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features 0 out of 5 stars
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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 out of 5 stars

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What is Dear.so?

Dear.so is an AI-driven assistant tailored for Windows desktop environments, enabling smooth interactions across a variety of business applications. Users have the ability to submit files, pose questions, or assign tasks, with the assistant expertly retrieving relevant information, organizing necessary tasks, and presenting suggested edits for user verification before final approval. The platform's integration features span multiple applications, such as ERPNext, Odoo, TallyPrime, Zoho, Gmail, email, and WordPress, equipping users with an extensive array of tools. Common applications include overseeing inventory management, interpreting sales statistics, and drafting follow-up messages for clients. The system guarantees that work environments remain secure on the user's local device, while also allowing tasks to communicate vital information to interconnected AI tools and applications. Dear.so is compatible with Windows 10 and more recent versions, ensuring accessibility for a wide range of users. Subscription options start at $19 USD per month, and there is a 7-day trial available for new eligible users, providing an opportunity to explore the platform's features risk-free. By automating various business functions intelligently, Dear.so ultimately strives to boost overall productivity and efficiency in workplace processes. As a result, it is a valuable resource for professionals looking to enhance their operational workflows.

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.

Media

No images available

Media

Integrations Supported

Integrations Supported

HubSpot CRM
QuickBooks Online
TallyPrime
Xero

API Availability

API Availability

Pricing Information

$19 USD/month
Free Trial Offered?

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

Supported Platforms

Windows

Supported Platforms

Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Macrofix Software Private Limited

Company Location

India

Company Website

dear.so

Company Facts

Organization Name

Datplan

Date Founded

2017

Company Website

www.datplan.com

Categories and Features

AI Assistants

Not specified

Categories and Features

Data Integration

Not specified

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