Datplan DataPullDatplan
|
||||||
Related Products
|
||||||
About
Get used to generate reports and refresh data feeds from Xero and QuickBooks Online. This approach allows accountants and business owners who love data, to keep using their personally customised Excel based reporting packs. By acting as an effective platform through which data can be transferred from a spreadsheet to Xero and QuickBooks, with a single click, together with your spreadsheet as a supporting attachment, whether its a journal, an invoice, a bill, a purchase order or a bank transaction. Extend the cloud capabilities to your spreadsheet and keep using your reporting pack. No need to train your staff in other reporting packs - nothing beats Excel! Faster generation of reports applied across all your clients - reduce your costs and engage with new clients moving to the cloud. Invest in a robust reporting pack for your practice or a consolidation model for a group of companies and populate the values with a refresh using DataDear.
|
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 userโs 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.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Accountant solution for businesses
|
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.
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and VideosNo images available
|
|||||
Pricing
$35 per month
Free Version
Free Trial
|
Pricing
$7
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationDataDear
Malta
www.datadear.com
|
Company InformationDatplan
Founded: 2017
www.datplan.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
|
|||||
|
|
||||||
Categories |
Categories |
|||||
Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
|
||||||
|
|
|