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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

CDC-based live data platform for heterogeneous database replication, real-time data integration, or building a real-time data warehouse. By using CDC to sync production line data stored in DB2 and Oracle to the modern database, TapData enabled an AI-augmented real-time dispatch software to optimize the semiconductor production line process. The real-time data made instant decision-making in the RTD software a possibility, leading to faster turnaround times and improved yield. As one of the largest telcos, customer has many regional systems that cater to the local customers. By syncing and aggregating data from various sources and locations into a centralized data store, customers were able to build an order center where the collective orders from many applications can now be aggregated. TapData seamlessly integrates inventory data from 500+ stores, providing real-time insights into stock levels and customer preferences, enhancing supply chain efficiency.

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 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

Businesses in search of a tool to manage their data, get insights, and connect with various sources

Support

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

Support

Phone Support Not Supported
24/7 Live Support 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 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 Supported

Company Information

Datplan
Founded: 2017
www.datplan.com

Company Information

TapData
Founded: 2019
China
tapdata.io

Alternatives

CData Connect

CData Connect

CData Software

Alternatives

Estuary Flow

Estuary Flow

Estuary

Categories

Data Integration Supported

Categories

Integrations

HubSpot CRM Supported
ActiveMQ Not Supported
AiChat Not Supported
Alibaba Cloud Tablestore Not Supported
Apache Doris Not Supported
Apache Kafka Not Supported
ClickHouse Not Supported
GitHub Not Supported
Google Cloud BigQuery Not Supported
Greenplum Not Supported
Hazelcast Not Supported
IBM Informix Not Supported
Metabase Not Supported
Microsoft Excel Not Supported
MySQL Not Supported
QuickBooks Online Supported
RabbitMQ Not Supported
SQL Server Not Supported
XML Not Supported
Xero Supported

Integrations

HubSpot CRM Supported
ActiveMQ Supported
AiChat Supported
Alibaba Cloud Tablestore Supported
Apache Doris Supported
Apache Kafka Supported
ClickHouse Supported
GitHub Supported
Google Cloud BigQuery Supported
Greenplum Supported
Hazelcast Supported
IBM Informix Supported
Metabase Supported
Microsoft Excel Supported
MySQL Supported
QuickBooks Online Not Supported
RabbitMQ Supported
SQL Server Supported
XML Supported
Xero Not Supported
Claim Datplan DataPull and update features and information
Claim Datplan DataPull and update features and information
Claim TapData and update features and information
Claim TapData and update features and information