Datplan DataPullDatplan
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Simbainsightsoftware
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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
Common dashboards, reporting, and ETL tools often lack connectivity to certain data sources, creating integration challenges for users. Simba offers ready-to-use, standards-based drivers that ensure compatibility, simplifying the connectivity process. Companies that provide data to customers struggle to offer headache-free, easy data connectivity to their users. Simba’s SDK allows developers to build custom, standards-based drivers, making connectivity more friendly than CSV export or API-based access. Unique backend requirements, such as specific implementation needs dictated by specific applications or internal processes, can complicate connectivity. Using Simba’s SDK or managed services enables the creation of drivers tailored to meet these requirements. Simba provides comprehensive ODBC/JDBC extensibility for a wide range of applications and data tools. Simba Drivers plug into these tools to enhance their offerings, enabling additional connectivity to data sources.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
Organizations that require a solution to manage and connect their data sources
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
$7
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDatplan
Founded: 2017
www.datplan.com
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Company Informationinsightsoftware
United States
insightsoftware.com/simba/
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Integrations
Aptean CRM
Deltek Acumen
Elasticsearch
Epicor CRM
FIS Integrated Banking Solution (IBS)
Google Cloud BigQuery
Google Sheets
HubSpot CRM
Microsoft Excel
Microsoft Power BI
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Integrations
Aptean CRM
Deltek Acumen
Elasticsearch
Epicor CRM
FIS Integrated Banking Solution (IBS)
Google Cloud BigQuery
Google Sheets
HubSpot CRM
Microsoft Excel
Microsoft Power BI
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