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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

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

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

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Product Features

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