contboxx Vault

contboxx Vault

Adversign Media GmbH
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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

contboxx Vault is an on-premises sovereign AI platform that connects to 40+ enterprise systems and makes all company knowledge searchable, classifiable, and distributable. Developed by Adversign Media, Vault runs entirely on your own infrastructure. No data leaves your network, no cloud processing occurs, and no vendor has access to your content. Vault ingests from file storage (SharePoint, Google Drive, OneDrive, Dropbox, Nextcloud), wikis (Confluence, Notion), chat (Microsoft Teams, Slack), CRM (Salesforce, HubSpot), ticketing (Jira, ServiceNow, Zendesk), BI tools (Power BI, Tableau), and more. Content is automatically classified by protection level and distributed only to channels that match its clearance. Three modules extend the core platform: Vault Ask for semantic search and verified Q&A with mandatory source citation, Vault Learn for automatically generating training modules and compliance records from internal documents, and Vault Tender for drafting responses.

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 Not Supported
On-Premises 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

DPO

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

$45000
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 Not Supported
Live Online Not Supported
In Person Supported

Company Information

Datplan
Founded: 2017
www.datplan.com

Company Information

Adversign Media GmbH
Founded: 2008
Germany
vault.contboxx.com

Alternatives

TallyPrime

TallyPrime

Tally Solutions

Alternatives

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AnalyseAI

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TaraVault

TaraVault

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Categories

Data Integration Supported

Categories

AI Knowledge Base Supported

Integrations

HubSpot CRM Supported
Azure Data Box Not Supported
Confluence Not Supported
Dropbox Not Supported
Freshdesk Not Supported
Google Drive Not Supported
Jira Not Supported
Mattermost Not Supported
Microsoft OneDrive Not Supported
Microsoft Power BI Not Supported
Nextcloud Not Supported
Notion Not Supported
QuickBooks Online Supported
Salesforce Not Supported
ServiceNow Not Supported
Slack Not Supported
TallyPrime Supported
Xero Supported
Zendesk Not Supported
Zoho Cliq Not Supported

Integrations

HubSpot CRM Supported
Azure Data Box Supported
Confluence Supported
Dropbox Supported
Freshdesk Supported
Google Drive Supported
Jira Supported
Mattermost Supported
Microsoft OneDrive Supported
Microsoft Power BI Supported
Nextcloud Supported
Notion Supported
QuickBooks Online Not Supported
Salesforce Supported
ServiceNow Supported
Slack Supported
TallyPrime Not Supported
Xero Not Supported
Zendesk Supported
Zoho Cliq Supported
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