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Average Ratings 0 Ratings

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ease
features
design
support

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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

Hybrid data estates create silos, duplicate datasets, and “unknown” data flows. Teams lose time finding the right data, can’t trace lineage for audits, and take on risk when changes break downstream reports and apps. Rocket® DataEdge™ is a metadata-driven data intelligence, integration, and virtualization platform. It connects and delivers data across heterogeneous systems while adding business and technical context, lineage, and end-to-end visibility so teams can understand what data exists, where it’s used, and how it moves. Key capabilities: • Metadata capture and cataloging with glossary/tags/ownership • Lineage and impact visibility to troubleshoot and govern change • Seamless hybrid data integration plus virtual/federated access • Connectors/APIs for mainframe, distributed, and cloud sources/targets • Policy-driven security/governance controls across environments Outcome: faster time-to-data with fewer brittle pipelines, audit-ready visibility, and more trusted analytics/AI inputs.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

HubSpot CRM
IBM Z
IBM i
QuickBooks Online
Rocket Data Intelligence
SQL
Xero

Integrations

HubSpot CRM
IBM Z
IBM i
QuickBooks Online
Rocket Data Intelligence
SQL
Xero

Pricing Details

$7
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Datplan

Founded

2017

Website

www.datplan.com

Vendor Details

Company Name

Rocket Software

Founded

1990

Country

United States

Website

www.rocketsoftware.com/en-us/products/dataedge

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