Connect Azure Synapse and
Xero with AI

Sync Xero financial data into Azure Synapse for enterprise analytics, or push budget forecasts and allocations back to Xero. Stop exporting CSVs, manually reconciling actuals, or rebuilding finance reports every month.

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 Xero transaction data into Azure Synapse for consolidated financial analytics

Automatically pull invoices, payments, expenses, and bank transactions from Xero into your Synapse warehouse. Join actuals with forecast models, customer data, and operational metrics for unified business intelligence. Keep finance data fresh without manual exports.

Load monthly Xero P&L and balance sheet data into Synapse fact tables

Ingest monthly financial statements from Xero directly into dimensional models in Azure Synapse. Automate the month-end close process by loading actuals alongside budgets and forecasts. Power Power BI dashboards with live financial data.

Push budget allocations and department forecasts from Synapse to Xero tracking categories

Export budget data modeled in Azure Synapse back to Xero as tracking categories or project codes. Enable finance teams to track actuals against data warehouse-generated forecasts. Keep Xero aligned with centralized planning models.

Enrich Xero invoice data with customer segments and product hierarchies from Synapse

Match Xero invoices to customer master data, product categories, and sales territories stored in Azure Synapse. Add segmentation and hierarchy attributes for richer financial analysis. Eliminate manual lookups and spreadsheet merges.

Alert finance teams when Xero actuals deviate from Synapse forecast models

Compare daily Xero transaction totals against forecast ranges calculated in Azure Synapse. Trigger Slack or email alerts when revenue, expenses, or cash position drift outside expected bounds. Catch variance issues before month-end.

Archive historical Xero data to Synapse data lake for long-term compliance

Automatically export Xero transaction history beyond retention limits into Azure Synapse managed storage. Maintain full audit trails for compliance and historical trend analysis. Query years of financial data without impacting Xero performance.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Azure Synapse and Xero 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 AI understands both Azure Synapse schemas and Xero's financial object model, mapping accounts, tracking categories, line items, and contacts to warehouse dimensions automatically.

AI that maps Xero's chart of accounts to Synapse dimensional models

Redbird reads Xero's invoices, contacts, accounts, and tracking categories, then matches them to fact and dimension tables in Azure Synapse. It handles account hierarchies, multi-currency transactions, and tax codes without custom transformation scripts. The AI suggests mappings for new Xero tracking categories and detects schema drift when your chart of accounts changes. No SQL or Spark jobs to maintain.

Chart of accounts mapping
Multi-currency handling
Tracking category dimensions
Automatic schema detection
10×

faster than building custom ETL pipelines with Azure Data Factory and Xero API calls

No need for OAuth token management, pagination logic, or incremental sync scripts

Auto-generated reports

Redbird can pull from Azure Synapse and Xero 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 Azure Synapse or Xero.

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 Azure Synapse into Xero, or from Xero back into Azure Synapse. 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 workflows from new Xero transactions or completed Synapse queries, and take action in either system automatically.

Azure Synapse
Triggers & Actions
Trigger

Query completes in dedicated SQL pool

Trigger when a scheduled analytical query finishes running in Azure Synapse.

Trigger

Pipeline execution succeeds or fails

React when a Synapse integration pipeline completes with specific status.

Trigger

New data lands in Synapse data lake

Detect when new files or partitions appear in managed or external tables.

Action

Write rows to dedicated SQL pool table

Insert or upsert records into Synapse fact or dimension tables.

Action

Execute stored procedure or SQL script

Run parameterized SQL or stored procedures for transformations or aggregations.

Action

Trigger Synapse pipeline run

Initiate a data integration or orchestration pipeline with dynamic parameters.

Xero
Triggers & Actions
Trigger

New invoice created or approved

Trigger when an invoice is created, sent, or approved in Xero.

Trigger

Payment received or expense recorded

React when a payment is received against an invoice or a new expense is logged.

Trigger

Bank transaction reconciled

Detect when a bank feed transaction is matched and reconciled in Xero.

Action

Create or update invoice

Generate new invoices or update existing ones with line items and tracking codes.

Action

Record payment or credit note

Apply payments to outstanding invoices or issue credit notes automatically.

Action

Update contact or tracking category

Modify customer or supplier contact details or assign tracking category values.

Azure Synapse
+
Xero

Ready to connect your stack?

Sync Azure Synapse and Xero in minutes. Automate financial data flows, enrich analytics, and stop rebuilding reports manually every month.

Get started → Book a demo