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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
Finance teams cannot trust reports built on data their BI tool never validated. Power BI and OneLake do not enforce primary keys, so duplicate records reach financial statements silently.
Zap Data Hub fixes that at the warehouse layer. It runs on Azure SQL, an ACID-compliant engine with enforced keys, and generates a star schema tuned for accounting structures. Delta processing applies only changed rows instead of reloading whole tables, which cuts both refresh windows and compute spend. A governed semantic layer keeps every consuming tool reading identical definitions.
Sources covered: Sage X3, 100, 300 and Intacct; SAP Business One; Syspro; Dynamics 365 Business Central and Finance & Operations; Dynamics AX and NAV; Wiise; Xero. REST connectors reach further systems.
Shipped as a fully managed cloud service on Microsoft Azure, certified to ISO/IEC 27001:2022.
API Access
Has API
No
API Access
Has API
No
Integrations
Xero
Yes
Adobe Marketo Engage
No
Google Analytics
No
HubSpot CRM
Yes
Microsoft Excel
No
Microsoft Power BI
No
NetSuite
No
QuickBooks Online
Yes
Sage 500
No
Salesforce
No
Integrations
Xero
Yes
Adobe Marketo Engage
Yes
Google Analytics
Yes
HubSpot CRM
No
Microsoft Excel
Yes
Microsoft Power BI
Yes
NetSuite
Yes
QuickBooks Online
No
Sage 500
Yes
Salesforce
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)
Yes
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
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Datplan
Founded
2017
Website
www.datplan.com
Vendor Details
Company Name
Zap
Founded
2001
Country
Australia
Website
www.zapbi.com
Product Features
Product Features
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
No
Budgeting & Forecasting
No
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
Yes
Profitability Analysis
Yes
Strategic Planning
No
Trend / Problem Indicators
Yes
Visual Analytics
Yes