Use cases
Use one local data-preparation workflow for internal management reporting, client services or BI projects—without rebuilding the same exports each period.
Prepare Xero, QuickBooks or TallyPrime reporting for each client, then offer dashboards and optional review as a service. Keep every client connection and export separate.
Bring management reporting in-house. Prepare data for monthly management accounts, ready-made or custom dashboards and existing BI tools—without rebuilding exports. Your team still reviews the figures.
Start with prepared fact and dimension tables, relationship guidance and a documented grain rather than modelling directly from changing raw payloads.
Prepare each client's data in a separate workspace, build your own Datplan dashboards or deliver stable BI-ready files to an authorised client-controlled folder. Their team can then use Power BI, Qlik or Tableau without you hosting their 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.