Extract your source data
Connect to your data source with Datplan. Pull supported records into a local reporting copy; schedule updates where your source and plan allow.
Choose your source →Scheduled accounting and CRM data extraction
Extract your data. Make it report-ready.
Datplan pulls Xero, QuickBooks Online, TallyPrime and HubSpot data into your Windows environment, preparing reusable exports and BI-ready tables.
Schedule supported updates. Use Excel, Power BI, Qlik, Tableau or Datplan’s desktop dashboards for in-house and client reporting. Host Datplan’s ready-made web dashboards online for clients, or view them offline.
Free app and demo data. Paid plans for your live data sources.
Watch the 30-second overview
How it works
From source records to reporting you can reuse
Organise it for reporting
Datplan transforms raw records into related reporting tables, with checks that help you reconcile the figures. Spend less time preparing separate exports.
See how data is prepared →Choose how to report
Use prepared data in your BI tool, build custom desktop charts, or open the supplied browser reports without designing a separate Power BI model.
Explore the full workflow →Choose your software
Data extraction and reporting for your systems
Each company and source connection stays separate.
Xero
Prepare accounting tables for Excel and BI tools, or explore 24 online or offline browser views for finance, cash, sales and Audit Analytics.
Explore Xero →QuickBooks Online
Extract and organise accounting data for BI, with 27 online or offline browser views for finance, ageing, sales, stock and Audit Analytics.
Explore QuickBooks →TallyPrime
Turn financial data into reporting tables, with 31 ready-made online or offline browser views and English/Hindi labels.
Explore TallyPrime →HubSpot
Prepare companies, contacts, deals and activities for BI, or use six online or offline browser views for pipeline and sales performance.
Explore HubSpot →Also available: Companies House discovery in the Windows app.
Your reporting options
Choose the reporting tools that suit you
Excel and BI-ready models
Export structured tables and model guidance for Excel, Power BI, Tableau and Qlik. Supported models can include a Power BI starter project with reviewed relationships and starter measures.
Explore BI exports →Ready-made browser reports
Datplan supplies the layouts and calculations. Open source-specific reports on desktop, tablet or phone without building them in Power BI.
Try the reports—no sign-in →Custom desktop dashboards
Create and save your own charts, tables, filters and layouts in the Windows app. Choose the views that answer your business questions.
See custom dashboards →Who it helps
For your business or your clients
Prepare management reporting in-house
Prepare monthly management reporting with reusable data, not repeated exports. Schedule supported updates while the Windows PC, source and output folder are available.
See in-house reporting →Offer client reporting as a service
Accountants and consultants can deliver ready-made browser dashboards or tailored Power BI reports, charging for setup, updates and optional reviews.
See client reporting →Review accounting exceptions
Run seven Audit Analytics tests for Xero, QuickBooks and TallyPrime, then inspect the records behind a result. Flags support professional review.
Explore Audit Analytics →Before you start
A few practical answers
What does Datplan do?
Datplan extracts supported accounting and CRM data and transforms it into structured tables and models for reporting. Use the prepared data in Excel, Power BI, Tableau or Qlik, build custom desktop dashboards, or use Datplan’s ready-made browser reports.
What does BI-ready mean?
Datplan organises source records into transaction and lookup tables, often called fact and dimension tables. Defined relationships, reporting rules and reconciliation checks help you start from a prepared model rather than unrelated raw files. Supported exports can also include a Power BI starter model; you still review the figures and design any custom reports.
Are ready-made reports included?
Yes. The browser suite includes supplied layouts and calculations for Xero, QuickBooks Online, TallyPrime and HubSpot. You do not need to build a Power BI model for these reports. Each company and source connection stays separate; Datplan does not automatically consolidate them.
Can I try Datplan before buying?
Yes. The free Windows app includes demo data. You can also try the browser reports with sample data without signing in. A paid source plan is required to connect your live business data.
Can I schedule updates and share reports?
Supported plans can schedule data pulls and exports while the Windows PC and source are available. Share completed browser reporting files through a OneDrive or SharePoint folder with the client’s Microsoft permissions. Reports reflect the latest completed data update.
Where does my data go?
Source records and transformations stay in the Windows workflow. You choose whether exported reporting files stay local or are shared through an authorised folder. Datplan does not copy those reporting rows to a Datplan cloud warehouse. Datplan is designed for private and confidential data you do not want hosted on, or transferred between, additional cloud reporting services. You stay in control of how your reporting data is used and shared.
Start with your data. See what it can tell you.
Download the free Windows app and try the included demo. Choose a paid source plan in the app when you are ready to connect live data.