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.
Privacy-first API reporting for Windows
Turn business data into BI-ready reporting files—on your own PC
Pull authorised Xero, 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. Start with the free Windows app and included demo data.
- Free Windows app
- Demo data included
- Drag-and-drop dashboards
- Source datasets stored locally
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.
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 →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
An honest boundary
Datplan does not generate a finished Power BI template or publish data to a BI cloud service. Initial model setup is manual, and any later cloud publishing is a separate action controlled by the user and the BI provider.
This is deliberate: it keeps the source-data workflow visible and avoids describing a file export as a direct, real-time connector.
Privacy is the architecture
Your source datasets are not copied into a Datplan reporting cloud
Online services still perform the limited account and service controls the app needs. The boundary is explained clearly, not hidden behind a vague “local” claim.
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-state 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.
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 or HubSpot reporting data in a Datplan cloud warehouse?
No. Source datasets are downloaded through the desktop app to your local PC and local app data. Datplan online services still handle the account, access, billing and usage controls needed to operate the product.
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?
Datplan exports stable local reporting files, fact-and-dimension tables and a BI setup package that can be used with Power BI. It is not a native or real-time Power BI connector, and the first BI model setup remains a user-controlled step.
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.
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.