# Fund EZ Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Fund EZ Software - reviews, pricing plans, popular comparisons to other Accounting products and more.

Source: https://www.capterra.com/p/27209/FUND-E-Z

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# 

 Fund EZ Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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

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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

[4.5 (182)](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

91%

of reviewers

rated it above 4 stars

[4.3 (608)](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

[4.2 (164)](https://www.capterra.com/p/27468/Financial-Edge-NXT/reviews/)

Starting price

$0.01

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[4.2 (2,004)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/27209/FUND-E-Z/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Track money owed to a company's creditors/suppliers

Track outstanding invoices and the money owed from clients

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Manage the process of evaluating documents or requests submitted for approval

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Compare and match accounting/financial records with corresponding bank statements

Create, manage, and send invoices or bills to customers

Create budgets based on historical data and future projections

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

A financial statement that lists a company's accounts and details the account type and balance

Print paychecks issued to confirm payment of wages or salary

Provides a channel for team members to share media files, communicate, and work together

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Track and view detailed financial donation history made by contacts and members

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Electronically collect payments for goods or services

Monitor and record expenses such as purchases or charges incurred

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Plan, manage, and track the financial activities of an individual or organization

Generate reports to assess the financial performance of an organization

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Software specialized for non-profit organizations

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

Manage allocation and performance of financial assets

Centralized accounting record which tracks all financial transactions

Monitor application statuses, proposals and award funds

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Creation, processing, verification, and execution of invoices till the payment is made

Access software remotely via mobile devices

Manage and handle various international currencies

Manage and support multiple locations

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Manage and track financials on a project-to-project basis

Create, send, and track purchase orders and their statuses

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Receive data and information in real time

Active reporting of data and metrics

Upload, track, and submit receipts in a central database

Manage and track recurring gifts

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Calculation of consumption tax imposed on the sale of goods/services

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

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

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## 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/)

Popular comparisons

[QuickBooks Online vs Fund EZ](https://www.capterra.com/compare/27209-190778/FUND-E-Z-vs-QuickBooks-Online)

[QuickBooks Online Advanced vs Fund EZ](https://www.capterra.com/compare/27209-189398/FUND-E-Z-vs-QuickBooks-Online) 

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)