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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 userโ€™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.

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 Videos

No images available

Pricing

$35 per month
Free Version
Free Trial

Pricing

$7
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DataDear
Malta
www.datadear.com

Company Information

Datplan
Founded: 2017
www.datplan.com

Alternatives

Alternatives

CData Connect

CData Connect

CData Software
Flash Reports

Flash Reports

Finatical Software

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

Integrations

QuickBooks Online
Xero
HubSpot CRM

Integrations

QuickBooks Online
Xero
HubSpot CRM
Claim DataDear and update features and information
Claim DataDear and update features and information
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