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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

Velixo is an Excel-based, API-powered tool that delivers real-time ERP reporting, budgeting, planning, automation, analysis, and data push capabilities, all without compromising governance or formatting. It enables self-service reporting directly in Excel, empowering finance and operations teams to take ownership of their work and reclaim time. Velixo connects bi-directionally to your cloud ERP and Microsoft 365, supporting live data extraction, dynamic report creation, and single-click writeback of budgets, journal entries, project forecasts, or any ERP records. Its Smart-Refresh engine optimizes performance with in-memory caching and incremental updates. Accelerator functions tailored for ERP make report creation intuitive, while multi-company, multi-currency, and multi-tenant consolidation is seamless. Users benefit from smart drill-down capabilities that allow in-Excel exploration of underlying transactions or direct navigation back to ERP documents.

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

Finance and operational professionals wanting a solution to optimize their reporting, budgeting, and automation operations

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not 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

Velixo
Founded: 2017
Canada
www.velixo.com

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Categories

Data Integration Supported

Categories

Budgeting Supported
Dashboard Supported
Data Analysis Supported
Data Integration Supported
Data Visualization Supported
Reporting Supported
Spreadsheet Supported

Integrations

Acumatica Cloud ERP Not Supported
Cegid HR Not Supported
HubSpot CRM Supported
JAMIS Prime ERP Not Supported
MYOB Acumatica Not Supported
Microsoft 365 Not Supported
Microsoft Excel Not Supported
Microsoft OneDrive Not Supported
Microsoft Outlook Not Supported
Microsoft PowerPoint Not Supported
Microsoft SharePoint Not Supported
Microsoft Teams Not Supported
Microsoft Word Not Supported
QuickBooks Online Supported
Sage Intacct Not Supported
Xero Supported

Integrations

Acumatica Cloud ERP Supported
Cegid HR Supported
HubSpot CRM Not Supported
JAMIS Prime ERP Supported
MYOB Acumatica Supported
Microsoft 365 Supported
Microsoft Excel Supported
Microsoft OneDrive Supported
Microsoft Outlook Supported
Microsoft PowerPoint Supported
Microsoft SharePoint Supported
Microsoft Teams Supported
Microsoft Word Supported
QuickBooks Online Not Supported
Sage Intacct Supported
Xero Not Supported
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Claim Datplan DataPull and update features and information
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