Datplan DataPull Reviews

Datplan DataPull

5.0 out of 5 stars

Average Ratings 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 3 out of 5 stars

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Description

Datplan DataPull helps accountants, bookkeepers and finance teams prepare repeatable reports from supported Xero, QuickBooks Online, TallyPrime and HubSpot data. Extraction and transformation run in the customer’s Windows environment; Companies House discovery is also available. Use the prepared CSV/JSON tables in Excel or BI tools, create desktop dashboards, or open Datplan’s ready-made companion browser reports. Accountants can package setup, recurring reporting updates and optional reviews as Dashboard as a Service, with their own service fees. Completed reports can stay local or be shared through an authorised OneDrive or SharePoint folder. Microsoft folder permissions control access. Reports reflect the latest completed refresh; each company and source remains separate. Scheduled updates and Audit Analytics depend on source and plan support. The Windows PC and source must be available for acquisition. The Windows app and demo data are free. Live-source access requires a paid plan; provider licences, limits and external BI tools have separate requirements. Datplan’s online services support account and source-plan controls; it does not operate a business-data warehouse for these reporting datasets.

Description

The Invantive Data Access Point serves as a web-based interface for facilitating data exchanges across more than 50 platforms through Invantive SQL. It supports widely-used output formats, including JSON, XML, and HTML, enabling the creation of dynamic websites that leverage these platforms. This tool allows users to seamlessly import data from Exact Online into Microsoft Power BI, providing a straightforward way to gain visual insights into their information. Transform your data into captivating reports and summaries with ease. You can utilize data from Exact Online alongside Microsoft Power BI or even Google Sheets. The versatility of this tool allows querying any table of interest, making it suitable for use on both Windows and Mac OSX. Additionally, the ability to connect multiple data sources enhances overall data analysis capabilities.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Sheets No 
HubSpot CRM Yes 
Microsoft Power BI No 
QuickBooks Online Yes 
TallyPrime Yes 
Xero Yes 

Integrations

Google Sheets Yes 
HubSpot CRM No 
Microsoft Power BI Yes 
QuickBooks Online No 
TallyPrime No 
Xero No 

Pricing Details

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 Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Datplan

Founded

2017

Website

www.datplan.com

Vendor Details

Company Name

Invantive

Founded

2000

Country

Netherlands

Website

data-access-point.com

Product Features

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

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