FUND EZ

RATING:

4.4

(25)

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 and ...

FUND EZ Pricing

The product offers 2 pricing plans and starts at $140 per month.

Starting price: 

$140.00 per month

Free trial: 

Available

Free version: 

Not Available

Create custom reports for multiple funds, programs, projects, grants, funding sources, and departments.
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FUND EZ Reviews

Overall Rating

4.4

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

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

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

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

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.

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.

User Profile

Samantha

Verified reviewer

201-500 employees

Used daily for 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.

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.

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.

Linda

Philanthropy

Used free trial

OVERALL RATING:

3

EASE OF USE

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

2

Reviewed February 2015

Good system

PROS

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.

CONS

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.

Mary

Non-Profit Organization Management, 201-500 employees

Used daily for 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.

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.

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".

Tiffany

Hospital & Health Care, 201-500 employees

Used daily for more than 2 years

Review Source
This review was submitted organically. No incentive was offered

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.

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.