- Home
- Fund Accounting Software
- Fund EZ
Fund EZ
Fund EZ · White Plains, New York, United States · founded 1990
What it is
Fund EZ is nonprofit accounting software for managing grants, restricted funds, budgets, allocations, and financial reporting. Its Windows accounting system includes a general ledger, bank reconciliation, budgeting, dashboards, accounts payable, accounts receivable, and client billing. Reports can be organized by fund, program, grant, department, or funder, with transaction drill-downs and Excel export. The optional Fund EZ Pro add-on adds a user-definable chart of accounts, custom reporting, batch entry, purchasing, and indirect allocations. Plaid can connect bank activity, while emailed invoices can include Stripe payment links. Fund EZ Fundraising works alone or with Fund EZ Accounting to organize donors, gifts, and pledges. Fund EZ Hosted provides managed cloud access, backups, upgrades, and access from anywhere. Permissions govern accounting actions, and audit trails record changes. The software runs on Windows 10 or 11 with .NET 4.6 or later. Pricing is on request, with a 30-day trial.
For and against
For
- Tracks restricted funds and grants
- Offers detailed nonprofit reporting
- Includes audit trails
- Supports fundraising integration
- Provides hosted access option
Against
- Windows platform requirement
- Support costs extra and is required
- Pricing is customized
- Some capabilities require Pro add-on
The verdict
Fund EZ focuses accounting, grant, fund, and fundraising workflows for nonprofit organizations. Its Windows deployment, optional hosted service, and modular pricing let organizations choose an operating approach, while support adds a required cost.
Who it suits
Fund EZ is designed for nonprofits, including organizations that have outgrown general business accounting software. It suits teams needing fund, grant, budget, and donor tracking on Windows.
Plans and prices
Fund EZ Nonprofit Accounting Software - Cloud Based
Unlimited Tech Support · Nightly Backups · General Ledger · Bank Reconciliations
Read 21 Oct 2026 · capterra.com
Fund EZ Nonprofit Accounting Software - Server Based
Unlimited Tech Support · General Ledger · Bank Reconciliations · Budgeting
Read 21 Oct 2026 · capterra.com
Online Training
Each class is four hours and consists of two sessions · Group rates available
Read 8 Oct 2026 · fundez.com
Maintenance
12 months · Covers version 10 or above · Upgrades, revisions, unlimited telephone assistance and support center access
Read 8 Oct 2026 · fundez.com
Fund EZ (custom quote)
Products/modules, concurrent user licenses and databases are considered for the quote
Read 8 Oct 2026 · fundez.com
On the record
- Access controls
- Fund EZ provides user permissions for viewing, adding, modifying, deleting or posting accounting information, plus audit trails of record changes.fundez.com · read 8 Oct 2026
- Accounting features
- Its accounting system includes general ledger, bank reconciliation, budgeting, dashboards, accounts payable, accounts receivable and client billing.fundez.com · read 8 Oct 2026
- Accounting integration
- Fundraising gifts, pledges, and pledge payments can update Fund EZ accounting in real time; the fundraising module can also run standalone.fundez.com · read 21 Oct 2026
- Accounts payable and purchasing
- Accounts payable tools include invoice allocation, purchase orders and encumbrances, approval controls, check printing, Positive Pay files, and invoice OCR.fundez.com · read 21 Oct 2026
- Accounts receivable and billing
- The accounting product includes accounts receivable and client billing alongside its general ledger and bank reconciliation modules.fundez.com · read 21 Oct 2026
- 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.fundez.com · read 21 Oct 2026
- Audit trail
- The maker says the accounting system records additions, modifications, and deletions for audit tracking.fundez.com · read 21 Oct 2026
- Budgeting and allocations
- The system supports budgeting, direct allocations, and indirect allocations, with spending checks against available budgets.fundez.com · read 21 Oct 2026
- Company headquarters
- The company lists its address in White Plains, New York.fundez.com · read 21 Oct 2026
- Company legal name
- The maker identifies the company as Fund EZ Development Corporation.fundez.com · read 21 Oct 2026
- Company size
- LinkedIn lists Fund EZ as a privately held company with 11–50 employees.linkedin.com · read 21 Oct 2026
- 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.fundez.com · read 21 Oct 2026
- Financial reporting
- Reports can be organized by reporting dimension or combined for organization-wide financial statements, with drill-down from reports to transactions.fundez.com · read 21 Oct 2026
- Fund EZ Pro
- The optional Pro add-on includes a user-definable chart of accounts, custom reporting, batch entry, purchasing and indirect allocations.fundez.com · read 8 Oct 2026
- Fundraising
- The optional fundraising module tracks donors, gifts, pledges, campaigns, appeals, matching gifts, and donor interactions.fundez.com · read 21 Oct 2026
- Fundraising customization
- The fundraising module allows up to 80 custom donor fields and user-defined saved views for reporting or mailings.fundez.com · read 21 Oct 2026
- Fundraising module
- Fund EZ Fundraising can be used standalone or integrated with Fund EZ Accounting to organize donors, gifts and pledges.fundez.com · read 8 Oct 2026
- General ledger
- The general ledger uses a multi-dimensional accounting structure so organizations can report across funds, programs, grants, departments, and other dimensions.fundez.com · read 21 Oct 2026
