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features 5 out of 5 stars
design 5 out of 5 stars
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What is Simba?

Numerous popular dashboards, reporting, and ETL tools often struggle with connecting to particular data sources, resulting in considerable integration challenges for users. To mitigate this issue, Simba delivers ready-made, standards-compliant drivers that enable effortless connectivity, simplifying the integration process significantly. Organizations that provide data to clients often encounter difficulties in ensuring easy and direct access for their users. By utilizing Simba’s SDK, developers can craft custom, standards-based drivers that enhance data accessibility, surpassing traditional methods like CSV exports or API integrations. Additionally, specific backend requirements imposed by certain applications or internal workflows can complicate connectivity efforts even further. With the support of Simba’s SDK or its managed services, it is feasible to create drivers tailored to meet these distinct needs effectively. Moreover, Simba boasts extensive ODBC/JDBC compatibility that accommodates a wide variety of applications and data tools, boosting their overall performance. By integrating Simba Drivers into their platforms, organizations can significantly enhance their connectivity capabilities, thus broadening the spectrum of data sources available to their users. This enhancement ultimately fosters a more cohesive and efficient data environment for businesses, paving the way for improved decision-making and operational productivity.

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.

Media

Media

Integrations Supported

Aptean CRM
Epicor CRM
FIS Integrated Banking Solution (IBS)
Google Cloud BigQuery
Google Sheets
MRI Software
Microsoft 365
Microsoft Excel
Microsoft Power BI
MongoDB
OpenAI
Oracle Cloud Infrastructure
Python
Qlik Data Integration
SAP Cloud Platform
Sisense
Snowflake

Integrations Supported

HubSpot CRM
TallyPrime
Xero

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

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

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

insightsoftware

Company Location

United States

Company Website

insightsoftware.com/simba/

Company Facts

Organization Name

Datplan

Date Founded

2017

Company Website

www.datplan.com

Categories and Features

Data Integration

Not specified

Categories and Features

Data Integration

Not specified

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