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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
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