Connect BigQuery and
FactSet with AI

Redbird AI automates the flow of financial data between FactSet and BigQuery, so your team stops manually exporting CSVs, writing custom ETL scripts, and reconciling datasets. Sync fundamentals, estimates, and ownership data directly into your data warehouse for analytics at scale.

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 daily company fundamentals and estimates into BigQuery tables automatically

Pull updated financials, consensus estimates, and analyst coverage from FactSet each morning and load them into structured BigQuery tables. Keep your quantitative models and dashboards refreshed without manual downloads or API scripting.

Enrich portfolio holdings with FactSet ownership and pricing data on schedule

Match your BigQuery portfolio tables to FactSet identifiers and append institutional ownership, share price, and market cap data. Redbird handles the joins and updates, ensuring clean enrichment pipelines that run daily or intraday.

Push BigQuery model outputs back to FactSet for portfolio construction workflows

Send scored securities, risk factors, or alpha signals calculated in BigQuery directly into FactSet for portfolio managers to review. Bridge the gap between your data science stack and investment decision tools.

Alert investment teams when BigQuery metrics breach thresholds using FactSet context

Monitor custom risk scores, exposure limits, or performance metrics stored in BigQuery and trigger alerts enriched with real-time FactSet market data. Combine your proprietary analytics with live financials for smarter notifications.

Archive historical FactSet time series data into BigQuery for long-term analysis

Automatically capture daily snapshots of pricing, estimates revisions, and corporate actions from FactSet and store them in BigQuery partitioned tables. Build a comprehensive historical dataset without managing storage or versioning manually.

Automate earnings season data pipelines from FactSet into BigQuery analytics tables

When FactSet publishes new earnings actuals or estimate revisions, trigger immediate loads into BigQuery and refresh downstream Looker dashboards or ML models. Turn around analysis in minutes instead of waiting for nightly batch jobs.

Live in four steps

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

01

Connect your accounts

Authorize BigQuery and FactSet 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 BigQuery's scalable columnar schemas and FactSet's financial entity hierarchies, so you can map complex datasets without writing transformation code.

AI that speaks BigQuery tables and FactSet symbology

Redbird's AI maps FactSet identifiers (FSYM_ID, PermID, CUSIP) to your BigQuery dimension tables and normalizes financial time series into warehouse-optimized schemas. It handles schema drift when FactSet adds new data fields, automatically maps estimate periods to your fiscal calendar tables, and reconciles currency conversions across geographies. No need to maintain brittle mapping tables or custom parsers.

FactSet entity resolution
Time series normalization
Schema drift handling
Fiscal calendar alignment
10×

faster than building custom FactSet-to-BigQuery ETL pipelines

No API wrapper development, credential rotation logic, or incremental load scripts required

Auto-generated reports

Redbird can pull from BigQuery and FactSet 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 BigQuery or FactSet.

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 BigQuery into FactSet, or from FactSet back into BigQuery. 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 automations from query results in BigQuery or data updates in FactSet, then act across both platforms.

BigQuery
Triggers & Actions
Trigger

New rows appended to table

Trigger when streaming inserts or batch loads add data to a BigQuery table or partition.

Trigger

Scheduled query completes

Start workflows when a BigQuery scheduled query finishes running, ideal for daily model refreshes.

Trigger

Query result exceeds threshold

Monitor a SQL query and trigger when values cross defined limits, such as portfolio exposure breaches.

Action

Insert rows into table

Write new records into BigQuery tables with automatic schema validation and partitioning.

Action

Update table via MERGE

Upsert data into BigQuery using merge logic to handle inserts and updates in a single operation.

Action

Run parameterized query

Execute BigQuery SQL with dynamic parameters from upstream workflow data for flexible analytics.

FactSet
Triggers & Actions
Trigger

Earnings estimate revised

Trigger when FactSet publishes updated consensus estimates or analyst revisions for tracked securities.

Trigger

New filings or transcripts available

Start workflows when FactSet indexes fresh 10-Ks, 8-Ks, or earnings call transcripts for your coverage universe.

Trigger

Ownership data updated

Detect changes in institutional holdings, insider transactions, or fund positions published by FactSet.

Action

Retrieve company fundamentals

Pull income statement, balance sheet, and cash flow data for specified entities and time periods.

Action

Fetch consensus estimates

Extract analyst estimates for EPS, revenue, and other metrics across fiscal periods from FactSet.

Action

Query ownership and pricing data

Get institutional ownership percentages, share prices, and market cap data for securities from FactSet.

BigQuery
+
FactSet

Ready to connect your stack?

Connect BigQuery and FactSet in minutes with Redbird AI. Stop wrestling with financial data pipelines and start shipping analytics faster.

Get started → Book a demo