Datplan DataPull

Datplan DataPull

Datplan
5.0 out of 5 stars
Datplan DataPull Velixo

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Datplan DataPull:

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.
Velixo:

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.
Datplan DataPull:

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
Velixo:

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
Datplan DataPull:

Audience

Accountants, bookkeepers, finance teams, reporting consultants and BI professionals who need repeatable management reporting for their own business or their clients.
Velixo:

Audience

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

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Datplan DataPull:

API

Offers API Not Supported
Velixo:

API

Offers API Not Supported
Datplan DataPull:

Screenshots and Videos

Velixo:

Screenshots and Videos

Datplan DataPull:

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
Velixo:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Datplan DataPull:

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 3.5 / 5
Velixo:

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
Datplan DataPull:

Pros & Cons from Real Users

Pros

  • Really easy to use. Connect, set up a schedule and let it do its work. It creates a start schema and linked PowerBI file and website dashboards.
  • 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

  • Device needs to be on for it to work but this is by design as it keeps data off cloud platforms for security.
  • Could have more video demos. Set up is easy enough, about 3 button clicks but would be nice to have visual user guides
Datplan DataPull:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Velixo:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Datplan DataPull:

Company Information

Datplan
Founded: 2017
www.datplan.com
Velixo:

Company Information

Velixo
Founded: 2017
Canada
www.velixo.com
Datplan DataPull:

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Datplan DataPull:

Categories

Data Integration Supported
Velixo:

Categories

Budgeting Supported
Dashboard Supported
Data Analysis Supported
Data Integration Supported
Data Visualization Supported
Reporting Supported
Spreadsheet Supported
Datplan DataPull:

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
TallyPrime Supported
Xero Supported
Velixo:

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
TallyPrime Not Supported
Xero Not Supported
Datplan DataPull:
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Velixo:
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