Redbird AI automates the flow between your connected planning platform and real-time market data. Stop manually exporting Bloomberg datasets and re-keying market assumptions into Anaplan models. Let AI sync market data, refresh forecasts, and update scenarios automatically.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull live exchange rates, commodity prices, and interest rate benchmarks from Bloomberg into Anaplan planning models. Redbird updates driver assumptions across your financial plans as market conditions change, ensuring forecasts reflect current market reality without manual data entry.
Monitor yield curve shifts and credit spread changes in Bloomberg, then automatically trigger scenario recalculations in Anaplan treasury models. Teams can evaluate hedging strategies and interest rate exposure without rebuilding assumptions manually each time markets move.
Layer Bloomberg equity indices, sector trends, and economic indicators into Anaplan sales and revenue models. Redbird maps macroeconomic signals to the right planning dimensions, helping finance teams build market-aware forecasts tied to external conditions.
Set watch parameters in your Anaplan models for inflation rates, GDP growth, or commodity indexes. When Bloomberg data crosses those thresholds, Redbird sends alerts and flags affected forecast versions for review, so planning teams respond to macro changes immediately.
Push plan-versus-actual variance data and financial KPIs from Anaplan into Bloomberg terminals for consolidated portfolio views. Investment teams can compare internal forecasts against market performance in a single interface without toggling between systems.
Capture the exact Bloomberg market data used in each Anaplan planning cycle and version. Redbird creates an audit trail linking scenario assumptions to market conditions at the time, enabling accurate historical analysis and regulatory compliance.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Bloomberg 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 understands Anaplan's multidimensional model structures and Bloomberg's vast data taxonomy, so your automations map the right market datasets to the right planning drivers without custom scripting.
Redbird reads your Anaplan dimension hierarchies, line item formulas, and version structures alongside Bloomberg tickers, field mnemonics, and time-series conventions. It intelligently maps Bloomberg securities and economic series to Anaplan driver cells, handles currency conversions and unit normalization, and preserves audit trails across both systems. No need to write custom Excel macros or maintain brittle API scripts — the AI adapts as your models and data requirements evolve.
faster than exporting Bloomberg data to Excel and uploading to Anaplan
Redbird can pull from Anaplan and Bloomberg 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 Bloomberg.
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 Bloomberg, or from Bloomberg 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 any planning event in Anaplan or market data update in Bloomberg, and execute actions across both platforms.
Fires when a new forecast or budget version is published in Anaplan.
Triggers when a new monthly, quarterly, or annual planning cycle opens.
Activates when a specific line item or driver crosses a defined value.
Write or overwrite specific line items in an Anaplan model module.
Generate a new scenario or version in Anaplan with specified parameters.
Trigger a full or partial recalculation of Anaplan model formulas.
Fires when a monitored Bloomberg ticker or field receives a new value.
Triggers on publication of GDP, CPI, employment, or other macro data points.
Activates when a security, index, or commodity price breaches a set level.
Fetch historical pricing, fundamentals, or economic data for a specified period.
Pull balance sheet, income statement, or cash flow data for a given company.
Generate a formatted data extract from Bloomberg based on custom field selections.
See how Redbird AI syncs Anaplan and Bloomberg so your planning models stay current with market data — no manual exports, no stale assumptions, no custom code to maintain.