Datplan DataPull
5.0 out of 5 starsAverage Ratings 1 Rating
Average Ratings 0 Ratings
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
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