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
Pull Xero, QuickBooks and HubSpot data into local reporting
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.
- 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 →Audit Analytics for Xero and QuickBooks
Move from a chart exception to the underlying audit evidence
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.
Seven focused tests
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 →Evidence behind the chart
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.
Fraud-risk and risk-assessment support
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
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
Use your existing BI platform
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
Your source datasets are not copied into a Datplan reporting cloud
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.
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-status 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. 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
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, QuickBooks or HubSpot reporting data in a Datplan cloud warehouse?
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.
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?
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.
Can my team share Datplan dashboards or reporting data?
Saved Datplan dashboards are local to the PC and workspace that created them. For team reporting, place stable Datplan BI exports in an organisation-controlled shared location such as a synced OneDrive or SharePoint library or a network share, then connect Power BI, Tableau or Qlik using that platform's own permissions and refresh configuration. Consultants can use the same pattern to deliver exports into a client's controlled location when the client grants access.
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.
Does Datplan include audit or fraud analytics?
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.
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.