Xero
24 ready-made browser views for finance, cash, ageing, sales, purchases and Audit Analytics, plus local finance reporting and optional BI exports.
Plans from £49/month
See Xero data and plans →Supported live sources
Choose the data you want to report on
Extract supported accounting and CRM data, transform it into reporting tables, then choose your BI tool or Datplan’s ready-made reports. Companies House discovery is also available in the Windows app.
QuickBooks Online
27 ready-made browser views for financial health, sales, purchases, ageing, inventory and Audit Analytics, plus local dashboards and optional BI exports.
Plans from £49/month
See QuickBooks data and plans →HubSpot
Six ready-made browser views for follow-up, pipeline, sales, activities, verified slippage and captured history, plus local CRM reporting and optional BI exports.
Plans from £39/month
See HubSpot data and plans →TallyPrime
31 ready-made browser views for TallyPrime finance, sales, purchases, inventory, cost centres, Audit Analytics and reconciliation, with English/Hindi labels and optional BI exports.
Live Windows source
See TallyPrime reporting →Companies House
Recently incorporated active UK companies prepared for filtering, dashboard tables, exports and further manual research.
£5/month
See discovery data →The shared workflow
Source-specific data, consistent controls
Each connection is kept separate so file refreshes and client boundaries remain understandable.
Authorise or select the local source
Use the supported provider consent flow or local-source setup and connect only companies, portals or data you are authorised to access.
Pull
Run standard or full pulls, review endpoint results and use incremental checkpoints where supported.
Prepare
Use Basic curated tables or Advanced transformed tables according to the reporting depth required.
Report
Use ready-made browser reports for supported reporting sources, build custom desktop dashboards, or use prepared files in another BI tool.
Provider limits still apply. Datplan plans do not override API availability, provider permissions, tenant limits or quota already consumed by another integration.
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.