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

Get Started

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 Categories and Features