IconCMO Fund Accounting 2026: Benefits, Features & Pricing

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Overview
Screenshots
Pricing and Plans
Features
Integrations
User Reviews
Popular Comparisons

Overview

IconCMO Fund Accounting

4.6

(81)

Pricing

Starting at $35.00 per month

About IconCMO Fund Accounting

IconCMO Fund Accounting is a cloud-based accounting software that helps small businesses manage their funds.

It offers basic accounting functions such as accounts payable and receivables, payroll, and budgeting. It also offers specialized features such as automated journal entries, multiple company management and tracking, reporting by account type, and integration with QuickBooks.

IconCMO Fund Accounting caters to businesses that need an easy-to-use accounting system without the high cost of an enterprise solution.

IconCMO Fund Accounting Screenshots

IconCMO Fund Accounting Pricing and Plans

Starting price: $35.00 per month

Free Trial

Free Version

0 - 50 Families

$35.00

flat rate, per month

No plan information available

51 - 100 Families

$42.00

flat rate, per month

No plan information available

101 - 250 Families

$59.00

flat rate, per month

No plan information available

251 - 500 Families

$72.00

flat rate, per month

No plan information available

501 - 750 Families

$89.00

flat rate, per month

No plan information available

751 - 1000 Families

$101.00

flat rate, per month

No plan information available

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IconCMO Fund Accounting Features

Popular features found in Fund Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Budgeting/Forecasting
Expense Tracking
Financial Reporting
Income & Balance Sheet
Partnership Accounting
Payroll Management
Real-Time Reporting
More features of IconCMO Fund Accounting
Activity Tracking
Audit Trail
Cash Management
Chart of Accounts
Check Printing
CRM
Customizable Reports
Donation Tracking
Donor Management
Financial Management
Fixed Asset Management
Fund Management
General Ledger
Purchasing & Receiving
Real-Time Data
Reporting & Statistics
Revenue Recognition
Third-Party Integrations
Workflow Management

IconCMO Fund Accounting Integrations

Constant Contact

Text-Em-All

Worldline

Vanco Faith

Twilio

Yearli

IconCMO Fund Accounting User Reviews

Overall Rating

4.6

Ratings Breakdown

62%

36%

Secondary Ratings

Ease of Use

4.3

Value for money

4.7

Customer support

4.8

Functionality

4.2

Cindy S.

Verified reviewer

Religious Institutions

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed May 2019

ICON for Church

Previously 5

Ratings Breakdown

Ease of use

Value for money

Previously 5

Customer support

Functionality

Previously 5

Pros:

Once you get down the fund accounting theory it is pretty easy to figure out. I was expecting more/better explanation of setting up accounts and that whole thought process and it probably has gotten better since I started.

Cons:

Being able to customize your own reports. Real life examples of how to make some of those odd entries that happen once a year.

Whitney R.

Verified reviewer

Religious Institutions

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2023

Tennille Baptist Church

My overall experience with Icon has been nothing wonderful. The people are always willing to help me when I mess stuff up or I cant figure out how to fix my problem, even when its a stupid mistake, or question, they are always willing to help me.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The Icon CMO software is really easy to use. The donations are easy to put in and go straight to the deposit side off the software so you don' t have to put everything in twice.

Cons:

There is not much that I don' t like about the Icon CMO software, the only thing that is a hassly is when I am putting in contributions I am use to hitting the enter key to go to the next row and I have to use the mouse to click on the next row to enter the next name or number.

Reasons for choosing IconCMO Fund Accounting

because it had everything we needed in one system, and I liked the fact that if anything ever happened to my computer I could always get into the system and the finances wouldn't be lost, since it is backed up onto their system.

Vendor Response

Hi Whitney, we're so glad you're enjoying IconCMO! In regards to your hassle with the contributions- if you use the tab key or enter key it will move you through the fields in each row down to the 'plus sign' to add the next row. Once you are on that plus sign, if using the enter key, it will automatically add the next line, if using the tab key you could hit the space bar or the enter key to get the next line to populate. If moving through all of the fields of each line is too much, then you might want to use the three dot icon in the upper right to remove the columns that you do not use. I hope this helps improve your software experience. Feel free to contact us with any questions!

Replied May 2023

Bob Z.

Religious Institutions

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2018

Focused on our needs

I am very happy with the software itself. But what I appreciate above all else is the customer service.

Ratings Breakdown

Ease of use

Previously 3

Value for money

Previously 4

Customer support

Functionality

Previously 3

Pros:

We use almost every feature of the program. The reason for this, in my opinion, is that Icon's software is specifically designed to be used in a church/parochial school setting. I like how quickly I can access reports and provide meaningful financial data to the various boards of the church and school.

Cons:

Right now, the taxation of payroll is accomplished on a rate card by rate card basis. So if we have an employee that does several different jobs in several different departments, without making guesses to the the withholding view/setup screen we cannot accurately deduct the proper withholding for that employee.

Tim W.

Verified reviewer

Religious Institutions

2-10 employees

Used daily for more than 2 years

Reviewed November 2018

90 percent of the software is Great. 10 percent is a little clunky

Overall ICON is a great program and will continue using it. The small issue are greatly made up by all the other benefits it has. I have used many accounting program and my experience is they all have some area that does not work perfect for what you are doing.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Budget are easy to put together and tracks budget expenses by fund or as an all fund list Fund management is easy and can write a separate budget for each fund if needed Easy to write checks Works good with Accrual base accounting especially if using multiple charge cards and payables Easy to run year end statement and prints needed information for IRS Payroll prints and tracks employees. Prints information for W-2/3's, 1099, 941 Contributions entry easy easy to do even if it is a volunteer Able to give different people access or block them from area needed or areas they should not be in.

Cons:

Payroll is the most clunky part of the program. If you have a few employees this would be fine, but if you are a larger church if would be an issue. You can print all the information for statement but then have to manually fill in the forms for the W2/3's,1099, 941 etc. Hard to view a contribution batch without reversing it. Works for multi-site churches but have to set up accounts or Fund to separate. Not a big issue if you only have 2-3 sites but for larger sites I would look in to a more complex program

Vendor Response

Thank you for the review, Tim! We appreciate your feedback. A little tip: if you'd like to view a contribution batch without reversing it, go to Contributions: Management: Cont-Giving Reports and run the Posting Journal Reprint report. It will default to the last journal number posted, but you can change it to a previous journal or even a range. We do offer IconCMO + which is an extension of IconCMO designed specifically for denominational offices and multi-site churches. We'd be happy to give you a tour and see if it would be a good fit for your organization.

Replied November 2018

Chandra W.

Verified reviewer

Used daily for more than 2 years

Reviewed February 2018

iconCMO is AMAZING!!!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love it's ease of use. From the membership module to the fund accounting, module to the contributions module, I've found this software to be EXCEPTIONAL!! It has truly helped our church to stay on top of it's budget, spending, and membership. It's accompanying manual is quite helpful in setting it up and maintaining various functions. But even if you're unsure of something, the customer service is AWESOME in answering any questions you may have. Not being an accountant myself, some of the fund accounting concepts were initially a learning curve, but the manual and customer support I received really helped and through the fund accounting our church has been better able to supervise and account for our dollars in a manner that meets accounting & IRS principles. Updates (both functional and visual) are continually being employed to make the user experience run even more smoothly. I've found the following to be specifically beneficial: -Membership maintenance & communication (i.e. text/emails for upcoming events or inclement weather service cancellations) -Accurate maintenance of member contributions with ease of providing contribution statements -Well though out fund accounting system, which helps us maintain our spending and consistent reporting via recognized accounting principles. It's many reports, that can be generated with the click of a button, also help to communicate with appropriate persons how funds are appropriated.

Vendor Response

Thank you for the review, Chandra. We appreciate your feedback and getting to work with you as a customer!

Replied February 2018

Robert M.

Verified reviewer

Religious Institutions

2-10 employees

Used weekly for more than 2 years

Reviewed May 2019

The accounting software for churches without question

Best experience I've had with an accounting system, or any other software, primarily because of the exceptional support team. Plus, it's included in the IconCMO package, with no add on fees (except for Payroll) for the data storage, updates, or support. What a pleasure to have a church accounting software system that actually does what congregations need to maintain the integrity of their funds. It's really an aid to the church's stewardship of the resources members entrust to them.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

That it is created for use by churches and other non-profits and conforms to FASB standards. The paper trail is impressive as are safeguards. Still, it is flexible enough for use in large congregations with complex accounting needs and for small congregations with simpler finances. The support is exceptional. It is unparalleled these days to call a help line and have an actual, knowledgeable human being answer. Emailed questions receive prompt responses. Customers are encouraged to submit suggestions. A few work-arounds were needed, but nothing major. Love the accounting links to Contributions.

Cons:

Accounting reports don't allow enough customization. One of the very few places where QuickBooks wins the comparison is the ease of customizing reports, plus the ability to hover over a number, click it, and get a transaction history for that entry. Some of restrictions on moving money across funds, which likely result from FASB standards, are frustrating, but it is possible to do what is needed to transfer funds into the proper accounts across funds for legitimate reasons.

Vendor Response

Thank you for the kind words, Robert! We appreciate your feedback and are so grateful to have you as a customer.

Replied May 2019

Alex T.

Verified reviewer

Religious Institutions

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2023

IconCMO Fund Accounting - Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use and call in support. Response times have always been timely and helpful.

Cons:

I have no comments in this area to mention

Vendor Response

Thank you so much for the kind words Alex, we appreciate your feedback!

Replied May 2023

Verified

Reviewer

Religious Institutions

2-10 employees

Used weekly for less than 2 years

Reviewed November 2018

ICON an excellent choice for church accounting

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Vendor Response

Thank you for the review! We appreciate your feedback.

Replied November 2018

Verified

Reviewer

Used daily for more than 2 years

Reviewed February 2018

Great value for a budget friendly CMS

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

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

Vendor Response

Thank you for the review. We appreciate your feedback!

Replied February 2018

Verified

Reviewer

Religious Institutions

Used daily for more than 2 years

Reviewed February 2018

Best customer service anywhere

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's easy to use most of the time. Just so much better than Quick Books.

Cons:

Cannot delete, actually delete journal entries. Not crazy about the check register as it doesn't show memos.

Vendor Response

Thank you for the review. We appreciate your feedback! P.S. In the Organization: Setup: Information window, you can set the Reversing Journal Type to "Delete Journal". We don't normally recommend using this setting since it doesn't leave an audit trail, but it is available.

Replied February 2018

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