Average Ratings 1 Rating
Average Ratings 1 Rating
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
Talligence is a Tally-based business intelligence reporting tool. Talligence is an AI and ML-powered BI solution that transforms your Tally data into valuable business insights. It is easy to use and implement.
API Access
Has API
No
API Access
Has API
No
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
No price information available.
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
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Datplan
Founded
2017
Website
www.datplan.com
Vendor Details
Company Name
DEV Information Technology Limited
Founded
1997
Country
India
Website
www.talligence.in/
Product Features
Product Features
Business Intelligence
Ad Hoc Reports
No
Benchmarking
Yes
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
Yes
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
Yes
Visual Analytics
Yes
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
No
OLAP
No
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
No