Integrate SBS Planner 
with Sage Intacct
for Education

ION worked with SBS to assist in the development of the SBS Financial Planner integration.

SBS Financial Planner is a MAT-led budgeting tool created by CFOs for CFOs. It streamlines financial planning, simplifies complex budgeting, and ensures you maximise school funding—all while offering a user-friendly interface that saves you time and effort.
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SBS Planning

Used by 2000+ Schools
and
250+ MATs

What do you get with SBS Planning?
Centrally manage settings and assumptions across all locations.
Create unlimited combinations of scenarios from locations across your organisation.
Visually compare settings and assumptions to ensure consistency and accuracy.
Customisable terminology to align with language used in your organisation
A monthly Payroll Reconciliation at organisation or school level.
Dashboard mockup

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