--- title: "DLS Financials Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about DLS Financials Software - reviews, pricing plans, popular comparisons to other Nonprofit Accounting products and more." source_url: "https://www.capterra.com/p/231274/DLS-Financials/" page_type: "product" language: "en" --- # DLS Financials Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) DLS Financials ## What is DLS Financials? DLS Financials will add the ability to manage savings, loan, and pooled investment sub-accounts for your diocese parishes and interface with all of these other main Accounting System shown. Manage accounts by entering transaction, printing statements, letters, emails, invoices, as well as providing an online portal for them to view those accounts. Then use the transaction export to send those transactions to these other main accounting systems through GL and AP accounts. ## What is DLS Financials used for? [Church Accounting](https://www.capterra.com/church-accounting-software/)[Loan Servicing](https://www.capterra.com/loan-servicing-software/)[Financial Management](https://www.capterra.com/financial-management-software/) Top alternative Featured Overall rating Based on 15 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $7000 Flat Rate, One Time Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for DLS Financials?[Manage this product listing](https://www.g2.com/products/dls-financials/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### DLS Financials 4.8 (15) VS. [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $7000 Flat Rate, One Time Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (15) Ease Of Use 4.2 (643) Value For Money 4.9 (14) Value For Money 4.0 (550) Customer Service 4.9 (15) Customer Service 4.0 (582) ## DLS Financials alternatives [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.0 (629)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars Highest Rated [AccountsIQ](https://www.capterra.com/p/126903/accountsIQ/) [4.6 (44)](https://www.capterra.com/p/126903/accountsIQ/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/126903/accountsIQ/) ## FAQs about DLS Financials Overview ### Which roles and teams benefit most from DLS Financials? DLS Financials is most used by finance leadership, controllers, and accounting teams that need strong oversight of general ledger activity, accounts receivable, cash management, and reporting. Business managers and treasury-focused leaders use it to manage fund activity, banking relationships, and financial visibility for organizational and parish operations. Answer based on 15 reviews Overview ### What company size and specific industries is DLS Financials built for? DLS Financials is designed for dioceses, non-profits, and similar organizations that manage deposits, loans, and pooled investments for satellite locations. It suits organizations of varied sizes that need financial oversight without following FDIC or FSLIC rules, especially those operating distributed sites or affiliated branches. Features and Usability ### What are the key features of DLS Financials? DLS Financials offers accounting integration, general ledger, accounts payable and receivable, billing and invoicing, and financial reporting. It also includes lending management for auto, business, construction, mortgage, and student loans, plus audit trail, role-based permissions, workflow management, document storage, and real-time reporting. Integrations ### Which third-party tools and platforms does DLS Financials integrate with? DLS Financials integrates with 9 third-party tools, including accounting and reporting platforms such as Blackbaud Financial Edge NXT, AccuFund Accounting Suite, CYMA Financial Management, FundWare, MIP Accounting, Sage Intacct, USL Financials Accounting, Microsoft Excel, and Microsoft Word. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does DLS Financials offer? DLS Financials provides in-person training, live online sessions, and documentation to help teams get started. In-person training supports direct instruction, live online sessions allow guided setup remotely, and documentation offers written reference material for self-paced learning and future review. Getting Started and Support ### What customer support options does DLS Financials offer? DLS Financials provides Email/Help Desk, Phone Support, and 24/7 Live Rep support. User experience with support is not documented in the available data, so no clear pattern emerges on response times, helpfulness, or common frustrations. ## Features AI summary Based on 357 Nonprofit Accounting reviews Not all loan servicing products cover every feature buyers care about most. Here is what Capterra reviewers highlight as essential when choosing a solution: - **Borrower Management** (**52%** of reviewers rated this feature as critical) - **Payment Collection** (**58%**) - **Loan Portfolio Management** (**66%**) DLS Financials supports **Borrower Management** and **Loan Portfolio Management**, giving lenders the tools to track borrower details and oversee loan performance across their portfolios. However, it does not offer **Payment Collection**. Instead, it provides other features that reviewers also rate as important, including **Loan Processing** (**53%**), **Reporting/Analytics** (**49%**), and **Document Management** (**44%**). These capabilities help businesses manage loan workflows, monitor trends, and keep records organized, allowing teams to maintain visibility and control throughout the servicing process. Borrower Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Searchable database of information about loan borrowers Reporting/Analytics 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Cash Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Financial Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Plan, manage, and track the financial activities of an individual or organization Financial Reporting 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Generate reports to assess the financial performance of an organization Accounting Integration Integrate with a third-party accounting system DLS Financials 71 features ### All Features - Accounting Integration: Integrate with a third-party accounting system - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Amortization Schedule: Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Auto Loans: Type of loan used to finance the purchase of a motor vehicle - Automatic Funds Distribution: Automatically transfers funds to/from borrower accounts on a regular or periodic basis - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Borrower Management: Searchable database of information about loan borrowers - Business Loans: Type of loan used to finance business expenses - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Construction Loans: Type of loan used to finance construction projects - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Credit Union: Non-for-profit financial institution that is owned by all of its members - Customer Accounts: Record customer information, purchase history, and other notes - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Management: Store and organize information about customers and previous interactions - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Payments: Electronically collect payments for goods or services - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - Fund Accounting: Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Investment Banking: Division of banking that assists individuals or organizations raise capital and provide financial consulting services. - Investment Management: Manage and handle financial assets as well as other investments. - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Lending Management: Initiate, finance, and manage the complete life cycle of loans and cultivate relationships with borrowers - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Portfolio Management: Assess and control risks associated with the credit process of each loan portfolio/account - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Mortgages: Type of loan used to purchase real estate - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Online Banking: Ability to manage transactions online with a mobile device or computer. - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Private Banking: Banking and financial services designed for clients with a high level of income and/or sizable investment assets. - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Secure Data Storage: Securely stores data to prevent data loss or breaches - Secure Login: At least a username and password is required to access the system - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Status Tracking: Track the status over time for a request, process, asset, or transaction - Student Loans: Type of loan designed to help students pay for post-secondary education and associated fees - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Transaction Monitoring: Monitor or audit historical and current transactions to analyze customer account activities - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (15) 4.6 Based on 15 reviews ## Pricing Value for money 4.9 (14) Free Trial Basic $7,000 Flat Rate,One Time Value for money 4.9 (14) 4.9 Based on 14 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ Sage Intacct](https://www.capterra.com/p/76/Intacct/)[ Blackbaud Financial Edge NXT](https://www.capterra.com/p/27468/Financial-Edge-NXT/)[ MIP Accounting](https://www.capterra.com/p/116591/MIP-Accounting/)[ AccuFund Accounting Suite](https://www.capterra.com/p/114690/Accounting-Suite/)[ FundWare](https://www.capterra.com/p/150138/FundWare/)[ CYMA Financial Management](https://www.capterra.com/p/811/CYMA-Financial-Management/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (15) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (15) 4.9 Based on 15 reviews ## User reviews Overall rating 4.8 Based on 15 reviews Filter by rating 5(12) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SC Stephen C. Controller Non-Profit Organization Management ### "Great software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 25, 2023 Solid software that serves our archdiocese very well. Pros Easy to use and the reporting works very well, at a reasonable price. Cons The software serves our needs and nothing in particular that doesn't work well for us Reasons for choosing DLS Financials Cost and ease of use Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NM Nancy M. Cash Manager Religious Institutions ### "DLS works great" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 22, 2023 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KM Kevin M. Controller Non-Profit Organization Management ### "DLS for Church Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 18, 2023 Pros I like how easy it is to use and how many different types of reports you can run to filter the information that you need.We are able to easily keep track of parish and school's money while reconciling it to our accounting software. Cons I would like to be able to import loan transactions into DLS. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NB Nicolas B. Controller Non-Profit Organization Management ### "Value for your money!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 June 15, 2021 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. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. CF Cathy F. Controller Financial Services ### "Great Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 11, 2021 Pros We use DLS for our Diocesan Savings and Loan Fund and have been very pleased with the use of the software and the customer support that we have received from The Computer Department. Cons I have not found anything that I don't like about the software. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AM Annamarie M. AR Accountant Religious Institutions ### "Easy to use with excellent one-on-one technical support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 11, 2021 Tech support is knowledgeable and very responsive. They are cheerful and helpful. Issues get resolved in one phone call. Pros The product is easy to use and intuitive -- from posting a transaction to reversing an error, editing, and month end close. Reports are clear and there are many to choose from. Cons We are using a temporary accounting program that does not integrate with DLS Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. MP Matthew P. Director of Banking & Investments Religious Institutions ### "Great product; a good match for us" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 10, 2021 Very positive; a huge improvement over prior procedures and product. Pros This is user friendly, and if there is an issue the support team addresses it quickly. Cons I generally have no issues with this; maybe interfacing with other products? Reasons for choosing DLS Financials It worked well for what we do. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. TB Theresa B. Sr. Accountant Non-Profit Organization Management ### "Very Satisfied" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 9, 2021 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. Reasons 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. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. PM Patricia M. Corporate Controller Religious Institutions ### "Can't imagine using another product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 9, 2021 We currently use DLS to manage Deposit and Loans for over 100 locations and have since 2005. The program has allowed us to eliminate archaic, manual transactions. Pros The software is intuitive and easy to use. There are so many features available that it fulfills our organization's needs perfectly. Cons I have encountered one or two features, such as pre-designed letters, that cannot be altered or changed to better suit our needs. Fortunately, there are always other options provided that work just as well. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor June 11, 2021 Requests for alternate versions of letters and reports can always be added to the program by the vendor. There is also a letter function that will work with MS Word's mail merge feature to create letters, contracts, and other documents. LG Loretta G. Assistant Director of Parish Revolving Fund Non-Profit Organization Management ### "Ass. Director of PRF" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 9, 2021 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) Reasons for choosing DLS Financials n/a Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor June 11, 2021 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. [View all Reviews](https://www.capterra.com/p/231274/DLS-Financials/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.