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design 5 out of 5 stars
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What is Elysys Financial Gateway?

Elysys Financial Gateway acts as a crucial integration tool for financial data, connecting the Elysys ecosystem with various banks, brokers, custodians, and financial data providers. This innovative solution is crafted to reduce the necessity for manual data handling, thereby facilitating the smooth transfer of financial information into the expansive Elysys platform and ensuring a seamless integration with Microsoft Dynamics 365 Business Central. It supports a diverse range of data types such as bank statements, market prices, trade confirmations, and corporate actions, which empowers finance and investment teams to keep information current across multiple institutions. By standardizing incoming data and linking external financial sources with essential functions like portfolio management, accounting, and reporting, Elysys Financial Gateway not only boosts efficiency but also significantly reduces the need for manual data entry, creating more reliable financial workflows. This solution proves to be particularly beneficial for family offices, financial institutions, and investment organizations that work with numerous banks, custodians, brokers, and data sources while navigating the complexities of financial data management. Ultimately, Elysys Financial Gateway emerges as a vital resource for enhancing financial operations in a multi-institutional environment, driving organizations toward greater productivity and accuracy in their financial dealings. Moreover, its ability to simplify complex processes makes it an attractive option for any organization looking to streamline their financial operations effectively.

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

Media

Integrations Supported

Microsoft Dynamics 365 Business Central

Integrations Supported

HubSpot CRM
QuickBooks Online
TallyPrime
Xero

API Availability

API Availability

Pricing Information

Pricing not provided

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

SaaS

Supported Platforms

Windows

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Elysys

Date Founded

2006

Company Location

Monaco

Company Website

www.elysys.com

Company Facts

Organization Name

Datplan

Date Founded

2017

Company Website

www.datplan.com

Categories and Features

Data Integration

Not specified

Categories and Features

Data Integration

Not specified

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