Redbird AI syncs financial data from FactSet directly into your Anaplan planning models. Finance and FP&A teams can stop manually exporting company fundamentals, analyst estimates, and market data to update forecasts and scenarios.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull consensus estimates, earnings projections, and analyst revisions from FactSet into your Anaplan revenue planning modules. Keep forecast assumptions current with market expectations without manual data entry.
Feed peer company financials, valuation multiples, and performance metrics from FactSet into Anaplan competitive benchmarking models. Enable strategic planning teams to model scenarios against real-time market data.
Trigger updates to Anaplan planning assumptions when key economic data points or indices in FactSet cross defined thresholds. Maintain dynamic budgets that reflect current market conditions.
Export consolidated financial actuals and forecasts from Anaplan into FactSet analytics workflows. Investment teams can incorporate internal planning data into their portfolio analysis and company models.
Monitor variance between your Anaplan financial plan and FactSet consensus estimates. Automatically flag material differences and notify planning teams when market expectations shift significantly.
Capture point-in-time FactSet data sets and store them in Anaplan for historical modeling and backtesting. Build scenario libraries that reference actual market conditions from prior periods.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and FactSet 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 planning hierarchies and FactSet's financial data structures, so you can automate the flow between market intelligence and enterprise planning.
Redbird's AI interprets FactSet's company identifiers, estimate types, data frequencies, and financial taxonomies, then maps them to your Anaplan model dimensions, line items, and time periods. It handles currency conversions, fiscal calendar alignment, and dimension matching automatically. Whether you're pulling consensus EPS into driver-based models or feeding comps into valuation scenarios, Redbird maintains structural integrity across both systems.
faster than exporting FactSet data and uploading to Anaplan manually
Redbird can pull from Anaplan and FactSet 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 FactSet.
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 FactSet, or from FactSet 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 planning model changes in Anaplan or data updates in FactSet, and execute actions in either system.
Fires when a new budget, forecast, or scenario version is finalized in Anaplan.
Triggers when actual financial data syncs into Anaplan from connected ERP systems.
Detects when key driver values or planning inputs are updated in model assumptions.
Write specific values to Anaplan planning line items across dimensions and time periods.
Generate a new scenario or forecast version in Anaplan with specified parameters.
Load structured data sets into Anaplan modules with dimension mapping and validation.
Fires when consensus estimates, EPS projections, or revenue forecasts are updated in FactSet.
Triggers when new quarterly or annual financial statements are published for tracked companies.
Detects significant changes in institutional ownership or insider holdings for monitored entities.
Retrieve income statement, balance sheet, and cash flow data for specified companies and periods.
Pull analyst consensus data including EPS, revenue, and growth estimates for target securities.
Collect financial metrics and valuation multiples for a defined peer group or screening criteria.
Stop manually bridging FactSet market data and Anaplan planning models. Let Redbird AI automate the sync so your finance team can focus on analysis, not data wrangling.