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FUND E-Z

FUND E-Z at a glance
VendorFUND E-Z Development Corporation
HeadquartersWhite Plains, New York, USA
OwnershipPrivately held (independent)
DeploymentOn-premises (Windows) and vendor-hosted cloud
Target marketSmall and midsize US nonprofits, especially health and human services agencies
IndustriesNonprofits, behavioral health, human services, foster care agencies, grant-funded programs
PricingNot published; quote-based; free trial offered
Websitefundez.com

What FUND E-Z is

FUND E-Z is fund accounting software for small and midsize nonprofit organizations in the United States. It concentrates on the discipline that general business accounting tools handle poorly: tracking budgets and balances separately by fund, program, grant and funding source, with drilldowns across multiple cost-center levels. What separates it from the wider nonprofit accounting field is billing for health and human services agencies, including a HIPAA-compliant Medicaid billing add-on. That places the product in a specific corner of the sector rather than the broad charity market.

Company and product background

FUND E-Z Development Corporation is small, privately held and based in White Plains, New York, and it has served the nonprofit sector since 1990. Across that entire span the company has stayed on fund accounting and nothing else, and it has never been folded into a larger software portfolio. In a market where most comparable vendors have long since been acquired, that independence is increasingly unusual.

The company remains active. Its listings on some third-party review platforms are refreshed less often than those of bigger vendors, so buyers should validate current capabilities directly with the vendor rather than with secondary sources.

Functional scope

The core is genuine fund accounting: general ledger, accounts payable, accounts receivable, budgeting by fund and program, allocations, and audit-ready reporting aligned with nonprofit accounting standards. Fixed asset tracking with automated depreciation plus fundraising and donor management round out the suite. Multi-level cost-center drilldowns let finance staff take a consolidated figure apart down to individual programs and grants.

The billing add-ons are the differentiator: HIPAA-compliant Medicaid billing for health and human services providers, and foster care billing with payment management for agencies in New York and Pennsylvania.

Target market and industries

Small and midsize nonprofits, with the clearest fit in health and human services: behavioral health providers, community service agencies, foster care organizations and grant-funded programs that must report to government funders. Below that line, organizations needing only simple donation tracking are better served by lighter tools. Above it, very large nonprofits tend toward enterprise platforms. FUND E-Z occupies the space between.

Deployment and pricing

Two options exist: an installed Windows application, or a vendor-hosted cloud environment. A free trial period is offered. Pricing is not published on the vendor site, and quotes depend on the modules chosen, the user count and the hosting model. Set the numbers you receive against realistic budget expectations, for example with the help of an ERP cost guide, and settle early which billing add-ons you actually need, because that is where both scope and price move.

Our take

If your agency bills Medicaid or manages foster care payments in New York or Pennsylvania and needs fund-level control at the same time, FUND E-Z belongs on the shortlist, because the list of comparable products at this size class is genuinely short. That is the whole case, and it is a good one.

Most other nonprofits should look elsewhere. This is not an ERP: no payroll, no HR, no operational modules, so it will always run beside other systems, and an organization with straightforward funder reporting pays for specialization it will never use. The open questions are vendor scale and product modernity. A small team has kept this software alive for decades, which is an achievement in itself; before signing, test support responsiveness, ask precisely how the hosted edition is operated and backed up, and get the roadmap in writing.

What the FUND E-Z website looks like

Current view of the vendor homepage, captured by our editorial team.

Screenshot of the FUND E-Z vendor homepage

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Frequently asked questions

Who uses FUND E-Z, and is it an ERP system?

FUND E-Z is used by small and midsize nonprofits that need genuine fund accounting rather than adapted business bookkeeping, with its strongest fit in health and human services: behavioral health providers, community agencies and foster care organizations. Grant-funded programs that must report separately to multiple government and private funders are the classic customer profile. It is not an ERP suite, however. There is no payroll, no HR and no operational module, so agencies typically combine it with separate systems for those functions. Where the core problem is fund-level financial control and funder reporting, that narrow focus works in the buyer's favor rather than against it.

What billing capabilities does FUND E-Z offer?

A HIPAA-compliant Medicaid billing add-on aimed at health and human services providers, plus foster care billing and payment management for agencies in New York and Pennsylvania. These billing modules are the main reason the product stands out from other small-nonprofit accounting packages, and they are worth scoping precisely before requesting a quote.

Is FUND E-Z cloud-based or installed, and what does it cost?

Both models exist: the software can be installed on-premises as a Windows application, or run in a vendor-hosted cloud environment that removes server maintenance for small agencies with limited IT staff. Compare the hosting fee, backup arrangements and remote-access setup of both models before deciding. Pricing is not published on the vendor website, so costs have to be requested directly, and quotes depend on the modules selected, the number of users and whether the hosted or the installed edition is chosen. A free trial period is offered, which lets agencies evaluate the fit before entering price negotiations.