Sync actuals from Xero into Anaplan automatically and push budget allocations back to your accounting system. Stop exporting CSVs, reformatting data, and manually reconciling plans against actuals every month.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull P&L actuals, balance sheet data, and cash flow from Xero into Anaplan on a schedule. Redbird maps Xero accounts to Anaplan dimensions automatically, so your finance team sees plan-versus-actual variance in real time without manual uploads.
When finance locks the annual budget in Anaplan, send department and project budgets to Xero as tracking categories. Teams can see budget versus spend directly in Xero without toggling between systems.
Monitor expense categories in Xero against Anaplan forecast limits. When spending crosses thresholds—like departmental budgets or project caps—Redbird sends alerts to budget owners with context from both systems.
Build automated variance reports that compare Anaplan forecast models with Xero's actual income and expenses. Redbird pulls data from both systems, calculates variance, and delivers formatted reports to stakeholders on a schedule.
When invoices are created in Xero, enrich them with sales territory, customer segment, and product line data from Anaplan. This enables better revenue reporting aligned to how your finance team models the business.
Pull payroll expense and headcount data from Xero into Anaplan's workforce planning models. Finance teams can compare actual compensation spend against headcount forecasts without waiting for monthly close.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Xero 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 how Anaplan models enterprise plans across dimensions and how Xero structures accounting data—so your planning and actuals stay in sync without middleware.
Redbird maps Xero's chart of accounts, tracking categories, and invoice line items to Anaplan's multi-dimensional models, versions, and modules. Our AI understands how to translate Xero's account structure into Anaplan's dimension hierarchies—mapping GL accounts to cost centers, departments, and product lines automatically. Whether you're syncing monthly actuals, reconciling cash positions, or comparing forecast scenarios against real transactions, Redbird handles schema translation so your data flows correctly both ways.
faster than exporting actuals from Xero and reformatting for Anaplan import
Redbird can pull from Anaplan and Xero 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 Xero.
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 Xero, or from Xero 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 accounting events in Xero—Redbird connects both directions.
Triggers when a specific Anaplan model version is modified or a forecast scenario is finalized.
Fires when budget values are updated for specific departments, cost centers, or projects in Anaplan.
Triggers when a planning period is locked or approved in Anaplan, signaling finalized budgets.
Write actual financial data into Anaplan's actuals module for variance analysis and reporting.
Add new cost centers, departments, or account codes to Anaplan dimensions from Xero data.
Generate and distribute plan-versus-actual variance reports from Anaplan data combined with external sources.
Fires when a new invoice is issued in Xero or when payment is received and reconciled.
Triggers when employees submit expense claims in Xero for approval or reimbursement.
Fires when bank transactions are matched and reconciled to accounts in Xero, finalizing actuals.
Add new budget or project tracking categories in Xero based on planning dimensions from Anaplan.
Write approved budget figures from planning systems into Xero for tracking against actuals.
Apply department, project, or cost center tags to Xero transactions based on Anaplan model attributes.
Sync Anaplan and Xero so your planning models always reflect actual financials. No more month-end data scrambles or reconciliation spreadsheets.