Automate the flow of actuals, forecasts, and planning data between your connected planning platform and enterprise database. Stop manually exporting CSVs, writing custom scripts, or waiting on IT to sync financial data across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull revenue, expense, and operational actuals from Azure SQL and load them into Anaplan models. Keep your plan-versus-actual variance reports current without manual imports. Surface performance gaps in real time for finance and FP&A teams.
When finance locks a forecast version in Anaplan, write the finalized numbers to Azure SQL tables that power dashboards and applications. Ensure downstream systems consume the same source of truth. Eliminate version mismatches across the analytics stack.
Automatically sync employee lists, cost centers, product hierarchies, and customer segments from Azure SQL into Anaplan dimensions. Maintain consistent organizational structures across planning and operational systems. Avoid stale reference data that breaks scenario models.
Export completed planning cycles, approved budgets, and scenario variants from Anaplan to Azure SQL for multi-year trend analysis. Build a historical repository of forecasts and assumptions. Enable data science teams to model forecast accuracy over time.
Pull weighted pipeline, deal velocity, and conversion metrics from your CRM database in Azure SQL into Anaplan sales capacity models. Ground headcount and quota planning in actual pipeline performance. Detect when hiring plans diverge from pipeline reality.
Monitor variance between live actuals in Azure SQL and plan targets in Anaplan. Trigger notifications when spending, revenue, or operational KPIs breach forecasted ranges. Give FP&A immediate visibility into off-plan performance without waiting for month-end close.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Azure SQL with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands Anaplan's multi-dimensional model structures and Azure SQL's relational schemas — mapping between planning hierarchies and normalized database tables without custom code.
Redbird automatically maps Anaplan modules, line items, versions, and time periods to Azure SQL tables, columns, and foreign keys. It handles dimension hierarchies, model formulas, and actuals versus plan designations on the Anaplan side, while respecting referential integrity, indexes, and transactional semantics in Azure SQL. No need to flatten models or write stored procedures — Redbird translates between planning logic and database structure intelligently.
faster than building custom Anaplan-to-SQL ETL pipelines
Redbird can pull from Anaplan and Azure SQL simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Anaplan or Azure SQL.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Anaplan into Azure SQL, or from Azure SQL back into Anaplan. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from model changes in Anaplan or data updates in Azure SQL — Redbird connects both systems bidirectionally.
Fires when a new forecast, budget, or scenario version is finalized in Anaplan.
Triggers when an actuals data import process finishes loading into an Anaplan model.
Detects when a cost center, product, or employee dimension list changes in Anaplan.
Inserts or updates line item values in an Anaplan module from external data sources.
Adds, modifies, or removes members in an Anaplan list or hierarchy.
Generates a new model version in Anaplan with specified naming and metadata.
Fires when a new record is added to a specified Azure SQL table.
Triggers when specific fields in a table are modified, such as actuals or status flags.
Runs a custom SQL query on a schedule and triggers when results meet defined conditions.
Writes new records to an Azure SQL table with appropriate schema mapping.
Modifies rows in Azure SQL based on key matches and conditional logic.
Runs a database stored procedure with parameters from upstream workflow data.
Stop building brittle Anaplan-to-Azure SQL integrations with custom scripts. Let Redbird AI handle the syncs, transformations, and alerts — so your finance and data teams can focus on planning, not plumbing.