Connect Amplitude and
FactSet with AI

Redbird AI syncs product analytics and financial data automatically, so your investment and product teams stop exporting CSVs, reconciling user metrics with company fundamentals, and building manual reports that connect customer behavior to market performance.

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.

Enrich FactSet company profiles with product engagement metrics from Amplitude cohorts

Automatically sync Amplitude behavioral segments and retention cohorts to FactSet company records. Investment analysts get product-level engagement data alongside traditional fundamentals without manual data pulls or spreadsheet merging.

Trigger Amplitude event tracking when FactSet estimates or earnings data updates

Log custom Amplitude events when analyst estimates change, earnings are released, or ownership data shifts in FactSet. Product teams can correlate user behavior changes with market events and financial performance milestones.

Build automated investment reports combining FactSet financials with Amplitude user metrics

Generate recurring reports that layer Amplitude feature adoption rates, retention curves, and experiment results onto FactSet company financials and estimates. Portfolio managers see product health metrics alongside traditional investment data.

Alert investment teams when Amplitude product metrics diverge from FactSet revenue estimates

Monitor Amplitude engagement trends and retention cohorts against FactSet consensus estimates. Send alerts when product usage patterns suggest potential estimate revisions or signal misalignment with analyst expectations.

Archive Amplitude experiment results with FactSet period financials for compliance documentation

Automatically capture Amplitude A/B test outcomes, statistical significance data, and feature rollout timelines alongside corresponding FactSet quarterly filings and financial snapshots. Maintain audit trails connecting product decisions to financial reporting periods.

Sync FactSet sector and competitor data to Amplitude for cross-company behavioral benchmarking

Pull FactSet industry classifications, peer company lists, and market segment data into Amplitude user properties. Product teams can segment users by their company's sector, compare engagement across industries, and benchmark retention against competitive sets.

Live in four steps

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

01

Connect your accounts

Authorize Amplitude and FactSet 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 both Amplitude's event streams and behavioral schemas and FactSet's financial data structures, so you can connect product analytics to investment research without custom ETL pipelines.

AI that reads Amplitude events and FactSet fundamentals

Redbird maps Amplitude event properties, user cohorts, and retention metrics to FactSet company identifiers, financial periods, and estimate consensus data automatically. The platform understands how to join behavioral segments with ownership records, align experiment timeframes with earnings cycles, and structure product metrics for quantitative analysis. No need to hardcode field mappings or build translation layers between consumer analytics and financial datasets.

Amplitude event schemas
FactSet company identifiers
Behavioral cohort structures
Financial period alignment
10×

faster than exporting Amplitude cohorts and manually joining to FactSet extracts in Excel

No CSV exports, VLOOKUP formulas, or custom API scripts to reconcile product data with financial records

Auto-generated reports

Redbird can pull from Amplitude and FactSet 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 Amplitude or FactSet.

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 Amplitude into FactSet, or from FactSet back into Amplitude. 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 automations from any Amplitude user behavior event or FactSet data update, then take action across both platforms.

Amplitude
Triggers & Actions
Trigger

User enters retention cohort

Trigger when users meet cohort criteria or reach specific lifecycle stages in Amplitude.

Trigger

A/B experiment reaches significance

Fire when experiment results achieve statistical significance thresholds.

Trigger

Feature adoption crosses threshold

Trigger when feature usage, activation rates, or engagement metrics hit defined targets.

Action

Create custom user property

Add or update Amplitude user properties with FactSet financial data or company attributes.

Action

Log custom event

Send FactSet data updates as custom events into Amplitude event streams.

Action

Update behavioral cohort

Modify Amplitude cohort membership based on FactSet company changes or financial milestones.

FactSet
Triggers & Actions
Trigger

Analyst estimate revised

Trigger when consensus estimates, earnings projections, or revenue forecasts change in FactSet.

Trigger

Company files earnings report

Fire when quarterly or annual financial statements are published in FactSet.

Trigger

Ownership data updated

Trigger when institutional holdings, insider transactions, or ownership percentages change.

Action

Update company fundamental record

Write Amplitude product metrics into FactSet custom fields or extended company profiles.

Action

Create custom research note

Generate FactSet notes or annotations with Amplitude engagement data and user behavior insights.

Action

Append to screening criteria

Add Amplitude-derived product health scores to FactSet screening models and quantitative workflows.

Amplitude
+
FactSet

Ready to connect your stack?

Sync Amplitude product analytics with FactSet financial data automatically. Stop manually reconciling user behavior with company fundamentals and start building integrated insights across your investment and product workflows.

Get started → Book a demo