Less custom integration work
Use supported source pulls and prepared reporting tables instead of maintaining another API extraction script or rebuilding the same spreadsheet inputs.
Privacy-first API reporting for Windows
Pull Xero, QuickBooks and HubSpot data into local reporting
Turn authorised Xero, QuickBooks and HubSpot data into local dashboards and BI-ready reporting files without building and maintaining your own source API integration.
Don't want to create your own dashboards? Then connect to our BI Dashboard Templates. Use completed Xero or QuickBooks reporting files with the ready-made templates.
- Free Windows app
- Demo data included
- Drag-and-drop dashboards
- Scheduled API & BI reporting
- Source datasets stored locally
Less reporting preparation. More time for decisions.
No separate reporting warehouse required
Use existing local or network storage, or a permitted Microsoft folder for shared browser reporting. OneDrive is still cloud storage; its licence, storage and access rules apply.
Reuse reports instead of rebuilding them
Ready-made source dashboards and repeatable exports can reduce dashboard setup and routine report requests. Savings depend on what they actually replace.
See where time and money may be saved Compare plan costs
No guaranteed savings or headcount-reduction claim. Include Datplan and any additional setup, storage, licence or support costs.
Start with your reporting need
Is Datplan right for you?
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.
Keep sensitive reporting data under your control
Datplan performs source-data storage, ETL and reporting preparation in your Windows environment instead of requiring a Datplan-hosted reporting copy. Keep the completed reporting output local or deliberately publish it to a network/server or shared location you choose.
See why Datplan was built this way →Work with reporting data offline
Use data already pulled into Datplan when you are travelling, in a client meeting, at a client site or where connectivity is limited. Go online again when you need to authorise a source or pull newer Xero, QuickBooks or HubSpot data.
See how offline reporting works →Get Xero, QuickBooks or HubSpot data into Power BI
Prepare structured, BI-ready reporting files without building and maintaining your own source API integration.
Xero to Power BI · QuickBooks to Power BI · HubSpot to Power BI
Compare Power BI workflows →Schedule API pulls and BI reporting updates
Automate supported API pulls, data preparation and reporting exports once, daily, weekly or monthly so recurring reporting does not begin with another manual download.
See scheduled API reporting →Schedule Power BI-ready data from Xero, QuickBooks and HubSpot
Use Datplan schedules to refresh supported source data and write stable fact-and-dimension reporting files for Power BI, Tableau, Qlik or your own downstream reporting process.
See the scheduled BI-ready workflow →Don't want to create your own dashboards?
Then connect to our BI Dashboard Templates. Use completed Xero or QuickBooks reporting files with the ready-made templates. If you need a different view, you can still build your own dashboard with KPIs, charts, tables and filters.
Explore BI Dashboard Templates →Give clients scheduled dashboards with personalised branding
Use a scheduled reporting folder, browser access, a client Alias and your consultancy or client logo. Give clients an ongoing reporting service without having to design, host and maintain a separate Power BI solution for every client.
See client dashboards →Support fraud-risk and audit analytics work
Xero and QuickBooks include seven Audit Analytics tests with evidence drill-down to support professional fraud-risk work around revised ISA (UK) 240 and risk assessment under ISA (UK) 315. Datplan surfaces indicators for review; it does not determine that fraud occurred or certify compliance.
Explore Audit Analytics →The short answer
What does Datplan do?
It replaces repeated API coding and manual export preparation with one controlled desktop workflow: connect an authorised source, sync it, choose the right reporting grain, then create and save your own drag-and-drop dashboard or export stable files for Excel, Power BI, Tableau or Qlik.
The example dashboard is not a fixed template. Add the visuals you want, move and resize them, apply dashboard or chart-level filters, then save and lock the finished layout.
From source to report
A repeatable workflow without a hosted analytics warehouse
Keep each client, source and connection organised in its own workspace and export folder.
Authorise the source
Choose a workspace and supported source, then complete the provider’s own sign-in and consent flow. Provider passwords are not entered into Datplan.
Sync and prepare
Run a standard or full sync. Datplan records endpoint results, run summaries, reconciliation information and the reporting tables created from the source.
Create your dashboard or export
Drag charts, KPIs, tables and text onto your own dashboard canvas, resize and filter them, then save the layout—or export CSV, JSON, star-schema tables and BI setup files.
Cloud source, local reporting work
Move beyond repeated spreadsheet exports without giving up local control
Cloud accounting and CRM systems are excellent systems of record, but finance and reporting work often continues in downloaded files because built-in reports cannot answer every question.
Teams commonly export data into Excel to combine periods, add calculations, create management packs or prepare Power BI reports. The problem is not that Excel is local. The problem is repeatedly downloading, reshaping and replacing files with no consistent reporting grain or refresh evidence.
Datplan provides a simpler controlled route: choose the workspace, source and connection, run the supported pull, then use the local dashboard or export consistently named reporting files.
Make the local stage repeatable
- Easy workspace, source and connection selection
- Saved dashboards using locally prepared reporting data
- CSV, JSON and fact-and-dimension outputs
- Once, daily, weekly or monthly scheduling on supported plans
- Stable files for Excel, Power BI, Tableau or Qlik workflows
Built for the reporting question
Use the right data shape before choosing a chart
Invoice value, payment movement, financial statements and CRM pipeline are different questions. Datplan separates the grains so totals are not mixed accidentally.
Accounting reporting
Use financial summaries for P&L and balance-sheet reporting, invoice headers for totals and ageing, invoice lines for product analysis, and payments for settlement timing.
Explore Xero reporting →CRM reporting
Use deals for pipeline value, activities for calls and meetings, companies for account-level reporting, and contacts for lifecycle analysis.
Explore HubSpot reporting →Safe practice data
Learn with supplied invoices, lines, payments, bank transactions and journal lines before connecting a live business source.
Use the demo data →Audit Analytics for Xero and QuickBooks
Move from a chart exception to the underlying audit evidence
Run the same seven audit analyses against supported Xero and QuickBooks populations, configure the test where appropriate, then drill into the records behind the result.
Seven focused tests
Benford's Law, exceptional values, period-end activity, round amounts, possible duplicates, post-period reversals and rare high-value counterparties.
How Benford's Law is used →Evidence behind the chart
Audit Evidence drill-down exposes the underlying records used by the selected analysis so an exception can be inspected rather than treated as a visual conclusion.
Fraud-risk and risk-assessment support
Use the analyses as inputs to professional fraud-risk work around ISA (UK) 240 and risk assessment under ISA (UK) 315. Datplan does not determine that fraud occurred or certify compliance.
Power BI, Tableau and Qlik
Stable local files for reporting tools you already use
Datplan prepares the data layer. Your BI tool remains the presentation and publishing layer.
BI package contents
- CSV and JSON exports
- Fact and dimension tables with stable names
- A semantic-model description
- A Qlik load script
- Setup notes and validated relationship guidance
Use your existing BI platform
Datplan prepares stable reporting files and model guidance for Power BI, Tableau and Qlik. Build and publish the finished report in the BI platform your organisation already uses.
Datplan handles extraction, ETL and local analysis; your BI platform handles team distribution, permissions and published-report refresh.
Why Datplan was built
Your source datasets are not copied into a Datplan reporting cloud
Datplan was designed to reduce unnecessary third-party copies of sensitive reporting data. Source storage, ETL and validation happen in your Windows environment; after that, you choose whether the completed reporting output stays local or is published to a location you control.
Local source data
Provider datasets are downloaded through the desktop app to the local app database and user-selected export folders.
Limited service records
Datplan may retain sign-in, source-access, billing, usage, run-status and support records needed to operate the service.
User-controlled sharing
Exports only leave the device when the user stores, shares or publishes them through another tool or location. Save stable BI exports to a Windows-accessible shared folder—such as a synced OneDrive or SharePoint library or a network share—and authorised colleagues can use the same prepared data in Power BI, Tableau or Qlik. Desktop dashboard layouts remain local. Hosted client dashboards can read a deliberately shared reporting copy under Microsoft folder permissions; other BI platforms use their own access controls.
Common questions
Decide whether Datplan fits before you install it
What is Datplan DataPull?
Datplan DataPull is a Windows desktop app that pulls authorised business data from supported APIs, prepares local reporting tables, builds dashboards, and exports CSV, JSON, fact-and-dimension tables and BI setup files.
Does Datplan store my Xero, QuickBooks or HubSpot reporting data in a Datplan cloud warehouse?
No. Pulled source datasets stay in the Windows desktop reporting workflow and your chosen export locations. Datplan uses online services for sign-in, source access, billing, usage and support operations.
Is the Datplan app free?
Yes. The Windows app is free to download and includes Datplan Demo data. Paid source plans are required when you connect supported live sources.
Can Datplan send data to Power BI?
Yes. Datplan exports stable reporting files, fact-and-dimension tables and BI setup guidance for Power BI. Save them locally or to a Windows-accessible shared location such as a synced OneDrive or SharePoint library or a network share, then use your organisation's normal Power BI permissions and refresh setup.
Can my team share Datplan dashboards or reporting data?
Desktop Datplan dashboards remain local to the PC and workspace that created them. For supported hosted client dashboards, a consultant can publish completed reporting files to a dedicated OneDrive or SharePoint folder, share that folder with permitted Microsoft users, and give the client browser access using the Datplan connection key. The consultant can also set a client-facing Alias and choose a consultancy or client logo. Power BI, Tableau and Qlik remain available when a separate BI platform is the better fit.
Can I test Datplan without connecting business data?
Yes. Select Datplan Demo in the app to test sync, dashboard grains, chart recipes and exports with supplied sample invoices, invoice lines, payments, bank transactions and journal lines.
Can I create my own dashboard in Datplan?
Yes. Start with your own dashboard canvas, drag charts, KPIs, tables and text into place, resize and configure them, apply dashboard or chart-level filters, then save and lock the finished layout. Website screenshots are examples rather than fixed dashboards.
Can I view a Datplan dashboard without an internet connection?
Yes. After a successful sync, saved Datplan dashboards can use the reporting data already stored on the Windows PC. Internet access is still required to connect or reauthorise a source, retrieve newer source data and complete online service checks.
Does Datplan include audit or fraud analytics?
Yes for Xero and QuickBooks. Audit Analytics provides seven configurable analyses—Benford's Law, exceptional values, period-end activity, round amounts, possible duplicates, post-period reversals and rare high-value counterparties—with Audit Evidence drill-down. Results are indicators for professional review, not conclusions that fraud occurred or proof of ISA compliance.
See Datplan with real reporting data—without connecting a live account
The Windows app is free to download and includes Datplan Demo data, so you can test sync, dashboards, reporting grains and exports first.