Privacy-first API reporting for Windows
Pull authorised Xero, QuickBooks, 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. Xero and QuickBooks also include seven Audit Analytics tests with underlying evidence drill-down. Start with the free Windows app and included demo data.
Start with your reporting need
If one of these problems sounds familiar, follow the route that matches it. Set it up once, schedule the updates where appropriate, and use the reporting at the level you need.
For clients where an additional third-party cloud reporting copy is not appropriate, keep the reporting data, modelling, dashboards and exports on the Windows PC you control. Datplan does not require the client reporting dataset to be stored in a Datplan cloud warehouse.
See the privacy-first local model →Use data already pulled into Datplan when you are travelling, in a client meeting, at a client site or where connectivity is limited. Go online again when you need to authorise a source or pull newer Xero, QuickBooks or HubSpot data.
See how offline reporting works →Prepare structured, BI-ready reporting files without building and maintaining your own source API integration.
Xero to Power BI · QuickBooks to Power BI · HubSpot to Power BI
Compare Power BI workflows →Automate supported API pulls, data preparation and reporting exports once, daily, weekly or monthly so recurring reporting does not begin with another manual download.
See scheduled API reporting →Use Datplan schedules to refresh supported source data and write stable fact-and-dimension reporting files for Power BI, Tableau, Qlik or your own downstream reporting process.
See the scheduled BI-ready workflow →Start with source-specific Xero or QuickBooks browser dashboards built for completed DataPull reporting files, or create your own API dashboard with KPIs, charts, tables and filters when you need a different view.
Explore ready-made dashboards →Use a scheduled reporting folder, browser access, a client Alias and your consultancy or client logo. Give clients an ongoing reporting service without having to design, host and maintain a separate Power BI solution for every client.
See client dashboards →Xero and QuickBooks include seven Audit Analytics tests with evidence drill-down to support professional fraud-risk work around revised ISA (UK) 240 and risk assessment under ISA (UK) 315. Datplan surfaces indicators for review; it does not determine that fraud occurred or certify compliance.
Explore Audit Analytics →The short answer
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
Keep each client, source and connection organised in its own workspace and export folder.
Choose a workspace and supported source, then complete the provider’s own sign-in and consent flow. Provider passwords are not entered into Datplan.
Run a standard or full sync. Datplan records endpoint results, run summaries, reconciliation information and the reporting tables created from the source.
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
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.
Built for the reporting question
Invoice value, payment movement, financial statements and CRM pipeline are different questions. Datplan separates the grains so totals are not mixed accidentally.
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 →Use deals for pipeline value, activities for calls and meetings, companies for account-level reporting, and contacts for lifecycle analysis.
Explore HubSpot reporting →Learn with supplied invoices, lines, payments, bank transactions and journal lines before connecting a live business source.
Use the demo data →Audit Analytics for Xero and QuickBooks
Run the same seven audit analyses against supported Xero and QuickBooks populations, configure the test where appropriate, then drill into the records behind the result.
Benford's Law, exceptional values, period-end activity, round amounts, possible duplicates, post-period reversals and rare high-value counterparties.
How Benford's Law is used →Audit Evidence drill-down exposes the underlying records used by the selected analysis so an exception can be inspected rather than treated as a visual conclusion.
Use the analyses as inputs to professional fraud-risk work around ISA (UK) 240 and risk assessment under ISA (UK) 315. Datplan does not determine that fraud occurred or certify compliance.
Power BI, Tableau and Qlik
Datplan prepares the data layer. Your BI tool remains the presentation and publishing layer.
Datplan prepares stable reporting files and model guidance for Power BI, Tableau and Qlik. Build and publish the finished report in the BI platform your organisation already uses.
Datplan handles extraction, ETL and local analysis; your BI platform handles team distribution, permissions and published-report refresh.
Privacy is the architecture
Pulled provider datasets stay in the Windows desktop reporting workflow and your chosen export locations. Online services are used for sign-in, source access, billing, usage and support operations.
Provider datasets are downloaded through the desktop app to the local app database and user-selected export folders.
Datplan may retain sign-in, source-access, billing, usage, run-status and support records needed to operate the service.
Exports only leave the device when the user stores, shares or publishes them through another tool or location. Save stable BI exports to a Windows-accessible shared folder—such as a synced OneDrive or SharePoint library or a network share—and authorised colleagues can use the same prepared data in Power BI, Tableau or Qlik. Datplan dashboards remain local; shared BI access is controlled by the chosen storage and BI platform.
Common questions
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.
No. Pulled source datasets stay in the Windows desktop reporting workflow and your chosen export locations. Datplan uses online services for sign-in, source access, billing, usage and support operations.
Yes. The Windows app is free to download and includes Datplan Demo data. Paid source plans are required when you connect supported live sources.
Yes. Datplan exports stable reporting files, fact-and-dimension tables and BI setup guidance for Power BI. Save them locally or to a Windows-accessible shared location such as a synced OneDrive or SharePoint library or a network share, then use your organisation's normal Power BI permissions and refresh setup.
Desktop Datplan dashboards remain local to the PC and workspace that created them. For supported hosted client dashboards, a consultant can publish completed reporting files to a dedicated OneDrive or SharePoint folder, share that folder with permitted Microsoft users, and give the client browser access using the Datplan connection key. The consultant can also set a client-facing Alias and choose a consultancy or client logo. Power BI, Tableau and Qlik remain available when a separate BI platform is the better fit.
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.
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.
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.
Yes for Xero and QuickBooks. Audit Analytics provides seven configurable analyses—Benford's Law, exceptional values, period-end activity, round amounts, possible duplicates, post-period reversals and rare high-value counterparties—with Audit Evidence drill-down. Results are indicators for professional review, not conclusions that fraud occurred or proof of ISA compliance.
The Windows app is free to download and includes Datplan Demo data, so you can test sync, dashboards, reporting grains and exports first.