Automate the flow of actuals from your enterprise data warehouse into financial planning workflows. Stop exporting SQL query results to CSV, uploading to staging tables, and manually reconciling actuals against budget every month.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push monthly actuals from your Synapse data warehouse into Planful dimensions and cubes. Redbird maps your SQL schema to Planful's chart of accounts, entities, and custom dimensions so finance teams get accurate variance reports without manual data prep.
Pull approved budgets, forecasts, and planning scenarios from Planful into your Synapse analytical tables. Enable Power BI dashboards and executive reports that combine financial plans with operational actuals in a single source of truth.
Push transformed actuals from Synapse Spark pools directly into Planful after ETL pipeline completion. Keep your FP&A team working with current data without waiting for month-end batch uploads or manual intervention.
Automatically kick off Synapse data integration pipelines when finance teams finalize budgets in Planful. Redbird detects approval events and orchestrates downstream analytics, ensuring your warehouse always reflects the latest approved plans.
Combine granular operational data stored in Synapse with financial actuals flowing to Planful. Automatically attach headcount, transaction volumes, or usage metrics to P&L line items so finance teams understand the drivers behind variances.
Monitor actuals streaming into Synapse against forecast targets stored in Planful. Redbird detects material variances based on your thresholds and notifies FP&A teams in Slack or email, surfacing issues before month-end close.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Azure Synapse 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 Synapse's analytical schemas and Planful's financial planning structures, so your data flows correctly without custom mapping scripts or middleware.
Redbird maps Synapse fact and dimension tables to Planful's chart of accounts, entity hierarchies, and custom dimensions automatically. Our AI understands GL account structures, time period rollups, and multi-currency consolidation rules. Whether your actuals live in dedicated SQL pools or Spark-managed tables, Redbird handles the transformation logic so data arrives in Planful ready for variance analysis and board reporting.
faster than building Synapse pipelines with staging tables and manual Planful imports
Redbird can pull from Azure Synapse 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 Synapse 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 Synapse into Planful, or from Planful back into Azure Synapse. 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 event in Azure Synapse or Planful—from pipeline completions to budget approvals.
Trigger workflows when scheduled SQL queries finish running on your Synapse warehouse.
Detect when Spark workloads update analytical tables in your data lake storage.
React to Azure Synapse pipeline execution events and status changes in real-time.
Run parameterized SQL queries against your Synapse data warehouse and retrieve results.
Start Synapse integration pipelines programmatically with custom parameter values from other systems.
Insert or update records in Synapse Spark-managed tables from external sources.
Trigger workflows when finance teams finalize and lock planning versions in Planful.
Detect when actuals from ERP or other sources finish loading into Planful cubes.
React when budget submissions or planning scenarios move through approval chains.
Push financial actuals into specific Planful cubes with proper dimension and period mapping.
Modify account, entity, or custom dimension properties based on changes in source systems.
Extract budget, forecast, or scenario data from Planful for analysis in external tools.
Stop manually syncing actuals between Azure Synapse and Planful. Redbird automates the data flow so your finance team works with current numbers and your warehouse reflects approved plans.