Datplan DataPullDatplan
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Simbainsightsoftware
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Related Products
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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.
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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
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, reporting consultants and BI professionals who need repeatable management reporting for their own business or their clients.
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Audience
Organizations that require a solution to manage and connect their data sources
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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
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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Pricing
No information available.
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
Not Supported
Live Online
Supported
In Person
Supported
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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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Categories |
Categories |
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Integrations
Aptean CRM
Not Supported
Deltek Acumen
Not Supported
Elasticsearch
Not Supported
Epicor CRM
Not Supported
FIS Integrated Banking Solution (IBS)
Not Supported
HubSpot CRM
Supported
Infor CRM
Not Supported
JD Edwards EnterpriseOne
Not Supported
Microsoft Excel
Not Supported
Microsoft Power BI
Not Supported
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Integrations
Aptean CRM
Supported
Deltek Acumen
Supported
Elasticsearch
Supported
Epicor CRM
Supported
FIS Integrated Banking Solution (IBS)
Supported
HubSpot CRM
Not Supported
Infor CRM
Supported
JD Edwards EnterpriseOne
Supported
Microsoft Excel
Supported
Microsoft Power BI
Supported
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