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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 extracts supported Xero, QuickBooks Online, TallyPrime and HubSpot data, then prepares related reporting tables and BI-ready models on Windows. Companies House discovery is also available. Accountants, finance teams and consultants can report in-house or deliver recurring client reporting. Use Excel, Power BI, Tableau or Qlik, build custom desktop dashboards, or use Datplan's ready-made browser reports online or offline. Share browser reports through an authorised OneDrive or SharePoint folder with Microsoft permissions. Features include CSV/JSON exports, reconciliation information, Audit Analytics and scheduled updates on supported plans. Source records are prepared locally, outside a Datplan cloud data warehouse. Each company/source stays separate; updates depend on source support. The app and demo data are free; live-source plans are paid. TallyPrime/company and the Windows PC must be available for acquisition. Provider licences and limits apply.

Platforms Supported

Windows 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

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

Audience

Accountant solution for businesses

Audience

Accountants, bookkeepers, finance teams, reporting consultants and BI professionals who need repeatable management reporting for their own business or their clients.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$35 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

Free demo; paid source plans
The Windows app and included demo data are free. A paid source plan is required to connect live business data. Price, currency, billing period, allowance and scheduling depend on the source and plan. Compare current source plans on the Datplan website. Provider licences and limits still apply.
Free Version Supported
Free Trial Not Supported

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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 3.0 / 5

Pros & Cons from Real Users

Pros

  • 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.

Cons

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

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

DataDear
Malta
www.datadear.com

Company Information

Datplan
Founded: 2017
www.datplan.com

Alternatives

Alternatives

TallyPrime

TallyPrime

Tally Solutions
Flash Reports

Flash Reports

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AnalyseAI

AnalyseAI

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Dear.so

Dear.so

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CData Connect

CData Connect

CData Software

Categories

Accounting Supported

Categories

Data Integration Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Not Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Supported
General Ledger Not Supported
Government Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Supported

Integrations

QuickBooks Online Supported
Xero Supported
HubSpot CRM Not Supported
TallyPrime Not Supported

Integrations

QuickBooks Online Supported
Xero Supported
HubSpot CRM Supported
TallyPrime Supported
Claim DataDear and update features and information
Claim DataDear and update features and information
Claim Datplan DataPull and update features and information
Claim Datplan DataPull and update features and information