Average Ratings 1 Rating
Average Ratings 0 Ratings
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
TaskAutomate is a cloud-based solution designed to streamline invoice and accounts payable processes for businesses and accounting firms handling supplier invoices, particularly those utilizing Tally in India. This innovative product allows users to easily upload or forward invoices, enabling AI-driven extraction of essential details such as supplier and buyer information, invoice dates and numbers, line items, GSTINs, tax amounts, and totals. To enhance accuracy, it includes validation checks and field-level confidence indicators that facilitate thorough reviews prior to approval. The platform features customizable approval workflows, batch processing capabilities, and a comprehensive audit history to efficiently manage invoice processing. Additionally, its Windows Tally Bridge automatically posts approved vouchers to TallyPrime and Tally.ERP 9, complete with ledger and voucher mapping, while also offering exports and integrations for various accounting software, spreadsheets, and data formats. The cloud service not only supports invoice processing but also provides robust reporting and spend analytics, and a local Windows service connects seamlessly to Tally installations, ensuring that users have a comprehensive solution for their accounting needs. Moreover, the integration of AI technology enhances the overall efficiency of managing financial documentation.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
QuickBooks Online
Yes
TallyPrime
Yes
Xero
Yes
Busy Accounting Software
No
HubSpot CRM
Yes
Marg ERP 9+
No
NetSuite
No
Sage Accounting
No
WhatsApp
No
Zoho Books
No
Integrations
QuickBooks Online
Yes
TallyPrime
Yes
Xero
Yes
Busy Accounting Software
Yes
HubSpot CRM
No
Marg ERP 9+
Yes
NetSuite
Yes
Sage Accounting
Yes
WhatsApp
Yes
Zoho Books
Yes
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
₹2,999/month
Starter costs ₹2,999/month or ₹29,990/year for 500 documents per month and 3 users. Professional costs ₹7,999/month or ₹79,990/year for 2,000 documents per month and 10 users. Enterprise pricing is custom. Annual Starter and Professional plans charge for 10 months for 12. Each plan includes a 14-day trial with 50 documents and no credit card required; there is no free-forever plan.
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
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
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
Just Think Technologies
Founded
2017
Country
India
Website
taskautomate.io