Datplan DataPull
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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.
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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