Datplan DataPullDatplan
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Related Products
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About
The Salesforce and finance software integration solution to grow your business with. Breadwinner is the leading integration software between Salesforce and online accounting platforms including NetSuite, Xero, QuickBooks Online, and Payment Processors such as Stripe, Braintree, Square and more. Breadwinner enables Salesforce to become an ERP, with Accounts Receivable and Accounts Payable data in Salesforce, and creating a powerful two-way integration for financial data. Breadwinner allows companies to accelerate cash flow, reduce staffing costs, increase automation, improve productivity, and helps sales teams sell rather than waste valuable time on admin tasks. Breadwinner's mission is to provide a service that allows forward-thinking businesses to connect Salesforce to their finance software so they can work efficiently and gain a competitive edge. Our software is easy to install and configure, safe and reliable to use.
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About
Datplan DataPull is a privacy-first Windows data integration and reporting application for accountants, finance teams and consultants. It connects to authorised QuickBooks Online, Xero, HubSpot and Companies House data, then downloads supported records into the user’s local Windows reporting environment. Datplan prepares structured fact-and-dimension tables, drag-and-drop dashboards, CSV and JSON exports, reconciliation information and BI setup files for Power BI, Excel, Tableau and Qlik. It supports full and incremental synchronisation plus scheduled refreshes on supported plans. Source datasets are stored locally rather than in a Datplan-operated cloud analytics warehouse. The Windows app is free to download with demo data; live-source connections use paid plans.
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Platforms Supported
Windows
Not 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
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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
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Audience
Companies looking for a finance software integration for Salesforce and online accounting platforms
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Audience
Accountants, bookkeepers, finance teams, financial analysts, reporting consultants, BI professionals and businesses that need a no-code way to extract, structure and reuse accounting or CRM data for dashboards, Excel, Power BI and recurring management reporting.
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$7
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationBreadwinner
Founded: 2012
United States
breadwinner.com
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Company InformationDatplan
Founded: 2017
www.datplan.com
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Categories |
Categories |
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Integrations
QuickBooks Online
Supported
Xero
Supported
ADvendio
Supported
Braintree
Supported
Chargent
Supported
ChatGPT
Supported
Claude
Supported
Gemini
Supported
HubSpot CRM
Not Supported
Klient
Supported
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Integrations
QuickBooks Online
Supported
Xero
Supported
ADvendio
Not Supported
Braintree
Not Supported
Chargent
Not Supported
ChatGPT
Not Supported
Claude
Not Supported
Gemini
Not Supported
HubSpot CRM
Supported
Klient
Not Supported
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