Who is this service for?

Icon Systems offers multiple church management software packages that will meet the needs of any religious organization - from church plants to denominational offices.

About IconCMO Fund Accounting

IconCMO Fund Accounting offers the necessary tools to help organizations of any size track, manage, and report on funds from multiple sources, across multiple periods. Modules include general ledger, fund management, accounts payable and receivable, bank system, and user access and security. Web-based benefits include freedom to access your organization's finances anytime, anywhere, multi-user access, better security for your financial information, and automatic backups performed daily.

Average rating 4.4/5

Total score
4.4
“Ease of use
4.2
User support
4.8
Features
4.2

Product details

Starting price:

1usd / per month
more about prices

Free trial:

Yes, get demo

Desktop & Mobile Platforms:

Cloud, SaaS, Internet

Training:

Documentation

Online

Support:

Working hours

Online

Software Developer

Icon Systems
http://www.iconcmo.com
Set up in 1992
United States

Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Lifecycle Management
Bank Reconciliation
Budgeting/Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
Other categories uses in

Alternatives IconCMO Fund Accounting


J
Jill P.

«We operate with a Fund Accounting system, and use Payroll module for bi-weekly payroll.»

Usability

Support

Features

4

Overall rating

Benefits:

Payroll Module: Easy to navigate, provides relevant reporting for my use, allows for multiple rate cards to be used.

Drawbacks:

Payroll Module: does not allow for accumulated, unused PTO to be accounted for on pay stubs. Does not allow for showing PTO used without adjusting Rate Cards - I would like to be able to enter PTO used instead of showing salary applied.

October 2, 2021
Feedback source: the Internet
C
Chemine M.

«IconCMO is a fabulous product!»

Usability

Support

Features

5

Overall rating

Benefits:

I love the ease of use and the excellent customer support I have received. There is so much I can do with this product and, as it is geared toward churches, it is completely applicable to my needs without having to substitute this over here and figure out that over there (as I was having to do with another accounting program I was using). I love that the contribution side of things connects seamlessly with the accounting side which cuts my workload in half. Payroll is a breeze and paying bills is a breeze!

Drawbacks:

The only thing that I had a bit of confusion with (in the beginning) was filing and paying payroll taxes. My previously used software did all that for me. Once I got the hang of it, though, and found the reports I needed, it has become just as easy to do as payroll itself.

In sum:

Initially, I was using IconCMO just for contributions/record keeping, etc. I used Quickbooks for all of our bookkeeping. I was having to enter everything twice each week and keep track of what I had entered where. I was frustrated with Quickbooks non-profit, not because it is a bad product, but because it is not set up for fund accounting, which is how our church operates. Being familiar with IconCMO, it was not especially difficult to get the Fund Accounting side set up... there are a LOT of training videos that were VERY helpful, and when I contacted customer support, they were able to help me on the spot! It took a bit of time to get everything set up the way I wanted it, but that would be the case with any new accounting software. Once I had everything in place, all of my bookkeeping and record keeping became MUCH easier.

September 28, 2021
Feedback source: the Internet
V
Verified Reviewer

«Great value for a budget friendly CMS»

Usability

Support

Features

4

Overall rating

Benefits:

Integration of contribution and accounting Ease of use, easy learning curve Ability to give user specific access

Drawbacks:

Lack of customized directory options You have to have some accounting framework to use effectively

In sum:

It is a great product for the price point. Haven't found anything comparable.

September 27, 2021
Feedback source: the Internet
M
Marsha K.

«Try it, I know you will like it»

Usability

Support

Features

5

Overall rating

Benefits:

This software when used setup right is a real time saver. I use it with all the individuals and groups I work with. If I am out of the office, another employee can login in and see what I have done and when.

Drawbacks:

It could be the way we set it up, but some times I have to go through a lot of screens to find what I want and/need.

In sum:

We are a not for profit that works with a volunteer board, so we are always changing people in and out. This product is easy for the new volunteers to understand, and yet it is powerful enough to get the information the state and federal government requires from a not for profit.

September 24, 2021
Feedback source: the Internet
V
Verified Reviewer

«ICON an excellent choice for church accounting»

Usability

Support

Features

4

Overall rating

Benefits:

It does fund accounting correctly. For a church, where keeping track of restricted funds is almost a certainty, ICON is much easier to use than general purpose accounting packages. I like that it's web-based; I can do most of my work from home (or hotel room, or wherever), and I don't have to worry about a computer at the church failing and losing data. I like the linkage between the membership rolls, contribution recording and reporting, and the accounting system.

Drawbacks:

I wish more of the reports had numbers in the report "linked" to other reports so you can click on a number and see the detail behind the number. I wish windows were resizable.

In sum:

We are a church with the usual church requirements. ICON integrates accounting, contribution recording, and membership rolls. We've saved a lot of time by having an integrated solution. The *support* from the ICON team is tremendous. They are responsive and helpful. That makes a tremendous difference especially for part time, volunteer people at the church using this product.

September 22, 2021
Feedback source: the Internet
B
Beth B.

«Fits all needs»

Usability

Support

Features

5

Overall rating

Benefits:

Icon has allowed our church to keep all of our finances in a synced location that is accessible to multiple users. From taxes to weekly giving to payroll, Icon allows us to keep our accounts up to date and easy to access. I love that we can pull up any payroll, bank deposit, fund transfer, etc,. at any time.

Drawbacks:

My biggest issue with Icon is the lack on confirmation notifications after posting. Whether it is an account transfer or a credit card payment distribution, it would be nice to see a notification that the work has been completed.

September 7, 2021
Feedback source: the Internet
J
Judy N.

«Review of IconCMO Fund Accounting Software»

Usability

Support

Features

4

Overall rating

Benefits:

I was new to fund accounting when we started using IconCMO, so there was a learning curve for me. I made every mistake in the book and the support team was right there to walk me through every issue. Their support is superb. I have since come to appreciate all that the program can do. I especially like that the program is in the "cloud" because I can work from home if necessary.

Drawbacks:

We use a lot of funds and I wish there was a detailed general ledger report that would print the transactions by fund, then by account. Currently, I have to print a report for each fund we have, so that's over 20 separate reports and it's timeconsuming.

In sum:

My overall experience with IconCMO has been very positive. I can't say enough about the support staff. They have always been very helpful. They always listened to my problem and helped me figure out a solution. Sometimes that took a while because we have some things are a little unique, but I never got off the phone feeling like I wasn't heard and almost always had a solution. The program more than adequately provides for our software needs. I would highly recommend this program and have done so.

August 25, 2021
Feedback source: the Internet
J
Jennifer J.

«Not exactly the easiest....»

Usability

Support

Features

4

Overall rating

Benefits:

It is web based, meaning you can access anywhere.

Drawbacks:

For a larger church with many cash accounts, it is a bit difficult to use. For some reason, we haven't been able to use the check writing feature, so I record our checks in a journal entry and we do a reconciliation through a spreadsheet. I don't like the drop-downs either, I'd like to key in my account numbers when posting things.

August 24, 2021
Feedback source: the Internet
S
Susan W.

«Accounting Review»

Usability

Support

Features

5

Overall rating

Benefits:

I like that it is cloud based and can provide me with a variety of reports. I primarily use the banking feature.

Drawbacks:

It could be more user friendly and allow for changes to be made easier. It could also allow for repeat transactions in the checking account to be automatically put in each month.

In sum:

I enjoy the various reports that I can create such as profit and loss and revenue and expense summary.

August 18, 2021
Feedback source: the Internet
L
Lisa D.

«Great product!»

Usability

Support

Features

5

Overall rating

Benefits:

I like this software because it is easy to use and is updated regularly. The customer service is wonderful if I have any questions.

Drawbacks:

The thing I like the least about this software is trying to create a new account and connecting it to the fund accounting. It seems like I always forget a step. (I do not use this very often, so it is easy to forget)

August 10, 2021
Feedback source: the Internet