Stop copying driver-based models between planning platforms and reconciling forecast versions manually. Redbird syncs scenarios, actuals, and hierarchies between Anaplan and Planful so your finance teams work from a single source of truth across enterprise planning and FP&A.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When Planful consolidates monthly actuals across entities, automatically push consolidated figures into Anaplan's driver-based models. Finance teams compare plan versus actuals in real time without exporting and importing spreadsheets between platforms.
When supply chain teams update demand planning scenarios in Anaplan, automatically flow revenue and cost assumptions to Planful. FP&A runs variance analysis and produces board reports that reflect the latest operational forecasts.
Automatically map sales capacity plans, supply chain forecasts, and departmental budgets from Anaplan into Planful's entity structure. Finance produces consolidated reports without manually aligning different planning models and dimensions.
Monitor Anaplan scenario outputs against approved budget ranges in Planful. When forecasted spend or revenue in any Anaplan model breaches variance thresholds, notify finance leadership with context on which business unit and driver changed.
When FP&A publishes updated rolling forecasts in Planful, push revised targets back to Anaplan so sales, supply chain, and operations teams plan against the latest financial expectations. Eliminates version control issues across planning systems.
Automatically capture monthly or quarterly planning snapshots from Anaplan and store them in Planful's consolidation structure. Finance maintains complete audit history and compares year-over-year planning assumptions without rebuilding historical models.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Planful 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 how Anaplan's driver-based models map to Planful's consolidation hierarchies and financial reporting structures, so you can unify enterprise planning and FP&A without middleware.
Redbird maps Anaplan's multidimensional model structures—versions, time periods, entities, departments, products—to Planful's chart of accounts, entity hierarchies, and reporting dimensions. It recognizes when a sales territory plan in Anaplan should flow into a revenue line item in Planful, and which consolidation entity it belongs to. The AI handles dimension mismatches, version tracking, and reconciles different planning calendars so actuals, forecasts, and scenarios stay synchronized across both platforms.
faster than exporting CSV files and manually mapping dimensions between planning systems
Redbird can pull from Anaplan and Planful 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 Planful.
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 Planful, or from Planful 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 financial close activity in Planful.
Triggers when a planning model version is finalized or published in Anaplan.
Triggers when driver values or assumptions change in a specific Anaplan scenario.
Triggers when Anaplan imports updated actuals from integrated ERP systems.
Writes new assumptions or driver inputs into specified Anaplan models and versions.
Generates a new scenario version in Anaplan with specified parameters or copied data.
Updates actuals data in Anaplan from external sources for plan-versus-actual comparison.
Triggers when a budget or forecast version is approved and locked in Planful.
Triggers when financial consolidation across entities finishes in Planful.
Triggers when actual-to-plan variance surpasses defined thresholds in any account or entity.
Generates a new forecast scenario in Planful with imported assumptions or data.
Writes or revises budget values for specific accounts, departments, or entities in Planful.
Generates and distributes board-ready financial reports from consolidated Planful data.
Sync Anaplan and Planful so enterprise planning and financial consolidation stay aligned without manual exports. Redbird handles the complexity—your teams get consistent plans and forecasts across the business.