TaskAutomate

TaskAutomate

Just Think Technologies
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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

TaskAutomate is a cloud-based invoice and accounts payable automation product for businesses and accounting practices that process supplier invoices, especially those using Tally in India. Users can upload or forward invoices for AI-assisted extraction of supplier and buyer details, invoice dates and numbers, line items, GSTINs, tax amounts and totals. Validation checks and field-level confidence indicators support review before approval. Configurable approval workflows, batch processing and audit history help manage invoice handling. Its Windows Tally Bridge posts approved vouchers to TallyPrime and Tally.ERP 9, with ledger and voucher mapping; exports and integrations are also available for other accounting tools, spreadsheets and data formats. The cloud service supports invoice processing, reporting and spend analytics, while a local Windows service connects it to Tally installations.

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 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

Small and mid-size businesses, accounting and CA firms, distributors and manufacturers in India that use Tally

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 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

₹2,999/month
Starter costs ₹2,999/month or ₹29,990/year for 500 documents per month and 3 users. Professional costs ₹7,999/month or ₹79,990/year for 2,000 documents per month and 10 users. Enterprise pricing is custom. Annual Starter and Professional plans charge for 10 months for 12. Each plan includes a 14-day trial with 50 documents and no credit card required; there is no free-forever plan.
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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Datplan
Founded: 2017
www.datplan.com

Company Information

Just Think Technologies
Founded: 2017
India
taskautomate.io

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Categories

Data Integration Supported

Categories

Integrations

QuickBooks Online Supported
TallyPrime Supported
Xero Supported
Busy Accounting Software Not Supported
HubSpot CRM Supported
Marg ERP 9+ Not Supported
NetSuite Not Supported
Sage Accounting Not Supported
WhatsApp Not Supported
Zoho Books Not Supported

Integrations

QuickBooks Online Supported
TallyPrime Supported
Xero Supported
Busy Accounting Software Supported
HubSpot CRM Not Supported
Marg ERP 9+ Supported
NetSuite Supported
Sage Accounting Supported
WhatsApp Supported
Zoho Books Supported
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