Guidance

Choosing a trust's financial management system (FMS)

This page helps you compare different FMS providers so your academy trust is able to choose a provider who will enable you to automate your financial returns to DfE.

From:: Education and Skills Funding Agency
Published: 21 November 2023

Applies to England

Documents

Guide to the FMS comparison matrix

HTML

FMS comparison matrix

MS Excel Spreadsheet, 60.1 KB

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Details

Choosing the right FMS software has the potential to greatly improve efficiencies in a trusts financial administration processes and financial reporting. This FMS comparison matrix helps you compare systems and choose the right one for you.

This matrix is provided to help schools compare FMS providers when they are considering upgrading their existing software or procuring new software.

It is not designed to provide all the information required by schools when making this decision but clarify key features of known FMS providers in the academy trust sector and speed up the time taken to narrow down the options to a provider shortlist.

If you would like to get in touch with us about the matrix, please contact us using the online enquiry form. Please enter “Automation/API” at the top of your enquiry.

Published 21 November 2023