Change of https://www.gov.uk/government/publications/academy-trust-finance-automation-information-for-software-suppliers

Change description : 2025-07-01 14:29:00: Updated with latest versions of ‘Academy trust finance automation: getting started’, the ‘Guide for software integration with automation API’ and ‘Academies chart of accounts’. [Guidance and regulation]

Showing diff : 2024-10-21 16:30:06.735352874 +00:00..2025-08-07 16:26:03.538827757 +00:00

Guidance

Academy trust finance automation: information for software suppliers

Guidance and resources for financial management systems (FMS) software suppliers working with academy trusts to automate their financial returns.

From:
Department for Education
Published
22 March 2022
Last updated
121 JulyOctober 20252024 — See all updates

Applies to England

Documents

Academy trust finance automation: getting started

HTML

Guide for software integration with automation API v7.06.0

PDF, 1.92.35 MB, 7062 pages

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Academies chart of accounts 20252023-24 to- 2026AR v9.0Automation v6,4.0

MS Excel Spreadsheet, 443615 KB

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Academies chart of accounts 20242023-24 to- 2025AR v7.5.0Automation v6,3.0

MS Excel Spreadsheet, 588613 KB

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Details

Information and resources on this page are for FMS software providers only.

Academy trust finance automation: getting started

This guide provides:guide:

  • provides FMS providers with quick links to register their software, access the developer hub and test environments
  • provides details on the process for updating providers with the most up-to-dateup to date academies chart of accounts (academies CoA)
  • provides links to the academies CoA versions specific for provider use,use which will be uploaded toonto this page in MarchMarch/April or April and JulyJuly/August or August for the relevant accounts return and draft trust financial statements collection period
  • for the most recent academies CoA available to trusts, users should visit Academies chart of accounts and automating the accounts return webpage

Guide forto software integration with automation API v7.0

Provides detailed technical requirements that FMS providers need to know to successfully automate their trusts academies chart of accounts data into the DepartmentDfE’s for Education’s financial returns.

Academies chart of accounts 20252023-24 tov6.3.0 2026(April v9.024)

This spreadsheet providesis the mostbaseline up-to-date academies chartCoA of2023-24, accountwhich andalso automationincludes information.

Academiesall chartknown ofupdates accountssince 2024the toacademies 2025CoA v7.5.0

2022-23. This spreadsheetversion is themade currentavailable versionfor ofinitial thetesting academiesby CoAFMS 2024suppliers toof 2025the which2023-24 includesautomated allaccounts knownreturn updates(AR). sinceThis theis baselineusually academiesfollowed CoAby 2024a tofinal 2025.version Noonce further updatesall changes to the CoAAR 2024are toknown. 2025Please arenote expected.that this will not affect account codes, only the mapping and description changes.

FMS

Academies softwarechart mustof useaccounts an2023-24 academiesv6.4.0 CoA(August version24)

This withspreadsheet includes all updates since the correctAcademies firstCoA digit2022-23, and is available for athe trust’sfinal automatedtesting databy toFMS besuppliers sentof successfullythe to2023-24 DfE.automated accounts return.

TheTrusts mostwho recentwish academies CoA available to trustsfind canout beabout foundthe atacademies CoA should visit the Academies chart of accounts and automating the accounts return. webpage.

Further enquiries 

Contact us via our FMS provider helpdesk.  

The knowledgehelp basecentre within the helpdesk provides information about the academies chart of accounts and automation for FMS software providers.

If you’reyou are unable to find the information you need,need you can also raise a query with us via the ‘Send a message’ link at the bottom of the FMS provider helpdesk page.

Updates to this page

Published 22 March 2022

Last updated 121 JulyOctober 2025 + show hide all updates" href="#full-history">+ show all updates

    2. Updated with latest versions of 'Academy trust finance automation: getting started', the 'Guide for software integration with automation API' and 'Academies chart of accounts'.

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Update history

2025-08-15 14:59
Replaced ‘Guide for software integration with automation API v7.0’ with ‘Guide for software integration with automation API v7.1’ and ‘Academies chart of accounts 2024 to 2025 v7.5.0’ with ‘Academies chart of accounts 2024 to 2025 v7.6.2’.

2025-07-01 14:29
Updated with latest versions of ‘Academy trust finance automation: getting started’, the ‘Guide for software integration with automation API’ and ‘Academies chart of accounts’.

2024-10-21 17:29
We have updated the guide for software integration with automation API, to version 6.0. We have listed updates in the ‘Document control’ section. We have published the final version of the academies chart of accounts for 2023 to 2024. We have added a link for further enquiries.

2024-05-01 10:33
Academies chart of accounts version added for financial year 2023 to 2024, which is the first draft of the FMS suppliers can use to test their trusts automation software.

2023-03-28 14:36
The first draft of the Academies CoA for 2022/23 (v5.0.0) has been uploaded onto the FMS developers site.

2022-07-29 10:58
The ‘Guide for software integration with automation API v4.5.0’ has been updated to include references to the draft trust financial statements, and an updated version of the ‘Academies chart of accounts v4.5.0’ has been added for the accounts return and draft trust financial statements 2021-22 accounting year.

2022-03-22 14:00
First published.