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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

Omniroo is a SaaS growth platform designed to sync Stripe subscription data directly into HubSpot’s deals pipeline, allowing companies to visualize and manage their subscription lifecycle more efficiently. With this integration, users can automate customer communications, track billing and renewals, and recover failed payments in real time, improving customer retention and revenue flow. Omniroo enables seamless subscription upgrades by optimizing workflows that convert free and trial users into paying customers through automated upgrade offers and prioritization of high-potential users. The platform also helps prevent revenue leakage by providing proactive alerts for at-risk accounts and automating follow-ups on payment issues. Omniroo’s scalable data syncing facilitates real-time integration between Stripe and HubSpot, empowering businesses to automate processes as they grow. This tool is designed to reduce manual billing errors and improve subscription management accuracy. Its focus on automation supports SaaS companies looking to scale operations without increasing overhead. Omniroo offers an effective solution for subscription lifecycle management and revenue optimization in one integrated platform.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform No 
QuickBooks Online Yes 
Stripe No 
TallyPrime Yes 
Xero Yes 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
QuickBooks Online No 
Stripe Yes 
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

$49/month
Free Trial No 
Free Version Yes 

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 No 
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

Omniroo

Founded

2025

Country

Australia

Website

www.omniroo.com

Product Features

Product Features

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