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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$7
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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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
Xero
ADvendio
Braintree
Chargent
ChatGPT
Claude
Gemini
HubSpot CRM
Klient
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Integrations
QuickBooks Online
Xero
ADvendio
Braintree
Chargent
ChatGPT
Claude
Gemini
HubSpot CRM
Klient
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