The CDM+ homepage
Score6.7
Rank#4 of 55
From$25/mo
Free planNo
Free trialYes
Runs onAndroid, API, iOS, macOS, Web, Windows

Summary

CDM+ is fund-accounting and management software for nonprofit and faith-based organizations. Its accounting tools include a fund-accounting general ledger, unlimited accounts, budget tracking, bank reconciliation, customizable reporting, and an unchangeable audit trail. Organizations can manage designated and undesignated funds, transfers, expenses, and multiple entities. Other capabilities include clergy payroll, electronic 1099 filing, online invoice payments by card or ACH, and receipt submission through the mobile app. Data Hosting is included with every plan, providing 24/7 database access, automatic secure off-site daily backups, and server upgrades. Plans start at $25 per month for one program and one user; SaaS plans are paid monthly through automatic ACH withdrawals, and annual payment is not available. Starter and Grow plans have limits on Individual and Giving Unit records. Complete includes every CDM+ program and unlimited concurrent user licenses. The product offers desktop software, Apple, Google, and Amazon mobile apps, plus an API. Support is available by phone and email during weekday business hours.

Who it is for

CDM+ is aimed at nonprofit and faith-based organizations that need fund accounting and management tools. It may suit organizations that also need clergy payroll, online invoice payments, or mobile receipt submission.

What is good

  • Includes fund accounting and bank reconciliation.
  • Tracks budgets against actuals.
  • Offers mobile receipt submission.
  • Data Hosting is included with every plan.

What to know first

  • No free plan is listed.
  • SaaS plans require monthly ACH payments.
  • Annual SaaS billing is unavailable.
  • Starter and Grow plans limit some records.

Verdict

CDM+ brings accounting, payroll, payments, and receipt workflows into software for nonprofit and faith-based organizations. Consider its monthly ACH billing and plan-specific record limits when choosing a tier.

CDM+ plans and pricing

All plans
CDM+ Essentials $25/mo Paid monthly via auto-draw ACH 1 program help.cdmplus.com · 27 Sept 2026
CDM+ Starter $25/mo Paid monthly via auto-draw ACH 1 program · 1 concurrent user · 50 individual records · 25 giving unit records help.cdmplus.com · 27 Sept 2026
CDM+ Grow 1 $50/mo Paid monthly via auto-draw ACH 1 program · 1 concurrent user · 75 individual records · 50 giving unit records help.cdmplus.com · 20 Sept 2026
CDM+ Grow 2 $75/mo Paid monthly via auto-draw ACH 1 program · 1 concurrent user · 100 individual records · 75 giving unit records help.cdmplus.com · 20 Sept 2026
CDM+ Core $100/mo Paid monthly via auto-draw ACH 1 program · 1 concurrent user help.cdmplus.com · 20 Sept 2026
CDM+ Choice $50/mo Paid monthly via auto-draw ACH 1 program · 1 concurrent user · Unlimited individual records · Unlimited giving unit records help.cdmplus.com · 20 Sept 2026

Compared on fund accounting software

Free plan
Nohelp.cdmplus.com
Paid from
$25/mohelp.cdmplus.com
Restricted fund tracking
Yescdmplus.com
Budget vs. actuals
Yescdmplus.com
Audit trail
Yescdmplus.com

Facts

Free plan
Nohelp.cdmplus.com · 20 Sept 2026
Paid from
25help.cdmplus.com · 20 Sept 2026
Starting price
Plans start at $25 per month for 1 program and 1 user.help.cdmplus.com · 27 Sept 2026
Monthly billing
All SaaS plans are paid monthly through automatic ACH withdrawals.help.cdmplus.com · 27 Sept 2026
Annual billing
Annual payment is not available for SaaS plans.help.cdmplus.com · 27 Sept 2026
Free plan
No free plan is stated on the provided pages.help.cdmplus.com · 27 Sept 2026
Record limits
Starter and Grow plans limit Individual and Giving Unit records; limits vary by plan.help.cdmplus.com · 27 Sept 2026
Complete plan
Complete includes every CDM+ program and unlimited concurrent user licenses.help.cdmplus.com · 27 Sept 2026
Trial and refund
No trial or refund policy is stated on the provided pages.help.cdmplus.com · 27 Sept 2026
Platforms and apps
CDM+ offers desktop software plus Apple, Google, and Amazon mobile apps.cdmplus.com · 27 Sept 2026
Mobile devices
Mobile Receipts can be installed on unlimited personal devices.cdmplus.com · 27 Sept 2026
Security encryption
Encryption and security certifications are not stated on the provided pages.cdmplus.com · 27 Sept 2026
User licenses
Most plans include 1 concurrent user; additional users generally cost $5 monthly, with exceptions.help.cdmplus.com · 27 Sept 2026
Organizations
Additional organizations generally cost $15 monthly, subject to a stated $30 monthly cap.help.cdmplus.com · 27 Sept 2026
Bank integration
CDM+ integrates with bank accounts for accounting and reconciliation.cdmplus.com · 27 Sept 2026
QuickBooks integration
Essentials can export data but does not provide a specific QuickBooks integration.help.cdmplus.com · 27 Sept 2026
Support channels
Support is available by phone and email during weekday business hours.help.cdmplus.com · 27 Sept 2026
Company name
CDM+ is provided by Suran Systems, Inc.cdmplus.com · 27 Sept 2026
Fund accounting
The accounting product supports designated and undesignated fund balances and fund transfers.cdmplus.com · 27 Sept 2026
Audit trail
The ledger includes a full, unchangeable audit trail and audit trail reports.cdmplus.com · 27 Sept 2026
Budget tracking
Budgets support annual and monthly amounts and comparisons of actual versus budget.cdmplus.com · 27 Sept 2026
Online payments
Customers can pay invoices by card or ACH, with payments saved to CDM+ Accounting.cdmplus.com · 27 Sept 2026
Purpose
CDM+ is fund-accounting and management software built for nonprofit and faith-based organizations.cdmplus.com · 28 Sept 2026
Accounting
Its accounting includes a true fund-accounting general ledger, unlimited accounts, budgeting, bank reconciliation, and customizable reporting.cdmplus.com · 28 Sept 2026
Payroll
CDM+ supports clergy payroll, different employee roles and payers with unique Federal EINs, electronic 1099 filing, and automatically updated tax tables.cdmplus.com · 28 Sept 2026
Online billing
Customers can view and pay invoices online by credit/debit card or ACH, with payments saved directly to CDM+ Accounting.cdmplus.com · 28 Sept 2026
Mobile receipts
The CDM+ Mobile app lets staff photograph receipts and submit expenses directly to Accounts Payable.cdmplus.com · 28 Sept 2026
Cloud hosting
Data Hosting is included with every CDM+ plan and provides 24/7 database access, automatic secure off-site daily backups, and automatic server upgrades.cdmplus.com · 28 Sept 2026
Security
CDM+ says most hosting facilities are SOC-2 certified and remote access is limited to Suran staff using best-practice security controls.cdmplus.com · 28 Sept 2026
API
CDM+ provides an API for building integrations into the CDM+ Software Suite.cdmplus.com · 28 Sept 2026
Platforms
CDM+ Desktop installers are provided for macOS and Windows, and the product also offers CDM+ Engage web tools and CDM+ Mobile apps.help.cdmplus.com · 28 Sept 2026
Support
Every plan includes introductory training, and CDM+ offers phone, online, and in-person training plus online documentation and videos.cdmplus.com · 28 Sept 2026
Data migration
CDM+ can import data from just about any system, with conversion free for new subscriptions that remain active for at least 12 months.cdmplus.com · 28 Sept 2026
Transaction fees
The pricing page lists fees of $0.30 plus 2.9% for Visa/MasterCard/Discover, $0.30 plus 3.5% for American Express, $0.30 plus 0.8% for ACH, and $0.50 for payroll direct deposit.cdmplus.com · 28 Sept 2026
Desktop licensing
CDM+ Desktop uses concurrent licensing; it can be installed on any number of computers, while simultaneous users are limited except on Complete.cdmplus.com · 28 Sept 2026
Free promotion
New subscribers can receive their first 3 months free, with data transfer at no extra cost.cdmplus.com · 28 Sept 2026

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