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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

MeridianLink® Data Connect delivers automated, secure access to structured origination data directly into your data warehouse—ready for reporting, analytics, BI tools, and downstream integrations. With more than 65 normalized tables, a comprehensive data dictionary, and an easy-to-consume data model, Data Connect keeps all your data in-house, making it simple to analyze, generate reports, and make smarter, faster decisions.

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

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

Banks and credit unions looking for timely access to their origination data to quickly identify trends and address opportunities for improvement.

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

No images available

Screenshots and Videos

Pricing

$7
Free Version
Free Trial

Pricing

Schedule a demo to see the solution in action and receive a customized pricing plan tailored to your organization's unique needs and goals.
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:

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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

Datplan
Founded: 2017
www.datplan.com

Company Information

MeridianLink
Founded: 1998
United States
www.meridianlink.com/products/meridianlink-data-connect/

Alternatives

CData Connect

CData Connect

CData Software

Alternatives

MeridianLink One

MeridianLink One

MeridianLink
MeridianLink Access

MeridianLink Access

MeridianLink

Categories

Categories

Integrations

HubSpot CRM
MeridianLink Consumer
MeridianLink One
MeridianLink Opening
QuickBooks Online
Xero

Integrations

HubSpot CRM
MeridianLink Consumer
MeridianLink One
MeridianLink Opening
QuickBooks Online
Xero
Claim Datplan DataPull and update features and information
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