Connect Adobe Analytics and
Planful with AI

Redbird AI syncs digital analytics data from Adobe Analytics into Planful automatically. Stop exporting CSVs, manually mapping campaign spend to revenue outcomes, and rebuilding performance reports every planning cycle.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Sync monthly digital channel revenue and conversion metrics into budget models

Automatically pull e-commerce revenue, conversion rates, and channel attribution data from Adobe Analytics into Planful budget line items. Finance teams see actual digital performance alongside forecasts without requesting exports from analytics teams.

Generate variance reports comparing digital KPIs to marketing budget forecasts

Match Adobe Analytics campaign performance metrics against marketing spend forecasts in Planful. Surface significant variances between actual digital ROI and planned outcomes, with drill-down links to segment-level data.

Alert finance when web revenue tracking deviates from forecast thresholds

Monitor daily or weekly e-commerce revenue totals in Adobe Analytics against Planful forecast ranges. Trigger notifications to FP&A teams when actuals fall outside tolerance bands, enabling faster reforecasting decisions.

Enrich Adobe Analytics events with product margin and cost data from financial models

Push product-level margin, COGS, and profitability assumptions from Planful back into Adobe Analytics reporting. Enable marketing teams to analyze campaigns by true contribution margin rather than just revenue.

Automate quarterly board deck assembly with digital performance and financial context

Combine Adobe Analytics customer acquisition metrics, conversion funnels, and engagement trends with Planful financial consolidation data. Build presentation-ready slides showing how digital investments translate to financial outcomes.

Capture campaign-level spend and attribution data for scenario planning models

Archive detailed campaign performance, channel attribution, and customer journey data from Adobe Analytics alongside scenario assumptions in Planful. Finance can model 'what-if' marketing budget scenarios using historical digital performance patterns.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Adobe Analytics and Planful with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird AI understands Adobe Analytics event structures, segment definitions, and attribution models alongside Planful's dimensional hierarchies, account mappings, and planning calendar logic.

AI that speaks both analytics schemas and financial dimensions

Redbird automatically maps Adobe Analytics calculated metrics, eVars, props, and segments to Planful accounts, entities, and custom dimensions. Our AI recognizes revenue event structures, conversion funnels, and attribution models in Adobe while understanding Planful's chart of accounts, departmental hierarchies, and version control logic. No manual field mapping or CSV transformation rules required.

eVar and prop mapping
Segment-to-dimension sync
Attribution model translation
Account hierarchy matching
10×

faster than exporting Adobe Analytics data to CSV and manually uploading actuals into Planful

No Data Warehouse requests, manual segment exports, or Excel transformation macros

Auto-generated reports

Redbird can pull from Adobe Analytics and Planful simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Adobe Analytics or Planful.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Adobe Analytics into Planful, or from Planful back into Adobe Analytics. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start workflows from any event in Adobe Analytics or Planful, and take action across both systems automatically.

Adobe Analytics
Triggers & Actions
Trigger

Conversion rate falls below threshold

Trigger when segment-level conversion rates drop below benchmarks or forecast assumptions.

Trigger

Revenue milestone reached

Fire when cumulative e-commerce or subscription revenue crosses defined thresholds by channel or campaign.

Trigger

New segment created or modified

Detect when analytics teams publish new audience segments or update segment definitions.

Action

Export calculated metric results

Pull calculated metric values for custom date ranges, segments, and breakdowns into structured datasets.

Action

Query attribution model data

Retrieve multi-touch attribution breakdowns showing channel contribution across customer journeys.

Action

Create data extract job

Schedule or trigger Adobe Analytics Data Warehouse extracts with specific dimensions and filters.

Planful
Triggers & Actions
Trigger

Budget version published

Fire when finance teams finalize and publish annual budgets or rolling forecast versions.

Trigger

Variance threshold exceeded

Trigger when actual vs. plan variance for specific accounts exceeds tolerance percentages.

Trigger

Forecast lock date approaching

Alert teams when planning calendar deadlines for forecast submissions are nearing.

Action

Write actuals to account dimension

Post digital channel actuals to specific account, department, and entity dimension combinations.

Action

Update driver-based assumptions

Modify planning model drivers like customer acquisition costs or conversion rates based on analytics data.

Action

Generate variance commentary

Create automated variance explanations comparing digital performance actuals to forecast assumptions.

Adobe Analytics
+
Planful

Ready to connect your stack?

See how Redbird AI syncs Adobe Analytics digital performance data directly into Planful financial models. Get your integration running in minutes, not quarters.

Get started → Book a demo