FUND E-Z Fund Accounting Software


 

FUND E-Z makes it easy 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 gives nonprofits complete visibility into every facet of their organization by allowing every client to customize their chart of account structure to meet their specific reporting requirements. To ensure a successfully implementation – they even help with the setup at no additional cost.

FUND E-Z makes it easy 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, giving nonprofits complete visibility into every facet of their organization so that they can remain accountable to both fundraising the cost reporting requirements.

FUND E-Z's logical, friendly interface helps users easily access all necessary data and sort, filter, export, print, and email this information quickly. The software menus display information in an organized, streamlined view that can be customized by each user to include items they access every day. 

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. Both the standard and add-on solutions can be seamlessly integrated with FUND EZ's Fund Raising solution, which simplifies the fundraising process, making it easy to track and organize donors, pledges, and gifts. 

We recommend this solution to any growing nonprofit looking for an affordable, effective way to manage their fund accounting. 

 

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

11 Reviews of FUND E-Z Fund Accounting

Showing 1-11 of 11

 

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

Would recommend

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

 
 

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

Helpful Program for Fundraising Events

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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.

Advice to Others

Take advantage of customer service! They are excellent

 
 

from American Digital systems
Specialty: Other

Good Product

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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.

 
 

from ADS
Specialty: Animal Welfare

Good Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

 
 

from Mercy Center
Specialty: Human Services

New user to fund EZ

Ease-of-use

Functionality

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Value for Money

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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.

 
 

from MDI Consulting
Specialty: Other

Fund EZ Assessment

Ease-of-use

Functionality

Product Quality

Customer Support

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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.

 
 

from Jinhong Zhang CPA
Specialty: Corporations

Simple, Low Cost and Easy to Use

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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.

 
 

from Bencivenga Ward & Company
Specialty: Other

Outstanding Fund Based Accounting Program

Ease-of-use

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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.

 
 

from Unity of Purose Sa
Specialty: International Organizations

EZ Fund my review

Ease-of-use

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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.

 
 

from Chicago Foundation for Women
Specialty: Philanthropic Foundations

Good system

Ease-of-use

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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.

 
 

from Student Achievement Partners, Inc.
Specialty: Higher Education

Great NPO accounting software for small-mid size NPOs

Ease-of-use

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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.

 
 
 
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