DLS Financials

RATING:

4.8

(15)

About DLS Financials

Manage your savings, loans, and pool investments in DLS Financials to calculate interest, manage payments, and share in profits and losses over all members of your dioceses or other organization. The system reports back to the accounting system of your choice with interest calculations, transactions, and payments out. With 100s of reports to choice from and the ability to have more created or even new data points, features, and functions for little to no cost makes DLS Financials a very flexible product for your constantly changing world. Add DLS Online and you have a powerful tool that your locations can use to manage their savings and loans with your parent organization.

DLS Financials Pricing

Pricing is based upon the features (modules/editions) that you are purchasing. While the price is a one time cost, we offer free financing over 2-4 years for the initial purchase. There is no per user and workstation install costs. Support and DLS Online usage are available starting at $1,800/year up to $3,300/year. Initial install and setup of program is included in the price. Training is provided online for $250 for 2-3 hours. In person training is possible at a much high cost if requested. Importing starting accounts $500 for all savings, $500 for all loans, and $500 for all historical transactions. This is NOT a price per cost but a flat cost! No special hardware is required but a shared workstation or server computer with data backup is needed to share data with other workstations and backing up data.

Starting price: 

$7,000.00 one time

Free trial: 

Available

Free version: 

Not Available

DLS+ Advanced Main Menu
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DLS Financials Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for DLS Financials

1 - 5 of 15 Reviews

Loretta

Non-Profit Organization Management, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2021

Ass. Director of PRF

With DLS Financials we are able to provide or parishes with excellent/ reliable banking needs. the interface with our accounting department allows us produce our company financial report with ease.

PROS

DLS id easy to use. The computer Department Inc, has made many updated enhancements to the software over the years. We converted to DLS on 2003. We have had little to no issues. When we do have an issues , The programmer quickly resolves it. If we have a need for a special report , they add or create it for us with no problems.

CONS

I would be nice If DLS allows you to filter reports within parishes without choosing parish by parish. i.e. general operations account for all parishes. ( however this can still be done by exporting the report to excel)

Reason for choosing DLS Financials

n/a

Vendor Response

In order to get a specific type of an account within a location, you need to create an account classification, category, or restriction and assign it to the accounts. Then in reports, set the filters for those classifications, categories, or restrictions.

Replied June 2021

Jeannette

Religious Institutions, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2021

Excellent Software for a Good Price

Overall, I am very satisfied with DLS. I don't give it much thought which is a good thing because it allows me to do my job with no hassles. Also, whenever I have a question or a problem (which is rare), customer support gets back to me within an hour of my text.

PROS

We have 135 parishes and many of them have savings accounts and loans with us. There are many transactions weekly. This software enables us to accurately track all of these transactions, calculate interest, estimate loan payoffs and run reports with ease. I never had "formal" training on it when I started and it is very easy to pick up. Plus it doesn't cost an arm and a leg.

CONS

I don't really have any complaints. Their are preformatted reports and sometimes I wish I could customize them more to my liking, HOWEVER that doesn't hamper me in any way.

Vendor Response

While there is no direct way for a client to modify a report, there are two ways that a client can get it done. First by just asking for us to make a copy of the report and modify it for them. The second is that if a client has the knowledge of MS Access, they can connect to the data and write their own reports program for their own custom reports. We are always here to help in either case!

Replied June 2021

Nancy

Religious Institutions, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2023

DLS works great

Good experience with DLS. Support is very responsive and rarely needed! I especially like that it is so easy to learn and use. It is not overly complicated. It tracks hundreds of savings deposit accounts and loans and does it well. It does not try to be an "everything" product.

PROS

DLS is user-friendly. It is easy to learn and entries are quick. It also fully integrates with our accounting system. Tracks loan and savings balances. The statements are clear and straight-forward; easy both to generate and to understand.

CONS

The user manual could be improved. But thankfully the support is great and knowledgeable.

Theresa

Non-Profit Organization Management, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2021

Very Satisfied

My overall experience has been very good. It is very user friendly and I find it is easy to train someone when needed. If I do have any issues that I cannot rectify myself I am able to call tech support and they are always available to assist me.

PROS

That is very easy to maneuver. Adding new locations and accounts can be done with ease. If a mistake is made I can call tech support to unpost so that I can correct the error.

CONS

The least thing I do not like about the software that some things that need to be changed after entering the information has to be deleted and re-entered again. Example if I set up an account to be a 12 month CD and once I save it and I realized I set up a 24 month CD in error. I cannot go and change it instead I have to delete and start over.

Reason for choosing DLS Financials

As it was the perfect product for the needs of our Parishes, Cemeteries and Schools to keep track of their deposits and loans.

Nicolas

Non-Profit Organization Management, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed June 2021

Value for your money!

Everything we need to run our Banking & Loan System DLS offers us. Not only is it cost affect, but customer service goes above and beyond to really attend to all of our questions or issues. Implementation was smoot and it is compatible with our current accounting software Microsoft Office Dynamics.

PROS

DLS is very user friendly and beneficial to our Catholic Diocesan needs. Not only is it cost affect, which is a major factor when choosing vendors for us, but they are able to attend to all of our needs and exceptions that we have. DLS interacts well with our current accounting software Microsoft Great Plains.

CONS

There are no additional features that we are looking for that DLS doesn't offer.