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Description
Datplan DataPull helps accountants, bookkeepers and finance teams prepare repeatable reports from supported Xero, QuickBooks Online, TallyPrime and HubSpot data. Extraction and transformation run in the customer’s Windows environment; Companies House discovery is also available.
Use the prepared CSV/JSON tables in Excel or BI tools, create desktop dashboards, or open Datplan’s ready-made companion browser reports. Accountants can package setup, recurring reporting updates and optional reviews as Dashboard as a Service, with their own service fees.
Completed reports can stay local or be shared through an authorised OneDrive or SharePoint folder. Microsoft folder permissions control access. Reports reflect the latest completed refresh; each company and source remains separate. Scheduled updates and Audit Analytics depend on source and plan support. The Windows PC and source must be available for acquisition.
The Windows app and demo data are free. Live-source access requires a paid plan; provider licences, limits and external BI tools have separate requirements. Datplan’s online services support account and source-plan controls; it does not operate a business-data warehouse for these reporting datasets.
Description
Elysys Financial Gateway serves as a financial data integration tool, linking the Elysys ecosystem with various banks, brokers, custodians, and providers of financial data. Designed to minimize manual data handling, this solution streamlines the transfer of financial information into the broader Elysys platform and integrates seamlessly with Microsoft Dynamics 365 Business Central. It accommodates a variety of data types, including bank statements, market prices, trade confirmations, and corporate actions, enabling finance and investment teams to maintain updated information across numerous institutions. By standardizing incoming data and interfacing external financial sources with portfolio management, accounting, and reporting functions, Elysys Financial Gateway enhances efficiency, mitigates the need for manual data entry, and fosters more dependable financial workflows. This solution is ideal for family offices, financial institutions, and investment organizations that engage with multiple banks, custodians, brokers, and data sources while tackling the complexities of financial data management. Ultimately, Elysys Financial Gateway stands out as an essential tool for optimizing financial operations in a multi-institutional landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
HubSpot CRM
Yes
Microsoft Dynamics 365 Business Central
No
QuickBooks Online
Yes
TallyPrime
Yes
Xero
Yes
Integrations
HubSpot CRM
No
Microsoft Dynamics 365 Business Central
Yes
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
No price information available.
Free Trial
No
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
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
No
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
Elysys
Founded
2006
Country
Monaco
Website
www.elysys.com