Audience

Accountants, bookkeepers, finance teams, reporting consultants and BI professionals who need repeatable management reporting for their own business or their clients.

About Datplan DataPull

Datplan DataPull extracts supported Xero, QuickBooks Online, TallyPrime and HubSpot data, then prepares related reporting tables and BI-ready models on Windows. Companies House discovery is also available.

Accountants, finance teams and consultants can report in-house or deliver recurring client reporting. Use Excel, Power BI, Tableau or Qlik, build custom desktop dashboards, or use Datplan's ready-made browser reports online or offline. Share browser reports through an authorised OneDrive or SharePoint folder with Microsoft permissions.

Features include CSV/JSON exports, reconciliation information, Audit Analytics and scheduled updates on supported plans. Source records are prepared locally, outside a Datplan cloud data warehouse. Each company/source stays separate; updates depend on source support.

The app and demo data are free; live-source plans are paid. TallyPrime/company and the Windows PC must be available for acquisition. Provider licences and limits apply.

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Pricing

Starting Price:
Free demo; paid source plans
Pricing Details:
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.

Integrations

See Integrations

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 3.0 / 5
More Reviews for Datplan DataPull Write a Review

Company Information

Datplan
Founded: 2017
www.datplan.com

Videos and Screen Captures

Play Video Custom revenue dashboard in Datplan DataPull - Xero demonstration data. Charts, KPIs and year filters are user-configured.
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Product Details

Platforms Supported
Windows
Training
Documentation
Videos
Support
Online

Datplan DataPull Frequently Asked Questions

Q: What kinds of users and organization types does Datplan DataPull work with?
Datplan DataPull works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Datplan DataPull support in their product?
Datplan DataPull supports these languages: English.
Q: What kind of support options does Datplan DataPull offer?
Datplan DataPull offers support via online.
Q: What other applications or services does Datplan DataPull integrate with?
Datplan DataPull integrates with: HubSpot CRM, QuickBooks Online, TallyPrime, and Xero.
Q: What type of training does Datplan DataPull provide?
Datplan DataPull provides training in the form of documentation and videos.
Q: How much does Datplan DataPull cost?
Pricing for Datplan DataPull starts at Free demo; paid source plans.

Datplan DataPull Product Features

Datplan DataPull Verified User Reviews

Write a Review
  • A Datplan DataPull User
    Accountant Consultant
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: Administrator
    Company Size: 1 - 25
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Features 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 3 out of 5 stars
    Probability You Would Recommend? 10 out of 10

    "Datplan DataPull review"

    5 out of 5 stars Posted 2026-09-12

    Pros: 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.

    Cons: Could have more video demos. Set up is easy enough, about 3 button clicks but would be nice to have visual user guides

    Overall: 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.

    Read More...
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