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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.

About

Power Query is the easiest way to connect, extract, transform and load data from a wide range of sources. Power Query is a data transformation and data preparation engine. Power Query comes with a graphical interface for getting data from sources and a Power Query Editor for applying transformations. Because the engine is available in many products and services, the destination where the data will be stored depends on where Power Query was used. Using Power Query, you can perform the extract, transform, and load (ETL) processing of data. Microsoft’s Data Connectivity and Data Preparation technology that lets you seamlessly access data stored in hundreds of sources and reshape it to fit your needs—all with an easy to use, engaging, no-code experience. Power Query supports hundreds of data sources with built-in connectors, generic interfaces (such as REST APIs, ODBC, OLE, DB and OData) and the Power Query SDK to build your own connectors.

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 Supported
Mac 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, reporting consultants and BI professionals who need repeatable management reporting for their own business or their clients.

Audience

Businesses that need a data transformation and data preparation engine to improve their data analysis and decision-making

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

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

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

Microsoft
Founded: 1975
United States
powerquery.microsoft.com/en-us/

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TallyPrime

TallyPrime

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Categories

Data Integration Supported

Categories

Data Integration Supported
Data Preparation Supported
ETL Supported

Integrations

QuickBooks Online Supported
Acterys Not Supported
Adobe Marketo Engage Not Supported
Amazon Redshift Not Supported
Azure DevOps Server Not Supported
CData Connect Not Supported
Exasol Not Supported
Google Analytics Not Supported
HubSpot CRM Supported
Kyligence Not Supported
MarkLogic Not Supported
Microsoft Access Not Supported
Microsoft Intune Not Supported
Microsoft Power BI Not Supported
Salesforce Not Supported
Siteimprove Not Supported
Snowflake Not Supported
Vena Not Supported
Xero Supported

Integrations

QuickBooks Online Supported
Acterys Supported
Adobe Marketo Engage Supported
Amazon Redshift Supported
Azure DevOps Server Supported
CData Connect Supported
Exasol Supported
Google Analytics Supported
HubSpot CRM Not Supported
Kyligence Supported
MarkLogic Supported
Microsoft Access Supported
Microsoft Intune Supported
Microsoft Power BI Supported
Salesforce Supported
Siteimprove Supported
Snowflake Supported
Vena Supported
Xero Not Supported
Claim Datplan DataPull and update features and information
Claim Datplan DataPull and update features and information
Claim Microsoft Power Query and update features and information
Claim Microsoft Power Query and update features and information