Tool profile
Fund E-Z: cost, fit and limits
Fund E-Z is a nonprofit accounting product from Fund EZ Development Corporation of White Plains, New York, that handles grant and restricted fund management, budgets, functional expense allocations and board reports, with add-ons for fixed assets, fundraising and foster care.
What to know first
Fund E-Z offers Fund EZ PRO, a hosted edition and add-ons for fixed assets, fundraising and foster care. The fund accounting page describes grant and restricted fund management, budgets, functional expense allocations, automated grant and fund reporting, and a chart of accounts built for nonprofit funds. No prices are published, and the vendor names no AI feature. A 30-day free trial is listed and leads to a demo request form.
Fund E-Z at a glance
| Maker | Fund EZ Development Corporation, United States |
|---|---|
| Free plan | Free trial only |
| Entry price | Quote only |
| API access | No |
| Category | Best AI Fund Accounting Software in 2026, rank 6 of 11 |
| Website | fundez.com |
Who Fund E-Z is best for
Small nonprofits with restricted grants
Grant and restricted fund tracking with a nonprofit chart of accounts gives a small finance team the structure a general ledger lacks.
Organizations that report functional expenses
Functional expense allocations and board-ready financial reports are named, matching boards that review program, administrative and fundraising costs. Boards that review expenses by function can ask for that report at the demo.
Foster care agencies in New York and Pennsylvania
The foster care add-on offers billing and payments in those two states, which is a narrow fit but a rare feature in this list.
Fund E-Z plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Custom quote (demo first) | Custom quote | No prices are published; the products listed are Fund EZ PRO, Fund EZ Hosted and the Fixed Assets, Fundraising and Foster Care add-ons. |
Checked November 2026.
What Fund E-Z does
- Grant and restricted funds
- The fund accounting page describes grant and restricted fund management, so each award keeps its own balance and restrictions. The page gives no workflow description, so ask how a grant's restrictions and release dates are recorded.
- Budgets and expense allocation
- Budgets and functional expense allocations are listed, allocating shared costs among programs, management and fundraising. Ask how shared costs are allocated by percentage and whether the allocations reverse automatically each period.
- Automated reporting
- The vendor describes automated grant and fund reporting plus board-ready financial reports, aimed at cutting the manual work before a board meeting. Ask which board report templates come with the product and whether funders can receive them in their own formats.
- Fixed assets add-on
- Fixed assets arrive as an add-on with import, automated depreciation and disposal handling. Ask whether depreciation posts to the ledger by fund, and whether grant-funded assets are tracked with their funding source.
- Fundraising add-on
- Donors, gifts and pledges are tracked in a fundraising add-on, which suits organizations that do not run a separate donor database. Pledge tracking suits organizations that do not run a separate donor database; larger fundraising teams should ask how it compares with a dedicated system.
How Fund E-Z handles your data
The Fund E-Z privacy policy says the company uses appropriate physical, electronic and managerial procedures to protect information, and names no certifications. It does not mention AI training, retention periods or hosting region. Because the vendor offers a hosted edition, where that hosting sits was not stated on the pages we read. Ask for the hosting provider, backup schedule and data return terms before moving ledgers.
Where Fund E-Z falls short in practice
- No price or AI. Pricing is by demo, and no AI feature is named, so the tool competes on fund structure, not on automation. Buyers comparing across vendors have to depend on the demo, and on a written quote, for every cost and feature question.
- Foster care billing is two-state. The foster care add-on describes billing and payments in New York and Pennsylvania only, so agencies elsewhere should not count on it. Agencies in other states should ask the vendor whether billing for foster care is planned there, as no date or plan was stated.
Alternatives to Fund E-Z
Fund E-Z: common questions
Does Fund E-Z have a free trial?
Yes, a 30-Day Free Trial is listed in the Implement section of the site. It leads to the demo request form, so expect a contact from the vendor before you can use it. Prepare a chart of accounts and a few real funds in advance.
Does Fund E-Z use AI?
No AI feature is named on the vendor pages we read. The product is described in terms of grant and restricted fund management, budgets, allocations, fixed assets and fundraising. A buyer wanting AI coding or anomaly alerts should choose a tool that names them.
What does Fund E-Z cost?
No price is published. The site lists Fund EZ PRO, Fund EZ Hosted and add-ons for fixed assets, fundraising and foster care, and it directs buyers to a demo request. Ask for a quote that separates the base product, the hosted edition and each add-on.
What does the Fund E-Z fixed assets add-on do?
The add-on supports importing assets, automated depreciation and disposal. It is sold separately from the base product. Ask whether depreciation posts to the ledger by fund and whether disposals follow the grant rules your funders set. Ask for a demonstration with real assets.
Where is Fund E-Z based?
The privacy policy names Fund EZ Development Corporation, and the site footer gives an address at 777 Westchester Ave in White Plains, New York. That points to a United States vendor, though the pages do not state where hosted data is stored.