Xero
Financial Summary, Financial Activity, Invoice Summary, Invoice Lines and Payments for local finance reporting and BI exports.
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 accounting, CRM and UK company discovery.
QuickBooks Online
Authorised company, customer, sales, purchase and accounting-report data prepared for local dashboards and BI-ready exports.
Plans from £49/month
See QuickBooks data and plans →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 source-defined pulls or a deliberate full re-pull, then review endpoint results and the completed reporting dataset.
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.
In development — not a live source
TallyPrime to Power BI
We’re developing TallyPrime API pulls and a Power BI-ready reporting schema. Explore the planned workflow and share your reporting requirements. Tally support is not yet available.
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.