Sync Anaplan with S&P Capital IQ to automate market data updates, comparable company analysis, and financial metric enrichment. Stop manually exporting Capital IQ data to CSV and re-keying financials into planning models—let Redbird handle the integration.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull quarterly revenue, EBITDA, and margin data for comparable companies from S&P Capital IQ and update benchmark assumptions in Anaplan financial models. Automatically refresh peer performance metrics each quarter to keep scenario planning grounded in market reality.
Export approved budget scenarios, revenue forecasts, and margin targets from Anaplan into S&P Capital IQ deal models. Enable corporate development teams to run acquisition scenarios using live planning data without rebuilding forecasts manually in Capital IQ.
Automatically import credit ratings, CDS spreads, and leverage ratios from S&P Capital IQ into Anaplan treasury planning modules. Keep debt financing assumptions current as market conditions change, ensuring capital structure models reflect real-time risk pricing.
Monitor comparable company multiples and trading valuations in S&P Capital IQ against benchmarks set in Anaplan planning models. Trigger notifications to finance teams when market data suggests forecast assumptions need recalibration.
Pull sector-specific growth rates, market share trends, and industry forecasts from S&P Capital IQ into Anaplan product planning modules. Automatically update top-down market sizing assumptions to align divisional plans with external market intelligence.
Combine actual performance data from Anaplan with analyst estimates and street consensus from S&P Capital IQ. Produce automated variance analysis showing how internal results track against external expectations for board and investor reporting.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and S&P Capital IQ 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 both Anaplan's multidimensional planning structures and S&P Capital IQ's financial data schemas—mapping between planning hierarchies and market intelligence without custom code.
Redbird maps S&P Capital IQ data keys, CIQ identifiers, and time-series financials to Anaplan modules, line items, and dimension structures. The platform understands how to reconcile Capital IQ's company hierarchies with Anaplan's planning hierarchies, handle period mapping between calendar and fiscal years, and translate Capital IQ metrics into Anaplan driver and assumption fields. No need to build custom ETL scripts or maintain brittle Excel-based data bridges.
faster than exporting Capital IQ to Excel and manually updating Anaplan
Redbird can pull from Anaplan and S&P Capital IQ 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 S&P Capital IQ.
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 S&P Capital IQ, or from S&P Capital IQ 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 updates in Anaplan or new market data in S&P Capital IQ—Redbird connects both systems in real time.
Trigger when a new forecast version or budget scenario is published in Anaplan.
Detect when key driver assumptions or benchmark values are updated in planning modules.
Fire when new actual financial data is imported into Anaplan from source systems.
Write external market data or financial metrics into specific Anaplan module cells and line items.
Generate a new planning scenario or model version in Anaplan populated with external data.
Add or update dimension values in Anaplan hierarchies to match external company or product lists.
Trigger when quarterly earnings, annual filings, or restated financials are published for tracked companies.
Detect when analyst consensus estimates or guidance changes for coverage universe companies.
Fire when S&P or other rating agencies update credit ratings or outlook for issuers.
Build and execute equity or private company screens in Capital IQ based on Anaplan criteria.
Refresh comparable company analysis templates in Capital IQ with new peer sets or forecast data.
Generate Capital IQ Excel plug-in extracts with specific data points for downstream model integration.
Connect Anaplan and S&P Capital IQ to eliminate manual data transfers between planning and market intelligence. Redbird keeps your financial models current with real-time market data.