Datplan DataPull 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.

Pricing

Pricing Starts At:
Free demo; paid source plans
Pricing Information:
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 Version:
Yes

Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support

Company Details

Company:
Datplan
Year Founded:
2017
Website:
www.datplan.com
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Product Details

Platforms
Windows
Types of Training
Training Docs
Training Videos
Customer Support
Online Support

Datplan DataPull Features and Options

Datplan DataPull User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: Accountant Consultant
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Datplan DataPull review

    Date: Sep 12 2026

    Summary: Very useful and allows me to offer more to the clients at a low cost per client. Online BI dashboards for Xero and Quickbooks are fantastic for an overview. Hopefully Sage is introduced soon.

    Positive: Easily transforms clients qlikview and xero data into powerBI ready dashboards and dashboard templates I can share online with them.
    A good deal of thought has gone into the online dashboard templates with the Fraud Analytics being a win.

    Negative: Could have more video demos. Set up is easy enough, about 3 button clicks but would be nice to have visual user guides

    Read More...
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