Manual exports
Manual source exports are slow to repeat and difficult to reconcile across periods, clients, and reporting packs.
API pulling software for accountants
Datplan DataPull is designed for accountants who need source data to become usable reporting output rather than another manual export folder.
Common problems this helps solve
Raw API complexity
API access often creates technical work before a finance or consulting team can produce the report they actually need.
Unclear audit trail
Reporting workflows need status output, logs, and reconciliation material so users can explain what happened during a data pull.
How Datplan DataPull supports the workflow
The app combines private API pulls, source-specific access, built-in ETL, dashboards, audit output, reconciliation logs, and exports. That combination is intended to reduce repeated manual reporting work while keeping the result usable for finance, consulting, and operations review.
Pull
Run authorised API pulls for supported sources.
Prepare
Use ETL and modelling workflows to prepare reporting outputs.
Review
Use dashboards, audit output, and reconciliation logs.
Export
Create CSV, JSON, and fact/dimension style outputs.
Relevant sources
Xero
Accounting source access for finance and client reporting.
View XeroHubSpot
CRM source access for pipeline and commercial reporting.
View HubSpot