1. Choose source
Select the system you want to refresh, such as Xero, HubSpot, or Companies House.
Desktop API reporting for finance teams
Pull business data privately without scripts, spreadsheets, or cloud reporting warehouses.
Datplan DataPull helps accountants, consultants, finance teams and analysts sync source data privately, prepare it with built-in ETL, and create dashboards, audit outputs, reconciliation views and BI-ready exports from a desktop workflow.
Datplan DataPull is built to pull business data privately without scripts, spreadsheets, or cloud reporting warehouses, then prepare it for repeatable reporting.
Choose source. Choose tenant. Click sync. Start with a simple workflow, then build repeatable dashboards, exports and reporting packs as your needs grow.
Simple enough for day-to-day reporting
Datplan DataPull is designed to avoid the usual reporting setup loop: export files, rebuild spreadsheets, clean the same data again, then repeat next month.
2. Choose tenant
Pick the authorised company, client, account, portal, or tenant linked to your Datplan login.
3. Click sync
Refresh the data, then use it for dashboards, data tables, exports, audit review and BI-ready outputs.
Who Datplan DataPull is for
Built for people who need repeatable reporting from business systems without turning every report into a custom data project.
Accountants
Refresh client data and build repeatable reporting packs without manually rebuilding spreadsheets every month.
Finance teams
Turn source data into dashboards, reconciliation views, exports and monthly reporting outputs.
Consultants
Standardise API pulls across clients and reduce bespoke reporting setup for each engagement.
Analysts
Get structured outputs for BI tools without writing custom scripts for every source.
SMEs and operators
Review operational data, dashboards and exports without starting a full data warehouse project.
Less manual reporting work, more repeatable outputs
Refresh instead of rebuilding
Run standard syncs, full re-pulls, or incremental pulls where supported, so updated reporting data can be produced without starting again from raw exports.
Prepare data inside the app
Built-in ETL helps structure pulled data for dashboards, tables, audit review and exports instead of relying on manual spreadsheet preparation.
Create BI-ready outputs
Generate fact and dimension style star-schema exports where supported so BI tools can reconnect to updated Datplan outputs after each sync.
See what happened
Use run status, endpoint results, validation output and reconciliation logs to understand what refreshed and what needs attention.
Review data offline
Review previously pulled data, dashboards, exports and audit outputs without repeatedly querying the source provider.
Keep provider limits visible
Datplan shows source-level allowance information while making clear that provider API limits and third-party source data rules still apply.
See how the workflow fits together
The app is built around a practical reporting loop: connect, sync, review, schedule and report.
Screenshots use demo or sample data and are shown for product illustration.
Start with the result you need
Use Datplan DataPull for quick source refreshes, finance reporting, CRM dashboards, new-company discovery, or BI-ready export workflows.
Private direct API pulls, without a cloud reporting warehouse
Provider data is pulled through the app
Datplan DataPull is designed for user-authorised API pulls into a desktop reporting workflow, not for storing provider datasets in a cloud analytics platform.
Reporting stays close to the user
Dashboards, exports, audit outputs and reconciliation views are created from the pulled app data available to the signed-in user.
Source access is controlled
Source tiers are selected inside the signed-in app, so the source, tenant and account context stays tied to the Datplan user.
Current source scope
Pull Xero data for accounting review, client reporting, finance dashboards, reconciliation output, and BI-ready exports.
View Xero tiersPull HubSpot CRM data for sales reporting, account review, dashboards, exports, and BI-ready analysis.
View HubSpot tiersDiscover 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 HousePractical guides for private API reporting
Explore plain-English guides on accounting APIs, local data sync, provider limits, privacy-first reporting and BI-ready exports.
Beginner’s guide to accounting APIs
Understand API pulls, syncs, permissions and reporting outputs without technical jargon.
Learn why data may not always sync and how source-provider limits affect reporting workflows.
Accounting workflow without a cloud warehouse
Build a repeatable reporting workflow with direct API pulls, ETL and BI-ready exports.
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.
How source purchases work
Purchase source tiers inside Datplan DataPull. Prices and allowances are shown on this website for transparency. Download the app from Microsoft Store, sign in, choose the source and plan, and complete the secure in-app payment flow.
Source access is applied to the signed-in email address after payment confirmation. The website explains source tiers and pricing; the app controls 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.
Choose source, choose tenant, and click sync. Understand standard syncs, full re-pulls, and incremental pulls.
Build dashboards with KPIs, charts, filters, locked layouts, and repeatable reporting controls.
Use BI-ready fact and dimension outputs with Power BI, Tableau, QlikView, and similar reporting tools where supported.
Use the right grain first, then choose the chart, measure and filters. Includes Xero and HubSpot reporting recipes.