--- title: "Fund EZ Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Fund EZ Software - reviews, pricing plans, popular comparisons to other Accounting products and more." source_url: "https://www.capterra.com/p/27209/FUND-E-Z/" page_type: "product" language: "en" --- # Fund EZ Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Fund EZ ## What is Fund EZ? For 30 years, the best value in fund accounting software. Nonprofits use Fund EZ to create and track budgets for multiple funds, programs, projects, grants, funding sources, and departments. Fund EZ 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. ## What is Fund EZ used for? [Nonprofit Accounting](https://www.capterra.com/nonprofit-accounting-software/)[Fund Accounting](https://www.capterra.com/fund-accounting-software/)[Accounting](https://www.capterra.com/accounting-software/) Overall rating Based on 25 user reviews Reviews sentiment Positive 92% Neutral 8% Negative 0% Starting price $140 Other, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Fund EZ alternatives Highest Rated [4.9 (122)](https://www.capterra.com/p/245922/Eleven/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.3 (714)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.8 (40)](https://www.capterra.com/p/171719/CommunitySuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (187)](https://www.capterra.com/p/118759/Aplos-Accounting/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/27209/FUND-E-Z/alternatives/) ## FAQs about Fund EZ Overview ### Which roles and teams benefit most from Fund EZ? Fund EZ is most used by finance teams, including accountants, bookkeepers, billing coordinators, payroll staff, and fiscal managers, who handle fund accounting, budgeting, billing, and reporting. CFOs, presidents, and vice presidents use it for financial oversight and decision-making, while administrators and managers support daily operations and organizational accountability. Answer based on 22 reviews Overview ### What company size and specific industries is Fund EZ built for? Fund EZ is designed for nonprofits of any size that need to create and track budgets across multiple funds, programs, projects, grants, funding sources, and departments. It is built for the nonprofit sector rather than general commercial businesses, making it suited to organizations with complex fund accounting needs. Features and Usability ### What are the key features of Fund EZ? Fund EZ offers fund accounting, general ledger, accounts payable and receivable, plus budget tracking, cash flow management, and bank reconciliation. It also includes grant management, donation tracking, recurring giving, invoice processing, audit trail, access controls/permissions, and customizable reports for nonprofits, government, and CPA firms. Pricing ### How much does it cost and what fees or limitations are included? Fund EZ starts at $140 per month for the cloud-based Standard Version and $2,495 one time for the server-based Standard Version. Both include one user, unlimited tech support, upgrades and updates; the cloud plan also includes backups. A free trial is available, and additional users and modules can be added as needed. Answer based on 6 reviews Getting Started and Support ### What training and onboarding options does Fund EZ offer? Fund EZ provides in person training, live online sessions, webinars, documentation, and videos for getting started. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide visual self-paced learning. Answer based on 1 reviews Getting Started and Support ### What customer support options does Fund EZ offer? Fund EZ provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Phone Support. Users describe customer service as helpful, though some note that EST hours can delay responses for agencies in other time zones. Built-in help is sometimes seen as thin, so direct support remains important. Answer based on 3 reviews ## Features AI summary Based on 11,280 Accounting reviews Capterra data shows that buyers of accounting software rank the following features as their top priorities: - **Income & Balance Sheet** (**57%** of reviewers rated this feature as critical) - **Financial Reporting** (**52%**) - **General Ledger** (**51%**) Fund EZ supports all three features that reviewers rate most highly: **Income & Balance Sheet**, **Financial Reporting**, and **General Ledger**. Together, these capabilities help businesses track financial position, maintain accurate records, and review performance with greater clarity, allowing teams to make informed financial decisions and manage day-to-day accounting more efficiently. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accounting Integration Integrate with a third-party accounting system Accounts Payable Track money owed to a company's creditors/suppliers Accounts Receivable Track outstanding invoices and the money owed from clients Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Fund EZ 56 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - Check Printing: Print paychecks issued to confirm payment of wages or salary - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Donation Tracking: Track and view detailed financial donation history made by contacts and members - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Electronic Payments: Electronically collect payments for goods or services - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history - For Nonprofits: Software specialized for non-profit organizations - Fund Accounting: Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) - Fund Management: Manage allocation and performance of financial assets - General Ledger: Centralized accounting record which tracks all financial transactions - Grant Management: Monitor application statuses, proposals and award funds - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Mobile Access: Access software remotely via mobile devices - Multi-Currency: Manage and handle various international currencies - Multi-Location: Manage and support multiple locations - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Project Accounting: Manage and track financials on a project-to-project basis - Purchase Order Management: Create, send, and track purchase orders and their statuses - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Receipt Management: Upload, track, and submit receipts in a central database - Recurring Giving: Manage and track recurring gifts - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - Sales Tax Management: Calculation of consumption tax imposed on the sale of goods/services - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- Get Advice We can help you find the software with the features you need. Features 4.3 (25) 4.3 Based on 25 reviews ## Pricing Value for money 4.4 (16) Free Trial [View pricing plan details](https://www.capterra.com/p/27209/FUND-E-Z/pricing/) Fund EZ Nonprofit Accounting Software - Cloud Based $140.00 Other,Per Month It includes: - Unlimited Tech Support - Nightly Backups - General Ledger - Bank Reconciliations - Budgeting - Accounts Payables - Accounts Receivable - Client Billing - Purchase Orders - Batch Processing - Dashboards Fund EZ Nonprofit Accounting Software - Server Based $2,495 Other,One Time It includes: - Unlimited Tech Support - General Ledger - Bank Reconciliations - Budgeting - Accounts Payable - Accounts Receivable - Client Billing - Purchase Orders - Batch Processing - Dashboards Value for money 4.4 (16) 4.4 Based on 16 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (21) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (21) 4.4 Based on 21 reviews ## User reviews Overall rating 4.4 Based on 25 reviews Filter by rating 5(13) 4(9) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent RZ Rob Z. CFO Civic & Social Organization ### "Great product and support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 18, 2020 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. Switched from [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) 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. Reasons for choosing Fund EZ Better system for our needs and the customer service and price were great Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VE Victoria E. Bookkeeper/HR Consumer Services ### "Great software for a not-for-profit" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 October 25, 2019 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. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CR Catherine R. Billing Coordinator Accounting ### "Great Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 25, 2019 I use this daily and it is very effective for the type of business we do. Pros This software has continuous updates to improve qualities Cons Permissions can be a total pain but it is easy to change. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WR Wendy R. Payroll Accountant Primary/Secondary Education ### "Easy to learn even without accounting background." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 June 13, 2018 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Samantha A. Finance/Budget Manager ### "Fund E Z is very user friendly and easy to set up, even mid-year." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 November 27, 2017 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MO Mary O. CFO Non-Profit Organization Management ### "Good Accounting System for the Money" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 7/10 November 9, 2017 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". Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LH Louis H. Fiscal manager Civic & Social Organization ### "easy to use and meets our needs" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 27, 2017 This is an excellent program if you need fund accounting. If you have outgrown quickbooks highly recommended. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JG Jennifer G. Accountant Hospital & Health Care ### "Using FUND-EZ is easy. The setup and toolbars have made the experience very user-friendly." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 15, 2017 It allows us to generate financials quickly and easily and drill down on the details of our business. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TR Tiffany R. CFO Hospital & Health Care ### "Beautiful and Accurate Reports" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 September 8, 2017 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MB Matthew B. Equipping and Discipleship Director Religious Institutions ### "Really enjoyed using FUND EZ" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 February 22, 2017 Unfortunately, we were forced to switch away from this software in our first 6 months because the larger organization adopted different software. However, we used implemented this software ourselves and really enjoyed using it. The best thing for us was the ease of use. Training time was significantly lower than the software we used before. This saved us so much time and money. Highly recommend! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/27209/FUND-E-Z/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [QuickBooks Online Advanced vs Fund EZ](https://www.capterra.com/compare/27209-189398/FUND-E-Z-vs-QuickBooks-Online)