Datplan DataPullDatplan
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Elysys Financial GatewayElysys
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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
Elysys Financial Gateway is a financial data integration solution that connects the Elysys environment with banks, brokers, custodians and financial data providers. Built to reduce manual data handling, it automates the flow of financial information into the wider Elysys platform and Microsoft Dynamics 365 Business Central environment. The solution supports data such as bank statements, market prices, trade confirmations and corporate actions, helping finance and investment teams keep information current across multiple institutions. By normalizing incoming data and connecting external financial sources with portfolio management, accounting and reporting processes, Elysys Financial Gateway helps reduce manual entry, improve efficiency and support more reliable financial workflows. It is suited to family offices, financial institutions and investment organisations working with multiple banks, custodians, brokers and data sources
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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
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
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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
Family offices, financial institutions, investment firms and finance teams working with multiple banks, custodians, brokers and financial data sources.
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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
Not 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 Videos |
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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
No information available.
Free Version
Not Supported
Free Trial
Not 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 InformationElysys
Founded: 2006
Monaco
www.elysys.com
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Categories |
Categories |
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Integrations
HubSpot CRM
Supported
Microsoft Dynamics 365 Business Central
Not Supported
QuickBooks Online
Supported
TallyPrime
Supported
Xero
Supported
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Integrations
HubSpot CRM
Not Supported
Microsoft Dynamics 365 Business Central
Supported
QuickBooks Online
Not Supported
TallyPrime
Not Supported
Xero
Not Supported
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