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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

Emburse brings together some of the world’s most powerful and trusted financial automation solutions. As part of our product portfolio, Emburse Tallie carries a promise to humanize work while delivering expense management solutions for small organizations and their accountants. The people at Tallie believe small businesses deserve expense software that is ridiculously easy to use, takes limited time out of the workday to manage, eliminates accounting mistakes and can be implemented rapidly. Tallie is designed to integrate seamlessly with your core accounting system, whether it's Xero, QuickBooks, Sage Intacct or NetSuite. Plus, Tallie's unique partnership with Bill.com ensures your financial software systems are always working together to ensure your payments are made on time. As part of the Emburse company, we deliver our customers the same underlying data automation that powers the world's largest businesses at a fraction of the price.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android 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

Tallie caters to any type of business with expense reports, from small companies to T100 accounting firms.

Support

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

Support

Phone Support 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

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

$50/month
Basic Accounting: $50/month
Cash Control: $95/month
Cloud ERP: $200/month
Free Version Not Supported
Free Trial Not 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:

Review this Software

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Datplan
Founded: 2017
www.datplan.com

Company Information

Emburse
Founded: 2008
United States
tallie.com

Alternatives

TallyPrime

TallyPrime

Tally Solutions

Alternatives

AnalyseAI

AnalyseAI

Tegain Private Limited
Dear.so

Dear.so

Macrofix Software Private Limited

Categories

Data Integration Supported

Categories

Expense Report Supported
Spend Management Supported

Expense Report Features

Approval Process Control Supported
Invoice Management Not Supported
Multi-Currency Supported
Receipt Management Supported
Reimbursement Management Supported
Spend Control Supported
Time Tracking Not Supported
Workflow Management Supported

Integrations

QuickBooks Online Supported
Xero Supported
BILL Not Supported
HubSpot CRM Supported
QuickBooks Online Advanced Not Supported
Rightworks Not Supported
Rippling Not Supported
Sage Intacct Not Supported
SmartVault Not Supported
TallyPrime Supported

Integrations

QuickBooks Online Supported
Xero Supported
BILL Supported
HubSpot CRM Not Supported
QuickBooks Online Advanced Supported
Rightworks Supported
Rippling Supported
Sage Intacct Supported
SmartVault Supported
TallyPrime Not Supported
Claim Datplan DataPull and update features and information
Claim Datplan DataPull and update features and information
Claim Emburse Tallie and update features and information
Claim Emburse Tallie and update features and information