Automate the flow between your financial planning models and customer success operations. Stop manually exporting ARR forecasts, copying health scores into spreadsheets, or reconciling customer renewal data across systems. Redbird AI keeps your finance and CS teams aligned in real time.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull renewal pipeline data and expansion ARR from Gainsight into your Anaplan revenue models. Keep your finance team's forecasts current with the latest CS-owned renewal probabilities and churn risk without manual exports or version control headaches.
Flow your board-approved ARR targets and account-level growth plans from Anaplan directly into Gainsight. CS teams see their targets in context alongside health scores and renewal pipelines, ensuring everyone works from the same plan.
Trigger notifications to finance leadership when Gainsight flags accounts above a certain ARR threshold as at-risk. Finance can immediately model the revenue impact and adjust forecasts before quarter-end, rather than discovering shortfalls too late.
Automatically append planned contract values, expansion quotas, and margin assumptions from Anaplan to customer records in Gainsight. CS managers run QBRs with complete financial context without toggling between systems or requesting finance reports.
Automatically build reconciliation reports that compare actual renewals, churn, and expansion from Gainsight against your Anaplan forecast models. Surface variance drivers and update assumptions without manual data pulls or pivot tables.
When large renewals move through pipeline stages in Gainsight, automatically trigger scenario model updates in Anaplan. Finance teams run real-time what-if analysis on revenue outcomes as deal probability shifts, not after deals close.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Gainsight 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 both Anaplan's driver-based planning models and Gainsight's customer lifecycle data structures, so you can connect financial forecasts with CS operations seamlessly.
Our AI maps your Anaplan line items, versions, time periods, and custom dimensions to Gainsight accounts, health scores, and lifecycle stages automatically. It recognizes ARR rollups, renewal probability fields, and custom metrics on both sides. When your finance team models scenarios by customer segment, Redbird knows how to match that segmentation to Gainsight's account hierarchies and CSM assignments without manual field mapping.
faster than exporting renewal pipelines to CSV and importing into Anaplan manually
Redbird can pull from Anaplan and Gainsight 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 Gainsight.
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 Gainsight, or from Gainsight 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 from any planning event in Anaplan or customer lifecycle change in Gainsight, then automate what happens next across both platforms.
Fires when a new Anaplan model version is published or approved for planning.
Triggers when a specific line item or scenario forecast crosses a defined threshold value.
Fires when scenario models are recalculated or comparison outputs change materially.
Write actual values into Anaplan line items for variance reporting and re-forecasting.
Modify driver assumptions or input cells in Anaplan models programmatically.
Create and publish a new scenario or planning version in Anaplan with updated inputs.
Fires when a customer's overall health score or component scores cross thresholds.
Triggers when a renewal moves through pipeline stages or probability changes.
Fires when Gainsight automatically or manually flags an account as at-risk for churn.
Write custom fields on Gainsight account records like planned ARR or target expansion.
Generate Calls to Action for CSMs based on planning data or forecast variance.
Post updates to customer timelines documenting forecast changes or planning milestones.
See how Redbird AI syncs Anaplan and Gainsight in minutes. Align your finance forecasts with customer success reality, automatically.