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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.
Provider
FUND E-Z Development
Located In
United States
Foundation
1991
Open API
No
Deployment
On-Premise Windows, Cloud, SaaS, Web-Based
Mobile Apps
Android, iOS
Training
Live Online, In Person, Documentation, Webinars, Videos
Support
Phone Support, Email/Help Desk, Knowledge Base, FAQs/Forum
Fund EZ is tailored to the needs of nonprofits. Nonprofits use Fund EZ to create and track budgets for multiple funds, programs, projects, grants, funding sources, and departments.
Content Source: FUND EZ
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FUND EZ Reviews
Pros
Product is very easy to use, great overall product that meets all our needs and the price and support are awesome.
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.
I love having this sort of help for doing fundraising for important events that primarily funded our organization. The program was clear and concise with great functionality.
We love that we have many options to be able to filter different data and the ability to export in a variety of formats. Technical support has been useful so far on any questions we have had.
Cons
The budgeting module is not very flexible and can be difficult to navigate.
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.
Unfortunately, we were forced to switch away from this software in our first 6 months because the larger organization adopted different software.
Was a little confusing the first few times around. This product fits my needs as of now.
"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.
"Great product and support"
Overall: 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.
"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.
"Good Accounting System for the Money"
Overall: 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"
Overall: 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.
