Fund E-Z review

Fund E-Z is a specialist built for nonprofits that have outgrown general business software. Its chart of accounts is designed around programs, funding sources, grants, sites and departments, transactions can be split across segments, and budgets can be set for each fund, program, project, grant or department in detail or summary. Financials can be printed by segment or segment combination, and every report drills down to source data. Audit features are strong: an audit tab records additions, changes and deletions, forced balancing rules protect data, and records for printed documents cannot be edited. The Pro edition adds purchase orders, indirect allocations, batch posting and segment security. Fund E-Z Hosted runs the software in a managed cloud with updates and backups handled for you. Add-ons cover fundraising, fixed assets and two niche needs, Medicaid billing and foster care billing. Prices are not published, so request a quote, and use the 30-day free trial to test reports.

Who it is for

Growing nonprofits that have outgrown QuickBooks and need grant budgets, allocations and audit trails.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Nonprofit chart of accounts that tracks programs, funding sources, grants, sites and departments
• Budgets for multiple funds, programs, projects, grants and departments
• Direct allocations, with indirect allocations and batch processing in Fund E-Z Pro
• Audit tab that tracks additions, changes and deletions, plus non-editable printed records
• Fund E-Z Hosted cloud service with managed updates and backups

Strengths and weaknesses

• Strength: Designed for nonprofits leaving general accounting software
• Strength: Fiscal year independent with unlimited fiscal periods
• Strength: Add-ons for fundraising, fixed assets, Medicaid billing and foster care
• Weakness: No published prices
• Weakness: Indirect allocations and segment security need Fund E-Z Pro
• Weakness: Batch posting and purchase orders also require Pro

Key facts

• Free trial: 30 days
• Editions: Fund E-Z and Fund E-Z Pro
• Hosting: Fund E-Z Hosted
• Add-ons: Fundraising, fixed assets, Medicaid billing, foster care

Where it ranks

Fund E-Z is No. 8 in our Best Accounting Software for Nonprofits verdict.