DataTracks

DataTracks

5.0 out of 5 stars
Datplan DataPull

Datplan DataPull

Datplan
5.0 out of 5 stars
DataTracks Datplan DataPull

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DataTracks:

About

DataTracks can help you meet your reporting requirements in time, every time. We offer software solutions to help you prepare your compliance reports. Your report can be ready as soon as your books are ready. Numbers flow automatically from books to designated spots in reports. Your team has to review the numbers and write the narratives alone. All you need to do is review, not prepare. Minds on and hands-off preparation of compliance reports, not to mention the low cost. You can sleep well. Your reports would be consistent with your books. Even when your reports include a million pieces of data (as can be true if you are a country wide bank reporting to the Fed in multiple jurisdictions). Set up a data model, map from sources in your enterprise. Data will be fed automatically into data model when your source is ready. Data can be defined in report as in data model or as computed from sources in data model.
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.
DataTracks:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not 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
DataTracks:

Audience

Organizations interested in a cloud-based solution for automated preparation of compliance and regulatory reports
Datplan DataPull:

Audience

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

Support

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

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
DataTracks:

API

Offers API Not Supported
Datplan DataPull:

API

Offers API Not Supported
DataTracks:

Screenshots and Videos

Datplan DataPull:

Screenshots and Videos

DataTracks:

Pricing

No information available.
Free Version Not Supported
Free Trial Not 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
DataTracks:

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.0 / 5
support 5.0 / 5
Datplan DataPull:

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 3.5 / 5
DataTracks:

Pros & Cons from Real Users

Pros

  • Liked their in-built tax calculator feature and instant entity fetch. Product was easy to understand and use for someone without an accounting background.

Cons

  • Nothing of significance. Can add more profile customization options.
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
DataTracks:

Training

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

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
DataTracks:

Company Information

DataTracks
Founded: 2005
Singapore
www.datatracks.com/#how-it-works
Datplan DataPull:

Company Information

Datplan
Founded: 2017
www.datplan.com
DataTracks:

Alternatives

Datplan DataPull:

Alternatives

TallyPrime

TallyPrime

Tally Solutions
4.4 out of 5 stars
DataTracks:
Datplan DataPull:
TaskAutomate

TaskAutomate

Just Think Technologies
DataTracks:
 Compliance Star

Compliance Star

Thistle Initiatives
Datplan DataPull:
AnalyseAI

AnalyseAI

Tegain Private Limited
DataTracks:
Datplan DataPull:
Dear.so

Dear.so

Macrofix Software Private Limited
DataTracks:
Datplan DataPull:
Comsky

Comsky

Comhard Technologies Pvt. Ltd.
DataTracks:

Categories

Datplan DataPull:

Categories

Data Integration Supported
DataTracks:

Integrations

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

Integrations

HubSpot CRM Supported
QuickBooks Online Supported
TallyPrime Supported
Xero Supported
DataTracks:
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Datplan DataPull:
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