Average Ratings 1 Rating
Average Ratings 2 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
Prime Tracers, a powerful skip-tracing platform, is designed for real estate professionals, lenders, and investors who require reliable, current contact information. Our data, which is updated hourly and has an industry-leading accuracy of 80-90%, comes from the richest U.S. server. It also includes over 2 billion contacts across 20 million businesses and 270 millions households.
Prime Tracers uses a proprietary Identity Graph to ensure precise targeting. Our pay-as you-go model provides flexible and cost-effective pricing. We ensure that every user has access to high-quality data, while minimizing marketing expenses.
Prime Tracers, developed by real estate investors and marketeers who are active in the industry, prioritizes customer satisfaction with 1-on-1 assistance and expert insights. Prime Tracers, more than just a provider of data, is the number one choice for professionals who are looking to grow their business and value accuracy, transparency and results-driven solutions.
API Access
Has API
No
API Access
Has API
No
Integrations
HubSpot CRM
Yes
QuickBooks Online
Yes
TallyPrime
Yes
Xero
Yes
Integrations
HubSpot CRM
No
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
$0.03 cents/record
$0.03 - $0.07 cents per record, Pay as you go credit system. Lower pricing available for Enterprise Users.
Free Trial
Yes
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
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Datplan
Founded
2017
Website
www.datplan.com
Vendor Details
Company Name
Prime Tracers
Founded
2023
Country
United States
Website
prime-tracers.app/home