Datplan DataPullDatplan
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MeridianLink Data ConnectMeridianLink
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Related Products
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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.
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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.
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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
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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
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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.
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Audience
Banks and credit unions looking for timely access to their origination data to quickly identify trends and address opportunities for improvement.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$7
Free Version
Not Supported
Free Trial
Supported
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PricingSchedule 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
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationDatplan
Founded: 2017
www.datplan.com
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Company InformationMeridianLink
Founded: 1998
United States
www.meridianlink.com/products/meridianlink-data-connect/
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Categories |
Categories |
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Integrations
HubSpot CRM
Supported
MeridianLink Consumer
Not Supported
MeridianLink One
Not Supported
MeridianLink Opening
Not Supported
QuickBooks Online
Supported
Xero
Supported
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Integrations
HubSpot CRM
Not Supported
MeridianLink Consumer
Supported
MeridianLink One
Supported
MeridianLink Opening
Supported
QuickBooks Online
Not Supported
Xero
Not Supported
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