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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
Tally Ho encompasses all essential functionalities for DeFi and Web3, prioritizing community enrichment over the interests of corporate shareholders. It stands out as the inaugural Web3 wallet that is fully owned by its users, developed as a free, open-source solution by those who actively utilize it. This initiative emerges as a countermeasure to the growing trend of corporate-controlled, closed-source software prevalent in the leading cryptocurrency wallets today. The necessity for an open-source, community-driven alternative was evident, and remains vital. Tally Ho presents a unique chance to create a wallet centered around transparency, reflected through its product, culture, code, and community engagement. We have taken proactive measures to ensure Tally Ho begins as open-source and continues to uphold that value. Moreover, the introduction of the Tally Ho DAO guarantees that user input will guide its evolution. This is an exciting opportunity for you to begin using Tally Ho ahead of its complete launch, allowing you to explore its features and play a crucial role in shaping its future through your insights and feedback. Embrace this chance to be part of a transformative movement in the world of digital wallets!
API Access
Has API
No
API Access
Has API
No
Integrations
Boardroom
No
Brave Browser
No
Google Chrome
No
HubSpot CRM
Yes
Mozilla Firefox
No
QuickBooks Online
Yes
TallyPrime
Yes
Xero
Yes
Integrations
Boardroom
Yes
Brave Browser
Yes
Google Chrome
Yes
HubSpot CRM
No
Mozilla Firefox
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
Free
Free Trial
No
Free Version
Yes
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
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)
No
In Person
No
Vendor Details
Company Name
Datplan
Founded
2017
Website
www.datplan.com
Vendor Details
Company Name
Tally Ho
Country
United States
Website
tally.cash/