Automate financial report design and presentation workflows between your design platform and enterprise financial system. Stop manually exporting data, copying figures into templates, and rebuilding decks every month.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When Oracle Financials completes a period close, automatically populate a Canva presentation template with P&L, balance sheet, and cash flow data. Format charts, update variance callouts, and prepare board-ready decks without manual data entry.
Transform Oracle budget hierarchy data into visual infographics for department heads. Automatically generate branded budget breakdown graphics in Canva showing allocations, comparisons to prior year, and spending guidelines.
Pull consolidated financial results, segment performance, and KPI data from Oracle after quarterly close. Auto-populate Canva templates with charts, scorecards, and data tables formatted for investor presentations and stakeholder updates.
Transform Oracle AR aging reports into visual collection priority dashboards in Canva. Create customer-facing payment reminder graphics with outstanding balances, aging buckets, and payment terms automatically formatted from receivables data.
When finance teams finalize board decks or stakeholder presentations in Canva, automatically attach the final PDFs to the corresponding period close record in Oracle Financials. Maintain audit trail linking visual reports to source financial data.
Convert Oracle AP approval hierarchies, spending limits, and policy rules into employee-friendly visual guides. Generate Canva infographics showing travel policies, expense thresholds, and approval workflows for internal communications.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Canva and Oracle Financials 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 AI understands Oracle Financials' GL structure, reporting hierarchies, and consolidation logic — and maps them intelligently to Canva design templates, data visualization components, and brand asset libraries.
Redbird automatically maps Oracle chart of accounts segments, cost centers, and reporting dimensions to Canva text fields, chart objects, and table components. The AI identifies which GL balances belong in which template placeholders, formats currency and percentages correctly, and handles period-over-period comparisons without manual field mapping. It recognizes Oracle consolidation hierarchies and translates them into visual organizational charts and waterfall diagrams.
faster than exporting Oracle data to Excel and manually rebuilding presentations
Redbird can pull from Canva and Oracle Financials 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 Canva or Oracle Financials.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Canva into Oracle Financials, or from Oracle Financials back into Canva. 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 financial close events in Oracle or design publication milestones in Canva — Redbird connects both systems bidirectionally.
Triggers when a Canva design is published or marked as final.
Triggers when a specific Canva template receives updates or version changes.
Triggers when brand colors, fonts, or logo assets change in Canva brand settings.
Generates a new Canva design from a specified template with data pre-populated.
Modifies text fields, chart data, or image placeholders in an existing Canva design.
Exports a Canva design as PDF, PNG, or other format and retrieves the file.
Triggers when an accounting period is closed in Oracle General Ledger.
Triggers when Oracle runs a scheduled financial report or consolidation.
Triggers when a budget scenario or allocation receives approval in Oracle.
Retrieves account balances, segment combinations, and period data from the general ledger.
Pulls current accounts receivable aging buckets and customer balance details.
Uploads and links a file to a specific financial record or journal entry in Oracle.
Stop rebuilding financial presentations manually every month. Connect Canva and Oracle Financials to automate report design, stakeholder decks, and data visualization workflows.