Datplan DataPullDatplan
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Dear.soMacrofix Software Private Limited
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Related Products
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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.
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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.
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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
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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
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Audience
Accountants, bookkeepers, finance teams, reporting consultants and BI professionals who need repeatable management reporting for their own business or their clients.
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Audience
Business owners and operations, sales, finance, and support teams using Windows and connected business applications.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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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
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Pricing
$19 USD/month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationDatplan
Founded: 2017
www.datplan.com
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Company InformationMacrofix Software Private Limited
India
dear.so
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Alternatives |
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Categories |
Categories |
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Integrations
HubSpot CRM
Supported
QuickBooks Online
Supported
TallyPrime
Supported
Xero
Supported
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Integrations
HubSpot CRM
Not Supported
QuickBooks Online
Not Supported
TallyPrime
Not Supported
Xero
Not Supported
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