Datplan DataPull
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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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TaskAutomate
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.
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Dear.so
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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AnalyseAI
AnalyseAI is an AI assistant that connects to your existing TallyPrime and answers business questions in plain language. Ask "Who owes us more than Rs 50,000?", "How much did we sell this month?" or "Send me invoice INV-2026-0148" and get the answer right away, plus a PDF or Excel report to share. It covers sales and purchase registers, receivables with ageing, outstanding invoices, day book, ledger statements and balances, bank and cash balances, godown-wise and item-wise stock, stock movement, and invoice, credit-note and debit-note copies. Ask in English, Hindi, Kannada, Tamil, Telugu, Arabic or Hinglish, on the web app or WhatsApp. Setup takes minutes: install a small Windows connector next to Tally, pair it with a code, and start asking. Read-only by design. Per-user permissions across multiple Tally companies. Plans from $7/month. Independent product, not affiliated with Tally Solutions.
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