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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.

About

Exsited is an integration-first operations platform built to connect the systems businesses already rely on. It unifies CRMs, accounting tools, job schedulers, and fulfilment providers into a single environment where data stays in sync and processes run seamlessly. Alongside integrations, Exsited delivers advanced business solutions for day-to-day operations. Retailers use Exsited for inventory and order management, as well as purchasing and supplier coordination. Orders can be fulfilled automatically across warehouses and 3PL partners, while stock is synchronised across multiple sales channels and marketplaces. Exsited also makes it simple to digitise interactions through configurable, brandable portals. Whether it’s client requests, supplier onboarding, internal approvals, or service submissions, businesses can deploy portals carrying their own company name and identity. With a no-code workflow builder and built-in sync monitoring, teams can trust every process to run reliably.

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

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

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.

Audience

Enterprise business, Ecommerce business

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

$7
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

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

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

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

Datplan
Founded: 2017
www.datplan.com

Company Information

Exsited
Founded: 2025
Australia
exsited.com

Alternatives

CData Connect

CData Connect

CData Software

Alternatives

Categories

Data Integration Supported

Categories

Data Integration Supported
Integration Supported

Integrations

HubSpot CRM Supported
QuickBooks Online Supported
Xero Supported

Integrations

HubSpot CRM Not Supported
QuickBooks Online Not Supported
Xero Not Supported
Claim Datplan DataPull and update features and information
Claim Datplan DataPull and update features and information
Claim Exsited and update features and information
Claim Exsited and update features and information