Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Affordable banking software designed for non-profit organizations is available through DLS Financials, which streamlines the process of managing savings and loan accounts according to the workflow. Users can customize their settings by creating personalized drop-down lists that allow for quick field completion. Features are included to help parishes avoid excessive debt, enhancing financial stability. The platform supports the integration of various documents, spreadsheets, emails, images, and PDFs, linking them to specific locations, accounts, or transactions for convenient access. Automatic transactions can be set up for recurring events, greatly simplifying financial management. The global functions enable users to conduct extensive tasks effortlessly with just one click. DLS Financials is particularly adaptable, catering to a diverse range of user requirements, and it offers numerous configurations and default options. Moreover, users can request additional management reports, functions, and features, ensuring that the software aligns perfectly with their operational needs, fostering a more efficient and customized banking experience. This flexibility makes it a valuable tool for any organization looking to optimize their financial management processes.
Description
Streamline your operations team by cutting down hours of tedious work and transforming transfer times from weeks to mere days. Enhanced data validation through AI leads to a reduction in rejects, enabling quicker transfers. Keep anxious customers calm by providing them with real-time tracking capabilities for their transactions. Our comprehensive and well-structured APIs facilitate automation and seamless processing without delays. The intuitive design of our interfaces, featuring pre-filled fields, simplifies the process for your operations team when dealing with exceptions. Additionally, our integrated compliance reports and reconciliation tools not only save valuable time but also ensure adherence to FINRA regulations. ACATS can present various complexities, including 17 statuses, 33 failure reasons, and hundreds of data codes, but we expertly manage and map all of them. Achieve smooth integration with your current core systems such as FIS/Phase3, BETA, or InteliClear. With GoldenBasis, onboarding new clients becomes effortless as they can simply upload their brokerage account statements. Our AI technology meticulously extracts and verifies the required fields, significantly minimizing errors and enhancing the overall efficiency of the process. This innovative approach not only boosts operational efficiency but also improves customer satisfaction.
API Access
Has API
No
API Access
Has API
Yes
Integrations
AccuFund
Yes
Blackbaud Financial Aid
Yes
CYMA Payroll Software
Yes
Microsoft Dynamics 365
Yes
Microsoft Dynamics GP
Yes
Sage Intacct
Yes
Integrations
AccuFund
No
Blackbaud Financial Aid
No
CYMA Payroll Software
No
Microsoft Dynamics 365
No
Microsoft Dynamics GP
No
Sage Intacct
No
Pricing Details
$2,500 for 4 years
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
The Computer Department Inc
Country
United States
Website
www.dls-financials.com
Vendor Details
Company Name
GoldenBasis
Country
United States
Website
www.goldenbasis.com
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
No
Credit Card Management
No
Credit Union
No
Investment Banking
Yes
Multi-Branch
No
Online Banking
Yes
Private Banking
Yes
Retail Banking
No
Risk Management
Yes
Securities Management
No
Transaction Monitoring
Yes
Financial Services
Analytics
Yes
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
Yes
Performance Management
Yes
Risk Management
Yes
Fund Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Activity Tracking
Yes
Asset Management
No
Bank Reconciliation
No
Budgeting & Forecasting
No
Compliance Management
No
Donor Management
No
General Ledger
Yes
Partnership Accounting
No
Purchasing & Receiving
No
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No