Reduce reliance on spreadsheets and easily produce up to date financial reports about what your budget was, what you have spent and what you have committed to.
Management and VAT reporting – Get reports, annual accounts and financial statements tailored to your needs plus specific reports required for governors, school leaders, head teachers and Government. Includes CFR reporting for local authority-run schools and SoFA reporting and VAT126 for academies.
Departmental analysis – Departmental analysis tailored to your school. For first and primary schools analyse by year group or key stage. For secondary and high schools analyse by subject or key stage.
Excel reporting – Instant insight with powerful reporting to help you analyse trends and business performance.
Consolidation – Financial reporting across a trust, and at trust-level for academies. Accurate and correct financial information available in the correct format delivered in a secure way. Facilitate annual reports and report at various levels within a MAT.
Powerful financial management tools
Manage your financial data easily
Sage for Education helps academies, free schools, faith schools and grammar schools to better manage their financial processes.
Gain total budgetary control and track your finances with ease. Keep tighter control over your bookkeeping, general ledger and expenditure and see your performance for the year with commitment reporting.
Get up and running quickly
Our experts will work closely with you and your team to set up a recommended nominal structure. Sage for Education has been designed to help you get started swiftly.
Count on Solutions’ support
Our award-winning support team are always on hand to provide support and expertise whenever you need it. If you’re not convinced, check out our NPS score – it’s world class!
Save time with tailored reports
Reduce manual data-entry and generate tailored reports required for school governors, leaders and head teachers, plus mandated government reports.
Flexible payments
Ease your cash flow with a monthly school budgeting software subscription.
Eradicate hardware expenditure
Sage for Education is cloud-based so there’s no need to purchase, power, and maintain expensive on-premise hardware.
Analyse your data easily
Get departmental analysis tailored to your school. For first and primary schools, analyse by year group or key stage, and for secondary and high schools, analyse by subject or key stage.
Sage for Education Customer Success Story
Group of educational institutions improves reporting functionality
The ability to take data out of Sage 200 into Excel, directly onto your laptop or computer without having to navigate through a complex system for a remote desktop connection, the ease of using the system is far better than our previous system.
Fred Knipe, Chief Financial Officer, Chatsworth Schools
Why Solutions?
Unleash the power of Sage for Education
We know our stuff when it comes to the best accounting software. With decades of experience supporting schools, colleges and other education providers, our expert team can help you understand how Sage for Education can be configured to support your organisation effectively.
We have plenty of experience and knowledge of implementing, advancing, and supporting systems for Academies, MATs, Free schools, faith schools and fee-paying schools. We are well prepared to help you through every step of the implementation process, from consultation to the support that you will receive once your accounting system is up and running. We can tailor the software to your requirements, ensuring you can have as much control as possible over your school’s operations allowing you to focus on your business needs.
Award-winning customer support
Our services
Our people and the professional services they deliver are right at the core of our value proposition. They make us unique.
Solutions’ consultants are the conduit through which our extensive product and industry experience and our technical capabilities are channelled into your school’s systems. Our aim is always to deliver a quality of service that helps you achieve your ambitions and make you want to remain our customer for life.
