Fund E-z

Nonprofits that have outgrown ordinary bookkeeping need fund accounting, and Fund E-z is built for that job. The company says the software suits organizations that have moved past general business accounting packages and are struggling with spreadsheets. It tracks budgets across many funds, programs, projects, grants, funding sources and departments, which standard systems usually handle poorly.

Fiscal years and custom reports

The system is fiscal-year independent, so an organization is not tied to one accounting year. Custom report creation lets finance staff build the reports that boards, funders and auditors ask for, and report generation and sending can be automated so reports reach stakeholders on time.

Donors, gifts and pledges linked to the books

Fundraising integration lets donors, gifts and pledges connect to the accounts. The company says this gives a full account of money coming in and helps an organization show it has met its cost reporting requirements.

Add-ons for specialist work

Fixed asset accounting covers asset import, adjustments, automated depreciation, suppression and disposal. A HIPAA system supports full Medicaid billing and links to the accounting for each transaction. Foster care billing and payments are handled for organizations in New York and Pennsylvania, including the movement of children through the system. A donor module can organize donors, gifts and pledges and link them to the accounts.

Support, training and hosting

Support includes unlimited telephone help with screen sharing, and the company offers training. It describes decades of nonprofit accounting experience and says the product is easy to learn, easy to use and easy to teach. Cloud hosting is one of the options, so an organization can choose how its accounting system is run.

Replacing manual processes

The company says the software replaces slow manual processes and reduces the risk of human error. It lets an organization set up its entities, cost structures and income sources in the way that suits its work, however complex that structure is.

Fund E-z is accounting software made for nonprofits that need fund accounting, not only bookkeeping. Its website says it suits organisations that have outgrown general business accounting products and are struggling with spreadsheets.

What Fund E-z offers

• Multi-fund budgets: budgets tracked across funds, programmes, projects, grants and departments.
• Reporting: custom reports and automated report generation and delivery.
• Fiscal year independence: it is not tied to one accounting year.
• Fundraising integration: donors, gifts and pledges can link to the accounts.
• Add-ons: fixed asset accounting, Medicaid billing and foster care billing for New York and Pennsylvania.
• Support: phone help with screen sharing, plus training.

Customers and markets

Nonprofits with several funding sources and cost-reporting obligations.

Key facts

• Experience: the company describes decades of nonprofit accounting expertise.
• Hosting: cloud hosting options are offered.