Average Ratings 1 Rating

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Average Ratings 0 Ratings

Total
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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

MeridianLink® Data Connect delivers automated, secure access to structured origination data directly into your data warehouse—ready for reporting, analytics, BI tools, and downstream integrations. With more than 65 normalized tables, a comprehensive data dictionary, and an easy-to-consume data model, Data Connect keeps all your data in-house, making it simple to analyze, generate reports, and make smarter, faster decisions. Rapid Access to Historical Data Sync of up to three years of structured MeridianLink Consumer and Opening data, complete with a data model diagram and data dictionary, so your team can start analyzing and acting immediately. Continuous, Automated Delivery Normalized delta files, including intra-day updates, are delivered daily to your data warehouse, keeping your analytics and reporting always current without manual effort. Empowered In-House Analytics Centralized data powers BI tools, reporting, advanced analytics, and downstream integrations, giving your team insight and control to explore trends, uncover opportunities, and optimize performance. Complete, Aggregated View Combine origination data with other enterprise sources to uncover richer KPIs, streamline operations, and track the full lifecycle of every application. Enterprise-Grade Data Sharing Secure, reliable data transfers powered by Databricks Delta Sharing provide fast, compliant, and automated partner integrations. Access to Advanced Solutions Enable AI, fraud detection, and marketing tools by giving partners immediate access to structured data—without building custom connections. Integrated Intelligence Combine Data Connect feeds with MeridianLink® Insight to generate instant analysis and visualizations, providing

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

Integrations

HubSpot CRM Yes 
MeridianLink Consumer No 
MeridianLink One No 
MeridianLink Opening No 
QuickBooks Online Yes 
Xero Yes 

Integrations

HubSpot CRM No 
MeridianLink Consumer Yes 
MeridianLink One Yes 
MeridianLink Opening Yes 
QuickBooks Online No 
Xero No 

Pricing Details

$7
Free Trial Yes 
Free Version No 

Pricing Details

Schedule a demo to see the solution in action and receive a customized pricing plan tailored to your organization's unique needs and goals.
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Datplan

Founded

2017

Website

www.datplan.com

Vendor Details

Company Name

MeridianLink

Founded

1998

Country

United States

Website

www.meridianlink.com/products/meridianlink-data-connect/

Product Features

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing No 
Online Application No 

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