FUND EZ Reviews

“Excellent product and amazing 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.

“Perfect software for nonprofits

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.

“Excellent tool

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.

“So easy to learn without much accounting experience

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.

“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, like 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.

“Affordable and reliable accounting tool

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. Also setting up individual budgets can be difficult since the budget setup is at a global level. 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."

“Meets our needs and easy to use

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 have 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.

“Simple setup with user-friendly toolbars

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.

“Very intuitive and easy reports

Pros

It 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.

“I 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.

“Just the right tool for our needs

Pros

The software is really simple to use and easy to navigate.

Cons

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

“Easy way to track 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.

“Simplified nonprofit 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.

“The customer support is amazing

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.

“Highly recommend Fund E-Z

Pros

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

Cons

I have no complaints or issues.

“Helpful 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.

“Amazing software

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. Anyhow 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.

“It really meets my needs

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.

“It should improve…

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.

“Great tool, great customer support

Pros

The technical support is outstanding. They take full responsibility for every issue and keep 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.