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.

Pricing

Price Starts At:
Free demo; paid source plans
Price Overview:
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:
Free Version available.

Screenshots and Video

Company Facts

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

Deployment
Windows
Training Options
Documentation Hub
Video Library
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

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 5 out of 5 stars
    Layout 5 out of 5 stars
    Ease Of Use 5 out of 5 stars
    Cost 5 out of 5 stars
    Customer Service 3 out of 5 stars
    Would you Recommend to Others? 10 out of 10

    Datplan DataPull review

    5 out of 5 stars 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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