Ratings and Reviews 1 Rating

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • AnalyticsCreator Reviews & Ratings
    46 Ratings
    Company Website
  • Denodo Reviews & Ratings
    387 Ratings
    Company Website
  • SCIKIQ Reviews & Ratings
    14 Ratings
    Company Website
  • QUODD Reviews & Ratings
    1 Rating
    Company Website
  • SuperOps Reviews & Ratings
    223 Ratings
    Company Website
  • FISPAN Reviews & Ratings
    5 Ratings
    Company Website
  • Datagate Telecom Billing Reviews & Ratings
    12 Ratings
  • Xero Reviews & Ratings
    5,952 Ratings
    Company Website
  • Flowlens Reviews & Ratings
    39 Ratings
    Company Website
  • Windocks Reviews & Ratings
    7 Ratings
    Company Website

What is Datplan DataPull?

Datplan DataPull is a privacy-focused application specifically designed for Windows, aimed at facilitating data integration and reporting for accountants, finance experts, and consultants. It enables users to connect to authorized data sources such as QuickBooks Online, Xero, HubSpot, and Companies House, allowing the direct download of essential records into local reporting environments on Windows. The application effectively organizes the data into well-structured fact-and-dimension tables, provides user-friendly drag-and-drop dashboards, and supports exports in both CSV and JSON formats, in addition to offering reconciliation details and BI setup files that are compatible with tools like Power BI, Excel, Tableau, and Qlik. It also supports both full and incremental synchronization options and features scheduled refresh capabilities for applicable subscription plans. In contrast to many competing solutions, Datplan prioritizes the local storage of source datasets, avoiding reliance on cloud-based analytics warehouses. The Windows application can be accessed for free with demo data, while live-source connections require a paid subscription, ensuring a balance between user privacy and functionality. This unique approach not only safeguards user data but also significantly enhances the overall data management experience for finance professionals. Additionally, the application’s commitment to privacy and local data storage addresses growing concerns about data security in an increasingly digital world.

What is Breadwinner?

Breadwinner provides an exceptional integration solution aimed at fostering business expansion by effortlessly linking Salesforce with a variety of online accounting systems such as NetSuite, Xero, and QuickBooks Online, along with payment processing platforms like Stripe, Braintree, and Square. This integration effectively transforms Salesforce into an all-encompassing ERP solution that integrates essential Accounts Receivable and Accounts Payable information, thus creating a strong two-way flow of financial data. By utilizing Breadwinner, businesses can optimize their cash flow, reduce labor costs, increase automation, and improve overall efficiency, allowing sales teams to dedicate more time to selling rather than getting sidetracked by administrative tasks. The primary objective of Breadwinner is to enable forward-thinking companies to connect Salesforce with their financial applications, enhancing operational effectiveness and granting them a competitive edge in their industry. Furthermore, the software boasts an intuitive installation and setup process, which ensures a seamless user experience that emphasizes both security and dependability. In addition, Breadwinner is dedicated to ongoing enhancements, providing users with regular updates and improvements to help them thrive in a rapidly evolving business landscape. As a result, organizations can not only streamline their operations but also adapt swiftly to changing market demands.

Media

No images available

Media

Integrations Supported

QuickBooks Online
Xero
HubSpot CRM

Integrations Supported

QuickBooks Online
Xero
ADvendio
Braintree
Chargent
ChatGPT
Claude
Gemini
Klient
Microsoft Teams
NetSuite
QuickBooks Online Advanced
Salesforce
Slack
Square Payments
Stripe
Talent Rover

API Availability

API Availability

Has API

Pricing Information

$7
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard 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

Breadwinner

Date Founded

2012

Company Location

United States

Company Website

breadwinner.com

Categories and Features

Data Integration

Not specified

Categories and Features

Data Integration

Not specified

Finance

Not specified

Integration

Not specified

Popular Alternatives

CData Connect Reviews & Ratings

CData Connect

CData Software

Popular Alternatives

FusionSync Reviews & Ratings

FusionSync

Dancing Digits LLC