Automate the flow of actuals from your enterprise databases into financial planning workflows. Stop exporting transaction data to CSV, manually mapping GL accounts, and reconciling mismatched periods between operational systems and finance tools.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull revenue, expense, and operational metrics from Azure SQL tables and load them into Planful actuals cubes. Redbird maps your chart of accounts, handles period alignment, and flags data quality issues before they reach finance.
Write finalized budget targets and departmental forecasts from Planful into Azure SQL tables that power dashboards, BI tools, and operational applications. Keep engineering and product teams aligned with the same financial targets finance is tracking.
Automatically join actual transaction data from Azure SQL with budget and forecast versions in Planful. Produce variance analysis reports with drill-down capability by department, cost center, or project — no manual VLOOKUP or pivot tables required.
Monitor spending patterns in real-time operational data and trigger notifications when departments or entities are tracking over budget. Finance teams get early warning before month-end close, with context pulled directly from both systems.
Aggregate transactional data across regional databases, subsidiaries, or business units in Azure SQL and map them to Planful's entity hierarchy and elimination rules. Automate intercompany reconciliation and prepare data for consolidated financial reporting.
Automatically export completed planning cycles, board-approved forecasts, and scenario models from Planful into timestamped tables in Azure SQL. Maintain a queryable audit trail of all financial planning decisions with full version history.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Azure SQL and Planful 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 both Azure SQL schemas and Planful's dimensional structures — connecting transactional data with financial planning hierarchies without custom code.
Redbird reads your Azure SQL table structures — transaction tables, GL schemas, cost center dimensions — and maps them to Planful's cube structures, account hierarchies, and entity rollups. It handles common FP&A challenges like period misalignment, currency conversion requirements, and multi-entity consolidation logic automatically. When your chart of accounts changes or Planful dimensions are restructured, Redbird detects schema drift and adapts mappings without breaking workflows.
faster than building ETL pipelines and manual actuals uploads
Redbird can pull from Azure SQL and Planful 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 Azure SQL or Planful.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Azure SQL into Planful, or from Planful back into Azure SQL. 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 workflows from any database event in Azure SQL or planning activity in Planful — Redbird handles the orchestration.
Trigger when transaction data is added to GL or operational tables.
Detect when stored procedures finalize period-end calculations.
Monitor when cumulative actuals cross predefined spending limits.
Run SQL queries to pull summarized data by cost center, department, or entity.
Insert or update budget data from Planful into Azure SQL lookup tables.
Create point-in-time backups of financial data for audit trails.
Trigger when a planning cycle moves to approved or locked status.
Detect when finance teams manually import or refresh actuals data.
Monitor when budget-to-actual variance exceeds tolerance in any dimension.
Write transaction-level or summarized actuals from Azure SQL into planning cubes.
Sync chart of accounts changes or entity structure updates from source systems.
Push approved budgets, forecasts, or what-if scenarios out of Planful.
See how Redbird automates the flow between Azure SQL and Planful — turning manual actuals uploads and variance reconciliation into continuous, reliable data pipelines that keep finance and operations aligned.