Datplan DataPull Reviews & Ratings

Datplan DataPull

5.0 out of 5 stars

Ratings and Reviews 1 Rating

Total 5 out of 5 stars
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features 5 out of 5 stars
design 5 out of 5 stars
support 3 out of 5 stars

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What is Datplan DataPull?

Build a repeatable reporting workflow with Datplan DataPull for Windows. It prepares supported accounting and CRM records from Xero, QuickBooks Online, TallyPrime and HubSpot as related reporting tables. Companies House discovery is available separately. Businesses can use the outputs for management reporting. Accountants and consultants can offer Dashboard as a Service, combining report setup, scheduled updates where supported and optional client reviews. Practices define their own scope and fees. Reporting options include custom desktop dashboards, ready-made browser reports and CSV/JSON files for Excel, Power BI, Tableau or Qlik. For client sharing, publish completed files to an authorised OneDrive or SharePoint folder with the intended Microsoft access permissions. A report shows the latest completed data refresh, rather than continuously querying the accounting source. Source datasets are prepared in the customer’s Windows environment, without a Datplan-hosted business-data warehouse. Online account, plan and source controls still apply. Each company/source has separate files; Datplan does not automatically consolidate different systems. The app and demo data are free; live connections require the relevant paid source plan. Scheduling, Audit Analytics and usage allowances vary by source and plan. The Windows session, PC and source must be available for scheduled acquisition. External BI tools and source providers have their own licensing and requirements.

What is Accosync?

Accosync acts as a powerful tool for integration and automation tailored for Tally, allowing businesses to access, manage, and leverage their Tally data from nearly any location. By connecting Tally with mobile devices, web applications, and various operational processes, it ensures that business owners, accountants, sales staff, and other authorized users remain connected to vital business information without the need to be at the Tally workstation in person. This platform significantly boosts operational efficiency by providing secure access to Tally data, automating workflows, and reducing dependence on manual data transfers and traditional Tally methods. Among its prominent features are: Access Tally Data Anywhere — Users can easily view and engage with their business data remotely, liberating them from the limitations of a single workstation. Tally on Mobile — Essential business information can be accessed via smartphones and other mobile devices. Real-Time Data Sync — The platform ensures that there is constant synchronization between connected applications and Tally data, maintaining consistency and accuracy across various platforms. Furthermore, Accosync facilitates the seamless integration of diverse business functions, promoting a more agile and responsive operational environment. As a result, organizations can adapt more quickly to changes and enhance their overall productivity.

Media

Media

No images available

Integrations Supported

HubSpot CRM
QuickBooks Online
TallyPrime
Xero

Integrations Supported

API Availability

API Availability

Pricing Information

Free demo; paid source plans
The Windows app and included demo data are free. A paid source plan is required to connect live business data. Price, currency, billing period, allowance and scheduling depend on the source and plan. Compare current source plans on the Datplan website. Provider licences and limits still apply.
Free Version

Pricing Information

Rs. 137/per user
Free Version
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Webinars
On-Site Training

Company Facts

Organization Name

Datplan

Date Founded

2017

Company Website

www.datplan.com

Company Facts

Organization Name

Accosync

Date Founded

2026

Company Location

India

Company Website

accosyncs.com

Categories and Features

Data Integration

Not specified

Categories and Features

Finance

Not specified

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