Automate procurement and investment operations workflows between SAP Ariba and Charles River IMS. Stop manually reconciling supplier invoices with trading costs, re-keying vendor data across systems, or chasing down procurement approvals for investment operations expenses.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically update Charles River counterparty and broker cost records when Ariba processes supplier invoices for trading services, custody fees, or market data vendors. Keep investment operations expense tracking accurate without manual data entry.
Push broker commission invoices and trading desk expenses from Charles River to Ariba procurement workflows. Ensure proper spend category tracking and approval compliance for all investment operations costs.
Monitor vendor spend patterns in Charles River against Ariba contract compliance limits. Trigger procurement review workflows when market data providers, prime brokers, or custodians approach contracted expense caps.
Cross-reference Charles River counterparty due diligence, compliance checks, and risk ratings with Ariba supplier master data. Maintain consistent vendor risk profiles across procurement and investment operations.
Merge Ariba category spend analysis with Charles River broker commissions, custody fees, and market data expenses. Build unified vendor spend dashboards for CFO and operations teams without manual consolidation.
Store procurement documentation for OMS upgrades, data feeds, and trading infrastructure in Charles River compliance archives. Link vendor contracts to system dependencies for regulatory audit readiness.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Ariba and Charles River 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 both SAP Ariba's procurement data model and Charles River's investment operations schema, connecting supplier management with counterparty workflows automatically.
Redbird maps Ariba supplier records, purchase requisitions, invoices, and contract line items to Charles River counterparties, broker relationships, custody accounts, and expense allocations. The platform recognizes vendor matching patterns across systems—linking Ariba supplier IDs to Charles River broker codes, reconciling invoice line items with trade execution costs, and mapping procurement categories to investment operations expense classifications. No hardcoded field mappings to maintain as your vendor relationships or trading workflows evolve.
faster vendor reconciliation vs. manual spreadsheet matching between procurement and trading systems
Redbird can pull from Ariba and Charles River 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 Ariba or Charles River.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Ariba into Charles River, or from Charles River back into Ariba. 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 procurement event in Ariba or investment operations activity in Charles River.
Fires when Ariba completes invoice approval workflow for trading services, market data, or custody vendors.
Triggers when new PO is issued for investment technology, data feeds, or broker services.
Activates when vendor spend approaches contracted limits or renewal dates in Ariba.
Modify Ariba supplier master data with compliance status, risk ratings, or counterparty classifications.
Generate procurement request in Ariba for investment operations expenses identified in Charles River.
Route approved vendor invoices to specific spend categories linked to investment operations cost centers.
Fires when Charles River records executed trades generating broker commission or exchange fee expenses.
Triggers when broker, custodian, or vendor passes or fails pre-trade or ongoing due diligence reviews.
Activates when Charles River logs market data fees, custody charges, or prime brokerage costs.
Modify broker or vendor master data in Charles River with Ariba contract terms and compliance status.
Record procurement costs or vendor invoices against specific portfolios, strategies, or fund entities.
Flag vendor relationships in Charles River when Ariba identifies contract violations or approval issues.
Sync Ariba and Charles River to automate vendor reconciliation, procurement workflows, and investment operations expense tracking. Build your integration in minutes, not months.