# Page 4 | IconCMO Fund Accounting Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - Is IconCMO Fund Accounting the right Fund Accounting solution for you? Explore 81 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/65792/IconCMO-Fund-Accounting/reviews

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IconCMO Fund Accounting

4.6 (81)

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Last updated March 13th, 2026

# Page 4 - Reviews of IconCMO Fund Accounting

## Showing most helpful reviews

Showing 76-81 of 81 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Interim Treasurer  
Religious Institutions  
Used the software for: Less than 6 months

### "Customer Service Excels!"

May 23, 2019

4.0

It has been extremely positive - we had zero knowledge of the software and have relied heavily on information on the site and customer support and the support service has been better than most I've ever experienced - timely, easy to understand and can understand our issues even if we don't!

Pros

Easy to use for most congregations who don't have experienced personnel.

Cons

Not necessarily a software issue but getting council members and congregations to understand "account" vs "fund" is never easy! It's our biggest struggle.

Review Source

Response from Icon Systems

June 20, 2019

Thank you for the kind words! We appreciate your feedback and are so grateful to have you as a customer. Understanding fund accounting can definitely be a challenge. If you haven't already, please download a copy of our free ebook: Fund Accounting for Church Leadership. It doesn't necessarily tell you how to do things in the system, rather it talks more at a conceptual level about how IconCMO handles the guidelines around fund accounting. It would be a really helpful resource for the church council. https://www.iconcmo.com/church-guide/Fund-Accounting-for-Church-Leadership.pdf

BD

Barbara D.  
past president and bookkeeper  
Religious Institutions  
Used the software for: 1-2 years

### "it is good"

February 22, 2018

4.0

ease of use and integration with membership system

Pros

It saves us a lot of steps in data entry because it allows posting to several parts of the program at once and it is integrated with our membership sytem

Cons

That it does not give you the tax form info in the format of the tax forms. ie: Form 941 and W-2 It would be very helpful to not have to figure it out on my own.

Review Source

Response from Icon Systems

February 23, 2018

Thank you for the review, Barbara. We appreciate your feedback!

AT

Amanda T.  
Treasurer  
Accounting  
Used the software for: 6-12 months

### "IconCMO Fund Accounting just works!"

May 23, 2019

5.0

Hands down, one of the best customer service centers that I have ever had dealings with (and I have used a lot of software companies over my career).

Pros

The software is easy to navigate. Also, the cloud based system allows me to work on the books from home, or at the church, which is convenient with my busy schedule.

Cons

As a new company, the enter beginning balances seems a bit glitchy. However, that being said, I was able to work with a customer service representative to resolve the issue.

Review Source

Response from Icon Systems

June 3, 2019

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

MJ

Mary J.  
Secretary - Bookkeeper  
  
Used the software for: 2+ years

### "Have used this software since it was developed. Many reports useful to generate information."

February 24, 2018

5.0

Makes my job easier with the various reports that can be generated. The fund accounting is very useful to keep things separate and be able to track easily. It took some time getting familiar with this type of accounting, but your staff is most helpful when a problem arises.

Pros

By setting up various funds, it is an easy way to keep things separated and be able to generate reports.

Review Source

Response from Icon Systems

February 26, 2018

Thank you for the review, Mary. We appreciate your feedback!

MJ

Marcia J.  
Treasurer  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Easy to use!"

May 23, 2019

4.0

Pros

The software was fairly easy to learn. I really liked being able to change funds, dates or accounts after I had posted the transaction.

Cons

I could not customize reports to fit my needs. Also, I could not change the font on the statements. Usually, the comments we add to a statement are very important. Due the the small font size, the members don't always see the comments.

Review Source

Response from Icon Systems

June 3, 2019

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

BM

Bill M.  
former treasurer, financial committee member  
Religious Institutions  
Used the software for: 2+ years

### "A reviewer who does not over-rate."

November 8, 2018

4.0

Very good experiences. The people of the church gain a deeper perspective of the financial situation

Pros

It included all of the aspects of accounting that our church needed (needs) and came with a reasonable price tag and superb customer service.

Cons

easing non-bookkeepers into understanding fund accounting.

Review Source

Response from Icon Systems

February 13, 2019

Thank you for the review, Bill! We appreciate your feedback.

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