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What is GoldenBasis?

Optimize your operations team by eliminating countless hours of monotonous tasks and reducing transfer times from weeks to just a few days. Leveraging advanced AI for enhanced data validation significantly lowers the number of rejects, allowing for faster transfers. Keep your customers at ease with real-time tracking features for their transactions, ensuring they are always informed. Our robust and meticulously structured APIs promote automation and enable smooth processing without any delays. The user-friendly design of our interfaces, which include pre-filled fields, streamlines the exception handling process for your operations team. Furthermore, our integrated compliance reports and reconciliation tools not only save you precious time but also guarantee compliance with FINRA regulations. While ACATS can be complicated with its 17 statuses, 33 failure reasons, and numerous data codes, we proficiently manage and map all of these complexities. Experience seamless integration with your existing core systems such as FIS/Phase3, BETA, or InteliClear, ensuring a hassle-free transition. With GoldenBasis, onboarding new clients is a breeze; they can conveniently upload their brokerage account statements for processing. Our cutting-edge AI technology accurately extracts and verifies necessary fields, greatly reducing errors and enhancing the overall efficiency of the operation. This innovative methodology not only elevates operational efficiency but also significantly boosts customer satisfaction, fostering long-term relationships. Ultimately, by adopting these solutions, your business can maintain a competitive edge in the market.

What is Dancing Numbers?

QuickBooks provides users with the ability to import a range of data types, such as vendor lists, charts of accounts, customer lists, items, and other critical company details, which facilitates the quick exportation of selected information in just a few minutes. This action resembles the process of generating reports, with the flexibility to save files in either zip format or as CSV files. The removal of data is made easy, as deleted files are directed to the recycle bin, enabling effortless recovery if necessary. Consistently importing, exporting, and deleting data is vital within QuickBooks for a variety of situations, including software reinstallation, data sharing with accountants, information transfers, and the elimination of superfluous transactions. Handling these tasks manually can become overwhelming, especially when managing large datasets, which is why our services aim to simplify the processes of import, export, and deletion effectively. This streamlined approach not only ensures your data remains current but also conserves your valuable time and resources over time. By taking advantage of these capabilities, you can concentrate more on expanding your business without getting overwhelmed by the intricacies of data management tasks. Ultimately, efficient data handling empowers you to make informed decisions that can further enhance your company's growth trajectory.

Media

Media

Integrations Supported

QuickBooks Online

Integrations Supported

QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$199 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

GoldenBasis

Company Location

United States

Company Website

www.goldenbasis.com

Company Facts

Organization Name

Dancing Numbers

Date Founded

2020

Company Location

India

Company Website

www.dancingnumbers.com

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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