Datplan guides
Find direct answers for Xero and QuickBooks audit analytics, ISA (UK) 240 fraud-risk work, local reporting copies, scheduled exports, Power BI without another cloud warehouse and moving beyond repeated Excel downloads.
Audit analytics and fraud-risk review
The revised ISA (UK) 240 takes effect for periods beginning on or after 15 December 2026. Datplan's seven tests are practical analytics for Xero and QuickBooks; they are not a substitute for the auditor's judgement, risk assessment or required procedures.
Benford's Law
Understand the expected digit pattern, when the test is appropriate, when it can mislead and how Datplan links an unusual chart back to Xero or QuickBooks evidence.
Read the guide →ISA (UK) 240 revised 2026
Understand the 15 December 2026 effective date, the relationship with ISA (UK) 315 and where data analytics can support—but not replace—professional fraud-risk procedures.
Read the guide →Xero audit analytics
Use the same seven audit analyses across a selected Xero population and move from chart exceptions to the source records that need professional review.
Read the guide →QuickBooks audit analytics
Review unusual patterns in QuickBooks data and distinguish transaction analytics from the separate QuickBooks Audit Log and other control evidence.
Read the guide →Internal fraud-risk review
Use duplicates, unusual values, round amounts, period-end activity, reversals and rare counterparties as investigation prompts rather than accusations.
Read the guide →Duplicate payments
Match counterparty, date, amount and optional references, then trace every group to documents, approvals, allocations and bank settlement.
Read the guide →Round amounts
Choose meaningful multiples and tolerances, separate expected fixed charges and inspect the evidence behind unusual concentrations.
Read the guide →Period-end activity
Set a cut-off window, compare timing patterns and investigate the accounts, documents and reversals behind each spike.
Read the guide →Counterparty review
Combine transaction value with counterparty frequency, then verify identity, approval, commercial purpose and payment evidence.
Read the guide →Offline and local control
Xero offline reporting
What remains available after a successful Datplan sync, what still requires internet access and how to avoid mistaking a local snapshot for live Xero.
Read the guide →Business continuity
Prepare a useful local reporting snapshot, understand its timestamp and refresh safely when Xero becomes available again.
Read the guide →HubSpot offline reporting
Use the latest locally stored company, contact, deal and activity data when you are away from the live CRM.
Read the guide →Backup terminology
Understand the difference between an independent reporting copy, an archive and a tested restore backup.
Read the guide →Easy recurring exports
Scheduled Xero export
Select the workspace, Xero organisation, frequency, output and stable folder, then verify both the Datplan run and downstream report refresh.
Read the guide →Scheduled HubSpot export
Refresh supported CRM grains and write consistent files for dashboards, Excel or Power BI without maintaining a custom API script.
Read the guide →No-code API pull
Datplan handles its supported authorisation, endpoint and pagination workflow while keeping accounting meaning and reporting grains visible.
Read the guide →CRM activity export
Use the supported Activities grain for sales-work analysis without multiplying deal values or treating CRM activity as revenue.
Read the guide →Power BI and Excel
Xero reconciliation
A 2026 checklist for organisation, period, grain, filters, relationships and refresh order before you change DAX.
Read the guide →HubSpot modelling
A worked deal/activity example showing how a flat join can multiply pipeline value and how to keep the grains separate.
Read the guide →Accounting star schema
Separate financial summaries, documents, lines, payments and CRM activity before building measures and visuals.
Read the guide →TallyPrime 2026
Compare TallyPrime integration methods and the modelling work that remains after data access succeeds.
Read the guide →Xero + Power BI
A step-by-step file-based approach, what Datplan prepares and what still needs to be configured in Power BI.
Read the guide →QuickBooks connector retirement
Inventory the old model, map Datplan reporting grains, rebuild the file inputs and reconcile the replacement before retiring the previous query.
Read the guide →Connector alternatives
Compare local files, hosted connectors, OData, cloud warehouses and custom APIs before choosing the required refresh architecture.
Read the guide →Datplan vs Connectorly
Compare data storage, ready-made Power BI reports, multi-organisation grouping, audit analysis and customer setup responsibilities.
Read the guide →Datplan vs Skyvia
Compare Datplan's focused Windows workflow with Skyvia's OData endpoints, replication and wider connector catalogue.
Read the guide →HubSpot + Power BI
Separate extraction, grain selection, stable exports and downstream Power BI refresh checks.
Read the guide →Xero data model
Choose the fact grain, use dimensions safely and prevent duplicated totals before adding visuals or DAX measures.
Read the guide →Excel workflow
Built-in reports have limits. Make the inevitable local analysis stage repeatable, reviewable and easier to refresh.
Read the guide →API and control fundamentals
API fundamentals
Understand authorisation, endpoints, pagination, rate limits, checkpoints, grains and reconciliation.
Read the guide →Reliability
Distinguish Datplan plan allowance from provider quota and design a safer refresh schedule.
Read the guide →Privacy and control
Evaluate the device, exports, backups, support diagnostics and later BI sharing—not just the connector.
Read the guide →GDPR and accounting data
Apply purpose, minimisation, retention, security and accountability to Xero and QuickBooks reporting copies and exports.
Read the guide →The Windows app is free to download and includes Datplan Demo data, so you can test sync, dashboards, reporting grains and exports first.