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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
Many commonly used dashboards, reporting, and ETL tools often face challenges with connectivity to specific data sources, which can create significant integration hurdles for users. To address this issue, Simba provides ready-to-use, standards-compliant drivers that facilitate seamless connectivity, streamlining the integration process. Organizations that supply data to their customers frequently find it difficult to ensure smooth and straightforward data access for their users. By leveraging Simba’s SDK, developers are empowered to create custom, standards-based drivers, which makes access to data more user-friendly compared to traditional methods like CSV exports or API integrations. Moreover, unique backend requirements, such as those dictated by particular applications or internal workflows, can further complicate connectivity efforts. With the aid of Simba’s SDK or managed services, it becomes possible to develop drivers that are specifically tailored to address these unique needs. Furthermore, Simba offers extensive ODBC/JDBC compatibility that supports a diverse array of applications and data tools, enhancing their functionality. By incorporating Simba Drivers into these platforms, organizations can significantly improve their connectivity capabilities, opening the door to a broader range of data sources for their users. This ultimately leads to a more integrated and efficient data environment for businesses.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Amazon Redshift
No
Amazon Web Services (AWS)
No
Deltek Acumen
No
Elasticsearch
No
Epicor CRM
No
FIS Integrated Banking Solution (IBS)
No
Google Sheets
No
HubSpot CRM
Yes
Infor CRM
No
Microsoft Excel
No
Integrations
Amazon Redshift
Yes
Amazon Web Services (AWS)
Yes
Deltek Acumen
Yes
Elasticsearch
Yes
Epicor CRM
Yes
FIS Integrated Banking Solution (IBS)
Yes
Google Sheets
Yes
HubSpot CRM
No
Infor CRM
Yes
Microsoft Excel
Yes
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
No
Free Version
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
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
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
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Datplan
Founded
2017
Website
www.datplan.com
Vendor Details
Company Name
insightsoftware
Country
United States
Website
insightsoftware.com/simba/