Simba

Simba

insightsoftware
+
+

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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.

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.

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 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

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.

Audience

Organizations that require a solution to manage and connect their data sources

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 Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$7
Free Version Not Supported
Free Trial 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:

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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 Supported
In Person Supported

Company Information

Datplan
Founded: 2017
www.datplan.com

Company Information

insightsoftware
United States
insightsoftware.com/simba/

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Categories

Data Integration Supported

Categories

Data Integration Supported

Integrations

Amazon Redshift Not Supported
Amazon Web Services (AWS) Not Supported
Aptean CRM Not Supported
Deltek Acumen Not Supported
Elasticsearch Not Supported
Epicor CRM Not Supported
Google Cloud BigQuery Not Supported
Google Sheets Not Supported
HubSpot CRM Supported
Microsoft Excel Not Supported
MongoDB Not Supported
OpenAI Not Supported
Oracle Cloud Infrastructure Not Supported
SAP Cloud Platform Not Supported
SQL Server Not Supported
Sisense Not Supported
Snowflake Not Supported
Tableau Not Supported
Trino Not Supported
Xero Supported

Integrations

Amazon Redshift Supported
Amazon Web Services (AWS) Supported
Aptean CRM Supported
Deltek Acumen Supported
Elasticsearch Supported
Epicor CRM Supported
Google Cloud BigQuery Supported
Google Sheets Supported
HubSpot CRM Not Supported
Microsoft Excel Supported
MongoDB Supported
OpenAI Supported
Oracle Cloud Infrastructure Supported
SAP Cloud Platform Supported
SQL Server Supported
Sisense Supported
Snowflake Supported
Tableau Supported
Trino Supported
Xero Not Supported
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Claim Datplan DataPull and update features and information
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