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Description
Datplan DataPull is a privacy-conscious application designed for Windows that facilitates data integration and reporting specifically tailored for accountants, finance professionals, and consultants. It establishes connections to authorized data from QuickBooks Online, Xero, HubSpot, and Companies House, enabling users to download relevant records directly into their local Windows reporting setups. The application systematically organizes data into structured fact-and-dimension tables, offers drag-and-drop dashboards, and allows for exports in CSV and JSON formats, alongside providing reconciliation details and BI setup files compatible with Power BI, Excel, Tableau, and Qlik. Furthermore, it accommodates both full and incremental synchronization options and includes scheduled refresh capabilities for supported plans. Unlike many alternatives, Datplan ensures that source datasets remain stored locally instead of relying on a cloud-based analytics warehouse managed by Datplan. The Windows application is available for free with demo data, while access to live-source connections requires a paid subscription. This approach not only prioritizes user privacy but also enhances the overall data handling experience for professionals.
Description
Dear.so serves as an AI-powered assistant designed for Windows desktops, facilitating seamless interaction with various business applications. Users can submit files, inquiries, or tasks, and the assistant efficiently extracts pertinent information, organizes the necessary work, and allows for a review of suggested modifications prior to final approval. The integration capabilities encompass a range of applications, including ERPNext, Odoo, TallyPrime, Zoho, Gmail, email, and WordPress, providing users with a comprehensive toolkit. Typical use cases feature monitoring inventory levels, analyzing sales data, and crafting follow-up communications for customers. The system ensures that workspaces are securely maintained on the user's local machine, while tasks can relay important details to connected AI services and applications. Dear.so is compatible with Windows 10 and newer versions. Subscription plans commence at $19 USD monthly and offer a 7-day trial period for new eligible users, encouraging them to explore the features without immediate commitment. Overall, Dear.so aims to enhance productivity by streamlining various business processes through intelligent automation.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
HubSpot CRM
Yes
QuickBooks Online
Yes
TallyPrime
Yes
Xero
Yes
Integrations
HubSpot CRM
No
QuickBooks Online
No
TallyPrime
No
Xero
No
Pricing Details
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 Trial
No
Free Version
Yes
Pricing Details
$19 USD/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Datplan
Founded
2017
Website
www.datplan.com
Vendor Details
Company Name
Macrofix Software Private Limited
Country
India
Website
dear.so