Fund EZ 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Fund EZ

4.4

(25)

Pricing

Starting at $140.00 per month

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 more. Fund EZ 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.

Support Features –
• Unlimited Tech Support
• Intuitive Help System
• Upgrades & Updates
• Live Online Training Classes
• Onsite & Online Private Consulting
• Custom Programing Available

System Modules -
• General Ledger
• Bank Reconciliation
• Bud...

Fund EZ Screenshots

Fund EZ Pricing and Plans

Starting price: $140.00 per month

Free Trial

Free Version

Fund EZ Nonprofit Accounting Software - Cloud Based

$140.00

per month

Plan includes:

Unlimited Tech Support
Nightly Backups
General Ledger
Bank Reconciliations
Budgeting
Accounts Payables
Accounts Receivable
Client Billing
Purchase Orders
Batch Processing

Fund EZ Nonprofit Accounting Software - Server Based

$2,495.00

one time

Plan includes:

Unlimited Tech Support
General Ledger
Bank Reconciliations
Budgeting
Accounts Payable
Accounts Receivable
Client Billing
Purchase Orders
Batch Processing
Dashboards

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Fund EZ Features

Popular features found in Accounting
Billing & Invoicing
Budgeting/Forecasting
Expense Tracking
Fund Accounting
Income & Balance Sheet
Multi-Currency
Payroll Management
Project Accounting
Purchase Order Management
Tax Management
More features of Fund EZ
Access Controls/Permissions
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Approval Process Control
Audit Management
Audit Trail
Bank Reconciliation
Cash Flow Management
Cash Management
Chart of Accounts
Check Printing
Collaboration Tools
Contact Management
CRM
Customizable Reports
Customizable Templates
Donation Tracking
Donor Management
Electronic Payments
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
For Nonprofits
Fund Management
General Ledger
Grant Management
Invoice Management
Invoice Processing
Mobile Access
Multi-Location
Profit/Loss Statement
Purchasing & Receiving
Real-Time Data
Real-Time Reporting
Receipt Management
Recurring Giving
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Revenue Recognition
Sales Tax Management
Third-Party Integrations

Fund EZ User Reviews

Overall Rating

4.4

Ratings Breakdown

52%

40%

Secondary Ratings

Ease of Use

4.4

Value for money

4.4

Customer support

4.4

Functionality

4.3

Samantha A.

Verified reviewer

201-500 employees

Used daily for more than 2 years

Review source

Reviewed November 2017

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Rob Z.

Verified reviewer

Civic & Social Organization

51-200 employees

Used daily for more than 2 years

Review source

Reviewed March 2020

Great product and support

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Linda W.

Philanthropy

Used unspecified for unspecified

Review source

Reviewed February 2015

Good system

Ratings Breakdown

Ease of use

Customer support

Functionality

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 O.

Verified reviewer

Non-Profit Organization Management

201-500 employees

Used daily for more than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 R.

Hospital & Health Care

201-500 employees

Used daily for more than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Wendy R.

Primary/ Secondary Education

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2018

Easy to learn even without accounting background.

I would refer any smaller non-profit to use this software.

Ratings Breakdown

Ease of use

Functionality

Pros:

I really liked how easily it was to learn and integrate into our business. I started from scratch... setting up general ledger numbering, accounts, payables, invoicing and receivables to setting up the layout I wanted to see on the financial statements. I didn't need to use customer service as everything was put into place and ran seamlessly.

Cons:

Some information I wanted to print was not always in a pre-programmed report. I could always find the information but sometimes had to have other information print along with it.

Louis H.

Civic & Social Organization

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2017

easy to use and meets our needs

This is an excellent program if you need fund accounting. If you have outgrown quickbooks highly recommended.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, great features. Great support via phone. Regular updates. competitively priced.Lots of options for reports. And they have been consistently enlarging them with the updates.

Cons:

While customer support is great, built in help is thin. the cost is competitive but not cheap. Having used it for years I notice that some improvements while useful, are not as good as they could be because of reluctance to alter the basic structure. But that is true in all software over time.

Jennifer G.

Hospital & Health Care

201-500 employees

Used daily for more than 2 years

Review source

Reviewed September 2017

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

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Leonard B.

Used unspecified for more than 2 years

Review source

Reviewed August 2015

Outstanding Fund Based Accounting Program

Ratings Breakdown

Ease of use

Customer support

Functionality

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 .

Victoria E.

Verified reviewer

Consumer Services

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed October 2019

Great software for a not-for-profit

At many not-for-profits, the staff has to wear multiple hats as far as job tasks. This program is easy enough for someone to use that may not have an extremely strong accounting background. It backs up and saves automatically. Provides the option of tracking fund-raising activities and multiple reports. One of the best functions of this software is that you can very easily manage multiple funding sources, which is extremely important for not for profits. The reporting capabilities make it easy to provide reports to the funding sources to document expenses.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

This software is a top pick for medium to smaller not for profits. It is cloud based, so there is no need for a server, backs up and saves automatically and has modules that provide everything that a not for profit needs.

Cons:

I have not had any issues with this software and have not found a con yet. It does seem best for medium to small not for profits.

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