About FUND EZ

Fund EZ nonprofit accounting software 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 EZ 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 EZ's logical interface helps users access all necessary data and sort, filter, export, print or email information. Fund EZ's basic fund accounting module is a great fit for most nonprofits, including those involved in animal welfare, healthcare, higher education, faith-based ministries an...

FUND EZ Pricing

Contact Fund EZ for a quote.

Starting price: 

$170.00 per month

Free trial: 

Available

Free version: 

Not Available

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FUND EZ User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 25 reviews

Rob

Company size: 51-200 employees

Industry: Civic & Social Organization

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

March 2020

Great product and support

We had a great experience in the purchasing, implementation and ongoing support

Pros

Product is very easy to use, great overall product that meets all our needs and the price and support are awesome.

Cons

The fixed asset module could use a little fixing to allow existing assets to be added at original cost and use current accumulated depreciation.

Reasons for choosing FUND EZ

Better system for our needs and the customer service and price were great

Reasons for switching to FUND EZ

Need something more powerful with more customization and ability to track what we wanted. Also to integrate fund development and fixed assets into one package.

User Profile

Samantha

Verified reviewer

Company size: 201-500 employees

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

November 2017

Fund E Z is very user friendly and easy to set up, even mid-year.

Pros

The implementation process was very well thought out and thorough. There were scheduled calls and then homework assignments where information was reviewed and questions were answered. The software itself is very user friendly. There are lots of reporting functionalities, both canned and easy to make custom reports, as well as reports that export nicely into excel. Report queues can be set up to run multiple reports at once. Information is also easy to find.

Cons

When tracking multiple departments/programs/funding sources, you MUST KNOW the various date ranges required for each in order for the reports to present correctly. The budgeting module is not very flexible and can be difficult to navigate.

Allison

Industry: Civic & Social Organization

Time used: Free Trial

3

Ease-of-use

out of 5
4

Customer support

out of 5
3.5

Functionality

out of 5

February 2015

EZ Fund my review

Pros

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.

Cons

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

Leonard

Time used: More than 2 years

5

Ease-of-use

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

August 2015

Outstanding Fund Based Accounting Program

Pros

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.

Cons

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 .

Mary

Company size: 201-500 employees

Industry: Non-Profit Organization Management

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
5

Value for money

out of 5
2

Customer support

out of 5
3

Functionality

out of 5

November 2017

Good Accounting System for the Money

It meets our needs at a reasonable price, however lacks a lot of the customization that our previous software had.

Pros

Ease of use and familiarization of system. Meets our need for separate accounting of programs. System is very accessible and each member of fiscal staff can easily adapt tables and reports to their needs.

Cons

Customization of reports is labor intensive and time consuming. Also, budget set up is at a global level which is difficult when setting up individual budgets. When we first got the software, were told that would have ACH payment available shortly for accounts payable. It is two years and they still are "working on it".

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