OCM Financial
The Financial Operating System the Church Deserves
One platform for ledger management, banking, digital giving, tuition, fund accounting, and reporting — built from the ground up for Catholic parishes, schools, and dioceses.
Core Capabilities
Everything Your Parish Needs in One Place
No more stitching together five different vendors. OCM Financial covers the full financial lifecycle of a Catholic institution.
Ledger as Source of Truth
A true general ledger at the core — every transaction recorded, categorized, and reconciled in real time. Fund accounting built in, not bolted on.
Bank Integration
Direct bank feeds, automatic transaction matching, and seamless reconciliation. Connect your existing accounts or open new ones through OCM.
Donations & Digital Giving
Online giving, recurring donations, text-to-give, and in-pew kiosks — all flowing directly into your ledger with automatic donor receipting.
Cards & Expense Management
Issue physical and virtual cards to staff. Set spending limits, require receipt capture, and auto-categorize expenses against your chart of accounts.
Tuition & Fee Collection
Flexible payment plans, automatic invoicing, and family account management for parish schools. Integrated with financial aid workflows.
Capital Campaigns
Track pledges, monitor fulfillment rates, and report progress to donors with dedicated campaign dashboards and thermometer widgets.
Multi-Entity Management
Manage parish, school, and ministry finances under one roof with proper entity separation, consolidation reporting, and inter-entity transfers.
Money Movement & ACH
Send and receive payments, manage vendor disbursements, process payroll funding, and handle ACH transfers — all from within the platform.
Reporting & Audit Exports
Donor transparency reports, available-to-spend dashboards, audit-ready exports, and diocese-level consolidated reporting at the click of a button.
Fund Accounting
Built for How the Church Actually Works
Catholic institutions don't operate like for-profit companies. OCM Financial was designed around restricted funds, designated gifts, and the reporting requirements that come with stewardship.
- Restricted, temporarily restricted, and unrestricted fund tracking
- Automatic gift designation and fund allocation
- Available-to-spend calculations that respect restrictions
- Diocese-mandated assessment calculations
- Consolidated reporting across entities and funds
- Year-end close with proper fund balance roll-forward
Vendor Management & Payables
- Centralized vendor database and onboarding
- Purchase order and approval workflows
- Three-way matching (PO, receipt, invoice)
- Batch payment processing via ACH or check
- Recurring payment scheduling
Built For
Designed for Catholic Finance Leaders
Parish Business Managers
Simplify your day-to-day with one platform for giving, expenses, vendor payments, and reporting. No more spreadsheets and manual reconciliation.
Diocese CFOs
Consolidated visibility across every parish and school. Standardized chart of accounts, assessment tracking, and audit-ready reporting.
School Finance Leaders
Tuition billing, financial aid management, fee collection, and school-specific fund accounting — integrated with parish-level reporting.
Getting Started
Parish First. Then Diocese. Then Schools.
We start where the need is greatest. OCM Financial launches with parishes, expanding to diocesan and school deployments as the platform grows — ensuring every feature is battle-tested at the parish level first.
See OCM Financial in Action
Schedule a personalized demo and see how OCM Financial can replace your patchwork of tools with one unified financial operating system.