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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 BIChart?

BIChart serves as an all-encompassing enterprise software solution designed to aid businesses in the migration, modernization, and enhancement of their business intelligence systems, particularly in the transition from Tableau to Microsoft Fabric and Power BI. By automating numerous tasks, the platform simplifies the technical elements associated with converting Tableau content into Power BI. BIChart meticulously analyzes Tableau workbooks, published data sources, calculations, parameters, filters, relationships, visuals, and semantic logic, generating Power BI project files and semantic models specifically tailored for implementation within a Microsoft Fabric framework. This feature allows organizations to preserve their current business logic while significantly reducing the manual redevelopment typically required during a business intelligence migration. Beyond its core migration capabilities, BIChart also provides powerful tools for environment-level assessment and migration planning. Organizations can perform an exhaustive scan of their Tableau ecosystem to create a detailed inventory of workbooks, projects, data sources, usage patterns, metadata, dependencies, and Tableau Prep flows, ensuring a holistic understanding of their existing assets prior to the transition. By utilizing these valuable insights, businesses can effectively optimize their migration strategies and enhance their new business intelligence environment, ultimately leading to greater operational efficiency and improved decision-making processes. Moreover, this comprehensive approach not only facilitates a smoother transition but also positions organizations for future growth in their data analytics capabilities.

Media

Media

No images available

Integrations Supported

HubSpot CRM
QuickBooks Online
TallyPrime
Xero

Integrations Supported

Microsoft Fabric
Microsoft Power BI
Tableau

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
Windows
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Datplan

Date Founded

2017

Company Website

www.datplan.com

Company Facts

Organization Name

BIChart

Date Founded

2025

Company Location

United States

Company Website

bichart.ai/

Categories and Features

Data Integration

Not specified

Categories and Features

Data Migration

Not specified

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