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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

At K2View, we believe that every enterprise should be able to leverage its data to become as disruptive and agile as the best companies in its industry. We make this possible through our patented Data Product Platform, which creates and manages a complete and compliant dataset for every business entity – on demand, and in real time. The dataset is always in sync with its underlying sources, adapts to changes in the source structures, and is instantly accessible to any authorized data consumer. Data Product Platform fuels many operational use cases, including customer 360, data masking and tokenization, test data management, data migration, legacy application modernization, data pipelining and more – to deliver business outcomes in less than half the time, and at half the cost, of any other alternative. The platform inherently supports modern data architectures – data mesh, data fabric, and data hub – and deploys in cloud, on-premise, or hybrid environments.

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 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

Data engineers, data architects, data scientists, data testers, CIOs and business leaders

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

Pricing

$7
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial 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 3.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 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

Pros & Cons from Real Users

Pros

  • 1.Great integration fast 1-2 months instead of a year . 2.good performance due to clustering(cassandra) 3.In memory data management 4. Standard SQL to query data 5.Good scalability 6.New and efficient ETL solution

Cons

  • 1.solution cost at least 1M $! 2.k2view uses it's own deployment team.

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Datplan
Founded: 2017
www.datplan.com

Company Information

K2View
Founded: 2009
United States
k2view.com

Alternatives

CData Connect

CData Connect

CData Software

Alternatives

IRI DarkShield

IRI DarkShield

IRI, The CoSort Company
Delphix

Delphix

Perforce
dbt

dbt

dbt Labs

Categories

Data Integration Supported

Categories

Data Fabric Features

Data Access Management Not Supported
Data Analytics Not Supported
Data Collaboration Not Supported
Data Lineage Tools Supported
Data Networking / Connecting Supported
Metadata Functionality Supported
No Data Redundancy Not Supported
Persistent Data Management Not Supported

Data Management Features

Customer Data Not Supported
Data Analysis Not Supported
Data Capture Not Supported
Data Integration Supported
Data Migration Supported
Data Quality Control Not Supported
Data Security Not Supported
Information Governance Not Supported
Master Data Management Supported
Match & Merge Not Supported

Integration Features

Dashboard Not Supported
ETL - Extract / Transform / Load Supported
Metadata Management Not Supported
Multiple Data Sources Not Supported
Web Services Not Supported

Integrations

Azure Marketplace Not Supported
HubSpot CRM Supported
Model Context Protocol (MCP) Not Supported
QuickBooks Online Supported
Salesforce Not Supported
Xero Supported

Integrations

Azure Marketplace Supported
HubSpot CRM Not Supported
Model Context Protocol (MCP) Supported
QuickBooks Online Not Supported
Salesforce Supported
Xero Not Supported
Claim Datplan DataPull and update features and information
Claim Datplan DataPull and update features and information
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Claim K2View and update features and information