Cashflow OS

Cashflow OS

S. P. Techno Solution
Datplan DataPull

Datplan DataPull

Datplan
5.0 out of 5 stars
Cashflow OS Datplan DataPull

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Cashflow OS:

About

Cashflow OS is a web and mobile companion for businesses that use TallyPrime, connecting owners, accountants and sales teams to their accounting data and workflows. A Windows connector syncs TallyPrime data with the app, where users can review sales, purchases, receipts, payments, cash and bank balances, ledgers, and bill-wise outstanding with ageing. It provides Profit and Loss, Balance Sheet, Trial Balance, Day Book and GST report views, including GSTR-1 and GSTR-3B, with statement sharing and selected exports. Depending on permissions, users can create transactions and orders that are posted to TallyPrime. Optional modules add quotations, proforma invoices, delivery challans, field sales, customer follow-ups, catalogues, online stores, dealer price lists, CRM and service jobs. Cashflow OS is designed for Indian distributors, wholesalers, retailers, manufacturers and other businesses using TallyPrime.
Datplan DataPull:

About

Datplan DataPull extracts supported Xero, QuickBooks Online, TallyPrime and HubSpot data, then prepares related reporting tables and BI-ready models on Windows. Companies House discovery is also available. Accountants, finance teams and consultants can report in-house or deliver recurring client reporting. Use Excel, Power BI, Tableau or Qlik, build custom desktop dashboards, or use Datplan's ready-made browser reports online or offline. Share browser reports through an authorised OneDrive or SharePoint folder with Microsoft permissions. Features include CSV/JSON exports, reconciliation information, Audit Analytics and scheduled updates on supported plans. Source records are prepared locally, outside a Datplan cloud data warehouse. Each company/source stays separate; updates depend on source support. The app and demo data are free; live-source plans are paid. TallyPrime/company and the Windows PC must be available for acquisition. Provider licences and limits apply.
Cashflow OS:

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Datplan DataPull:

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Cashflow OS:

Audience

Indian small and medium businesses that use TallyPrime: owners, accountants, distributors, wholesalers, retailers and their sales teams.
Datplan DataPull:

Audience

Accountants, bookkeepers, finance teams, reporting consultants and BI professionals who need repeatable management reporting for their own business or their clients.
Cashflow OS:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Datplan DataPull:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Cashflow OS:

API

Offers API Not Supported
Datplan DataPull:

API

Offers API Not Supported
Cashflow OS:

Screenshots and Videos

Datplan DataPull:

Screenshots and Videos

Cashflow OS:

Pricing

โ‚น3,000/year
14-day free trial. Annual plans start at โ‚น3,000 plus GST.
Free Version Not Supported
Free Trial Supported
Datplan DataPull:

Pricing

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 Version Supported
Free Trial Not Supported
Cashflow OS:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Datplan DataPull:

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 3.5 / 5
Datplan DataPull:

Pros & Cons from Real Users

Pros

  • Really easy to use. Connect, set up a schedule and let it do its work. It creates a start schema and linked PowerBI file and website dashboards.
  • Easily transforms clients qlikview and xero data into powerBI ready dashboards and dashboard templates I can share online with them. A good deal of thought has gone into the online dashboard templates with the Fraud Analytics being a win.

Cons

  • Device needs to be on for it to work but this is by design as it keeps data off cloud platforms for security.
  • Could have more video demos. Set up is easy enough, about 3 button clicks but would be nice to have visual user guides
Cashflow OS:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Datplan DataPull:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Cashflow OS:

Company Information

S. P. Techno Solution
Founded: 2019
India
cashflowos.in
Datplan DataPull:

Company Information

Datplan
Founded: 2017
www.datplan.com
Cashflow OS:

Alternatives

No Alternatives
Datplan DataPull:

Alternatives

Cashflow OS

Cashflow OS

S. P. Techno Solution
Datplan DataPull:
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Datplan DataPull:
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Datplan DataPull:
AnalyseAI

AnalyseAI

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Cashflow OS:
Datplan DataPull:
Dear.so

Dear.so

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Cashflow OS:

Categories

Accounting Supported
Datplan DataPull:

Categories

Data Integration Supported
Cashflow OS:

Integrations

TallyPrime Supported
HubSpot CRM Not Supported
QuickBooks Online Not Supported
WhatsApp Supported
Xero Not Supported
Datplan DataPull:

Integrations

TallyPrime Supported
HubSpot CRM Supported
QuickBooks Online Supported
WhatsApp Not Supported
Xero Supported
Cashflow OS:
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Claim Cashflow OS and update features and information
Datplan DataPull:
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