Desktop API pull software

Desktop API pull software for finance reporting.

Datplan DataPull helps accountants, consultants, finance teams, analysts, and business operators pull authorised Xero and HubSpot API data into a desktop app with built-in ETL, incremental pulls, dashboards, audit output, reconciliation logs, and BI-ready exports.

Join waitlist View sources

Xero and HubSpot source access is live soon. Join the waitlist for availability updates.

Choose source, choose company, click pull

Datplan is designed for users who need reliable reporting outputs without writing API scripts or waiting for custom development.

Choose your source

Select the source you want to work with, such as Xero or HubSpot, based on the access linked to your Datplan login.

Choose your company

Pick the authorised company, client, account, or tenant that you want to pull data for.

Click pull

Run a full pull or, where supported, an incremental pull from the last saved checkpoint to reduce tier allowance usage.

Product images

These screenshots show the main Datplan DataPull workflow: sign in, choose a source and company, run a data sync, schedule refreshes, and build reporting outputs.

Datplan DataPull sign-in screen with navigation for API Pull, Dashboard, Scheduler, Usage and Settings — **Sign in and access source data**Users sign in, then access purchased or available source connections from the desktop app.

Datplan DataPull API sync page showing workspace, source, connection, sync status and endpoint results — **API sync progress**Choose the workspace, source, and connected account, then review sync progress and endpoint results.

Datplan DataPull scheduled sync page showing scheduled jobs and execution log — **Scheduled refreshes**Schedule repeat refreshes and review job status, run notes, and execution history.

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

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

Focused feature pages

Each major Datplan capability has its own page so users and search engines can understand the product clearly.

API data pull software Desktop ETL software Incremental API pulls Star-schema exports API reporting software Power BI connector outputs

Built for finance, accounting, and consulting work

API pulls with control

Pull authorised source data into the desktop app and keep review, dashboards, exports, and reconciliation workflows close to the user.

Built-in ETL

Prepare pulled datasets for repeatable reporting, modelling, and export without turning every source into a bespoke development job.

Offline data review

Review previously pulled data, dashboards, exports, audit output, and reconciliation results without repeatedly querying the provider API.

BI-ready star-schema exports

Create fact and dimension style exports where supported so BI tools can connect and refresh from updated Datplan outputs.

Audit and reconciliation output

Use run status, validation output, and reconciliation logs to understand what changed and what needs attention.

Source-specific pricing

Buy access per source and tier. Xero and HubSpot each have their own allowances, prices, and planned availability.

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

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.

Join the waitlist

Datplan DataPull is preparing Xero and HubSpot source access. Join the waitlist for source availability updates and launch information.

Join waitlist

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.