Xero
Financial Summary, Financial Activity, Invoice Summary, Invoice Lines, Payments and official ledger lines where source access supports them.
Plans from £49/month
See Xero data and plans →Supported live sources
Choose the source that matches the reporting question
Datplan connects only after user authorisation, stores pulled source datasets locally, and prepares distinct reporting grains for finance, CRM and UK company discovery.
HubSpot
Companies, Contacts, Deals and Activities for pipeline, lifecycle, account and sales-work reporting.
Plans from £39/month
See HubSpot data and plans →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
Use the provider’s browser-based consent process and connect only accounts 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
Build Datplan dashboards or use local CSV, JSON and fact-and-dimension outputs 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.