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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
Transform your data insights into stunning reports with Qlik Sense and QlikView, allowing your users and clients to enjoy visually appealing presentations. Opt for Qalyptus, the most versatile and comprehensive reporting management solution available. Effortlessly design captivating reports by simply dragging and dropping your Qlik Sense objects into your preferred applications like Excel, Word, PowerPoint, or any HTML editor. Make these reports accessible organization-wide through Qalyptus Server, ensuring everyone has the information they need at their fingertips. Streamline the entire process with automated report generation and distribution, catering to both Qlik Sense SaaS (Business and Enterprise) users. This all-in-one reporting solution provides everything necessary for crafting and disseminating reports efficiently and effectively. Furthermore, a Qlik Sense extension allows you to have essential analytics delivered directly to your inbox, freeing up valuable time in your daily routine. Enjoy the convenience of receiving snapshots of sheets or applications as images or PDFs via email, and empower users to create reports directly within Qlik Sense. Users can easily subscribe to reports, designate recipients, personalize email messages, and select how often they want reports to be generated, making the reporting process even more user-friendly. With Qalyptus, you can elevate your reporting capabilities to new heights, ensuring that data-driven decisions are always supported by visually appealing, easily accessible reports.
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
No price information available.
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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)
No
Online Support
No
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)
Yes
In Person
No
Vendor Details
Company Name
Datplan
Founded
2017
Website
www.datplan.com
Vendor Details
Company Name
Scotfy
Founded
2015
Country
France
Website
www.qalyptus.com
Product Features
Product Features
Reporting
Customizable Dashboard
Yes
Data Source Connectors
No
Drag & Drop
Yes
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
No
Marketing Reports
Yes
OLAP
No
Report Export
No
Sales Reports
No
Scheduled / Automated Reports
No