Freedom251 › Fund Accounting Software
Fund EZ
by Fund EZ
What Fund EZ is
Fund EZ is nonprofit accounting software for organizations that manage 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 related transactions and export reports to Excel. The optional Fund EZ Pro add-on adds a user-definable chart of accounts, custom reporting, batch entry, purchasing and indirect allocations. Bank activity can connect through Plaid, and emailed invoices can carry Stripe payment links. Fund EZ Fundraising is available on its own or alongside Fund EZ Accounting to organize donors, gifts and pledges. Organizations can choose Fund EZ Hosted for managed cloud access, online backups, upgrades and access from anywhere. Permissions govern viewing, adding, modifying, deleting and posting accounting information, while audit trails record changes. The product is made by Fund EZ, based in White Plains, New York, and runs on Windows. Version 14 client requirements specify Windows 10 or 11 and .NET 4.6 or later. Pricing is on request, with a 30-day trial.
Who it suits
Fund EZ suits nonprofits that need accounting organized around grants, restricted funds and programs. Its maker describes it as a fit for growing organizations that have outgrown general business accounting software.
What it does well
- Reports group results by fund, program, grant, department or funder.
- Users can drill from reports into transactions and export to Excel.
- Plaid can connect bank activity; invoices can include Stripe payment links.
- Fundraising can run standalone or integrate with accounting.
- Permissions and audit trails cover accounting record access and changes.
What to know first
- Runs on Windows; Version 14 requires Windows 10 or 11.
- Software support costs extra and is required for the life of the product.
- Pricing for the core product is available by customized quote.
Limits
The 30-day trial is the listed trial period. Maintenance costs $495 a year and includes upgrades, revisions, unlimited telephone assistance and support center access; the company says software support is an extra cost and required for the life of the product.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Fund EZ Nonprofit Accounting Software - Cloud Based | Other, Per Month · Unlimited Tech Support · Nightly Backups · General Ledger · Bank Reconciliations · Budgeting · Accounts Payable · Accounts Receivable · Client Billing · Purchase Orders · Batch Processing · Dashboards | $140 a month |
| Fund EZ Nonprofit Accounting Software - Server Based | Other, One Time · Unlimited Tech Support · General Ledger · Bank Reconciliations · Budgeting · Accounts Payable · Accounts Receivable · Client Billing · Purchase Orders · Batch Processing · Dashboards | $2,495, paid once |
| Online Training | $295 per person / per class · Each class is four hours and consists of two sessions · Group rates available | $295, paid once |
| Maintenance | Cost as little as $495.00 per year. · 12 months · Covers version 10 or above · Upgrades, revisions, unlimited telephone assistance and support center access | $495 a year |
| Fund EZ (custom quote) | Customized quote/invoice based on the organization’s needs. · Products/modules, concurrent user licenses and databases are considered for the quote | On request |
As fundez.com lists them, read 21 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://fundez.com/.
- Start the 30-day trial.
- Use a Windows computer; Version 14 client requirements specify Windows 10 or 11 and .NET 4.6 or later.
- Request a customized quote based on products, modules, concurrent user licenses and databases.
- Consider Online Training at $295, paid once, or Maintenance at $495 a year.
Verdict
Nonprofits needing fund, grant and restricted-fund accounting should consider Fund EZ, especially if reporting and financial controls are central requirements. Organizations seeking software outside Windows should look elsewhere; the core product also requires a customized quote, and software support carries an extra required cost.
Questions
How much does Fund EZ cost?
The Fund EZ price is a customized quote based on the organization’s needs, including products or modules, concurrent user licenses and databases. Online Training is $295, paid once, and Maintenance is $495 a year.
Is there a free trial?
Yes. Fund EZ lists a 30-day trial.
What platform does Fund EZ run on?
Fund EZ runs on Windows. Version 14 client requirements specify Windows 10 or Windows 11, with .NET 4.6 or later included.
Does Fund EZ include fundraising tools?
Fund EZ Fundraising organizes donors, gifts and pledges. It can be used standalone or integrated with Fund EZ Accounting.
What does Fund EZ Pro add?
The optional Pro add-on includes a user-definable chart of accounts, custom reporting, batch entry, purchasing and indirect allocations.
What support is included with Maintenance?
The Maintenance plan includes upgrades, revisions, unlimited telephone assistance and support center access. It costs $495 a year.
Facts from Fund EZ's own pages
- Access controls
- Fund EZ provides user permissions for viewing, adding, modifying, deleting or posting accounting information, plus audit trails of record changes. · fundez.com, 8 Oct 2026
- Accounting features
- Its accounting system includes general ledger, bank reconciliation, budgeting, dashboards, accounts payable, accounts receivable and client billing. · fundez.com, 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, 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, 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, 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, 21 Oct 2026
- Audit trail
- The maker says the accounting system records additions, modifications, and deletions for audit tracking. · fundez.com, 21 Oct 2026
- Budgeting and allocations
- The system supports budgeting, direct allocations, and indirect allocations, with spending checks against available budgets. · fundez.com, 21 Oct 2026
- Company headquarters
- The company lists its address in White Plains, New York. · fundez.com, 21 Oct 2026
- Company legal name
- The maker identifies the company as Fund EZ Development Corporation. · fundez.com, 21 Oct 2026
- Company size
- LinkedIn lists Fund EZ as a privately held company with 11–50 employees. · linkedin.com, 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, 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, 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, 8 Oct 2026
- Fundraising
- The optional fundraising module tracks donors, gifts, pledges, campaigns, appeals, matching gifts, and donor interactions. · fundez.com, 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, 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, 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, 21 Oct 2026
- Headquarters
- White Plains, New York, United States · fundez.com, 28 Sept 2026
- Hosted deployment
- Fund EZ Hosted is a managed cloud option that the maker says provides remote access, software upgrades, and online backups. · fundez.com, 21 Oct 2026
- Hosted option
- Fund EZ Hosted offers managed cloud access, online backups, software upgrades and access from anywhere. · fundez.com, 8 Oct 2026
- Import and export
- The fundraising module can import donor, gift, and pledge data from Excel and export selected data to Excel. · fundez.com, 21 Oct 2026
- Integrations
- Bank activity can be connected through Plaid, and emailed invoices can include Stripe payment links. · fundez.com, 8 Oct 2026
- License
- Fund EZ is proprietary software distributed under a personal, non-exclusive end-user license; the agreement reserves ownership rights to Fund EZ and its suppliers. · fundez.com, 21 Oct 2026
Where Fund EZ stands on Freedom251
- Fund Accounting Software#17 of 70
- Accounting software#24 of 69
- Nonprofit Accounting Software#10 of 25