Datplan DataPull

Datplan DataPull

Datplan
5.0 out of 5 stars
Datplan DataPull MeridianLink Data Connect

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Datplan DataPull:

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.
MeridianLink Data Connect:

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.
Datplan DataPull:

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
MeridianLink Data Connect:

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
Datplan DataPull:

Audience

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

Audience

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

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
MeridianLink Data Connect:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Datplan DataPull:

API

Offers API Not Supported
MeridianLink Data Connect:

API

Offers API Not Supported
Datplan DataPull:

Screenshots and Videos

MeridianLink Data Connect:

Screenshots and Videos

Datplan DataPull:

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
MeridianLink Data Connect:

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 Not Supported
Free Trial Not Supported
Datplan DataPull:

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 3.5 / 5
MeridianLink Data Connect:

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
Datplan DataPull:

Pros & Cons from Real Users

Pros

  • Really easy to use. Connect, set up a schedule and let it do its work. It creates a start schema and linked PowerBI file and website dashboards.
  • 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

  • Device needs to be on for it to work but this is by design as it keeps data off cloud platforms for security.
  • Could have more video demos. Set up is easy enough, about 3 button clicks but would be nice to have visual user guides
Datplan DataPull:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
MeridianLink Data Connect:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Datplan DataPull:

Company Information

Datplan
Founded: 2017
www.datplan.com
MeridianLink Data Connect:

Company Information

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

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MeridianLink Data Connect:

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Datplan DataPull:

Categories

Data Integration Supported
MeridianLink Data Connect:

Categories

Data Integration Supported
Loan Origination Supported
Datplan DataPull:

Integrations

HubSpot CRM Supported
MeridianLink Consumer Not Supported
MeridianLink One Not Supported
MeridianLink Opening Not Supported
QuickBooks Online Supported
TallyPrime Supported
Xero Supported
MeridianLink Data Connect:

Integrations

HubSpot CRM Not Supported
MeridianLink Consumer Supported
MeridianLink One Supported
MeridianLink Opening Supported
QuickBooks Online Not Supported
TallyPrime Not Supported
Xero Not Supported
Datplan DataPull:
Claim Datplan DataPull and update features and information
Claim Datplan DataPull and update features and information
MeridianLink Data Connect: