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Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 3 out of 5 stars

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features 0 out of 5 stars
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What is Datplan DataPull?

Build a repeatable reporting workflow with Datplan DataPull for Windows. It prepares supported accounting and CRM records from Xero, QuickBooks Online, TallyPrime and HubSpot as related reporting tables. Companies House discovery is available separately. Businesses can use the outputs for management reporting. Accountants and consultants can offer Dashboard as a Service, combining report setup, scheduled updates where supported and optional client reviews. Practices define their own scope and fees. Reporting options include custom desktop dashboards, ready-made browser reports and CSV/JSON files for Excel, Power BI, Tableau or Qlik. For client sharing, publish completed files to an authorised OneDrive or SharePoint folder with the intended Microsoft access permissions. A report shows the latest completed data refresh, rather than continuously querying the accounting source. Source datasets are prepared in the customer’s Windows environment, without a Datplan-hosted business-data warehouse. Online account, plan and source controls still apply. Each company/source has separate files; Datplan does not automatically consolidate different systems. The app and demo data are free; live connections require the relevant paid source plan. Scheduling, Audit Analytics and usage allowances vary by source and plan. The Windows session, PC and source must be available for scheduled acquisition. External BI tools and source providers have their own licensing and requirements.

What is Alteryx Designer?

Utilizing drag-and-drop functionalities alongside generative AI, analysts are capable of preparing and merging data up to 100 times quicker than traditional techniques. This self-service analytics platform equips every analyst, significantly reducing the expensive bottlenecks often encountered in the analytical workflow. Alteryx Designer is meticulously designed to amplify analysts' skills by providing user-friendly, drag-and-drop tools aimed at data preparation, blending, and analysis tasks. The platform boasts over 300 automation features and integrates smoothly with more than 80 data sources, ensuring a wide-ranging capability. By prioritizing low-code and no-code solutions, Alteryx Designer allows users to easily create analytic workflows, speed up analytics through generative AI, and extract insights without the need for extensive programming skills. Furthermore, it facilitates the export of results to over 70 diverse tools, showcasing its flexibility and adaptability. This commitment to enhancing efficiency not only accelerates data preparation and analysis but also cultivates a culture of data-driven decision-making within organizations. As businesses streamline these processes, they can utilize their data resources more effectively, ultimately gaining a competitive edge in their respective markets. In doing so, they create an environment where informed decisions can thrive and innovation can flourish.

Media

Media

Integrations Supported

HubSpot CRM
QuickBooks Online
TallyPrime
Xero

Integrations Supported

Alteryx
Databricks
Snowflake

API Availability

API Availability

Pricing Information

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 Version

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Datplan

Date Founded

2017

Company Website

www.datplan.com

Company Facts

Organization Name

Alteryx

Date Founded

1997

Company Location

United States

Company Website

www.alteryx.com/products/alteryx-designer

Categories and Features

Data Integration

Not specified

Categories and Features

AI Data Analytics

Not specified

Data Analysis

Not specified

Data Integration

Not specified

Data Preparation

Not specified

Data Science

Not specified

Data Visualization

Not specified

Generative AI

Not specified

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