Fund EZ
Fund EZ is nonprofit accounting software for organizations managing grants, restricted funds, budgets, allocations and financial reporting.
What Fund EZ is
Fund EZ is nonprofit accounting software for organizations managing grants, restricted funds, budgets, allocations and financial reporting. Its 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, opened down to transactions and exported 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, while emailed invoices can include Stripe payment links. Fund EZ Fundraising works alone or with Fund EZ Accounting for donors, gifts and pledges. Fund EZ Hosted provides managed cloud access, backups, upgrades and access from anywhere. Permissions and audit trails control and record accounting changes. The software runs on Windows; Version 14 lists Windows 10 or 11 and .NET 4.6 or later. Pricing is on request, with a 30-day trial. Support is an extra required cost.
Good
- Tracks grants and restricted funds
- Reports by fund, program or grant
- Plaid and Stripe connections
- Optional fundraising module
- 30-day trial available
Watch out
- Windows platform
- Support costs extra and is required
- Pricing is available by custom quote
Who it suits
It is designed for nonprofits, including growing organizations that have outgrown general business accounting software. Windows compatibility is required for the listed client version.
Verdict
Fund EZ brings nonprofit fund accounting, grant tracking, budgeting and reporting into one Windows-focused system. Hosted access, fundraising and Pro features provide options, but organizations should account for required paid support.
Plans and prices
From Fund EZ's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Fund EZ Nonprofit Accounting Software - Cloud Based | $140 a month | Unlimited Tech Support · Nightly Backups · General Ledger · Bank Reconciliations · Budgeting · Accounts Payable · Accounts Receivable · Client Billing · Purchase Orders · Batch Processing · Dashboards · Other, Per Month |
| Online Training | $295, paid once | Each class is four hours and consists of two sessions · Group rates available · $295 per person / per class |
| Maintenance | $495 a year | 12 months · Covers version 10 or above · Upgrades, revisions, unlimited telephone assistance and support center access · Cost as little as $495.00 per year. |
| Fund EZ Nonprofit Accounting Software - Server Based | $2,495, paid once | Unlimited Tech Support · General Ledger · Bank Reconciliations · Budgeting · Accounts Payable · Accounts Receivable · Client Billing · Purchase Orders · Batch Processing · Dashboards · Other, One Time |
| Fund EZ (custom quote) | Priced on request | Products/modules, concurrent user licenses and databases are considered for the quote · Customized quote/invoice based on the organization’s needs. |
The facts
Each one read from Fund EZ's own pages, with the date it was checked.
What it does
- Access controls
- Fund EZ provides user permissions for viewing, adding, modifying, deleting or posting accounting information, plus audit trails of record changes.checked 8 Oct 2026
- Accounting features
- Its accounting system includes general ledger, bank reconciliation, budgeting, dashboards, accounts payable, accounts receivable and client billing.checked 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.checked 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.checked 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.checked 21 Oct 2026
- Audit trail
- The maker says the accounting system records additions, modifications, and deletions for audit tracking.checked 21 Oct 2026
- Budgeting and allocations
- The system supports budgeting, direct allocations, and indirect allocations, with spending checks against available budgets.checked 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.checked 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.checked 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.checked 8 Oct 2026
- Fundraising
- The optional fundraising module tracks donors, gifts, pledges, campaigns, appeals, matching gifts, and donor interactions.checked 21 Oct 2026
- Fundraising customization
- The fundraising module allows up to 80 custom donor fields and user-defined saved views for reporting or mailings.checked 21 Oct 2026
- Fundraising module
- Fund EZ Fundraising can be used standalone or integrated with Fund EZ Accounting to organize donors, gifts and pledges.checked 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.checked 21 Oct 2026
- Hosted deployment
- Fund EZ Hosted is a managed cloud option that the maker says provides remote access, software upgrades, and online backups.checked 21 Oct 2026
- Hosted option
- Fund EZ Hosted offers managed cloud access, online backups, software upgrades and access from anywhere.checked 8 Oct 2026
- Import and export
- The fundraising module can import donor, gift, and pledge data from Excel and export selected data to Excel.checked 21 Oct 2026
- Integrations
- Bank activity can be connected through Plaid, and emailed invoices can include Stripe payment links.checked 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.checked 21 Oct 2026
Money
- Accounts receivable and billing
- The accounting product includes accounts receivable and client billing alongside its general ledger and bank reconciliation modules.checked 21 Oct 2026
The company
- Company headquarters
- The company lists its address in White Plains, New York.checked 21 Oct 2026
- Company legal name
- The maker identifies the company as Fund EZ Development Corporation.checked 21 Oct 2026
- Company size
- LinkedIn lists Fund EZ as a privately held company with 11–50 employees.checked 21 Oct 2026
- Headquarters
- White Plains, New York, United Stateschecked 28 Sep 2026
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