Who Uses This Software?

FUND E-Z is tailored to the needs of nonprofits. Nonprofits use FUND E-Z to create and track budgets for multiple funds, programs, projects, grants, funding sources, and departments.

Average Ratings

23 reviews
  • Overall 4.5 / 5
  • Ease of Use 4.5 / 5
  • Customer Service 4.5 / 5
  • Features 4.5 / 5
  • Value for Money 4.5 / 5

Product Details

  • Starting Price US$1,995.00/one-time
  • Pricing Details Contact FUND E-Z for a quote.
  • Free Version No
  • Free Trial Yes
  • Deployment Cloud, SaaS, Web
    Installed - Windows
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support Business Hours

Vendor Details

  • FUND E-Z Development
  • http://www.fundez.com
  • Founded 1991

About FUND E-Z

For 20 years, the best value in fund accounting software. Nonprofits use FUND E-Z to create and track budgets for multiple funds, programs, projects, grants, funding sources, and departments. FUND E-Z is fiscal year independent, with custom report creation capabilities. Nonprofits can properly demonstrate accountability across the board, with fundraising integration, and satisfaction of cost reporting requirements.

FUND E-Z Features

  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • Government
  • Nonprofits
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Budgeting & Forecasting
  • Donation Tracking
  • Fund Accounting
  • Grant Management
  • Payroll Management
  • Project Accounting
  • Purchasing & Receiving
  • Accounts Payable
  • Accounts Receivable
  • Activity Tracking
  • Asset Management
  • Bank Reconciliation
  • Budgeting & Forecasting
  • Compliance Management
  • Donor Management
  • General Ledger
  • Partnership Accounting
  • Purchasing & Receiving

FUND E-Z Most Helpful Reviews

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

Reviewed on 27/11/2017
Samantha A.
Finance/Budget Manager
201-500 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

Outstanding Fund Based Accounting Program

Reviewed on 28/08/2015
Leonard B.
President
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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 .

Good Accounting System for the Money

Reviewed on 09/11/2017
Mary O.
CFO
Nonprofit Organization Management, 201-500 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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".

Beautiful and Accurate Reports

Reviewed on 08/09/2017
Tiffany R.
CFO
Hospital & Health Care, 201-500 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

Easy to learn even without accounting background.

Reviewed on 13/06/2018
Wendy R.
Payroll Accountant
Primary/Secondary Education, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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

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.

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