Month-end finance
Revenue and expenses by month, net P&L movement, balance-sheet sections and account-level Trial Balance summaries.
Xero API reporting
Xero data extraction and reporting
Datplan is a Xero data extractor for Windows. It transforms accounting data into structured tables for Excel, Power BI and other BI tools. It also supplies 24 ready-made browser views for finance, cash, sales and Audit Analytics.
Live source access uses a paid plan. See Xero plans.
Watch the overview
From source data to useful reporting
See the shared Datplan workflow in 30 seconds, then try the demo data included with the free Windows app. Live source connections use paid plans.
Play the 30-second Datplan overview
Choose the grain first
Xero reporting tables matched to the finance question
Datplan keeps invoice, payment and accounting-summary views separate so each report uses the right measure for the question being asked.
| Reporting grain | One row represents | Use it for | Do not use it for |
|---|---|---|---|
| Financial Summary | One Trial Balance-derived account and reporting-date summary | P&L, balance sheet, revenue, expenses and month-end account movement | Customer, item, invoice or payment drill-down |
| Financial Activity | One reconstructed accounting activity line | Account movement, source type, line role and tracking analysis | Reported P&L or balance-sheet totals |
| Invoice Summary | One live invoice or bill | Totals, due dates, paid amounts, outstanding balances and contact value | P&L or balance-sheet reporting |
| Invoice Lines | One live invoice or bill line | Item, product, tracking, net, tax and gross analysis | Ageing or payment settlement |
| Payments | One authorised payment | Receipts, supplier payments, settlement timing and payment accounts | Revenue or expense recognition |
Reporting examples
Questions Datplan prepares Xero data to answer
Invoice and debtor review
Sales invoices by month, outstanding value by due month, customer totals, supplier bill analysis and paid versus outstanding amounts.
Product and tracking analysis
Sales by item, invoice-line net value, tax and gross amounts, tracking option 1 and tracking option 2.
Payment timing
Receipts and supplier payments by date, account and contact without treating settlement movement as recognised revenue.
Xero Audit Analytics
Apply seven repeatable audit analyses and inspect the records behind each result
Review Benford patterns, exceptional and round values, period-end activity, possible duplicates, post-period reversals and rare high-value counterparties using the same conceptual test set as QuickBooks.
Local Xero reporting
Keep the last successful reporting dataset available on the Windows PC
Use it for dashboards, Excel analysis and prepared BI files without routing the source dataset through a Datplan reporting warehouse.
Offline dashboard access
Open saved Datplan dashboards from the latest successful local sync. New Xero data still requires an online refresh.
Understand offline reporting →Scheduled refreshes
On supported plans, schedule the selected workspace, source and organisation once, daily, weekly or monthly and write exports to a stable folder.
Schedule Xero exports →Independent reporting copy
Keep authorised reporting data and user-created exports locally for analysis, reconciliation and continuity. A reporting copy is separate from a tested restore backup.
Compare copy and backup →What “Xero to a local database” means here: Xero remains the cloud system of record. Datplan does not connect to or expose Xero's private backend database. After authorisation, the Windows app requests supported data through Xero's public API and stores the resulting reporting copy in local app data. That database supports the Datplan workflow; it is not a real-time mirror, complete restore backup or supported general-purpose SQL, ODBC or DirectQuery endpoint.
Xero source plans
Choose capacity for the reporting workload
Purchase inside the signed-in app. The free download and demo do not require a Xero plan.
Xero Solo
£49/month
£530/year when billed annually
- 250 MB/month
- 5/day pull credits
- 1 connected client
- 5 dashboards
- Scheduler: No
- CSV, JSON, Fact + Dim star-schema
Most flexible start
Xero Growth
£89/month
£965/year when billed annually
- 1 GB/month
- 15/day pull credits
- 3 connected clients
- 15 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
Xero Pro
£179/month
£1,935/year when billed annually
- 2 GB/month
- 50/day pull credits
- 10 connected clients
- 50 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
Xero Heavy
£399/month
£4,310/year when billed annually
- 5 GB/month
- 150/day pull credits
- 50 connected clients
- 250 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
| Plan | Monthly | Annual | Allowance | Pulls | Clients | Dashboards | Scheduler |
|---|---|---|---|---|---|---|---|
| Xero Solo | £49/month | £530/year | 250 MB/month | 5/day | 1 | 5 | No |
| Xero Growth | £89/month | £965/year | 1 GB/month | 15/day | 3 | 15 | Yes |
| Xero Pro | £179/month | £1,935/year | 2 GB/month | 50/day | 10 | 50 | Yes |
| Xero Heavy | £399/month | £4,310/year | 5 GB/month | 150/day | 50 | 250 | Yes |
Datplan is not currently VAT registered, so no VAT is added to the prices shown. Prices and allowances shown in the signed-in app apply at purchase. Allowances do not roll over. Provider API limits and activity from other integrations can also affect available pulls. Incremental pulls use saved checkpoints where the provider and endpoint support them.
Xero questions
Know the data and plan boundaries
How can I export Xero data to Excel or CSV?
Connect your authorised Xero organisation in Datplan, run the pull and export the prepared reporting tables as CSV or JSON. Excel can import the CSV files; Power BI and other BI tools can use the same stable exports. Choose the supported reporting tables you need and check the totals against Xero. See the Xero export workflow.
Can I schedule Xero data exports for Power BI?
Yes, on supported plans. Schedule the Xero pull and export to a stable folder while the Windows PC, source connection and output folder are available. Datplan prepares the data files; configure Power BI refresh separately to read the completed files. See Xero to Power BI.
Can I share Xero reports with clients?
Yes. Datplan supplies 24 ready-made Xero browser views. Prepare the reporting files on Windows and share them through a OneDrive or SharePoint folder with the client’s Microsoft permissions. The report layouts and calculations are included; a Power BI model is not needed for this route. See client reporting.
Does Datplan include ready-made Xero browser reports?
Yes. Datplan supplies 24 ready-made Xero browser views covering finance, cash, ageing, sales, purchases and Audit Analytics. Use completed supported DataPull reporting files; the report layouts and calculations are supplied. Power BI modelling is only needed if you choose to build a separate Power BI solution.
Is Xero live-source access included with the free app?
No. The app and Datplan Demo are free. Choose and purchase a Xero source plan inside Datplan DataPull when you are ready to connect a live account.
Do unused allowances roll over?
No. Monthly data allowances and daily pull credits do not roll over.
Can provider limits stop a pull?
Yes. Datplan allowances remain subject to provider API limits, source permissions, service availability and quota already consumed by other apps, integrations or users.
What is an incremental pull?
It refreshes from the last saved checkpoint where the provider and endpoint support that behaviour. It can reduce repeated download volume but does not bypass Datplan or provider limits.
Can I use Xero data in Power BI?
Yes. Datplan can export stable files, fact-and-dimension tables and BI setup guidance for a separate Power BI solution. Any manual Power BI modelling applies to that optional route. Datplan’s ready-made Xero browser reports already include their layouts and calculations and do not require a Power BI model.
Can I view my last synced Xero reporting dashboard offline?
Yes. Once a successful Xero sync has prepared the local reporting data, saved Datplan dashboards can be opened without an internet connection. Internet access is required to connect or reauthorise Xero and retrieve newer data.
Is the local Xero reporting copy a complete Xero backup?
No. It is an independent local reporting dataset and export workflow for analysis, continuity and BI use. A full Xero restore backup requires broader source coverage and a tested recovery process.
Does Xero provide a local database that Datplan connects to?
No. Xero remains cloud-hosted, and Datplan does not access Xero's private backend database. After the user authorises an organisation, Datplan requests supported records and reports through Xero's public API and stores the resulting reporting copy in the Windows app's local data.
Can reporting tools query Datplan's local Xero data through SQL or ODBC?
Not through a supported Datplan SQL, ODBC or DirectQuery interface. The local app database supports Datplan's desktop workflow. Power BI and other downstream tools should use the prepared CSV, JSON and fact-and-dimension exports.
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.