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Description
Datplan DataPull is a privacy-conscious application designed for Windows that facilitates data integration and reporting specifically tailored for accountants, finance professionals, and consultants. It establishes connections to authorized data from QuickBooks Online, Xero, HubSpot, and Companies House, enabling users to download relevant records directly into their local Windows reporting setups. The application systematically organizes data into structured fact-and-dimension tables, offers drag-and-drop dashboards, and allows for exports in CSV and JSON formats, alongside providing reconciliation details and BI setup files compatible with Power BI, Excel, Tableau, and Qlik. Furthermore, it accommodates both full and incremental synchronization options and includes scheduled refresh capabilities for supported plans. Unlike many alternatives, Datplan ensures that source datasets remain stored locally instead of relying on a cloud-based analytics warehouse managed by Datplan. The Windows application is available for free with demo data, while access to live-source connections requires a paid subscription. This approach not only prioritizes user privacy but also enhances the overall data handling experience for professionals.
Description
Jet Reports: A powerful financial and business reporting tool that can be used in Excel or on the internet. Excel makes it easy to create, analyze, and distribute reports in just minutes. Built for Microsoft Dynamics NAV and 365 Business Central. Drag-and-drop interface allows you to create custom reports from your ERP. No IT or consultants required. You can click on any number to instantly access all the underlying information so you always have the right answers. You can easily import real-time data directly from your ERP into your spreadsheets, without needing to download a new CSV each time. With just one click, export data from ERP into Excel. No more manual downloads, CSVs, or manual imports.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
HubSpot CRM
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Excel
QuickBooks Online
Xero
Integrations
HubSpot CRM
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Excel
QuickBooks Online
Xero
Pricing Details
$7
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Datplan
Founded
2017
Website
www.datplan.com
Vendor Details
Company Name
insightsoftware
Founded
1993
Country
United States
Website
www.jetglobal.com/jet-reports/
Product Features
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement