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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

Prime Tracers is a powerful skip tracing platform built for real estate professionals, investors, and lenders who need reliable, up-to-date contact information. With industry-leading 80-90%+ accuracy, our data is sourced from the richest U.S. servers, updated hourly, and backed by over 2 billion contact points across 20 million companies and 270 million households. Prime Tracers utilizes a proprietary Identity Graph that ensures precise targeting, while our pay-as-you-go model offers flexible, cost-effective pricing. Ensuring every user accesses top-quality data while minimizing marketing costs. Developed by active real estate investors and marketers, Prime Tracers prioritizes customer success with 1-on-1 support and expert insights. More than just a data provider, Prime Tracers is the #1 choice for professionals who value accuracy, transparency, and results-driven data solutions to drive business growth.

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 Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

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

Audience

Real Estate Investors and Agents, Property Management Companies, Lenders, Marketing and Lead Generation Agencies, Retailers and Service Providers with Target Marketing, Insurance Companies, Legal and Investigation Firms, Debt Collection

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

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

$0.03 cents/record
$0.03 - $0.07 cents per record, Pay as you go credit system. Lower pricing available for Enterprise Users.
Free Version 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 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 5.0 / 5
support 5.0 / 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

  • Higher accuracy compared to others I've used. Great Pricing! Love that I don't need a subscription.
  • Great Pricing. Pay as you go and I didn't need a credit card to sign up. Data is MUCH more accurate than the last couple of big name providers we went through.

Cons

  • - Their system can be a little picky about formatted list. But turns out it was a formatting issue from another service I pulled my list from. Support resolved it quickly though!
  • As a RE investor I was hoping they had a list building feature. I spoke with a lead specialist who said they are working on implementing a product like this in the very near future. I also wish they allowed for single skips which I think should be easy for them to add as well.

Training

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

Training

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

Company Information

Datplan
Founded: 2017
www.datplan.com

Company Information

Prime Tracers
Founded: 2023
United States
prime-tracers.app/home

Alternatives

TallyPrime

TallyPrime

Tally Solutions

Alternatives

Goliath

Goliath

Goliath Data
AnalyseAI

AnalyseAI

Tegain Private Limited
Dear.so

Dear.so

Macrofix Software Private Limited

Categories

Data Integration Supported

Categories

Skip Tracing Supported

Integrations

HubSpot CRM Supported
QuickBooks Online Supported
TallyPrime Supported
Xero Supported

Integrations

HubSpot CRM Not Supported
QuickBooks Online Not Supported
TallyPrime Not Supported
Xero Not Supported
Claim Datplan DataPull and update features and information
Claim Datplan DataPull and update features and information
Claim Prime Tracers and update features and information
Claim Prime Tracers and update features and information