Ratings and Reviews 2 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 3.5 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 Cashflow OS?

Cashflow OS is designed as a versatile web and mobile application for businesses that use TallyPrime, connecting business owners, accountants, and sales teams directly to their financial and operational data. With the aid of a Windows connector, it allows users to easily sync their TallyPrime data with the app, facilitating the oversight of crucial elements such as sales, purchases, receipts, payments, bank balances, ledgers, and outstanding invoices along with their ageing reports. The platform provides valuable insights through various reports, including Profit and Loss statements, Balance Sheets, Trial Balances, Day Books, and GST-related documents like GSTR-1 and GSTR-3B, all while offering users the ability to share and export selected reports. Depending on the permissions assigned to users, the system can support the creation of transactions and orders that are then recorded in TallyPrime. Furthermore, the inclusion of optional modules expands the platform's capabilities with features such as quotations, proforma invoices, delivery challans, field sales tracking, customer follow-ups, product catalogues, online store management, dealer pricing lists, customer relationship management (CRM), and service job oversight. Targeted specifically at Indian distributors, wholesalers, retailers, manufacturers, and other businesses leveraging TallyPrime, Cashflow OS ensures that users are equipped with the necessary tools to enhance their financial management practices efficiently. Ultimately, this comprehensive solution not only aims to simplify business processes but also strives to boost overall productivity across various industries.

Media

Media

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

₹3,000/year
14-day free trial. Annual plans start at ₹3,000 plus GST.
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Datplan

Date Founded

2017

Company Website

www.datplan.com

Company Facts

Organization Name

S. P. Techno Solution

Date Founded

2019

Company Location

India

Company Website

cashflowos.in

Categories and Features

Data Integration

Not specified

Categories and Features

Accounting

Not specified

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