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Fund EZ

fundez.com

From $41.25/mo Free trial WindowsSelf-hosted
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Spec score 8.7 #9 of 70 in Fund Accounting Software

What it is

Fund EZ is accounting software for nonprofits managing grants, restricted funds, budgets, allocations and financial reporting. Its accounting tools include a general ledger, bank reconciliation, budgeting, dashboards, accounts payable and receivable, and client billing. Reports can be organized by fund, program, grant, department or funder; users can open transactions behind reports and export results to Excel. The optional Fund EZ Pro add-on includes a user-definable chart of accounts, custom reporting, batch entry, purchasing and indirect allocations. Bank activity can connect through Plaid, while emailed invoices can include Stripe payment links. Fund EZ Fundraising is available on its own or alongside Fund EZ Accounting to organize donors, gifts and pledges. The Hosted option provides managed cloud access, backups, upgrades and access from anywhere. Permissions govern access to accounting actions, and audit trails record changes. The software runs on Windows; Version 14 requirements specify Windows 10 or 11 and .NET 4.6 or later. Pricing is by custom quote, and software support is an extra cost required for the life of the product.

Spec sheet

Purpose
Fund EZ is nonprofit accounting software for managing grants, restricted funds, budgets, allocations and financial reporting.Read 8 Oct 2026 · fundez.com
Integrations
Bank activity can be connected through Plaid, and emailed invoices can include Stripe payment links.Read 8 Oct 2026 · fundez.com
Support
The maker’s maintenance page says its annual maintenance plan includes unlimited phone assistance, upgrades, revisions, and access to data analysis and repair services.Read 21 Oct 2026 · fundez.com
License
Fund EZ is proprietary software distributed under a personal, non-exclusive end-user license; the agreement reserves ownership rights to Fund EZ and its suppliers.Read 21 Oct 2026 · fundez.com
Headquarters
White Plains, New York, United StatesRead 28 Sep 2026 · fundez.com
Access controls
Fund EZ provides user permissions for viewing, adding, modifying, deleting or posting accounting information, plus audit trails of record changes.Read 8 Oct 2026 · fundez.com
Accounting features
Its accounting system includes general ledger, bank reconciliation, budgeting, dashboards, accounts payable, accounts receivable and client billing.Read 8 Oct 2026 · fundez.com
Accounting integration
Fundraising gifts, pledges, and pledge payments can update Fund EZ accounting in real time; the fundraising module can also run standalone.Read 21 Oct 2026 · fundez.com
Accounts payable and purchasing
Accounts payable tools include invoice allocation, purchase orders and encumbrances, approval controls, check printing, Positive Pay files, and invoice OCR.Read 21 Oct 2026 · fundez.com
Accounts receivable and billing
The accounting product includes accounts receivable and client billing alongside its general ledger and bank reconciliation modules.Read 21 Oct 2026 · fundez.com
API and SDKs
The maker’s public product pages reviewed here describe imports, exports, and integrations but do not document a public API or SDK.Read 21 Oct 2026 · fundez.com
Audit trail
The maker says the accounting system records additions, modifications, and deletions for audit tracking.Read 21 Oct 2026 · fundez.com
Budgeting and allocations
The system supports budgeting, direct allocations, and indirect allocations, with spending checks against available budgets.Read 21 Oct 2026 · fundez.com
Company headquarters
The company lists its address in White Plains, New York.Read 21 Oct 2026 · fundez.com
Company legal name
The maker identifies the company as Fund EZ Development Corporation.Read 21 Oct 2026 · fundez.com
Company size
LinkedIn lists Fund EZ as a privately held company with 11–50 employees.Read 21 Oct 2026 · linkedin.com
Documentation and training
The maker lists online training webinars at $295 per person per class and says each full class spans two four-hour sections.Read 21 Oct 2026 · fundez.com
Financial reporting
Reports can be organized by reporting dimension or combined for organization-wide financial statements, with drill-down from reports to transactions.Read 21 Oct 2026 · fundez.com
Fund EZ Pro
The optional Pro add-on includes a user-definable chart of accounts, custom reporting, batch entry, purchasing and indirect allocations.Read 8 Oct 2026 · fundez.com
Fundraising
The optional fundraising module tracks donors, gifts, pledges, campaigns, appeals, matching gifts, and donor interactions.Read 21 Oct 2026 · fundez.com
Fundraising customization
The fundraising module allows up to 80 custom donor fields and user-defined saved views for reporting or mailings.Read 21 Oct 2026 · fundez.com
Fundraising module
Fund EZ Fundraising can be used standalone or integrated with Fund EZ Accounting to organize donors, gifts and pledges.Read 8 Oct 2026 · fundez.com
General ledger
The general ledger uses a multi-dimensional accounting structure so organizations can report across funds, programs, grants, departments, and other dimensions.Read 21 Oct 2026 · fundez.com
Hosted deployment
Fund EZ Hosted is a managed cloud option that the maker says provides remote access, software upgrades, and online backups.Read 21 Oct 2026 · fundez.com
Hosted option
Fund EZ Hosted offers managed cloud access, online backups, software upgrades and access from anywhere.Read 8 Oct 2026 · fundez.com
Import and export
The fundraising module can import donor, gift, and pledge data from Excel and export selected data to Excel.Read 21 Oct 2026 · fundez.com
Limit: Budgeting
A Capterra reviewer says the budgeting module is inflexible and difficult to navigate, and reports needing to know date ranges to generate correct reports across departments and funding sources.Read 21 Oct 2026 · capterra.com
Limit: Excel report exports
A G2 reviewer reports that account names are lost when reports are downloaded to Excel.Read 21 Oct 2026 · g2.com
Limit: Fixed assets
A Capterra reviewer says the fixed-asset module needs improvement when adding existing assets with original cost and accumulated depreciation.Read 21 Oct 2026 · capterra.com
Limit: Mac and mobile
G2 reviewers have asked for Mac desktop and mobile or iPad versions, and one reviewer also requested a web version.Read 21 Oct 2026 · g2.com
Limit: Pricing
Some Capterra reviewers describe the product as expensive or not inexpensive, despite other reviewers calling it affordable.Read 21 Oct 2026 · capterra.com
Platform requirement
Fund EZ Version 14 client requirements list Windows 10 or Windows 11, with .NET 4.6 or later included.Read 8 Oct 2026 · fundez.com
Praise: Ease of use
Capterra reviewers praise the software for being easy to use and straightforward to learn.Read 21 Oct 2026 · capterra.com
Praise: Reporting
Capterra reviewers cite canned and custom reports, Excel exports, and reporting by funds or cost centers as useful strengths.Read 21 Oct 2026 · capterra.com
Praise: Support
Reviewers on Capterra describe the implementation and support experience positively, including responsive help with technical issues.Read 21 Oct 2026 · capterra.com
Privacy and security statement
The website privacy policy says the company uses physical, electronic, and managerial procedures to safeguard information collected online.Read 21 Oct 2026 · fundez.com
Product purpose
Fund EZ is nonprofit fund accounting software for tracking finances and budgets across funds, programs, projects, grants, funders, and departments.Read 21 Oct 2026 · fundez.com
Rating on Capterra
4.4 out of 5 from 25 reviewsRead 21 Oct 2026 · capterra.com
Rating on G2
Average score not displayed out of 5 from 6 reviewsRead 21 Oct 2026 · g2.com
Rating on GetApp
4.4 out of 5 from 25 reviewsRead 21 Oct 2026 · getapp.com
Rating on Software Advice
4.4 out of 5 from 25 reviewsRead 21 Oct 2026 · softwareadvice.com
Rating on TrustRadius
7.6 out of 10 from 5 reviewsRead 21 Oct 2026 · trustradius.com
Reporting
Users can report by fund, program, grant, department or funder, drill from reports into transactions, and export reports to Excel.Read 8 Oct 2026 · fundez.com
Security and hosting
The maker says Fund EZ Hosted systems use Microsoft Azure and automated redundant backups.Read 21 Oct 2026 · fundez.com
Security controls
Administrators can assign user permissions by function or module and restrict access to funds, accounts, and cost centers.Read 21 Oct 2026 · fundez.com
Security/compliance
The site describes its Medicaid billing add-on as a HIPAA system.Read 8 Oct 2026 · fundez.com
Self-hosting
A server-based edition is available, and the maker publishes separate server and Windows client requirements for Version 14.Read 21 Oct 2026 · fundez.com
Support cost
The maker says software support is an extra cost and required for the life of the product.Read 21 Oct 2026 · fundez.com
Support limit
Fund EZ states that software support is an extra cost and required for the life of the product.Read 8 Oct 2026 · fundez.com
System requirements
For Version 14, the maker lists Windows Server 2012 R2 through 2022 or Windows 10/11 for the server, and Windows 10/11 plus .NET 4.6 or later for clients.Read 21 Oct 2026 · fundez.com
System requirements detail
The Version 14 requirements specify at least 2 GB of memory for server and client, recommend 4 GB or more, and list SQL Server Express or Standard editions from 2016 through 2022.Read 21 Oct 2026 · fundez.com
Third-party integration
The maker lists AvidXchange as an optional electronic bill-pay route for accounts payable.Read 21 Oct 2026 · fundez.com
Who it serves
Fund EZ says it is designed for nonprofits, including growing organizations that have outgrown general business accounting software.Read 8 Oct 2026 · fundez.com

Plans and prices

Fund EZ Nonprofit Accounting Software - Cloud Based $140 a month Other, Per Month Unlimited Tech Support · Nightly Backups · General Ledger · Bank Reconciliations · Budgeting · Accounts Payable · Accounts Receivable · Client Billing · Purchase Orders · Batch Processing · Dashboards Read 21 Oct 2026 · capterra.com
Online Training $295, paid once $295 per person / per class Each class is four hours and consists of two sessions · Group rates available Read 8 Oct 2026 · fundez.com
Maintenance $495 a year Cost as little as $495.00 per year. 12 months · Covers version 10 or above · Upgrades, revisions, unlimited telephone assistance and support center access Read 8 Oct 2026 · fundez.com
Fund EZ Nonprofit Accounting Software - Server Based $2,495, paid once Other, One Time Unlimited Tech Support · General Ledger · Bank Reconciliations · Budgeting · Accounts Payable · Accounts Receivable · Client Billing · Purchase Orders · Batch Processing · Dashboards Read 21 Oct 2026 · capterra.com
Fund EZ (custom quote) Priced on request Customized quote/invoice based on the organization’s needs. Products/modules, concurrent user licenses and databases are considered for the quote Read 8 Oct 2026 · fundez.com

Every Fund EZ plan and price →

Strong points and limits

Strong points

  • Reports can be grouped by fund, program or grant.
  • Exports financial reports to Excel.
  • Audit trails record accounting record changes.
  • Fundraising can run standalone or with accounting.

Limits

  • Windows is the listed platform.
  • Pricing is available by custom quote.
  • Software support costs extra and is required for the product’s life.

Who it suits

Fund EZ is designed for nonprofits, including organizations that have outgrown general business accounting software. Its fund and grant reporting tools address organizations tracking finances across programs, departments or funders.

Verdict

Fund EZ brings nonprofit accounting, fund and grant reporting, and optional fundraising together. Buyers should account for the required paid support and request a custom quote.

Where Specifiction places it

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