Sync Square sales actuals directly into Anaplan financial models and forecasts. Stop exporting transaction data to spreadsheets, reformatting by location and channel, and manually updating plan-versus-actual reports every week.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically flow daily sales, refunds, and payment volume from Square into Anaplan revenue line items. Map transactions to the right cost centers, locations, and time periods without manual reconciliation. Keep your financial models current with real-time actuals.
Push Square revenue data aggregated by sales channel into Anaplan scenario models. Finance teams can adjust forecasts based on actual in-person versus online sales mix. Eliminate weekly manual updates to forecast assumptions.
Flow planned revenue targets from Anaplan into Square's reporting layer for each store or service location. Operations teams see budget-versus-actual performance directly in Square. Redbird maps Anaplan planning hierarchies to Square location structures automatically.
Monitor actual Square transaction volumes against Anaplan plan data in real time. Automatically notify finance and operations teams when location-level sales fall below forecasted targets. Trigger reforecasting workflows without manual variance analysis.
Aggregate transaction data across all Square locations and channels into Anaplan's consolidated planning views. Automatically map Square's location taxonomy to Anaplan's organizational hierarchy. Finance gets a complete actuals picture without manual data consolidation.
Automatically build variance reports that layer Square actual revenue, refunds, and net sales over Anaplan budget line items. Redbird handles period mapping, currency reconciliation, and dimensional alignment. Deliver executive-ready reports without spreadsheet pivots.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Square 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 Anaplan's multidimensional planning models and Square's transaction schemas, so you can sync actuals to plan without custom field mapping or transformation scripts.
Redbird maps Square payments, refunds, and fees to the right Anaplan line items, dimensions, and time periods automatically. It understands Anaplan's model hierarchies, versions, and scenarios—and how to match them to Square's location, channel, and product taxonomies. No need to manually define mapping rules for every dimension or maintain brittle ETL scripts when your planning model evolves.
faster actuals-to-plan sync than exporting Square CSVs and uploading to Anaplan
Redbird can pull from Anaplan and Square 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 Square.
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 Square, or from Square 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 event in Anaplan or Square—model updates, transaction closures, forecast locks, or sales spikes.
Trigger workflows when a new Anaplan model version or forecast scenario is finalized and ready for actuals comparison.
Detect when budget line items, revenue targets, or cost assumptions change in Anaplan planning modules.
React when Anaplan completes an actuals data import from any source, signaling readiness for variance analysis.
Push transaction data into specific Anaplan line items, dimensions, and time periods with correct version and scenario tagging.
Modify driver-based planning inputs in Anaplan models based on actual performance data from external systems.
Generate a new saved view or dashboard in Anaplan comparing plan versus actuals for specified dimensions and periods.
Trigger when Square completes an in-person or online transaction, capturing revenue, fees, and payment method details.
React when Square closes out daily sales totals for a location, ready for financial consolidation and reporting.
Detect when a refund is processed in Square, signaling the need to adjust revenue actuals in planning systems.
Push budget or forecast targets from planning systems into Square for location-level performance tracking.
Enrich Square transaction records with planning dimensions, cost centers, or campaign codes for downstream analysis.
Pull aggregated sales, refunds, and net revenue from Square for a specified period, location, or product category.
Sync Anaplan and Square in minutes. Redbird handles the mapping, transformation, and ongoing sync—so your finance team can close planning cycles faster with accurate actuals.