Dear.so

Dear.so

Macrofix Software Private Limited
+
+

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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.

About

Dear.so is a Windows desktop AI assistant for working across connected business apps. Users bring a file, question, or task, and Dear.so reads relevant information, prepares work, and lets them review supported changes before approval. Available app connections include ERPNext, Odoo, TallyPrime, Zoho, Gmail, email, and WordPress. Example workflows include checking stock, reviewing sales, and preparing customer follow-ups. The workspace is stored on the user’s computer; tasks can send relevant information to connected AI providers and apps. Dear.so supports Windows 10 and later. Paid plans start at $19 USD per month, with a 7-day trial for eligible new accounts.

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

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

Audience

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

Audience

Business owners and operations, sales, finance, and support teams using Windows and connected business applications.

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

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

Pricing

$19 USD/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 3.0 / 5

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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Pros & Cons from Real Users

Pros

  • 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

  • Could have more video demos. Set up is easy enough, about 3 button clicks but would be nice to have visual user guides

Training

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

Training

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

Company Information

Datplan
Founded: 2017
www.datplan.com

Company Information

Macrofix Software Private Limited
India
dear.so

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Categories

Data Integration Supported

Categories

AI Assistants Supported

Integrations

HubSpot CRM Supported
QuickBooks Online Supported
TallyPrime Supported
Xero Supported

Integrations

HubSpot CRM Not Supported
QuickBooks Online Not Supported
TallyPrime Not Supported
Xero Not Supported
Claim Datplan DataPull and update features and information
Claim Datplan DataPull and update features and information
Claim Dear.so and update features and information
Claim Dear.so and update features and information