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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 

Screenshots View All

Screenshots View All

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 
MongoDB No 
OpenAI No 
Qlik Data Integration No 
QuickBooks Online Yes 
SAP Cloud Platform No 
SQL Server No 
Sisense No 
Snowflake No 
TallyPrime Yes 
Xero Yes 

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 
MongoDB Yes 
OpenAI Yes 
Qlik Data Integration Yes 
QuickBooks Online No 
SAP Cloud Platform Yes 
SQL Server Yes 
Sisense Yes 
Snowflake 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

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/

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Product Features

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