FUND E-Z Fund Accounting Software


 

FUND E-Z is a fundraising software for nonprofits that gives visibility into every facet of their organization. The software helps users to create and track budgets across fiscal years, detailing actual vs. budget for multiple projects, programs, grants, funding sources, departments, locations, etc.

FUND E-Z can be used to create and track budgets of all kinds, whether it be multiple projects or grants, different funding sources, or separate departments. The software is fiscal year independent. FUND E-Z's logical interface helps users access all necessary data and sort, filter, export, print or email information.

FUND E-Z's basic fund accounting module is a great fit for most nonprofits, including those involved in animal welfare, healthcare, higher education, faith-based ministries and more. FUND E-Z Pro is an add-on for larger nonprofits that allows for the creation of a customized chart of accounts, as well as balance sheets and customized reports.

 

FUND E-Z Fund Accounting - A/P invoice with direct allocation
 
  • FUND E-Z Fund Accounting - A/P invoice with direct allocation
    A/P invoice with direct allocation
  • FUND E-Z Fund Accounting - A/R cash receipt list view
    A/R cash receipt list view
  • FUND E-Z Fund Accounting - Budgets screen
    Budgets screen
  • FUND E-Z Fund Accounting - General journal—release from restrictions entry
    General journal—release from restrictions entry
  • FUND E-Z Fund Accounting - Revenue and expense by programs
    Revenue and expense by programs
  • FUND E-Z Fund Accounting - Actual vs. budget for program A
    Actual vs. budget for program A
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Windows 2000

18 Reviews of FUND E-Z Fund Accounting

 

Start your review of FUND E-Z Fund Accounting

Click to start
http://www.softwareadvice.com/nonprofit/fundez-nonprofit-accounting-review/
Software Advice Reviews (17)
More Reviews (1)

Showing 1-17 of 17

Tiffany from Ampla Health
Specialty: Healthcare & Hospitals
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2017

September 2017

Beautiful and Accurate Reports

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall I think that it is the best non profit software and it is reasonably priced. I like it better than MIP because you can afford to have all of the modules which eliminates work-arounds because you have half a system.

Pros

Many levels of reporting. I can report by general ledger number, grant, program, department, etc. Reports come out beautiful, so no exporting and tweaking necessary. True non profit financial statements.

Cons

The customer service is great however they are on EST and for agencies on CST, MST or PST, it may be annoying when you can't reach customer service after 3:00pm or 4:00pm. They will respond the next morning.

 
 

Matthew from Salvation Army Kroc Center Hawaii
Specialty: Churches
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2017

February 2017

Really enjoyed using FUND EZ

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Unfortunately, we were forced to switch away from this software in our first 6 months because the larger organization adopted different software. However, we used implemented this software ourselves and really enjoyed using it. The best thing for us was the ease of use. Training time was significantly lower than the software we used before. This saved us so much time and money. Highly recommend!

 
 

Praise from ProBonoNet
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Just right

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This is one of the best products for small nonprofit organizations. It's also cost effective.

Pros

Easy to use

Cons

A bit more features

 
 

Ryan from GroupOne Healthsource
Specialty: Human Services
Number of employees: 201-500 employees Employees number: 201-500 employees

January 2017

January 2017

EZ way to track your budgets!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This is a very basic software that takes no time to figure out how to use. It's a great place to access all your data. This is good weather it's for a profit or nonprofit growth.

Pros

The many features the software offers are great and it's no extra cost!

Advice to Others

The only thing would be to set time aside when your not as busy to establish your reporting and processing needs.

 
 

Brittney from GroupOne
Specialty: Human Services
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

December 2016

December 2016

Not for profit accounting

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I really like this software because it is easy to use. It's easy to learn and has many features.

Cons

The cost could be cheaper.

 
 

Sarah from VACRAO
Specialty: Higher Education
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2016

December 2016

FUND E-Z Fund Accounting

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Seems to operate on a stable platform without constant computer maintenance.

Pros

Very easy to use
Excellent Customer service
Excellent Technical Support

 
 

Darlene from Freehand Frameworx
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Would recommend

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Would recommend to others. Very very user friendly. My employees were able to learn it very fast.

Pros

User friendly

 
 

Haley from Women's Hope Medical Clinic
Specialty: Healthcare & Hospitals
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2016

October 2016

Helpful Program for Fundraising Events

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I used this program as an intern at a small nonprofit. It was easy to understand, and if I had any questions, customer service was extremely helpful. I love having this sort of help for doing fundraising for important events that primarily funded our organization. The program was clear and concise with great functionality.

Cons

It was a little pricey for our small organization.

Advice to Others

Take advantage of customer service! They are excellent

 
 

Lexie from American Digital systems
Specialty: Other

September 2016

September 2016

Good Product

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Both were very helpful. The best part is they give an amazon gift card just for reviewing there product.

Likes Least

It could be easier to use. Was a little confusing the first few times around. This product fits my needs as of now. I haven't come across anything that I didn't like yet besides the fact it could be a little more user friendly the first time around.

Recommendations

Very good product. Evaluate it because if you do they will give a free amazon gift card. This vendor helps you find the exact product you need for your business. They also give you a free quote in helping you find one that does exactly what you need with added features you didn't think of in the beginning. Very useful product in making the business more successful.

 
 

Stephanie from ADS
Specialty: Animal Welfare

September 2016

September 2016

Good Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

It works seamlessly with what I need. Does exactly what I want it to and more. I don't know I've gotten by in the past with out using this product for the business.

Likes Least

I have not found anything I don't like about it. Both the product and the vendor are and were very helpful in fulling my needs. Definitely the best place to get accounting software. Would recommend to a friend.

Recommendations

A little confusing on first time use. Very valuable software once I figured it out. Was very easy to figure things out on the second time using it.

 
 

linda from Mercy Center
Specialty: Human Services

August 2016

August 2016

New user to fund EZ

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

Very customizable. Love the indirect allocation features

Likes Least

Not enough set up in the way of select pre made /formated options. not enough sort optons flexability.

Recommendations

make sure youve scheduled in alot of time to build your reporting and processing needs.

 
 

Tonia from MDI Consulting
Specialty: Other

January 2016

January 2016

Fund EZ Assessment

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Great technical support. They take responsibility for every issue presented to them and don't stop until the issue is resolved.

The software in the last upgrade provides almost as much functionality as MIP/Abila with a much more logical user interface. Users can easily create their own report formats.

The Pro-writer provides an organization the ability to fully customize their account structure.

Likes Least

It does not yet have a Spanish language version even though it has robust multi-currency functionality.

Recommendations

You can download a full working version of the software.

 
 

Jinhong from Jinhong Zhang CPA
Specialty: Corporations

September 2015

September 2015

Simple, Low Cost and Easy to Use

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Fund E-Z is very simple and easy to use. It has all the functions needed to do the job and no more extras to confuse you. It is very affordable.

Likes Least

The product is still desktop. In today's world, we need cloud based applications. I will they will make it cloud based soon.

Recommendations

If you are looking for clound based solfware, use Quickbooks online. If you are looking for a desktop version, Fund EZ is a good choice.

 
 

Leonard from Bencivenga Ward & Company
Specialty: Other

August 2015

August 2015

Outstanding Fund Based Accounting Program

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The product allows you to full customize your chart of account as well as reports. They have an advance report module which allows for additional customization. The vendor is extremely responsive in regards to queries and continues to support and improve the product with new revisions and updated versions constantly.

Likes Least

The switch from version 9 to 10 was drastic with a lot of improvements, but the structure changed to an SQL based software and for users who are used to enter data and scrolling with a mouse there are some drawbacks. Example, if you are in a journal entry and are looking to scroll down and use your mouse, and happen to be on a debit or credit field, it scrolls through the numbers vs. moving the screen, you have to get used to using the side arrows which after two years we still struggle with it. Not a reason to not consider but something you need to be aware of .

Recommendations

Demo the software, look at the functionality and if it checks off enough boxes consider it. It is a full AP, AR, GL system, with the ability to add Fundraising and other modules. It is a high functioning product at reasonable cost.

 
 

Allison from Unity of Purose Sa
Specialty: International Organizations

February 2015

February 2015

EZ Fund my review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The after market support. My department has confidence in the company that in the event of issues we can immediately contact someone in support to work with us on the technical problems. We are also very happy with the fast turnaround response time either for employees to return our communication or complete work.

Likes Least

Critical information from some workers may differ sometimes. Steep learning curve on product. Expensive.

Recommendations

Try it in your company for a while before deciding not to use it.

 
 

Linda from Chicago Foundation for Women
Specialty: Philanthropic Foundations

February 2015

February 2015

Good system

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Fund E-Z offers an account structure that allows for entering transactions by fund (unrestricted, temporarily restricted, or permanently restricted revenue), by account number (eg. cash, accounts payable, individual donations, salary expense, etc), then drilldown by cost center 1 (programs), cost center 2 (activity within a program) and cost center 3 (funder) - or variations of this setup.

Likes Least

When Fund E-Z updated to version 10, a lot of keystrokes were no longer applicable, making data entry much more time-consuming. Also, it is not easy to update to subsequent versions.

Recommendations

Compare costs of other products, and try it out to see if the account structure works for you.

 
 

Sabrina from Student Achievement Partners, Inc.
Specialty: Higher Education

October 2014

October 2014

Great NPO accounting software for small-mid size NPOs

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

We love that we have many options to be able to filter different data and the ability to export in a variety of formats. Technical support has been useful so far on any questions we have had.

Likes Least

It would be great if more filter options and fields were available to be included in reports, as would the ability to compare budget vs actuals each quarter with reprojections.

Recommendations

I would recommend this software to other small-to-midsize NPOs that are looking a one-time payment for software that has the option to be able to track by grants and projects and sub-grants/sub-projects, in addition to being able to slice and dice reports in many different ways. It's a great investment and a huge alternative to Quickbooks, yet it meets the budgeting of accounting software when compared with other companies.

 
 
 
Showing 1-1 of 1

Jennifer from FLACRA
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2017

September 2017

Using FUND-EZ is easy. The setup and toolbars have made the experience very user-friendly.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It allows us to generate financials quickly and easily and drill down on the details of our business.

Pros

The capability to drilldown within a report and pull up the underlying detail is the most significant asset. Client invoicing is also made simple.

Cons

I wish that I could see on the AP Invoice Detail record within a GL Acct Detail report drilldown a record with the accompanying check number --- knowing whether or not the item had yet been paid from one glance without having to go out and pull up another report would be extremely beneficial and helpful.

Source: Capterra