Xero
Financial performance, balance sheet, cash flow and commitments, receivables, payables, projects, reconciliation and Audit Analytics.
Open Xero dashboards →BI Dashboard Templates
Ready-made Xero and QuickBooks BI Dashboard Templates
Don't want to create your own dashboards? Then connect to our BI Dashboard Templates. Open a Xero or QuickBooks template with demo data in the browser, then connect it to completed DataPull reporting files. Local, synced and authorised Microsoft folders remain under your control; the accounting rows are processed in the browser rather than routed through a Datplan reporting warehouse.
Current dashboard library
Designed around the source, not forced into one generic template
Accounting, CRM and company-discovery data answer different questions. Datplan can therefore use a shared viewer while maintaining a source-specific dashboard library and KPI definitions.
QuickBooks Online
27 provider-specific views across Financial Health, Financial Performance, Sales, Purchases, Cash & Payments, customer and supplier ageing, Inventory and Audit Analytics.
Open QuickBooks dashboards →HubSpot
CRM dashboards should focus on pipeline, deals, companies, contacts and supported activity measures instead of accounting KPIs.
Hosted dashboard module not yet published.
Local processing
What stays on the device
The selected DataPull CSV files, parsed rows, dashboard calculations and browser-side cache remain part of the local browser workflow. The hosted viewer contains no API that uploads those CSV rows to Datplan.
Central updates
What Datplan hosts
Datplan serves the dashboard HTML, CSS, JavaScript and source-specific dashboard definitions. Publishing a correction updates the viewer centrally instead of requiring a new dashboard ZIP for every customer.
Client delivery
Turn hosted accounting dashboards into an ongoing client BI service
For accountants and consultants
Prepare the reporting folder, schedule it, share it and hand over one connection key so the client can return to refreshed browser-based BI.
See the client dashboard setup →For clients using the dashboard
Use the self-service guide for connection keys, Microsoft sign-in, Refresh, troubleshooting and the Xero and QuickBooks dashboard libraries.
Open client dashboard help →Use DataPull for the reporting files
Pull authorised source data to the local Windows workflow, then open the hosted viewer against the exported reporting folder.