Redbird AI automates the flow between your planning platform and ERP system. Stop manually exporting actuals from Oracle, reformatting spreadsheets, and uploading data to sync Anaplan models with financial reality.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull GL actuals, department spend, and P&L data from Oracle Financials into Anaplan. Redbird maps Oracle accounts to Anaplan cost centers and dimensions, keeping forecast models current without manual exports.
When budgets are locked in Anaplan, automatically create or update budget records in Oracle GL by cost center and account. Eliminates dual-entry and ensures the ERP reflects approved planning assumptions from day one of the fiscal period.
Redbird pulls current-period actuals from Oracle and forecast data from Anaplan, calculates variance by department and GL account, and delivers executive-ready reports. Finance teams see plan deviation without pivot tables or manual reconciliation.
Monitor Oracle spend by cost center in real time. When actuals cross budget tolerance levels defined in Anaplan, Redbird triggers alerts to budget owners with context on variance drivers and drill-down links to both systems.
Automatically feed revenue recognition data, customer payment trends, and receivables aging from Oracle Financials into Anaplan driver-based models. Sales and finance teams model cash flow and revenue scenarios using real transaction data, not stale snapshots.
When Oracle completes month-end close, Redbird snapshots corresponding Anaplan forecast versions and stores them with GL balances and supporting schedules. Creates audit-ready archives linking planning assumptions to reported results for each closed period.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Oracle Financials 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 multi-dimensional model structures and Oracle Financials' GL hierarchies, mapping between planning dimensions and ERP segments without custom code.
Redbird's AI reads Anaplan list structures, module schemas, and time periods alongside Oracle's chart of accounts, ledger segments, and balancing hierarchies. It automatically maps cost centers to departments, reconciles account codes across naming conventions, and handles calendar differences between planning cycles and fiscal periods. You define business logic once; Redbird maintains the mapping as both systems evolve.
faster actuals-to-plan sync vs. manual Oracle exports and Anaplan imports
Redbird can pull from Anaplan and Oracle Financials 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 Oracle Financials.
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 Oracle Financials, or from Oracle Financials 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 events in Anaplan or financial transactions in Oracle Financials — Redbird handles the rest.
Fires when a new forecast or budget version is published in Anaplan.
Triggers when an Anaplan import process finishes loading external data.
Activates when a budget owner approves a planning workflow step in Anaplan.
Write data into specific Anaplan modules and line items by dimension intersection.
Trigger a configured Anaplan import to load data from a connected source.
Add new members to Anaplan lists like cost centers, products, or accounts.
Fires when a fiscal period is closed in Oracle General Ledger.
Triggers when a new journal is posted to the Oracle GL.
Activates when budget balances change for specific accounts or cost centers.
Post new budget amounts to Oracle GL by account, period, and segment.
Pull GL balances by account code, cost center, and time period from Oracle.
Revise existing budget records in Oracle Financials with new planned amounts.
See how Redbird AI syncs Anaplan and Oracle Financials in minutes, not weeks. Connect your planning and ERP systems and automate the workflows your finance team runs every close.