Datplan

Datplan DataPull is privacy-first Windows reporting software for accountants, consultants, finance teams and analysts.

Pull authorised Xero, Quickbooks, HubSpot and Companies House data to your own PC, prepare it with built-in ETL, create drag-and-drop dashboards, and export structured reporting files for Excel, Power BI, Tableau and Qlik.

This channel contains product demonstrations, setup guides and practical reporting tutorials covering API data pulls, local reporting, star schemas, dashboards, reconciliation and repeatable finance workflows.

The Datplan Windows app and demonstration data are free to download. Live source access uses paid plans.

Visit https://www.datplan.com/