Connect Anaplan and
PostgreSQL with AI

Sync actuals from PostgreSQL into Anaplan planning models automatically. Stop exporting CSVs, running manual ETL scripts, or waiting on data teams to update your forecasts. Redbird AI keeps your planning data current and your models always in sync with operational reality.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Sync actuals from PostgreSQL into Anaplan financial models daily

Automatically pull revenue, expense, and headcount actuals from your PostgreSQL application database into Anaplan budget models. Redbird maps your operational tables to Anaplan dimensions and line items, ensuring plan-vs-actual reporting stays current without manual imports or CSV wrangling.

Export approved Anaplan forecasts to PostgreSQL for downstream analytics

Push finalized sales forecasts, capacity plans, or demand scenarios from Anaplan into PostgreSQL tables that feed BI dashboards and data pipelines. Keep your analytics stack synchronized with the latest approved planning assumptions without building custom integrations.

Validate and enrich Anaplan plan versions with PostgreSQL reference data

Before locking planning cycles, automatically cross-reference Anaplan territory assignments, product hierarchies, and organizational structures against source-of-truth PostgreSQL tables. Flag mismatches and update dimensions to ensure planning models reflect current operational setup.

Archive historical Anaplan planning snapshots to PostgreSQL for audit trails

Capture approved budget versions, scenario outcomes, and planning assumptions from Anaplan and store them in timestamped PostgreSQL tables. Maintain a queryable audit history for compliance, variance analysis, and year-over-year planning comparisons.

Alert finance teams when PostgreSQL actuals diverge from Anaplan plan

Monitor plan-vs-actual variance by comparing live PostgreSQL operational data against Anaplan budget line items. Trigger alerts when revenue, bookings, or expenses exceed thresholds, so finance can investigate and reforecast before monthly close.

Automate driver updates from PostgreSQL metrics into Anaplan planning models

Feed planning drivers like headcount, pipeline coverage, or inventory turns from PostgreSQL operational tables directly into Anaplan models. Update assumptions automatically so sales capacity plans, demand forecasts, and financial models reflect real-time business performance.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Anaplan and PostgreSQL with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird AI understands Anaplan's multidimensional planning structures and PostgreSQL's relational schemas, so you can sync actuals, forecasts, and drivers without custom mapping scripts.

AI that maps Anaplan dimensions to PostgreSQL tables automatically

Redbird reads your Anaplan model hierarchies—accounts, time periods, departments, products—and matches them to PostgreSQL table schemas and foreign keys. It handles dimension mapping, date alignment, and numeric aggregations without manual configuration. Whether you're syncing GL actuals to budget line items or pushing territory plans to operational tables, Redbird bridges the gap between planning structures and relational data.

Dimension and hierarchy mapping
Time-series alignment across calendars
Numeric and currency conversion
Schema drift detection
10×

faster than building custom ETL between Anaplan and PostgreSQL

No Python scripts, dbt models, or middleware infrastructure to maintain

Auto-generated reports

Redbird can pull from Anaplan and PostgreSQL simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Anaplan or PostgreSQL.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Anaplan into PostgreSQL, or from PostgreSQL back into Anaplan. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from planning events in Anaplan or data changes in PostgreSQL—Redbird handles the rest.

Anaplan
Triggers & Actions
Trigger

Model version published

Trigger when a planning model version is approved and published in Anaplan.

Trigger

Budget line item updated

Trigger when specific line items or accounts change in an Anaplan financial model.

Trigger

Scenario created or modified

Trigger when a new scenario is created or assumptions are updated in Anaplan.

Action

Write actuals to model

Insert or update actuals in Anaplan line items from external data sources.

Action

Update dimension members

Add or modify dimension members like departments, products, or territories in Anaplan.

Action

Trigger process action

Run an Anaplan import, export, or calculation process via API.

PostgreSQL
Triggers & Actions
Trigger

New rows inserted

Trigger when new records are added to specific PostgreSQL tables.

Trigger

Table updated

Trigger when rows in a PostgreSQL table are modified based on timestamp or change tracking.

Trigger

Query result threshold crossed

Trigger when a custom SQL query result exceeds a defined value or condition.

Action

Insert rows

Write new records to PostgreSQL tables from planning data or calculations.

Action

Update existing records

Modify rows in PostgreSQL based on keys or conditional logic.

Action

Execute SQL statement

Run custom SQL commands for complex updates, aggregations, or schema changes.

Anaplan
+
PostgreSQL

Ready to connect your stack?

Sync Anaplan planning models with PostgreSQL operational data automatically. Let Redbird AI handle the mapping, transformation, and scheduling so your finance and data teams can focus on analysis, not integration maintenance.

Get started → Book a demo