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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 AnalyseAI?

AnalyseAI acts as a smart assistant that effortlessly integrates with your TallyPrime system, allowing you to ask a variety of business-related questions in simple terms. You can inquire about details such as "Who owes us more than Rs 50,000?", "What were our sales figures this month?", or "Can you send me invoice INV-2026-0148?" and receive prompt answers, complete with a PDF or Excel report for easy distribution. It offers an extensive array of functionalities, such as tracking sales and purchases, managing accounts receivable with aging reports, monitoring outstanding invoices, maintaining a day book, providing ledger summaries, and displaying bank and cash balances, in addition to detailed stock data categorized by location and item, stock movements, and reproductions of invoices, credit notes, and debit notes. Users can communicate in numerous languages, including English, Hindi, Kannada, Tamil, Telugu, Arabic, or Hinglish, and have the convenience of interacting through either the web app or WhatsApp. The installation process is quick and uncomplicated: just set up a small Windows connector next to Tally, pair it using a code, and you can start asking questions immediately. Importantly, the system is designed with a read-only mode to maintain data integrity, and user permissions can be tailored across various Tally companies. With pricing plans beginning at only $7 a month, it is an affordable solution, and it is crucial to mention that this product operates independently and is not linked to Tally Solutions. Overall, with its intuitive interface and powerful features, AnalyseAI significantly improves the efficiency of business inquiries and supports better decision-making. This innovative tool empowers users to gain insights quickly and effectively, transforming the way businesses interact with their financial data.

Media

Media

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Integrations Supported

TallyPrime
HubSpot CRM
QuickBooks Online
Xero

Integrations Supported

TallyPrime
WhatsApp

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

Pricing not provided

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Datplan

Date Founded

2017

Company Website

www.datplan.com

Company Facts

Organization Name

Tegain Private Limited

Company Location

India

Company Website

analyseai.live

Categories and Features

Data Integration

Not specified

Categories and Features

AI Accounting

Not specified

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