Automate the flow between your design platform and accounting system. Stop manually exporting invoice data to build branded documents, copy-pasting financial figures into reports, or recreating expense visuals for your books.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When invoices are created in Xero, automatically populate Canva invoice templates with line items, amounts, and customer details. Generate print-ready, on-brand invoices without manual data entry or design work.
Pull profit and loss statements, cash flow metrics, and expense breakdowns from Xero into Canva infographic templates. Transform financial data into stakeholder-ready visual reports automatically each month.
When teams create expense documentation or receipt compilations in Canva, extract transaction details, vendor names, and amounts. Automatically create corresponding expense records in Xero with proper categorization.
Track which Canva designs and brand assets are associated with specific Xero projects or cost centers. Maintain accurate records of marketing spend and creative production costs tied to financial tracking codes.
When preparing client reports or board decks in Canva, automatically pull current financial metrics from Xero. Update revenue charts, expense trends, and key financial indicators without manual spreadsheet exports.
Monitor Canva project completion and client approval workflows. Trigger notifications to accounting teams to create corresponding Xero invoices when deliverables are marked complete, ensuring timely billing.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Canva and Xero 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 both Canva's design object structure and brand asset metadata alongside Xero's chart of accounts, transaction taxonomy, and financial reporting schemas.
Redbird's AI maps Canva frames, text elements, and data tables to Xero invoice line items, expense categories, and reporting fields. It understands how to extract numerical data from design layouts and transform accounting figures into visual elements. The platform recognizes Canva team folders and brand kits alongside Xero tracking categories and cost centers, ensuring design workflows align with financial structure without manual schema mapping.
faster than exporting Xero data to CSV and manually rebuilding financial visuals in Canva
Redbird can pull from Canva and Xero 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 Xero.
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 Xero, or from Xero 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 workflows from design events in Canva or financial activity in Xero—Redbird connects both systems bidirectionally.
Fires when a Canva design is published, shared with team members, or marked as final.
Triggers when invoice templates, report layouts, or other brand assets are modified in Canva.
Activates when new designs are added to specific Canva team folders or projects.
Generate a new Canva design from a specified template with pre-populated data fields.
Modify text, images, or data visualizations in existing Canva designs programmatically.
Render and export Canva designs in specified formats and store or send to other systems.
Fires when new invoices are drafted, sent, or modified in Xero with updated line items or amounts.
Triggers when monthly or quarterly financial statements are finalized in Xero.
Activates when team members submit expense claims or receipts for approval in Xero.
Generate new invoices in Xero with line items, tax codes, and customer details from external data.
Record expense entries in Xero with proper categorization, vendor information, and tracking codes.
Assign or modify Xero tracking categories on transactions to align with project or department structures.
See how Redbird AI connects Canva and Xero to automate branded financial documents, expense tracking, and visual reporting workflows that currently require manual data transfer.