Connect Anaplan and
Redshift with AI

Redbird AI syncs actuals from Redshift into Anaplan planning models and exports forecasts back to your data warehouse automatically. Stop manually exporting CSVs, reconciling plan vs. actuals, or waiting on data teams to refresh planning datasets.

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 ERP actuals from Redshift into Anaplan for plan-vs-actual comparison

Automatically load consolidated actuals from your Redshift data warehouse into Anaplan models on a schedule. Redbird maps revenue, expenses, and headcount data to the correct dimensions and line items, keeping forecast variance analysis current without manual imports.

Export approved Anaplan budgets and forecasts to Redshift for enterprise reporting

Push finalized plans, budgets, and rolling forecasts from Anaplan into Redshift tables as soon as they're locked. Finance and BI teams can join planning data with operational metrics for unified dashboards and executive reporting without waiting for monthly exports.

Load historical transaction data from Redshift to power driver-based Anaplan models

Pull multi-year historical data from Redshift to build and calibrate Anaplan driver assumptions. Redbird aggregates granular transaction records to the appropriate planning dimensions, ensuring models reflect actual business patterns and seasonality.

Archive scenario model outputs from Anaplan to Redshift for audit trails

Automatically snapshot Anaplan scenario runs, assumptions, and outputs to timestamped Redshift tables. Create a permanent audit trail of planning decisions and model versions that finance teams can reference during audits or retrospective analysis.

Alert planning teams when Redshift actuals deviate from Anaplan forecast thresholds

Monitor variance between incoming Redshift actuals and Anaplan plan data in real time. Trigger notifications to FP&A when revenue, costs, or headcount metrics exceed tolerance bands, enabling proactive forecast revisions before month-end close.

Enrich Anaplan sales capacity plans with pipeline data aggregated in Redshift

Bring sales pipeline metrics, win rates, and productivity benchmarks from Redshift into Anaplan territory and quota planning models. Redbird joins CRM-sourced pipeline data with existing capacity assumptions, creating data-driven headcount and coverage plans.

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 Redshift 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 understands Anaplan's multidimensional models and hierarchies alongside Redshift's schema structure, ensuring planning data and warehouse tables stay aligned without custom ETL.

AI that speaks both planning models and warehouse schemas

Redbird maps Anaplan dimensions, line items, versions, and time periods to Redshift table structures intelligently. The AI handles version control, dimension mapping, and data type conversions automatically—matching fiscal calendars to date columns, mapping organizational hierarchies to dimension keys, and aligning module structures with fact and dimension tables. Whether you're syncing actuals into planning grids or exporting scenario outputs to analytics tables, Redbird ensures structural consistency across both systems.

Dimension & hierarchy mapping
Version & scenario tracking
Fiscal calendar alignment
Incremental updates & history
10×

faster than building custom scripts to sync Anaplan models with Redshift tables

No data engineering sprints, Python ETL jobs, or CSV hand-offs between finance and analytics teams

Auto-generated reports

Redbird can pull from Anaplan and Redshift 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 Redshift.

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 Redshift, or from Redshift 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 workflows from planning model updates in Anaplan or new data loads in Redshift—Redbird handles both directions.

Anaplan
Triggers & Actions
Trigger

Model version published

Fires when a specific Anaplan model version is published or locked for the planning cycle.

Trigger

Actuals import completed

Triggers when actuals are successfully imported into an Anaplan module from any source.

Trigger

Planning assumption changed

Detects when key driver assumptions or input cells are modified in designated Anaplan modules.

Action

Update module data

Write or update data in specific Anaplan modules, line items, and dimension combinations.

Action

Create new version

Generate a new model version in Anaplan with specified naming and metadata.

Action

Export view to staging

Extract data from an Anaplan saved view or report for downstream processing or archival.

Redshift
Triggers & Actions
Trigger

Table load completed

Fires when new data is loaded into a specified Redshift table, triggering downstream planning workflows.

Trigger

Query result threshold exceeded

Monitors query results against defined thresholds and triggers when actuals or metrics cross boundaries.

Trigger

Schema change detected

Detects structural changes to Redshift tables that may impact planning data mappings.

Action

Insert planning data

Write Anaplan forecast and budget data into designated Redshift tables with proper timestamps.

Action

Update dimension table

Sync organizational hierarchies or product dimensions from Anaplan into Redshift reference tables.

Action

Run aggregation query

Execute custom SQL to aggregate historical data for loading back into Anaplan planning assumptions.

Anaplan
+
Redshift

Ready to connect your stack?

Redbird AI connects Anaplan and Redshift so your finance and data teams work from the same numbers. Automate actuals syncing, forecast exports, and plan-vs-actual analysis without building custom pipelines.

Get started → Book a demo