Datplan DataPull Description

Datplan DataPull is a privacy-conscious application designed for Windows that facilitates data integration and reporting specifically tailored for accountants, finance professionals, and consultants. It establishes connections to authorized data from QuickBooks Online, Xero, HubSpot, and Companies House, enabling users to download relevant records directly into their local Windows reporting setups. The application systematically organizes data into structured fact-and-dimension tables, offers drag-and-drop dashboards, and allows for exports in CSV and JSON formats, alongside providing reconciliation details and BI setup files compatible with Power BI, Excel, Tableau, and Qlik. Furthermore, it accommodates both full and incremental synchronization options and includes scheduled refresh capabilities for supported plans. Unlike many alternatives, Datplan ensures that source datasets remain stored locally instead of relying on a cloud-based analytics warehouse managed by Datplan. The Windows application is available for free with demo data, while access to live-source connections requires a paid subscription. This approach not only prioritizes user privacy but also enhances the overall data handling experience for professionals.

Pricing

Pricing Starts At:
$7
Free Trial:
Yes

Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support

Company Details

Company:
Datplan
Year Founded:
2017
Website:
www.datplan.com

Media

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Product Details

Platforms
Windows
Types of Training
Training Docs
Customer Support
Online Support

Datplan DataPull Features and Options

Datplan DataPull User Reviews

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  • Name: Anonymous (Verified)
    Job Title: Accountant Consultant
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Datplan DataPull review

    Date: Sep 12 2026

    Summary: Very useful and allows me to offer more to the clients at a low cost per client. Online BI dashboards for Xero and Quickbooks are fantastic for an overview. Hopefully Sage is introduced soon.

    Positive: 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.

    Negative: Could have more video demos. Set up is easy enough, about 3 button clicks but would be nice to have visual user guides

    Read More...
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