Connect Anaplan and
Workday with AI

Redbird AI syncs workforce data, financials, and actuals between Anaplan and Workday automatically. Stop manually exporting headcount reports, reconciling budget-to-actual variances, and chasing down org structure changes across systems.

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 Workday headcount actuals into Anaplan workforce planning models

Pull employee counts, compensation, and department allocation from Workday into Anaplan's headcount models daily. Keep planning assumptions aligned with actual org structure and eliminate manual headcount reconciliation between HR and FP&A.

Push approved Anaplan hiring plans to Workday requisition budgets

When finance locks headcount plans in Anaplan, automatically create or update hiring budgets and requisition allocations in Workday. Ensure HR recruiting teams operate within approved financial constraints without spreadsheet handoffs.

Consolidate Workday actuals into Anaplan financial consolidation models

Flow GL actuals, payroll expenses, and departmental spend from Workday Financials into Anaplan consolidation modules. Replace month-end export routines with real-time variance analysis against plan.

Alert finance when Workday org changes impact Anaplan cost center models

Monitor organizational hierarchy updates, department reassignments, and cost center changes in Workday. Trigger notifications to FP&A when changes affect active planning dimensions or driver-based models in Anaplan.

Enrich Anaplan sales capacity models with Workday rep attrition data

Augment sales headcount planning in Anaplan with actual turnover rates, time-to-productivity, and regional staffing metrics from Workday. Build more accurate capacity models using real workforce intelligence instead of assumptions.

Report on plan-vs-actual variance across Anaplan budgets and Workday spend

Generate consolidated variance reports comparing Anaplan's approved budgets against Workday's actual payroll and operating expenses. Deliver automated executive dashboards showing where departments are tracking ahead or behind plan by cost center.

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 Workday 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 both Anaplan's multidimensional planning structures and Workday's HR and financial schemas, so your automation works with your actual data model.

AI that reads Anaplan dimensions and Workday hierarchies

Redbird maps Anaplan's custom line items, versions, and time ranges to Workday's organization structures, cost centers, and GL accounts automatically. The platform understands when Anaplan uses driver-based formulas referencing headcount, and syncs the underlying actuals from Workday employee records. Changes to dimension hierarchies in either system are detected and reconciled without breaking your workflows.

Anaplan model structures and versions
Workday org hierarchy and cost centers
Custom planning dimensions
GL account mapping
10×

faster than exporting Workday reports and uploading to Anaplan

No CSV exports, dimension mapping spreadsheets, or manual data validation

Auto-generated reports

Redbird can pull from Anaplan and Workday 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 Workday.

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 Workday, or from Workday 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 from any planning event in Anaplan or workforce change in Workday to orchestrate data flows across your finance stack.

Anaplan
Triggers & Actions
Trigger

Model version locked

Fires when a planning version is locked or approved in Anaplan.

Trigger

Line item value updated

Detects changes to specific line items like headcount or expense assumptions.

Trigger

Scenario published

Triggers when a scenario model is published for cross-functional review.

Action

Import actuals to module

Write actual values from external systems into Anaplan modules and line items.

Action

Update dimension members

Add or modify dimension list items such as cost centers or departments.

Action

Refresh model data

Trigger a model calculation refresh after importing new actuals or assumptions.

Workday
Triggers & Actions
Trigger

Employee hire or termination

Fires when a new employee is added or an existing employee record is terminated.

Trigger

Org structure change

Detects updates to department hierarchies, cost center assignments, or reporting structures.

Trigger

Payroll run completed

Triggers after payroll processing completes for a given period.

Action

Create requisition budget

Generate or update hiring requisition budgets aligned with approved headcount plans.

Action

Update cost center allocation

Modify department or cost center allocation rules based on planning assumptions.

Action

Write custom field value

Populate custom employee or financial fields with planning data from external models.

Anaplan
+
Workday

Ready to connect your stack?

Sync Anaplan and Workday to eliminate manual reconciliation between your planning models and workforce actuals. Redbird AI keeps your finance and HR data aligned in real time.

Get started → Book a demo