Overall Rating

4.4

25 Review(s)

Rating Distribution

5

star

(13)

4

star

(9)

3

star

(3)

2

star

1

star

Satisfaction Score

Ease of use

9

Value for money

9

Customer Support

9

Functionality

8

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Great product and support
Pros

I find the product very much user-friendly, meeting all our needs perfectly. The price and support provided are truly awesome.

Cons

The fixed asset module needs some improvement so that I can add existing assets at their original cost and use the current accumulated depreciation.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Rob

Civic & Social Organization, 51-100 employees

More than a year

March 2020

Great software for a not-for-profit
Pros

For medium to smaller not-for-profits, this software is a top choice. It operates on the cloud, which eliminates the need for a server. It automatically backs up and saves data, and its modules cater to all the requirements of a not-for-profit organization.

Cons

I haven't encountered any issues with this software yet, and I haven't discovered any cons too. However, it appears to be most suitable for medium to small not-for-profit organizations.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

Victoria

Consumer Services, 1-10 employees

Less than a year

October 2019

Great Software
Pros

Fund EZ software undergoes continuous updates to improve its quality.

Cons

Dealing with permissions can be quite frustrating, but the good thing is that it's easy to make changes.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Catherine

Accounting, 500+ employees

More than a year

March 2019

Easy to learn even without accounting background.
Pros

I was impressed by how easily I learned and integrated the software into our business. I started from scratch, setting up general ledger numbering, accounts, payables, invoicing and receivables, as well as designing the desired layout for financial statements. Everything fell into place flawlessly, and I didn't need to rely on customer service.

Cons

Sometimes, the pre-programmed reports didn't include all the information I wanted to print. Nonetheless, I was always able to locate the necessary information, although at times I had to print additional details along with it.

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

Wendy

Primary/Secondary Education, 11-50 employees

More than a year

June 2018

Fund E Z is very user friendly and easy to set up, even mid-year.
Pros

The implementation process was thoughtfully planned and thorough. It involved scheduled calls and homework assignments for reviewing information and addressing any questions. The software itself is remarkably user-friendly, with a wide range of reporting options, including customizable reports and exports to Excel. It's easy to locate information, and report queues allow you to run multiple reports simultaneously.

Cons

When managing multiple departments, programs and funding sources, it's important to be aware of the specific date ranges required for each in order for the reports to display accurately. The budgeting module lacks flexibility and can be challenging to navigate.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

8

Samantha

Not Specified, 101-500 employees

More than a year

November 2017

Good Accounting System for the Money
Pros

The system is user-friendly and looks familiar. It perfectly suits our needs for separate accounting of programs. Each member of the fiscal staff can easily adjust tables and reports according to their requirements.

Cons

Customizing reports is a labor-intensive and time-consuming process. Additionally, setting up individual budgets can be difficult since the budget setup is at a global level. Furthermore, we were informed when we initially got the software that ACH payment for accounts payable would be available soon, but it has been two years, and they are still "working on it."

Ease of use

8

Value for money

10

Customer Support

4

Functionality

6

Mary

Non-Profit Organization Management, 101-500 employees

More than a year

November 2017

easy to use and meets our needs
Pros

Fund EZ software is easy to use and offers great features. The phone support is excellent, and regular updates are provided. The price is also reasonable and offers multiple options for generating reports, which have prolonged consistently with the updates.

Cons

The customer support is excellent, but the built-in help resources are limited. The cost is competitive, although not cheap. Having used it for several years, I've noticed that some improvements, while helpful, could be even better if there was more willingness to modify the basic structure. However, this is a common characteristic of all software over time.

Ease of use

10

Value for money

8

Customer Support

10

Functionality

8

Louis

Civic & Social Organization, 11-50 employees

More than a year

September 2017

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

The most significant asset to me is to have the option to drill down within a report and access underlying details. Client invoicing is also simplified.

Cons

It would be extremely beneficial and helpful if I could see the accompanying check number on the AP Invoice Detail record within a GL Acct Detail report drilldown. This would allow me to determine at a glance whether or not the item has been paid, without having to access another report separately.

Ease of use

10

Value for money

8

Customer Support

10

Functionality

8

Jennifer

Hospital & Health Care, 101-500 employees

More than a year

September 2017

Beautiful and Accurate Reports
Pros

The software offers multiple levels of reporting. I can generate reports based on general ledger numbers, grants, programs, departments and more. The reports come out beautifully, eliminating the need for exporting and tweaking. They truly reflect the financial statements of a non-profit organization.

Cons

The customer service is excellent, although it's worth noting that they operate on Eastern Standard Time (EST). For agencies located in Central Standard Time (CST), Mountain Standard Time (MST), or Pacific Standard Time (PST), it can be frustrating when you can't reach customer service after 3:00 pm or 4:00 pm. However, they are responsive and will address your inquiries the following morning.

Ease of use

10

Value for money

10

Customer Support

8

Functionality

8

Tiffany

Hospital & Health Care, 101-500 employees

More than a year

September 2017

Really enjoyed using FUND EZ
Pros

We implemented this software ourselves and thoroughly enjoyed using it. The best part was its ease of use as it significantly reducing training time compared to our previous software. This saved us valuable time and money. I highly recommend it!

Cons

Unfortunately, within our first six months, we were forced to switch away from this software because the larger organization adopted a different software solution.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

Matthew

Religious Institutions, 101-500 employees

Less than a year

February 2017

Just right
Pros

The software is easy to use.

Cons

I wish it had a few more features to improve its functionality.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Praise

Not Specified, 11-50 employees

Less than a year

February 2017

EZ way to track your budgets!
Pros

I love the numerous features offered by the software, and the best part is they come at no extra cost!

Cons

At times I find it a bit challenging to use.

Ease of use

10

Value for money

9

Customer Support

9

Functionality

10

Ryan

Civic & Social Organization, 101-500 employees

Less than 6 months

February 2017

Not for profit accounting
Pros

I'm really fond of this software because it's user-friendly. It's easy to learn and it offers a wide range of features.

Cons

The cost could be more affordable.

Ease of use

8

Value for money

8

Customer Support

10

Functionality

10

Brittney

Civic & Social Organization, 500+ employees

Less than 6 months

December 2016

FUND E-Z Fund Accounting
Pros

Using it is not a problem, and the customer service as well as technical support are excellent.

Cons

The price is a bit high, and there is a slight learning curve involved.

Ease of use

8

Value for money

4

Customer Support

8

Functionality

8

Sarah

Higher Education, 101-500 employees

Less than 6 months

December 2016

Would recommend
Pros

It is designed to be user-friendly. Very happy with it.

Cons

I have no complaints or issues.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Darlene

Not Specified, 1-10 employees

Less than 6 months

November 2016

Helpful Program for Fundraising Events
Pros

During my time as an intern at a small nonprofit, I used this program. It was way to simple to learn, and whenever I had any questions, the customer service provided tremendous assistance. I greatly like having this kind of support, especially for fundraising events that were vital to our organization. The program was clear, concise and highly functional.

Cons

The price was a little too high for our small organization.

Ease of use

8

Value for money

8

Customer Support

10

Functionality

8

Haley

Hospital & Health Care, 1-10 employees

Less than 6 months

November 2016

Good Product
Pros

Both the customer service and technical support were very helpful. The best part is that they offer an Amazon gift card just for reviewing their product.

Cons

It could be made easier to use. I found it a bit complex to use in the beginning. However, it currently meets my needs, and I haven't encountered anything I dislike, except for the fact that it could be more user-friendly for first-time users.

Ease of use

6

Value for money

6

Customer Support

6

Functionality

8

Lexie

Not Specified, N/A employees

Less than 6 months

September 2016

Good Product
Pros

It fulfills all my needs and even goes beyond. I can't imagine how I managed without this product for my business in the past.

Cons

I haven't discovered anything I dislike about it. The product and the vendor have been very helpful in meeting my requirements. It's definitely the best accounting software available, and I would recommend it to a friend.

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

Stephanie

Civic & Social Organization, N/A employees

Less than 6 months

September 2016

New user to fund EZ
Pros

It offers a high level of customization, and I particularly love the indirect allocation features.

Cons

There aren't enough pre-made or formatted options for setup, and there is limited flexibility in sorting options.

Ease of use

4

Value for money

6

Customer Support

4

Functionality

6

linda

Civic & Social Organization, N/A employees

Less than a year

August 2016

Fund EZ Assessment
Pros

The technical support is outstanding. They take full responsibility for every issue and keep it up with it until it is resolved. The latest software upgrade brings almost as much functionality as MIP/Abila, but with a much more intuitive user interface. Users can easily create their own report formats. The Pro-writer feature allows organizations to fully customize their account structure.

Cons

Despite having robust multi-currency functionality, it does not yet offer a Spanish language version.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Tonia

Not Specified, N/A employees

More than a year

January 2016

Simple, Low Cost and Easy to Use
Pros

Fund E-Z is quite simple and easy to use. It provides all the necessary functions without any confusing extras. Moreover, it is very affordable.

Cons

The product is still desktop-based. In today's world, we need cloud-based applications. I hope they will make it cloud-based in the near future.

Ease of use

10

Value for money

9

Customer Support

9

Functionality

10

Jinhong

Non-Profit Organization Management, N/A employees

More than a year

September 2015

Outstanding Fund Based Accounting Program
Pros

The product provides me the freedom to fully customize my chart of accounts and reports. They have an advanced report module that allows for even more customization. The vendor is highly responsive and constantly supports and improves the product through new revisions and updated versions.

Cons

The transition from version 9 to 10 brought about significant improvements, but the software structure shifted to an SQL-based system. As someone accustomed to entering data and scrolling with a mouse, I've encountered a few issues. For instance, when working on a journal entry and attempting to scroll down using the mouse, if I happen to be on a debit or credit field, it scrolls through the numbers instead of moving the screen. I had to adapt to using the side arrows, which, even after two years, we still struggle with. While this shouldn't deter consideration, it's something you should be aware of.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Leonard

Not Specified, N/A employees

More than a year

August 2015

EZ Fund my review
Pros

I love the excellent after-market support. My department has confidence in the company's ability to promptly assist us with any technical issues. We are extremely satisfied with the quick response time in addressing our inquiries and completing necessary work.

Cons

Occasionally, crucial information from certain colleagues may vary. The product has a steep learning curve, and it can be expensive.

Ease of use

6

Value for money

8

Customer Support

8

Functionality

6

Allison

Civic & Social Organization, N/A employees

Free Trial

February 2015

Good system
Pros

Fund E-Z offers an account structure that allows me to enter transactions based on funds (unrestricted, temporarily restricted, or permanently restricted revenue) and account numbers (such as cash, accounts payable, individual donations, salary expense, etc.). Additionally, I can drill down by cost center 1 (programs), cost center 2 (activity within a program), and cost center 3 (funder), or variations of this setup.

Cons

With the update to version 10 of Fund E-Z, several keystrokes that were previously applicable no longer work, resulting in more time-consuming data entry. Additionally, updating to subsequent versions is not a simple process.

Ease of use

6

Value for money

6

Customer Support

6

Functionality

4

Linda

Philanthropy, N/A employees

Free Trial

February 2015

Great NPO accounting software for small-mid size NPOs
Pros

We are delighted by the fact that a lot of options are available to filter different data and have the ability to export in various formats. The technical support has been helpful thus far in answering any questions we've had.

Cons

It would be fantastic to have more filter options and fields available for inclusion in reports. Additionally, the ability to compare budget versus actuals each quarter with reprojections would be highly beneficial.

Ease of use

6

Value for money

6

Customer Support

6

Functionality

8

Sabrina

Higher Education, N/A employees

Free Trial

October 2014