Use cases
Datplan is most useful when the same provider export is being repeated, reshaped or reconciled for recurring reporting.
Prepare month-end Xero or QuickBooks financial summaries, invoice and payment views, client dashboards and repeatable BI files. Keep each client connection and export folder separate.
Refresh management reporting without rebuilding the data shape each period. Use dashboards for local review or stable files for an existing BI estate.
Start with prepared fact and dimension tables, relationship guidance and a documented grain rather than modelling directly from changing raw payloads.
Create repeatable workspaces for client reporting, keep personal working dashboards in Datplan, then deliver stable BI-ready exports into a client-controlled location when access is granted. That can be a synced SharePoint or OneDrive library or an accessible network share, so the client's authorised team can build and refresh Power BI, Tableau or Qlik reports without requiring the consultant to host the source data.
Manage each company and connection in separate workspaces, prepare consistent reporting data, then combine entities in Power BI, Tableau or Qlik where required. Datplan focuses on source extraction, ETL, local dashboards and exports; accounting review and cross-entity model design remain in the tools and processes your team already uses.
The Windows app is free to download and includes Datplan Demo data, so you can test sync, dashboards, reporting grains and exports first.