FUND E-Z Development

FUND E-Z

4.5 / 5 20 reviews

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

20 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $1,995.00/one-time
  • Pricing Details
    Contact FUND E-Z for a quote.
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • FUND E-Z Development
  • www.fundez.com
  • Founded 1991
  • United States

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 Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Collections
  • Consolidation / Roll-Up
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Government
  • Multi-Currency
  • Payroll
  • Project Accounting
  • Purchasing
  • Revenue Recognition
  • Spend Management
  • Tax Management
  • Trust Accounting
  • 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 Reviews Recently Reviewed!

Good Accounting System for the Money

Nov 09, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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".

Overall: It meets our needs at a reasonable price, however lacks a lot of the customization that our previous software had.

easy to use and meets our needs

Sep 27, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: 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.

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

Sep 15, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

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

Beautiful and Accurate Reports

Sep 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Really enjoyed using FUND EZ

Feb 22, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Comments: 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!

Just right

Feb 22, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: This is one of the best products for small nonprofit organizations. It's also cost effective.

Pros: Easy to use

Cons: A bit more features

EZ way to track your budgets!

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: This is a very basic software that takes no time to figure out how to use. It's a great place to access all your data. This is good weather it's for a profit or nonprofit growth.

Pros: The many features the software offers are great and it's no extra cost!

Recommendations to other buyers: The only thing would be to set time aside when your not as busy to establish your reporting and processing needs.

Not for profit accounting

Dec 14, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I really like this software because it is easy to use. It's easy to learn and has many features.

Cons: The cost could be cheaper.

FUND E-Z Fund Accounting

Dec 06, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: Seems to operate on a stable platform without constant computer maintenance.

Pros: Very easy to use Excellent Customer service Excellent Technical Support

Would recommend

Nov 08, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Would recommend to others. Very very user friendly. My employees were able to learn it very fast.

Pros: User friendly

Helpful Program for Fundraising Events

Oct 31, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: I used this program as an intern at a small nonprofit. It was easy to understand, and if I had any questions, customer service was extremely helpful. 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.

Cons: It was a little pricey for our small organization.

Recommendations to other buyers: Take advantage of customer service! They are excellent

Good Product

Sep 14, 2016
4/5
Overall
3 / 5
Ease of Use
4.5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Both were very helpful. The best part is they give an amazon gift card just for reviewing there product.

Cons: It could be easier to use. Was a little confusing the first few times around. This product fits my needs as of now. I haven't come across anything that I didn't like yet besides the fact it could be a little more user friendly the first time around.

Recommendations to other buyers: Very good product. Evaluate it because if you do they will give a free amazon gift card. This vendor helps you find the exact product you need for your business. They also give you a free quote in helping you find one that does exactly what you need with added features you didn't think of in the beginning. Very useful product in making the business more successful.

Good Product

Sep 08, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It works seamlessly with what I need. Does exactly what I want it to and more. I don't know I've gotten by in the past with out using this product for the business.

Cons: I have not found anything I don't like about it. Both the product and the vendor are and were very helpful in fulling my needs. Definitely the best place to get accounting software. Would recommend to a friend.

Recommendations to other buyers: A little confusing on first time use. Very valuable software once I figured it out. Was very easy to figure things out on the second time using it.

New user to fund EZ

Aug 24, 2016
3/5
Overall
2 / 5
Ease of Use
3.5 / 5
Features & Functionality
2.5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Very customizable. Love the indirect allocation features

Cons: Not enough set up in the way of select pre made /formated options. not enough sort optons flexability.

Recommendations to other buyers: make sure youve scheduled in alot of time to build your reporting and processing needs.

Fund EZ Assessment

Jan 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Great technical support. They take responsibility for every issue presented to them and don't stop until the issue is resolved. The software in the last upgrade provides almost as much functionality as MIP/Abila with a much more logical user interface. Users can easily create their own report formats. The Pro-writer provides an organization the ability to fully customize their account structure.

Cons: It does not yet have a Spanish language version even though it has robust multi-currency functionality.

Recommendations to other buyers: You can download a full working version of the software.

Simple, Low Cost and Easy to Use

Sep 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Fund E-Z is very simple and easy to use. It has all the functions needed to do the job and no more extras to confuse you. It is very affordable.

Cons: The product is still desktop. In today's world, we need cloud based applications. I will they will make it cloud based soon.

Recommendations to other buyers: If you are looking for clound based solfware, use Quickbooks online. If you are looking for a desktop version, Fund EZ is a good choice.

Outstanding Fund Based Accounting Program

Aug 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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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 .

Recommendations to other buyers: Demo the software, look at the functionality and if it checks off enough boxes consider it. It is a full AP, AR, GL system, with the ability to add Fundraising and other modules. It is a high functioning product at reasonable cost.

EZ Fund my review

Feb 27, 2015
4/5
Overall
3 / 5
Ease of Use
3.5 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 6.0/10 Not
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Pros: The after market support. My department has confidence in the company that in the event of issues we can immediately contact someone in support to work with us on the technical problems. We are also very happy with the fast turnaround response time either for employees to return our communication or complete work.

Cons: Critical information from some workers may differ sometimes. Steep learning curve on product. Expensive.

Recommendations to other buyers: Try it in your company for a while before deciding not to use it.

Good system

Feb 05, 2015
3/5
Overall
3.5 / 5
Ease of Use
2.5 / 5
Features & Functionality
3 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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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.

Recommendations to other buyers: Compare costs of other products, and try it out to see if the account structure works for you.

Great NPO accounting software for small-mid size NPOs

Oct 20, 2014
4/5
Overall
3.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
3.5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: 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: It would be great if more filter options and fields were available to be included in reports, as would the ability to compare budget vs actuals each quarter with reprojections.

Recommendations to other buyers: I would recommend this software to other small-to-midsize NPOs that are looking a one-time payment for software that has the option to be able to track by grants and projects and sub-grants/sub-projects, in addition to being able to slice and dice reports in many different ways. It's a great investment and a huge alternative to Quickbooks, yet it meets the budgeting of accounting software when compared with other companies.