---
title: "IconCMO Fund Accounting Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about IconCMO Fund Accounting Software - reviews, pricing plans, popular comparisons to other Fund Accounting products and more."
source_url: "https://www.capterra.com/p/65792/IconCMO-Fund-Accounting/"
page_type: "product"
language: "en"
---

# 

 IconCMO Fund Accounting Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

IconCMO Fund Accounting

## What is IconCMO Fund Accounting?

Icon Systems Accounting offers the tools organizations of any size need to 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 the freedom to access your organization's finances anytime, anywhere, multi-user access, enhanced security for your financial information, and daily automatic backups.

## What is IconCMO Fund Accounting used for?

[Fund Accounting](https://www.capterra.com/fund-accounting-software/)[Nonprofit Accounting](https://www.capterra.com/nonprofit-accounting-software/)

Top alternative

Featured

Overall rating

Based on 81 user reviews

Reviews sentiment

Positive

98%

Neutral

2%

Negative

0%

Starting price

$35

Flat Rate, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for IconCMO Fund Accounting?[Manage this product listing](https://www.g2.com/products/iconcmo-fund-accounting/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### IconCMO Fund Accounting

4.6 (81)

VS.

[4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting Price

$35

Flat Rate, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (81)

Ease Of Use

4.2 (29)

Value For Money

4.7 (75)

Value For Money

4.0 (29)

Customer Service

4.8 (78)

Customer Service

4.0 (29)

## IconCMO Fund Accounting alternatives

[4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.5 (187)](https://www.capterra.com/p/118759/Aplos-Accounting/reviews/)

Starting price

$79.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.2 (165)](https://www.capterra.com/p/27468/Financial-Edge-NXT/reviews/)

Starting price

$0.01

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/)

Starting price

$24000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/65792/IconCMO-Fund-Accounting/alternatives/)

## FAQs about IconCMO Fund Accounting

Overview

### What problems does IconCMO Fund Accounting solve?

IconCMO Fund Accounting solves duplicate data entry, disconnected contribution and bookkeeping records, and difficulty tracking budgets, funds, payroll, and member giving in one place. Church treasurers, finance directors, bookkeepers, and nonprofit administrators use it to produce compliant reports quickly, correct mistakes, and get fast support when fund accounting tasks become confusing.

Answer based on 53 reviews

Overview

### Which roles and teams benefit most from IconCMO Fund Accounting?

IconCMO Fund Accounting is most used by treasurers, bookkeepers, and finance leaders who manage fund balances, donations, budgeting, and financial reporting. Administrative staff, office managers, and church administrators benefit from handling member records, payroll, and day-to-day accounting tasks, while leadership teams use it to maintain oversight and support compliance.

Answer based on 81 reviews

Overview

### What company size and specific industries is IconCMO Fund Accounting built for?

IconCMO Fund Accounting is designed for churches, nonprofits, and small businesses that need accounting software suited to their financial management needs. It fits organizations in the faith-based and nonprofit sectors, along with smaller commercial companies looking for fund accounting support.

Features and Usability

### What are the key features of IconCMO Fund Accounting?

IconCMO Fund Accounting includes core accounting features like fund management, general ledger, accounts payable, bank reconciliation, and check printing. Differentiating capabilities include church-specific contribution and donor tracking, payroll management, role-based access, and customizable financial reporting, with integrated modules that connect accounting, membership, and giving records.

Answer based on 41 reviews

Integrations

### Which third-party tools and platforms does IconCMO Fund Accounting integrate with?

IconCMO Fund Accounting integrates with Microsoft Excel and official catalog tools including Active Screening Faith, Constant Contact, Paperlesstrans, Text-Em-All, Twilio, Vanco Faith, and Yearli. These integrations cover reporting, email, texting, screening, payments, and tax-related workflows.

Answer based on 10 reviews

Getting Started and Support

### How easy is it to onboard and train a team on IconCMO Fund Accounting?

IconCMO Fund Accounting offers live online training, webinars, documentation, and videos, with responsive phone support that reviewers say helps churches get started. Part-time staff, volunteers, and users without accounting backgrounds often learn basic tasks quickly, while admins and fund accounting users may need more time to reach full confidence.

Answer based on 12 reviews

Getting Started and Support

### What customer support options does IconCMO Fund Accounting offer, and how do users rate the experience?

IconCMO Fund Accounting offers email/help desk, FAQ/forum, a knowledge base, and phone support. Users often describe support as fast, knowledgeable, courteous, and easy to reach, with step-by-step help from real people. Some users report a learning curve, limited help documentation, and occasional inconsistent answers depending on the representative.

Answer based on 37 reviews

Security

### How does IconCMO Fund Accounting handle data security and access control?

IconCMO Fund Accounting uses multi-user access with user-specific permissions, granular security, and the ability to block users from selected areas. It keeps financial and member data in one accessible online system that staff and volunteers can use from any computer. Some reviewers still wanted stronger security and audit-ready controls.

Answer based on 15 reviews

Fund accounting

### How well does it handle fund accounting for churches and nonprofits?

IconCMO Fund Accounting handles church and nonprofit fund tracking well, especially for restricted funds, budgets, contributions, and reporting in one system. Many finance staff and volunteer bookkeepers find it easier than general accounting software, though some note a learning curve, limited report customization, and extra steps for corrections or chart-of-accounts changes.

Answer based on 41 reviews

## Features

AI summary

Based on 185 Fund Accounting reviews

Not all fund accounting software covers every feature buyers care about most. Here is what Capterra reviewers highlight as essential when choosing a solution:

-   **Income & Balance Sheet** (**65%** of reviewers rated this feature as critical)
-   **Donation Tracking** (**71%**)
-   **Real-Time Reporting** (**59%**)

IconCMO Fund Accounting includes **Donation Tracking** and **Real-Time Reporting**, giving organizations a way to monitor contributions and review financial data as it changes. However, it does not include **Income & Balance Sheet**. Instead, it offers other highly rated capabilities such as **General Ledger** (**57%**), **Expense Tracking** (**58%**), and **Bank Reconciliation** (**62%**). These features help nonprofits keep records accurate, track spending closely, and match transactions across accounts, helping businesses maintain financial visibility and make informed decisions.

Donation Tracking

5.0 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

Track and view detailed financial donation history made by contacts and members

General Ledger

4.8 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

Centralized accounting record which tracks all financial transactions

Expense Tracking

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Monitor and record expenses such as purchases or charges incurred

Bank Reconciliation

4.2 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

Compare and match accounting/financial records with corresponding bank statements

Accounts Payable

4.8 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Track money owed to a company's creditors/suppliers

Budgeting/Forecasting

3.8 (4)

25.00% of 4 reviewers that rated this feature as important or highly important

Create budgets based on historical data and future projections

IconCMO Fund Accounting 28 features

### All Features
- Accounts Payable: Track money owed to a company's creditors/suppliers
- Accounts Receivable: Track outstanding invoices and the money owed from clients
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
- Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance
- Check Printing: Print paychecks issued to confirm payment of wages or salary
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customizable Reports: Alter the layout and content of reports
- Donation Tracking: Track and view detailed financial donation history made by contacts and members
- Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- Financial Reporting: Generate reports to assess the financial performance of an organization
- Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
- Fund Management: Manage allocation and performance of financial assets
- General Ledger: Centralized accounting record which tracks all financial transactions
- Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently
- Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
- Real-Time Data: Receive data and information in real time
- Real-Time Reporting: Active reporting of data and metrics
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.2 (81)

4.2

Based on 81 reviews

## Pricing

Value for money

4.7 (75)

Free Trial

0 - 50 Families

$35.00

Flat Rate,Per Month

51 - 100 Families

$42.00

Flat Rate,Per Month

101 - 250 Families

$59.00

Flat Rate,Per Month

251 - 500 Families

$72.00

Flat Rate,Per Month

501 - 750 Families

$89.00

Flat Rate,Per Month

751 - 1000 Families

$101.00

Flat Rate,Per Month

Value for money

4.7 (75)

4.7

Based on 75 reviews

## Integrations

[

Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[

Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[

Vanco Faith](https://www.capterra.com/p/183546/Vanco-Platform/)[

Text-Em-All](https://www.capterra.com/p/123478/Text-Em-All/)[

Paperlesstrans](https://www.capterra.com/p/156908/Paperlesstrans/)[

Yearli](https://www.capterra.com/p/143004/Yearli/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.8 (78)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.8 (78)

4.8

Based on 78 reviews

## User reviews

Overall rating

4.6

Based on 81 reviews

Filter by rating

5(49)

4(30)

3(2)

2(0)

1(0)

Mentioned topic

Sorted by most recent

VL

Val L.

Treasurer

Religious Institutions

### "IconCMO Fund Accounting is a great product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 8, 2025

The experience has been overwhelmingly positive. The software is easy to use; there are good training videos and help screens. If I run into any problems, I send an email to support. They are extremely quick to respond and resolve things. Support is fantastic.

Pros

What's nice is that IconCMO is specifically geared towards churches, so it understands the importance to track revenue and expenses by Fund. They make it so easy to set all of that up. There is the Contribution module for our church office to track giving. It is totally independent of the Accounting module, but yet it will feed the revenue into the Accounting module.

Cons

The payroll piece isn't as robust as some other software programs, but only from a standpoint of automatically producing some of the federal and state tax forms. Instead, they provide a report that gives you all the data you need. From there you fill out the form yourself. out. But IconCMO's annual cost for a payroll module is a few hundred dollars less than what you would pay anywhere else. So, if a few times a year I have to fill out a form, it's still a money savings.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

June 9, 2025

Thank you so much for the kind words Val! We appreciate your feedback and are committed to continually improving our software to meet the needs of our clients.

MT

Michael T.

Treasurer

Religious Institutions

### "IconCMO: easy to use cloud-based church accounting and member recordkeeping"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 26, 2023

Telephone support has been excellent.

Pros

IconCMO is easy to use and well organized. The getting started guides are well written and very helpful (you don't have to be an accountant to understand them), and as you use different screens the Help guide for each screen is also a great resource. The template reports cover almost every situation we need to keep track of donations, expenses, and comparison to budget. We used to have a desktop-based product that very few could access and use. The IconCMO online product is more user friendly and can be used by our staff and volunteers 24/7 from any computer.

Cons

The Payroll module was a little difficult to learn.

Switched from

[Church Windows](https://www.capterra.com/p/2670/Church-Windows-Software/)

We needed a product that was not desktop based, was easier for multiple users, and was less costly.

Reasons for choosing IconCMO Fund Accounting

Pricing and ease of use

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RL

Roger L.

Treasurer

Religious Institutions

### "Crossroads"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 25, 2023

Pros

The ability to handle multiple funds. integration between donations/payroll/accounts payable and fund accounting

Cons

Year end budgeting, our prior accounting (LOGOS) had a worksheet that had the budgeted and actual from the last 2 years plus a column where you could type in the working numbers for the new year and print out. Then when you had finalized the budget you could import the new numbers to the new year. Now i do this with a spreadsheet.

Switched from

[Logos Fund Accounting](https://www.capterra.com/p/119512/Logos-Fund-Accounting/)

they discontinued that version and the new version was too expensive

Reasons for choosing IconCMO Fund Accounting

Ease of use, cost, functionality met our needs

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 30, 2023

Thank you for the review, we greatly appreciate your feedback!

AT

Alex T.

Treasurer

Religious Institutions

### "IconCMO Fund Accounting - Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 25, 2023

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

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 30, 2023

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

CC

Claire C.

Finance Committee Chair

Religious Institutions

### "Icon has been great for our church!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 24, 2023

Pros

Icon's support forum and technical support are top notch. I called the other day with a question and the person who helped me gave great information that met my needs right away. Icon made some great improvements to the Donations Module recently that have really sped the process of entering donations.

Cons

No real issues, we are probably not tapping into the full capabilities of the system particularly when it comes to the CRM features.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 26, 2023

Thank you for taking the time to review, we're so glad you enjoy the software! If ever you'd like a demo of the other features, please let us know. We'd be happy to show you all that IconCMO has to offer!

WR

Whitney R.

Admin Assistant

Religious Institutions

### "Tennille Baptist Church "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

May 18, 2023

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.

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 23, 2023

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!

MK

Marsha K.

technology and worship coordinator

Religious Institutions

### "Try it, I know you will like it"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

January 21, 2020

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.

Pros

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.

Cons

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KH

Karen H.

Finance Officer

Religious Institutions

### "Great product"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 20, 2019

IconCMO has been instrumental in managing our churches finances in a way where information is available at the push of a button.

Pros

The fund accounting portion of IconCMO is adaptable for organizations of all sizes. It is relatively easy to use. They provide training products for those who do not have a financial background. There are products that integrate well into it. It allows you to track income and expenditures at every level (contributions, budgets, checks writing, credit card usage and payroll). They provide excellent tech support and the cost is very affordable and well worth the money.

Cons

The manual for this could be more user friendly in that there are some processes that need to be explained or broken down more on how the system works.

Reasons for choosing IconCMO Fund Accounting

Recommendations from other users

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

September 24, 2019

Thank you for the kind words, Karen! We appreciate your feedback and are so grateful to have you as a customer. Please let me know which processes you'd like clarification on. We're always open to making adjustments so the instructions are easy to follow.

LD

Lisa D.

Office Administrator

Religious Institutions

### "Great product!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 22, 2019

Pros

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

Cons

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)

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

July 23, 2019

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

TV

Terri V.

Assistant to Pastor/Financial Director

Religious Institutions

### "Icon review "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

June 1, 2019

I really like the software and it’s functionality. It has all the church needs for accounting purposes. Anytime I have called and talked with Icon has been a very helpful and great experience

Pros

Our Church has been using Icon for about 5 years now but I just started in my roll of financial director for 8 months. This software has been very easy and user friendly to learn. I have had to use this with almost no training and i have been able to navigate with ease. I haven been able to use some of the resources on the site to answer questions

Cons

I am still learning so I can’t say I have a least part yet. I do this part time, so digging into the whole program has not happened yet.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

June 5, 2019

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

[View all Reviews](https://www.capterra.com/p/65792/IconCMO-Fund-Accounting/reviews/)

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Popular comparisons

[ExpensePlus vs IconCMO Fund Accounting](https://www.capterra.com/compare/65792-182216/IconCMO-Fund-Accounting-vs-ExpensePlus)