List of Fund EZ Accounting Customers
Fund EZ
333 Westchester Ave,
White Plains, 10604, NY,
United States
White Plains, 10604, NY,
United States
1 877-696-0900
Professional Services
10
$1M
Since 2010, our global team of researchers has been studying Fund EZ Accounting customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Fund EZ Accounting for ERP Financial from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Fund EZ Accounting for ERP Financial include: QSAC, a United States based Non Profit organisation with 800 employees and revenues of $80.0 million, The Child Center of NY, a United States based Non Profit organisation with 500 employees and revenues of $40.0 million, Unique People Services, a United States based Non Profit organisation with 150 employees and revenues of $28.0 million, Coalition for Hispanic Family Services, a United States based Non Profit organisation with 200 employees and revenues of $25.0 million, Sinergia Inc., a United States based Non Profit organisation with 160 employees and revenues of $12.0 million and many others.
Contact us if you need a completed and verified list of companies using Fund EZ Accounting, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Fund EZ Accounting customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Accion East | Banking and Financial Services | 100 | $11M | United States | Fund EZ | Fund EZ Accounting | ERP Financial | 2012 | n/a |
In 2012, Accion East implemented Fund EZ Accounting as its ERP Financial application for its accounting operations. The deployment targeted the accounting team in New York and centralized client record management alongside core cash reconciliation activities, with the Fund EZ Accounting application used to align recorded receipts with bank statements.
Fund EZ Accounting was configured to support bank reconciliation workflows, posting of wire transfers, expense report entry, and maintenance of trial balances, reflecting general ledger and cash management capabilities typical of ERP Financial systems. Document management and scanning capabilities were instrumented to create online client files, reducing paper filing and enabling electronic organization of receipts and bank statements.
Process and governance changes included establishing routine data entry and reconciliation responsibilities, formal confirmation follow up workflows with employees, and ongoing updates to client records to replace paper centric file room processes. Staff reported explicit operational outcomes tied to the implementation, including improved tracking of receipts to bank balances, faster confirmation follow ups, and reduced physical file room paperwork.
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AIDS Center of Queens County | Professional Services | 100 | $10M | United States | Fund EZ | Fund EZ Accounting | ERP Financial | 2022 | n/a |
In 2022, AIDS Center of Queens County implemented Fund EZ Accounting as its ERP Financial system, replacing Microsoft Dynamics SL. The deployment established Fund EZ Accounting as the central financial ledger and vendor payables engine for the nonprofit, consolidating on-site accounting operations in Queens, New York.
Fund EZ Accounting was configured to support core Accounts Payable workflows, including review, coding, and entry of vendor invoices, check generation and distribution, vendor reconciliation, and preparation of monthly expense reimbursement vouchers. Accounting personnel used the system to maintain AP files and to update and process vendor checks, supporting more than 50 checks issued per week as part of routine payroll-related vendor disbursements.
Operational coverage focused on the finance and accounting function, with day-to-day usage by staff performing invoice processing, vendor outreach to resolve missing or unpaid invoices, and periodic reimbursement processing from January 2023 to June 2023. Governance changes emphasized standardized AP procedures, check release controls, and record retention in Fund EZ Accounting to support consistent vendor payment and expense reimbursement workflows.
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Coalition for Hispanic Family Services | Non Profit | 200 | $25M | United States | Fund EZ | Fund EZ Accounting | ERP Financial | 2009 | n/a |
In 2009 Coalition for Hispanic Family Services implemented Fund EZ Accounting. The deployment targeted the nonprofit accounting and finance function and was executed to establish a dedicated general ledger system for the organization's finance team within a 200 employee United States based entity.
The implementation centered on the Fund EZ General Ledger module within Fund EZ Accounting, including configuration of the chart of accounts, period close controls, and financial reporting templates consistent with ERP Financial capabilities. Workstream activity covered ledger structure design, transaction posting rules, account mapping for fund and grant accounting, and configuration of reporting layouts used by the accounting group.
Project activities documented an evaluation, selection and implementation role for Fund EZ, followed by phased rollout to the accounting staff and finance leadership. Governance actions included defining user roles and access controls, establishing standardized month end close workflows, and creating training and operational documentation to support ongoing use of Fund EZ Accounting as the organization s ERP Financial system.
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QSAC | Non Profit | 800 | $80M | United States | Fund EZ | Fund EZ Accounting | ERP Financial | 2011 | n/a |
In 2011 QSAC deployed Fund EZ Accounting as its ERP Financial system to centralize control of individual resident funds and in-residence cash operations. Fund EZ Accounting was positioned to support finance staff and house-level users who manage personal allowance distributions and day to day cash activity for residents.
Fund EZ Accounting was configured to enforce tenant-level accounting workflows, including resident General Ledger maintenance, cash posting for individual expenses, and automated recording of cash benefits such as personal and clothing allowances and Social Security benefits. The implementation emphasized modules for General Ledger, bank reconciliation, accounts receivable, cash management, and journal entry processing, with explicit workflows for posting adjusting entries for monthly bank fees and related charges.
Operational coverage extended across house staff, central finance personnel, and the QA Department, with daily operational tasks captured in the system such as verifying receipts for purchases, monitoring daily bank and debit card balances, and generating cash requirement reports to replenish in-house cash accounts. Users continued to leverage desktop tools including MS Excel and Word and interacted with organizational case management processes that reference Salesforce, while Fund EZ Accounting remained the authoritative record for resident financials.
Governance and controls were implemented to support unannounced audits coordinated with QA, verification of purchases during audit procedures, preparation of Representative Payee reports, and routine analysis of GL income and expense accounts to identify out of the ordinary transactions. The rollout centralized oversight of the AR process and established recurring processes for bank reconciliation, adjusting journal entries, and producing audit findings and recommendations.
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Sinergia Inc. | Non Profit | 160 | $12M | United States | Fund EZ | Fund EZ Accounting | ERP Financial | 2015 | n/a |
In 2015 Sinergia Inc. deployed Fund EZ Accounting as its ERP Financial application to centralize core accounting operations in its New York business office. The implementation was positioned to support accounts receivable and accounts payable workflows, general ledger management, bank reconciliations, vendor administration, and cash controls for the nonprofit organization.
Fund EZ Accounting was configured to run standard financial modules including general ledger posting and month end accruals, accounts receivable reconciliation to trial balance, accounts payable reporting, multi bank reconciliations, journal entry processing, vendor onboarding and petty cash management. The system was used to code and post payment expenses and to post receipts to appropriate general ledger accounts, reflecting a transaction-centric configuration aligned with ERP Financial workflows.
Operational coverage concentrated on the business office and Medicaid billing administration, with Fund EZ Accounting used to monitor Medicaid billing documentation for OPWDD compliance and to maintain record retention policy adherence. The implementation supported functional responsibilities such as reconciling discrepancies between accounts receivable general ledger accounts and trial balances, composing accounts payable reports, and balancing monthly general ledger accounts to record cost and accruals.
Governance and process changes emphasized record retention enforcement and assignment of vendor accounts within the application, and a designated Accounting Specialist executed general ledger analysis, reconciliations and journal entries as part of the operational cadence. The project documentation notes that new technologies and process automations were successfully implemented to encourage continuous improvement, reflecting an ongoing emphasis on operational controls and financial reporting accuracy.
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Non Profit | 500 | $40M | United States | Fund EZ | Fund EZ Accounting | ERP Financial | 2011 | n/a |
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Non Profit | 150 | $28M | United States | Fund EZ | Fund EZ Accounting | ERP Financial | 2015 | n/a |
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Non Profit | 100 | $8M | United States | Fund EZ | Fund EZ Accounting | ERP Financial | 2018 | n/a |
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Buyer Intent: Companies Evaluating Fund EZ Accounting
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FAQ - APPS RUN THE WORLD Fund EZ Accounting Coverage
Fund EZ Accounting is a ERP Financial solution from Fund EZ.
Companies worldwide use Fund EZ Accounting, from small firms to large enterprises across 21+ industries.
Organizations such as QSAC, The Child Center of NY, Unique People Services, Coalition for Hispanic Family Services and Sinergia Inc. are recorded users of
Fund EZ Accounting for ERP Financial.
Companies using Fund EZ Accounting are most concentrated in Non Profit, with adoption spanning over 21 industries.
Companies using Fund EZ Accounting are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Fund EZ Accounting across Americas, EMEA, and APAC.
Companies using Fund EZ Accounting range from small businesses with 0-100 employees - 37.5%, to mid-sized firms with 101-1,000 employees - 62.5%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of Fund EZ Accounting include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Fund EZ Accounting customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of ERP Financial.