Fund EZ vs Sumac
Fund EZ
fundez.comSumac
societ.comSide by side
| Figure | Fund EZ | Sumac |
|---|---|---|
| Price from | $41.25/mo | $179/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | — | Yes |
| Windows | Yes | Yes |
| macOS | — | Yes |
| Self-hosted | Yes | Yes |
| Plans published | 5 | 1 |
| Spec score · Fund Accounting Software | 8.7 (#9) | 7.4 (#52) |
| Spec score · Accounting software | 8.5 (#14) | 7.3 (#54) |
| Headquarters | White Plains, New York, United States | Canada and the United States |
| Integrations | Bank activity can be connected through Plaid, and emailed invoices can include Stripe payment links. | The maker lists integrations with QuickBooks Online, Sage, FreshBooks, Mailchimp, Constant Contact, Google Calendar, Gmail, iATS, Stripe, PayPal, and Moneris (with PayPal and Moneris available in limited capacities). |
| Purpose | Fund EZ is nonprofit accounting software for managing grants, restricted funds, budgets, allocations and financial reporting. | Sumac is customizable case management software for nonprofits, designed to manage client intake, services, care, and reporting. |
| Reporting | Users can report by fund, program, grant, department or funder, drill from reports into transactions, and export reports to Excel. | Sumac supports outcome-based reporting on client and program metrics. |
| Who it serves | Fund EZ says it is designed for nonprofits, including growing organizations that have outgrown general business accounting software. | The maker describes Sumac as serving human and social service organizations, including child and family services, shelters, counseling services, healthcare providers, and community programs. |
Plans
Fund EZ
- Fund EZ Nonprofit Accounting Software - Cloud Based$140 a month
- Online Training$295, paid once
- Maintenance$495 a year
- Fund EZ Nonprofit Accounting Software - Server Based$2,495, paid once
- Fund EZ (custom quote)Priced on request
In their own words
Fund EZ
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.