OCM Financial
OCM Financial combines parish and school accounting with giving, expense management, banking, planning, and financial reporting.
What OCM Financial is
OCM Financial combines parish and school accounting with giving, expense management, banking, planning, and financial reporting. Its general ledger fund accounting is designed for FASB ASC 958 and tracks funds with and without donor restrictions. OCM Giving supports recurring and one-time gifts, campaign pledges, NFC tap-to-give, and tuition and school fee payments. Expense workflows cover vendor approvals, bill entry with three-way matching, and ACH, check, or virtual accounts payable card payments. The platform lists direct bank feeds, automatic reconciliation, multi-entity consolidation reports, diocesan dashboards, and assessment tracking. Planning tools include campaign feasibility scenarios, solvency checks, and budget-versus-actual comparisons with variance alerts. Migration tools are listed for ParishSOFT, QuickBooks, Pushpay, Tithe.ly, Vanco, WeShare, Faith Direct, and OSV. Payments are processed by Payabli, while Plaid supports parish bank connections for reconciliation. Other entities are billed per entity with a custom quote.
Good
- Tracks donor-restricted and unrestricted funds.
- Supports recurring gifts and NFC tap-to-give.
- Includes automatic reconciliation and bank feeds.
- Offers migration tools for several named systems.
Watch out
- No free plan is listed.
- Schools and dioceses require a custom quote.
- Listed parish plans are billed monthly.
Who it suits
OCM Financial suits Catholic parishes, schools, and dioceses that need accounting alongside giving, expense, and reporting tools. Schools and dioceses should note that pricing is quoted per entity.
Verdict
OCM Financial brings core financial workflows for Catholic institutions into one platform, from fund accounting to donations and reconciliation. Its entity-based pricing and absence of a free plan are worth considering before requesting a walkthrough.
Plans and prices
From OCM Financial's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Small Parish | $500 | Fewer than 500 families · Billed monthly |
| Medium Parish | $750 | 500–1,500 families · Billed monthly |
| Large Parish | $1,000 | More than 1,500 families · Billed monthly |
The facts
Each one read from OCM Financial's own pages, with the date it was checked.
What it does
- Access and audit
- Security controls listed include role-based access, configurable approvals, multi-factor authentication, and a database-protected immutable audit log.checked 2 Oct 2026
- Accounting
- It offers general ledger fund accounting designed for FASB ASC 958, with tracking for funds with and without donor restrictions.checked 2 Oct 2026
- Banking and reporting
- The product lists direct bank feeds, automatic reconciliation, multi-entity consolidation reporting, and diocesan dashboards and assessment tracking.checked 2 Oct 2026
- Expenses
- Expense tools include vendor approval workflows, bill entry with three-way matching, and ACH, check, and virtual accounts payable card payments.checked 2 Oct 2026
- Giving
- OCM Giving supports recurring donations, campaign pledges, one-time gifts, NFC tap-to-give, and tuition and school fee payments.checked 2 Oct 2026
- Implementation
- The company says most parishes are live within 30 days and describes migration, launch, and staff training as part of implementation.checked 2 Oct 2026
- Migration
- Migration tools are listed for ParishSOFT, QuickBooks, Pushpay, Tithe.ly, Vanco, WeShare, Faith Direct, and OSV.checked 2 Oct 2026
- Payment providers
- Payments are processed by Payabli, and parish bank connections for reconciliation use Plaid.checked 2 Oct 2026
- Pricing limits
- Schools, dioceses, and other entities are billed per entity, with a custom quote available through contact.checked 2 Oct 2026
- Purpose
- OCM Financial combines ledger management, banking, digital giving, tuition, fund accounting, and financial reporting for Catholic parishes, schools, and dioceses.checked 2 Oct 2026
- Security
- The security page says hosted data is provider-encrypted, network connections are encrypted, and OCM does not store raw credit card numbers.checked 2 Oct 2026
- Support
- OCM offers a 30-minute platform walkthrough tailored to the customer's role and institution, and lists [email protected] for contact.checked 2 Oct 2026
Money
- Planning
- Planning tools include campaign feasibility scenarios, a solvency check, and budget-versus-actual comparisons with variance alerts.checked 2 Oct 2026
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