Datplan DataPull

What it does

Datplan DataPull helps accountants, finance teams and consultants stop rebuilding the same reporting spreadsheets every month. It pulls authorised business data directly to a Windows device, prepares reporting-ready tables, creates dashboards, schedules refreshes and exports data for Excel, Power BI and other BI tools—without requiring a separate cloud reporting warehouse.

Pull Xero, QuickBooks and HubSpot data into local dashboards and scheduled BI-ready files on Windows, with seven Audit Analytics tests for Xero and QuickBooks.

Pull authorised Xero, QuickBooks, HubSpot and Companies House data, then build your own dashboard by dragging charts, KPIs, tables and text onto the canvas—or export structured files for Excel and Power BI. Xero and QuickBooks also include seven Audit Analytics tests with underlying evidence drill-down. Start with the free Windows app and included demo data. If one of these problems sounds familiar, follow the route that matches it. Set it up once, schedule the updates where appropriate, and use the reporting at the level you need. Datplan performs source-data storage, ETL and reporting preparation in your Windows environment instead of requiring a Datplan-hosted reporting copy. Keep the…from datplan.com

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