FUND EZ
About FUND EZ
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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Most Helpful Reviews for FUND EZ
1 - 5 of 25 Reviews
Rob
Civic & Social Organization, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2020
Great product and support
We had a great experience in the purchasing, implementation and ongoing support
PROSProduct is very easy to use, great overall product that meets all our needs and the price and support are awesome.
CONSThe fixed asset module could use a little fixing to allow existing assets to be added at original cost and use current accumulated depreciation.
Reason 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.
Samantha
Verified reviewer
201-500 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2017
Fund E Z is very user friendly and easy to set up, even mid-year.
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.
CONSWhen 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.
Linda
Philanthropy
Used free trial
OVERALL RATING:
3
EASE OF USE
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
2
Reviewed February 2015
Good system
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.
CONSWhen 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.
Mary
Non-Profit Organization Management, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
Reviewed 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.
PROSEase 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.
CONSCustomization 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".
Tiffany
Hospital & Health Care, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed September 2017
Beautiful and Accurate Reports
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.
PROSMany 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.
CONSThe 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.