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.

Pricing

Price Starts At:
$7
Free Trial Offered?:
Yes

Screenshots and Video

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Company Facts

Company Name:
Datplan
Date Founded:
2017
Company Website:
www.datplan.com

Product Details

Deployment
Windows
Training Options
Documentation Hub
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Datplan DataPull Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Accountant Consultant
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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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