Connect BigQuery and
Planful with AI

Automate the flow of actuals, departmental metrics, and custom dimensions between your data warehouse and financial planning platform. Stop exporting CSVs, manually mapping account hierarchies, and reconciling data between systems.

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 actuals from BigQuery into Planful for variance reporting

Automatically push GL actuals, revenue metrics, and operational data from BigQuery tables into Planful dimensions and cubes. Redbird maps your chart of accounts, cost centers, and custom attributes to Planful's metadata structure, ensuring actuals refresh daily or on-demand for real-time variance analysis.

Load enriched departmental metrics for budget vs. actual analysis

Pull pre-aggregated metrics from BigQuery—headcount, ARR by segment, cloud spend by team—and load them directly into Planful reporting cubes. Finance teams get clean, validated actuals without SQL or data engineering support, ready for board decks and forecast updates.

Push budget versions and allocations back to BigQuery for modeling

Export finalized budgets, forecasts, and allocation rules from Planful into BigQuery tables for cross-functional analysis. Data science and analytics teams can join budget data with pipeline, product usage, and operational datasets to model scenarios and drive strategic decisions.

Automate monthly close reporting with live actuals from BigQuery

Trigger a workflow at month-end to pull finalized transactions from BigQuery, validate totals against ERP extracts, and load into Planful consolidation cubes. Redbird handles currency conversions, entity mappings, and intercompany eliminations automatically, cutting close time in half.

Alert finance when BigQuery actuals deviate from Planful forecast

Monitor variance thresholds between BigQuery actuals tables and Planful forecast versions. When revenue, opex, or KPIs drift beyond tolerance, Redbird flags anomalies and surfaces root-cause dimensions—region, product line, or department—directly to FP&A teams.

Enrich Planful driver assumptions with real-time metrics from BigQuery

Update Planful planning assumptions—customer acquisition cost, churn rate, gross margin by SKU—using live calculations from BigQuery fact tables. Finance builds rolling forecasts on actual trends instead of stale snapshots, improving forecast accuracy and reducing planning cycle time.

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 Planful 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 understands BigQuery table schemas and Planful's cube structures, automatically mapping dimensions, metrics, and hierarchies without custom code.

AI that speaks BigQuery and Planful natively

Redbird reads your BigQuery dataset metadata—tables, partitions, nested fields, and SQL logic—and maps it to Planful's dimensions, accounts, and entity hierarchies. It recognizes GL account structures, cost center taxonomies, and custom attributes, then handles type conversions, aggregation logic, and cube loading automatically. No manual field mapping, no brittle scripts, no data engineering bottlenecks.

Account hierarchy mapping
Dimension reconciliation
Currency & entity handling
Cube refresh automation
10×

faster than exporting BigQuery results to CSV and manually importing into Planful

No SQL exports, spreadsheet wrangling, or manual data validation required

Auto-generated reports

Redbird can pull from BigQuery and Planful 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 Planful.

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 Planful, or from Planful 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 any event in BigQuery or Planful—from table updates to forecast locks—and let Redbird handle the rest.

BigQuery
Triggers & Actions
Trigger

Table updated or inserted

Fires when rows are added or modified in a specified BigQuery table or partition.

Trigger

Scheduled query completes

Triggers when a BigQuery scheduled query finishes running and materializes results.

Trigger

New dataset or table created

Detects when a new dataset or table appears in your BigQuery project.

Action

Run SQL query and return results

Executes a custom SQL query against BigQuery and outputs the result set for downstream use.

Action

Insert or update rows in table

Writes data into a specified BigQuery table, appending new rows or merging updates by key.

Action

Create materialized view

Generates a new materialized view based on a query template, optimizing for repeated analysis.

Planful
Triggers & Actions
Trigger

Budget or forecast version locked

Fires when a Planful budget or forecast version is finalized and locked for reporting.

Trigger

Actuals loaded into cube

Triggers when new actuals data is imported and committed to a Planful cube.

Trigger

Variance threshold breached

Detects when actual vs. plan variance exceeds a defined tolerance in any dimension.

Action

Load data into cube or dimension

Writes rows into a Planful cube or updates dimension metadata, handling hierarchies and attributes.

Action

Update driver or assumption

Modifies planning assumptions or driver values in Planful models based on external data.

Action

Trigger consolidation or reporting job

Initiates a Planful consolidation run or generates a financial report on demand.

BigQuery
+
Planful

Ready to connect your stack?

Sync BigQuery with Planful in minutes and eliminate manual data prep from your financial close. Redbird handles the schema mapping, transformation logic, and ongoing monitoring—so your finance team can focus on analysis, not data wrangling.

Get started → Book a demo