OCM Financial

What OCM Financial is

OCM Financial brings accounting, giving, expense management, banking, planning, and reporting together for Catholic parishes, schools, and dioceses. Its general ledger fund accounting is designed for FASB ASC 958 and tracks funds with and without donor restrictions. OCM Giving handles recurring donations, campaign pledges, one-time gifts, NFC tap-to-give, and tuition and school fee payments. Expense workflows include vendor approvals, bill entry with three-way matching, and payments by ACH, check, or virtual accounts payable card.

The platform lists direct bank feeds, automatic reconciliation, multi-entity consolidation reports, diocesan dashboards, and assessment tracking. Planning tools cover 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. Payabli processes payments, while Plaid supports parish bank connections for reconciliation.

OCM says hosted data and network connections are encrypted and that it does not store raw credit card numbers. Implementation includes migration, launch, and staff training; the company says most parishes are live within 30 days. Pricing starts at $10/mo, with listed parish plans set by family count.

Who it suits

OCM Financial is designed for Catholic parishes, schools, and dioceses that need financial operations and giving tools in one platform. It may suit institutions managing restricted funds, tuition payments, multiple entities, or migration from one of the listed systems.

Limits

Small Parish costs $500 a year for fewer than 500 families; Medium Parish costs $750 a year for 500–1,500 families; Large Parish costs $1,000 a year for more than 1,500 families. Schools, dioceses, and other entities are billed per entity and require a custom quote.

Getting started

1. Visit onchristsmission.com/financial.
2. Contact OCM at [email protected] or request a role- and institution-specific 30-minute walkthrough.
3. Select a parish plan based on family count, or request a custom quote for a school, diocese, or other entity.
4. Arrange migration, launch, and staff training as part of implementation.
5. Connect parish bank accounts through Plaid for reconciliation if needed.

Verdict

Choose OCM Financial if a Catholic parish, school, or diocese needs fund accounting alongside giving, expense workflows, and financial reporting. Look elsewhere if you need a free plan or a fixed listed price for schools, dioceses, or other entities.