Financial planning software

Financial planning software

We support schools in using their multi-year financial planning and budgeting tool to allow effective financial planning and meet the requirement for three-year financial forecasting.

Additional services for subscribing schools

A solution will be provided by a third party through a contract managed by EFS. We will work with the supplier to ensure testing has been undertaken prior to release to minimise errors.

Remote installation support and new user training are included.

Personalised support and advice on using the software is also provided in conjunction with comprehensive online guidance via the customer website.