Redbird AI automates the flow between your financial planning system and design platform. Stop manually exporting data to create board reports, variance charts, and presentation decks. Let AI handle the extract, format, and design work while your finance team focuses on analysis.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When forecast versions are locked in Planful, automatically populate Canva presentation templates with actuals, variance analysis, and commentary. Brand-consistent slides update without finance touching design software. Ready-to-present decks in minutes, not hours.
Pull variance analysis and KPI performance from Planful and generate branded infographics in Canva. Automatically format tables, charts, and callouts that match your corporate templates. Turn spreadsheet outputs into visual stories for leadership.
When finance reviews approve designed reports in Canva, attach the final PDFs to corresponding budget scenarios or planning cycles in Planful. Maintain audit trails and ensure all stakeholders access the same polished materials alongside raw data.
Compare multiple budget or forecast scenarios and auto-generate comparison decks in Canva. Redbird maps scenario assumptions, P&L impacts, and cash flow differences into pre-designed slide layouts. Strategic planning reviews backed by consistent visual formatting.
When new KPIs or custom reports are created in Planful, notify your Canva workspace and pre-populate design briefs with metric definitions and data ranges. Keep marketing and finance aligned on which numbers need visual treatment for external communications.
When finance teams add narrative commentary to budget sections, automatically suggest or attach relevant brand assets and charts from Canva. Ensure internal financial plans reference the same product positioning and messaging used in market-facing materials.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Canva 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 AI understands both Planful's dimensional financial structures and Canva's template and brand kit architecture, so your automation works with actual planning hierarchies and design systems.
Redbird maps Planful entities, departments, accounts, and custom dimensions directly into Canva text boxes, chart elements, and table structures. It recognizes when a forecast version locks, which scenarios need comparison, and how to format variance percentages in your brand fonts. No brittle field mapping—AI interprets your budget hierarchies and applies the right formatting rules to each design element.
faster board report production vs exporting CSVs and rebuilding slides manually
Redbird can pull from Canva 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 Canva 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 Canva into Planful, or from Planful 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 any event in Planful or Canva—forecast locks, design approvals, new scenarios, or published templates.
Fires when a Canva design is published or an existing design receives updates from collaborators.
Triggers when a design moves to approved status in Canva's approval process.
Detects when a new branded template is added to your Canva brand kit or shared folder.
Generate a new Canva design from a specified template and populate it with structured data fields.
Modify text boxes, headings, or data tables in a live Canva design without creating new versions.
Render a Canva design to PDF format and save to a specified location or attach to records.
Fires when a rolling forecast or budget version is marked complete and locked for reporting.
Triggers when actual vs. plan variance crosses a defined percentage or dollar amount in any dimension.
Detects when finance builds a new what-if scenario or strategic plan in Planful.
Pull a specific cut of financial data filtered by entity, department, account, or time period.
Upload files or link external documents to a budget cycle, forecast, or scenario for audit trails.
Add narrative explanations or notes to specific line items, departments, or consolidation entities in Planful.
See how Redbird AI eliminates manual work between Planful and Canva. Build automations that turn financial data into polished reports without the copy-paste.