Automate the flow between investment operations and procurement. Stop manually matching broker invoices to executed trades, reconciling trading venue costs, or tracking technology spend across front and middle office systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When trading desks establish broker relationships or soft dollar commitments in Charles River, Redbird automatically generates corresponding purchase orders in Coupa with correct vendor details, cost centers, and approval routing. Finance teams get full visibility into trading-related commitments without manual data entry.
Redbird pulls executed trade data with commission structures from Charles River and matches it against incoming broker invoices in Coupa. Automatically validates invoice amounts against actual execution costs, flags discrepancies, and routes approved invoices for payment. Eliminates hours of manual reconciliation between trading systems and accounts payable.
When Charles River logs usage of market data feeds, trading platforms, or analytics tools, Redbird creates or updates corresponding expense records in Coupa with accurate cost allocation by portfolio, strategy, or desk. Procurement teams can analyze technology spend patterns across investment operations without pulling reports from multiple systems.
Redbird monitors Coupa procurement activity tied to specific portfolios or strategies and cross-references against budget allocations in Charles River. Sends real-time alerts to portfolio managers and operations leads when trading-related spend approaches or exceeds thresholds, enabling proactive cost management.
Automatically compile comprehensive spend reports that combine Charles River trade execution data with Coupa procurement records for technology, data services, and broker relationships. Redbird enriches the report with variance analysis, trend identification, and cost-per-trade metrics. Delivers formatted reports to finance, operations, and compliance stakeholders on schedule.
When procurement teams restructure departments, cost centers, or budget hierarchies in Coupa, Redbird automatically propagates those changes to corresponding fields in Charles River. Ensures consistent cost allocation across trading operations and enterprise financial systems without manual synchronization.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River and Coupa 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 investment management workflows in Charles River and procurement structures in Coupa, so you can automate the financial operations that connect trading activity to enterprise spend management.
Redbird maps Charles River's trade execution records, commission structures, broker relationships, and portfolio hierarchies to Coupa's purchase orders, invoices, supplier records, and cost center allocations. It recognizes when a broker fee in Charles River should match an accounts payable invoice in Coupa, when trading technology costs need proper GL coding, and how to reconcile soft dollar commitments across both platforms. The AI handles complex many-to-many relationships between executed trades and vendor invoices without custom scripts.
faster than building custom integrations between investment management and procurement systems
Redbird can pull from Charles River and Coupa 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 Charles River or Coupa.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Charles River into Coupa, or from Coupa back into Charles River. 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 trade execution event in Charles River or procurement workflow in Coupa.
Triggers when an order is executed with commission and fee details recorded in Charles River.
Triggers when a new broker or counterparty is added to the trading system with cost commitments.
Triggers when pre-trade or post-trade compliance validation finishes with results and flags.
Writes procurement spend data back to specific portfolios or strategies in Charles River.
Logs vendor-related costs or service fees against the appropriate cost centers in Charles River.
Marks portfolios or trading desks when associated procurement spend exceeds allocated budgets.
Triggers when a PO for trading-related vendors or technology is approved in Coupa workflows.
Triggers when a supplier invoice arrives in Coupa from a broker or trading service provider.
Triggers when cumulative spend in a category or for a department crosses a defined limit.
Generates a new PO in Coupa with vendor details, amounts, and routing pulled from Charles River commitments.
Attaches execution details from Charles River to corresponding broker invoices for validation.
Syncs portfolio or desk-level cost allocations from Charles River into Coupa's GL coding structure.
See how Redbird can automate the workflows between Charles River and Coupa for your investment operations and finance teams.