Connect Amplitude and
Planful with AI

Sync product usage data directly into financial models and forecasts. Stop exporting CSVs from Amplitude, cleaning data in spreadsheets, and manually updating revenue assumptions in Planful every week.

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 cohort retention metrics to subscription revenue forecasts automatically

Flow retention curves and lifecycle stage distributions from Amplitude directly into Planful revenue models. Update churn assumptions and expansion revenue forecasts based on actual product engagement cohorts without manual data pulls.

Build feature adoption dashboards that connect usage to ARR impact

Combine Planful customer revenue data with Amplitude feature adoption metrics to measure which capabilities drive retention and expansion. Automatically update financial reports with product-led growth KPIs that show revenue correlation.

Alert finance when key engagement metrics deviate from forecast assumptions

Trigger notifications to FP&A teams when Amplitude retention rates, conversion funnels, or power user percentages fall outside ranges used in Planful financial models. Enable proactive forecast adjustments before variance reviews.

Enrich Amplitude segments with account-level revenue and contract data

Push ARR, contract tier, and renewal date information from Planful into Amplitude behavioral cohorts. Enable product teams to prioritize experiments and feature development based on revenue impact, not just user counts.

Automate monthly product usage summaries for board financial presentations

Generate consolidated reports that combine Planful financial performance with Amplitude engagement trends, cohort health, and conversion metrics. Package product-led growth narratives alongside revenue results without manual data assembly.

Sync experiment results to scenario models for feature investment planning

Flow statistically significant A/B test outcomes from Amplitude into Planful scenario planning models. Model the revenue impact of feature rollouts using actual conversion lift and retention improvement data from experiments.

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 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 understands Amplitude's event schemas and behavioral cohort structures alongside Planful's dimension hierarchies and financial model logic, so you can connect product metrics to financial planning without transformation layers.

AI that reads both product analytics and financial planning systems

Redbird maps Amplitude user properties, event taxonomies, and cohort definitions to Planful's account dimensions, planning versions, and custom driver models. The platform understands how to aggregate event-level behavioral data into monthly or quarterly financial planning periods, match revenue accounts to product features, and join subscription cohorts with forecast assumptions. No need to build custom ETL pipelines or maintain brittle field mappings between analytics events and planning dimensions.

Event-to-dimension mapping
Cohort aggregation logic
Planning period alignment
Revenue account matching
10×

faster than exporting Amplitude charts and rebuilding analysis in spreadsheets before Planful updates

No CSV exports, pivot table wrangling, or manual formula updates to connect product data to financial models

Auto-generated reports

Redbird can pull from Amplitude 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 Amplitude 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 Amplitude into Planful, or from Planful 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 behavioral event in Amplitude or planning cycle change in Planful.

Amplitude
Triggers & Actions
Trigger

Cohort membership changes

Fire when users enter or exit retention cohorts, lifecycle stages, or behavioral segments.

Trigger

Experiment reaches significance

Trigger when A/B test results achieve statistical significance thresholds for conversion or retention metrics.

Trigger

Feature adoption crosses threshold

Activate when percentage of active users adopting a specific feature exceeds or falls below defined levels.

Action

Query user behavior by account attributes

Pull engagement metrics, retention curves, or conversion funnels filtered by revenue tier, plan type, or account segments.

Action

Export cohort summary to dataset

Extract aggregated retention rates, DAU/MAU ratios, or lifecycle distributions for specific user segments as structured data.

Action

Create custom event property

Add financial attributes like ARR band, contract type, or renewal quarter to user profiles for segmentation.

Planful
Triggers & Actions
Trigger

Forecast version published

Fire when a new forecast scenario, rolling forecast update, or budget version is finalized in Planful.

Trigger

Variance exceeds threshold

Trigger when actual-to-plan variance for revenue, bookings, or growth metrics crosses defined tolerance levels.

Trigger

Planning assumption updated

Activate when driver-based model inputs like churn rate, expansion rate, or conversion assumptions are modified.

Action

Update revenue driver values

Write new assumptions for subscription metrics, retention rates, or conversion inputs into forecast driver models.

Action

Create custom dimension member

Add new product features, user segments, or cohort categories as dimension values in planning hierarchies.

Action

Append to reporting dataset

Load product engagement KPIs, cohort summaries, or experiment results into custom reporting tables for board presentations.

Amplitude
+
Planful

Ready to connect your stack?

Stop rebuilding product analytics in spreadsheets to feed financial models. Connect Amplitude and Planful with Redbird AI and automate the flow between product engagement and revenue planning.

Get started → Book a demo