Sync real-time market data, securities pricing, and economic indicators directly into your financial planning models. Stop exporting Bloomberg data to spreadsheets, reformatting CSVs, and manually updating assumptions in Planful.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull real-time FX rates from Bloomberg Terminal and update currency assumptions across multi-entity consolidation models in Planful. Redbird maps rate pairs to the correct planning dimensions and applies updates on your schedule.
Stream commodity pricing data from Bloomberg into Planful driver-based models for industries with material price exposure. Automatically refresh assumptions for oil, metals, or agricultural inputs that feed margin forecasts.
Extract holdings valuations and performance metrics from Bloomberg portfolios and sync to Planful investment schedules. Maintain mark-to-market accuracy in treasury models without manual position uploads.
Monitor Bloomberg economic indicators against the macro assumptions underpinning your Planful forecast models. Trigger notifications when interest rates, inflation, or sector indices move outside modeled ranges, prompting scenario reviews.
Pull comparable company financials and multiples from Bloomberg, enrich with your own metrics from Planful, and produce automated peer benchmarking reports. Surface how your forecast margins and growth compare to public market standards.
When board-approved budgets are finalized in Planful, automatically update internal equity models or research templates in Bloomberg with guidance figures. Keep analyst models aligned with official forecasts.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Bloomberg 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 Bloomberg's data structures—tickers, fields, time series, securities hierarchies—and how they map to Planful's planning dimensions, account structures, and driver tables.
Redbird interprets Bloomberg field mnemonics (PX_LAST, EQY_FUND_CRNCY, EBITDA), time series formats, and security identifiers, then intelligently maps them to Planful accounts, custom dimensions, entities, and assumption drivers. Our AI handles unit conversions, date alignment across fiscal calendars, and multi-currency scenarios. No need to build complex transformation scripts or maintain brittle Excel bridges between systems.
faster than exporting Bloomberg data to Excel and manually reformatting for Planful import templates
Redbird can pull from Bloomberg 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 Bloomberg 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 Bloomberg into Planful, or from Planful back into Bloomberg. 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 automations from any market event in Bloomberg or planning milestone in Planful—Redbird handles the rest.
Triggers when specified securities, indices, or commodities update in Bloomberg—real-time or on scheduled refresh.
Fires when Bloomberg publishes new GDP, CPI, interest rate, or other macro indicators you're monitoring.
Triggers when a Bloomberg portfolio's NAV or position values cross specified thresholds or update end-of-day.
Fetch company financials, ratios, or estimates for specified tickers from Bloomberg data sets.
Extract historical pricing, rates, or index data for a date range and field set from Bloomberg archives.
Run custom Bloomberg formulas or BQL queries and return structured results for downstream processing.
Triggers when a new forecast, budget, or plan version is published or locked in Planful.
Fires when monthly actuals are loaded from your ERP into Planful, enabling variance analysis workflows.
Triggers when specific planning assumptions—FX rates, headcount, pricing—are changed by users in Planful.
Write new values to assumption tables, driver schedules, or custom attributes in Planful models.
Insert or update financial data in Planful cubes across accounts, entities, and time periods.
Generate and distribute Planful reports comparing actuals, forecast, and external benchmarks from Bloomberg.
See how Redbird AI syncs Bloomberg market data with Planful planning models—no APIs, no manual exports, no spreadsheet bridges. Connect your financial stack in minutes.