IconCMO Features

Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

Steamlines data entry by auto populating recurring or predefined vendor values

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Creation, processing, verification, and execution of invoices till the payment is made

Create, send, and track purchase orders and their statuses

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Electronically collect payments for goods or services

Electronically collect payments for goods or services

Accept and process credit card transactions

Tracks the number of committed members to the church and stores family names in church directory.

Tracks the amount of donations submitted to the church each week, as well as record keeping of donors for tax purposes.

Maintains a communicaion system within the church so that the minister or church group can communicate with the rest of the community. Specifcally being able to send emails, newsletters, text messages and mail to announce church events, ask for donations and more.

Manages the event planning aspect of church gatherings whether it be a fundraiser, holiday event, festivals, children events and more. Specifically keepign track of event attendance and processing payments for donations, entrance fee, entertainment fees, food and beverages, etc.

Allows for managing payroll for ministers and church employees, as well as keeping a budget for church maintenance repairs and cleaning.

Manage volunteer information and direct volunteer resources

Plan, manage, and track the financial activities of an individual or organization

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Monitor and record expenses such as purchases or charges incurred

Log and record hours worked and costs spent to assist in billing and invoicing

Calculation of consumption tax imposed on the sale of goods/services

Manage attendance for classes, shifts, meetings, or events

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Upload, track, and submit receipts in a central database

Create, send, and track purchase orders and their statuses

Database of members to track personal information of individuals and families

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage adherence to policies for any service, product, process, or supplier

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Manage, organize, and store contact information

Manage and track all internal and external communication conducted via calls, email, text, or chat

Coordinate and schedule the flow of services, plan musical selections, and assign team members

Track the attendance of specific individuals or groups

Track visitors and purpose of visits

Store, manage and track all forms in a centralized location

Built-in website builder or integration with third-party site

Organize members and schedule recurring small group meetings

This is a tool that enables users to specifically manage people who belong to a church. This can include keeping a directory of parishoners, managing communication with congregation, tracking attendance, creating family groups to learn peoples names and more.

Manage employee salary processes, data, taxes, and records administration efficiently

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Track commitments to donate in the future

Manage, store and organize emails within the system or via third-party apps

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Receive data and information in real time

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Create budgets based on historical data and future projections

Use AI to generate content in the form of text, images, videos, etc.

Upload, track, and submit receipts in a central database

Generate reports to assess the financial performance of an organization

Centralized accounting record which tracks all financial transactions

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage adherence to policies for any service, product, process, or supplier

Provides a channel for team members to share media files, communicate, and work together

Set up connections to third-party platforms to improve business processes

Manage and track recurring gifts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Alter the layout and content of reports

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

Pre-designed layouts that can be customized to match preferences and requirements

Monitor and record expenses such as purchases or charges incurred

Track outstanding invoices and the money owed from clients

Print paychecks issued to confirm payment of wages or salary

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

A financial statement that lists a company's accounts and details the account type and balance

Manage employee salary processes, data, taxes, and records administration efficiently

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Application programming interface that allows for integration with other systems/databases

Active reporting of data and metrics

Compare and match accounting/financial records with corresponding bank statements

Manage allocation and performance of financial assets

Manage and handle various international currencies

Monitor application statuses, proposals and award funds

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Plan, manage, and track the financial activities of an individual or organization

Track money owed to a company's creditors/suppliers

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, manage, and send invoices or bills to customers

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Access software remotely via mobile devices

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Track and document all activities across devices, networks, and other systems

Create, design and manage workflows for repetitive tasks

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Log and record hours worked and costs spent to assist in billing and invoicing

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Manage and track financials on a project-to-project basis

Calculation of consumption tax imposed on the sale of goods/services

Manage, organize, and store contact information

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Software specialized for non-profit organizations

Integrate with a third-party accounting system

Plan an event's time and location

Manage and handle various international currencies

Receive data and information in real time

Add customized logos and colors to align with company branding

Import and export data to and from software applications

Access software remotely via mobile devices

Pre-designed layouts that can be customized to match preferences and requirements

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Compare and match accounting/financial records with corresponding bank statements

Generate reports to assess the financial performance of an organization

Active reporting of data and metrics

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Primarily serving churches and religious organizations

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Create budgets based on historical data and future projections

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track outstanding invoices and the money owed from clients

Accept and process credit card transactions

Creation, processing, verification, and execution of invoices till the payment is made

Electronically collect payments for goods or services

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Alter the layout and content of reports

Timed notification for any upcoming task, deadline, appointment, or activity

Track money owed to a company's creditors/suppliers

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized accounting record which tracks all financial transactions

Create, manage, and send invoices or bills to customers

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Application programming interface that allows for integration with other systems/databases

Print paychecks issued to confirm payment of wages or salary

Manage and support multiple locations

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Online gateway through which members can access/update personal information

Secure process of tracking children during activities

Outlet for members and visitors to submit donations electronically

Comprehensive list that contains information and details of all the members associated with a particular organization or group

Send messages via SMS

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Online calendar of upcoming events/activities viewable to members and visitors

Set & manage permission levels based on user roles and restrict access to only authorized individuals