Provider data stays local to the app workflow
Datplan DataPull is designed around direct, user-authorised pulls from supported source APIs into the desktop app for local review, modelling, dashboards, and exports.
Desktop API pull software
Private direct API pulls. Built-in ETL. BI-ready reporting and exports.
Datplan DataPull helps accountants, consultants, finance teams, analysts, and business operators pull authorised Xero, HubSpot and Companies House API data through the desktop app, prepare it with built-in ETL, and create dashboards, audit output, reconciliation logs, and BI-ready exports.
Provider datasets are pulled through the desktop app for local storage, modelling, reporting and export. Source tiers are selected inside the signed-in app using Stripe.
Direct API pulls, not cloud-hosted analytics
Online services handle access, not reporting storage
Datplan online services support sign-in, source access, billing status, usage checks, and run state. They are not a cloud analytics warehouse for provider datasets.
Purchase source tiers in the app
Users sign in to Datplan DataPull, choose the source tier they need, and complete Stripe checkout from the app purchase flow.
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.
See Datplan DataPull in use
These screenshots show the core workflow: sign in, choose a source and company, run a data pull, schedule refreshes, and build reporting outputs.
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.
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, HubSpot and Companies House each have their own purpose, prices, limits and source-provider caveats.
Companies House discovery
Find recently incorporated UK companies from Companies House public records and review them in dashboard data tables with filters for sector, region, postcode area and company status.
Current source scope
Xero API reporting
Pull Xero data for accounting review, client reporting, finance dashboards, reconciliation output, and BI-ready exports.
View Xero tiersHubSpot API reporting
Pull HubSpot CRM data for sales reporting, account review, dashboards, exports, and BI-ready analysis.
View HubSpot tiersCompanies 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 HouseCommon 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
Choose and buy source tiers inside the app. Prices and allowances are shown on this website for transparency. To purchase a source tier, sign in to Datplan DataPull, choose the source and plan inside the app, and complete payment through the app's Stripe checkout flow.
Source access is applied to the signed-in email address after payment confirmation. The website does not provide a public checkout button because the app controls the 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.
API Sync help
Choose a source, choose a company, and click pull. Understand standard syncs, full re-pulls, and incremental pulls.
API Dashboard help
Build dashboards with KPIs, charts, filters, locked layouts, and repeatable reporting controls.
Star-schema export help
Use BI-ready fact and dimension outputs with Power BI, Tableau, QlikView, and similar reporting tools where supported.