Desktop API reporting for finance teams

Pull business data privately without scripts, spreadsheets, or cloud reporting warehouses.

Datplan DataPull helps accountants, consultants, finance teams and analysts sync source data privately, prepare it with built-in ETL, and create dashboards, audit outputs, reconciliation views and BI-ready exports from a desktop workflow.

Download from Microsoft Store View source tiers

Choose source. Choose tenant. Click sync. Start with a simple workflow, then build repeatable dashboards, exports and reporting packs as your needs grow.

Simple enough for day-to-day reporting

Datplan DataPull is designed to avoid the usual reporting setup loop: export files, rebuild spreadsheets, clean the same data again, then repeat next month.

1. Choose source

Select the system you want to refresh, such as Xero, HubSpot, or Companies House.

2. Choose tenant

Pick the authorised company, client, account, portal, or tenant linked to your Datplan login.

3. Click sync

Refresh the data, then use it for dashboards, data tables, exports, audit review and BI-ready outputs.

Who Datplan DataPull is for

Built for people who need repeatable reporting from business systems without turning every report into a custom data project.

Accountants

Refresh client data and build repeatable reporting packs without manually rebuilding spreadsheets every month.

Finance teams

Turn source data into dashboards, reconciliation views, exports and monthly reporting outputs.

Consultants

Standardise API pulls across clients and reduce bespoke reporting setup for each engagement.

Analysts

Get structured outputs for BI tools without writing custom scripts for every source.

SMEs and operators

Review operational data, dashboards and exports without starting a full data warehouse project.

Less manual reporting work, more repeatable outputs

Refresh instead of rebuilding

Run standard syncs, full re-pulls, or incremental pulls where supported, so updated reporting data can be produced without starting again from raw exports.

Prepare data inside the app

Built-in ETL helps structure pulled data for dashboards, tables, audit review and exports instead of relying on manual spreadsheet preparation.

Create BI-ready outputs

Generate fact and dimension style star-schema exports where supported so BI tools can reconnect to updated Datplan outputs after each sync.

See what happened

Use run status, endpoint results, validation output and reconciliation logs to understand what refreshed and what needs attention.

Review data offline

Review previously pulled data, dashboards, exports and audit outputs without repeatedly querying the source provider.

Keep provider limits visible

Datplan shows source-level allowance information while making clear that provider API limits and third-party source data rules still apply.

See how the workflow fits together

The app is built around a practical reporting loop: connect, sync, review, schedule and report.

Datplan DataPull sign-in screen with navigation for API Pull, Dashboard, Scheduler, Usage and Settings — **Sign in and manage source access**Start from the desktop app, sign in with your Datplan account, then work with the sources and tenants available to that login.

Datplan DataPull API sync page showing workspace, source, connection, sync status and endpoint results — **Sync source data with visible status**Choose the workspace, source and tenant, then run a sync and review progress, downloaded volume and endpoint results.

Datplan DataPull scheduled sync page showing scheduled jobs and execution log — **Schedule repeat refreshes**Set planned refreshes for regular reporting routines instead of remembering to pull the same data manually.

Example revenue dashboard created in Datplan DataPull with filters, KPI, line chart, bar chart, pie chart and gauge chart — **Build dashboards and BI outputs**Create KPIs, charts, filters and reporting views, then export BI-ready outputs where supported.

Screenshots use demo or sample data and are shown for product illustration.

Start with the result you need

Use Datplan DataPull for quick source refreshes, finance reporting, CRM dashboards, new-company discovery, or BI-ready export workflows.

Xero finance reporting HubSpot CRM reporting Companies House discovery BI-ready star-schema exports Incremental pulls Dashboard recipes

Private direct API pulls, without a cloud reporting warehouse

Provider data is pulled through the app

Datplan DataPull is designed for user-authorised API pulls into a desktop reporting workflow, not for storing provider datasets in a cloud analytics platform.

Reporting stays close to the user

Dashboards, exports, audit outputs and reconciliation views are created from the pulled app data available to the signed-in user.

Source access is controlled

Source tiers are selected inside the signed-in app, so the source, tenant and account context stays tied to the Datplan user.

Current source scope

Xero API reporting

Pull Xero data for accounting review, client reporting, finance dashboards, reconciliation output, and BI-ready exports.

View Xero tiers

HubSpot API reporting

Pull HubSpot CRM data for sales reporting, account review, dashboards, exports, and BI-ready analysis.

View HubSpot tiers

Companies House discovery

Discover newly incorporated UK companies from public records, then filter by sector, region, postcode area, company type, and status in dashboard tables and exports.

View Companies House

Common questions

Does Datplan sell my data?

No. Datplan does not sell user data or source provider data.

Can I use Datplan with Power BI?

Datplan can create BI-ready outputs, including fact and dimension style star-schema exports where supported, which can be connected from tools such as Power BI, Tableau, and QlikView.

Does every endpoint support incremental pulls?

No. Incremental pulls depend on the source provider and endpoint. Where supported, Datplan uses the last saved pull position or checkpoint to reduce repeated full pulls.

Do source provider limits still apply?

Yes. Datplan tier allowances are subject to source provider limits and any allowance already used outside Datplan by other apps, integrations, automations, or users.

How source purchases work

Purchase source tiers inside Datplan DataPull. Prices and allowances are shown on this website for transparency. Download the app from Microsoft Store, sign in, choose the source and plan, and complete the secure in-app payment flow.

Source access is applied to the signed-in email address after payment confirmation. The website explains source tiers and pricing; the app controls source, user and tier selection.

Source provider and data accuracy caveat

Source provider limits apply. Datplan does not own or control third-party source services. All source access is subject to the relevant provider’s API availability, rate limits, tenant/account allowances, service availability, and terms.

Source data is not created by Datplan. Datplan pulls and presents data supplied by the selected source provider. Datplan is not responsible for the completeness, timeliness, legality, accuracy, or suitability of third-party source data. Users should review source records before making business, credit, sales, compliance, or legal decisions.

Help and how-to guides

Learn how to connect sources, run API syncs, schedule refreshes, build dashboards, manage usage, and export BI-ready star schemas.