Sync actuals from SQL Server into Anaplan models automatically. Stop exporting CSV files, manually updating planning inputs, and reconciling data across systems. Redbird AI keeps your financial models current with real-time operational data.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull revenue, expense, and headcount actuals from your ERP database tables and load them into corresponding Anaplan modules. Compare plan versus actuals in real time without manual exports. Update financial models with the latest transactional data automatically.
When finance locks a forecast version in Anaplan, write those planning figures to staging tables in SQL Server. Make approved budgets and forecasts available to downstream BI tools and operational systems. Maintain a single source of truth for planned versus actual analysis.
Export demand forecasts and inventory plans from Anaplan supply chain modules directly into SQL Server tables. Feed planning outputs into MRP systems and warehouse management tools. Eliminate manual file transfers between planning and execution systems.
Pull quota attainment, pipeline, and headcount data from SQL Server tables that back your CRM system. Update Anaplan territory and capacity planning models with current sales performance. Keep sales planning aligned with actual team structure and results.
Export finalized budget versions, assumptions, and driver values from Anaplan to archival tables in SQL Server. Maintain immutable records of planning decisions for SOX compliance and audit trails. Store historical planning data alongside operational records.
Monitor SQL Server transaction tables for spend categories that breach budget limits defined in Anaplan. Trigger notifications when departments overspend or revenue falls short of plan. Enable proactive budget management without manual variance analysis.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and SQL Server 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 AI understands Anaplan's multidimensional models and SQL Server's relational schemas, mapping complex hierarchies to normalized tables without custom code.
Redbird reads Anaplan's model structure—lists, line items, versions, and time periods—and maps them intelligently to SQL Server tables, views, and stored procedures. The platform handles dimensional hierarchies, version control, and temporal data automatically. It reconciles Anaplan's driver-based calculations with SQL Server's transactional records, ensuring consistent grain and aggregation. No need to write complex transformation logic or maintain brittle mapping tables.
faster than building stored procedures and export scripts for Anaplan-to-SQL workflows
Redbird can pull from Anaplan and SQL Server 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 SQL Server.
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 SQL Server, or from SQL Server 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 data changes in SQL Server—Redbird connects both sides of your financial stack.
Fires when a new forecast, budget, or scenario version is published in Anaplan.
Triggers when a monthly, quarterly, or annual planning cycle is locked for submission.
Activates when plan-versus-actual variance exceeds configured tolerance in a module.
Write values to specific line items, versions, and time periods within an Anaplan module.
Execute a configured Anaplan import process to load data from external sources.
Add new members to Anaplan lists such as cost centers, products, or employees.
Fires when transactional data is added or modified in specified SQL Server tables.
Triggers when a scheduled or event-driven stored procedure finishes execution.
Activates when materialized or indexed views are rebuilt with updated source data.
Write new records to staging, reporting, or operational tables in SQL Server.
Run parameterized SQL procedures to transform or load data within the database.
Modify existing records using key-based matching and conditional update logic.
Join teams that sync Anaplan with SQL Server automatically. Stop manually bridging planning and operational systems—let Redbird handle the data flow.