Connect Circana and
Oracle Financials with AI

Automate the flow of retail sales and market share data from Circana directly into Oracle Financials. Stop manually reconciling POS data with revenue systems, building spreadsheet bridges between market insights and actuals, or waiting days for retail performance to hit your books.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Sync Circana retail sales data to Oracle revenue accounts automatically

Pull syndicated POS and scanner data from Circana and map it to corresponding revenue line items in Oracle Financials. Redbird reconciles product hierarchies, time periods, and channel dimensions to ensure clean GL integration. Eliminate weekly manual uploads and mismatched revenue categories.

Reconcile actual retailer deductions against Circana promotional performance data

Match trade spend deductions in Oracle AP with promotional lift and volume data from Circana. Surface variances between contracted terms and actual scan performance. Create audit trails that connect every retailer chargeback to market evidence.

Generate monthly category performance reports enriched with financial actuals

Combine Circana market share and category trends with Oracle revenue, COGS, and margin data. Build unified P&L views by brand, channel, and retailer that tie market performance directly to financial results. Distribute to category managers and finance teams automatically.

Alert finance when Circana sales trends diverge from Oracle booked revenue

Monitor week-over-week Circana scan data against Oracle revenue recognition patterns. Trigger alerts when retail sell-through significantly outpaces or lags shipment revenue, flagging potential inventory, returns, or recognition timing issues. Route alerts to FP&A and revenue accounting teams.

Push Oracle budget and forecast data to enrich Circana trend analysis

Send planned revenue, trade spend, and margin targets from Oracle to contextualize Circana market performance dashboards. Enable merchandising and insights teams to see how actual scan trends compare against financial plan. Close the loop between market sensing and financial planning.

Archive weekly Circana extracts with corresponding Oracle period close snapshots

Automatically capture and store Circana data files alongside Oracle GL balances for each accounting period. Maintain synchronized audit records that connect market data versions with financial close states. Support SOX compliance and trade spend audit requirements.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Circana and Oracle Financials with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands both Circana's syndicated data hierarchies and Oracle Financials' chart of accounts structure, bridging retail insights with enterprise financial systems.

AI that speaks retail data and financial accounting

Redbird maps Circana's product hierarchies, time buckets, geography codes, and retailer dimensions to Oracle's GL segments, cost centers, and natural accounts. The platform handles unit-to-dollar conversions, promotional calendar alignment, and channel mapping automatically. You don't need to build custom ETL pipelines or maintain brittle lookup tables—Redbird learns your product master, account structure, and business rules to keep retail market data in sync with your books.

Product hierarchy to GL segment mapping
POS time periods to Oracle calendar alignment
Retailer and channel dimension translation
Trade spend to AP deduction reconciliation
10×

faster monthly retail revenue close vs manual Circana data integration

No CSV downloads, VLOOKUP reconciliation, or custom data warehouse staging tables

Auto-generated reports

Redbird can pull from Circana and Oracle Financials simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Circana or Oracle Financials.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Circana into Oracle Financials, or from Oracle Financials back into Circana. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any Circana data refresh or Oracle financial event—no middleware required.

Circana
Triggers & Actions
Trigger

New weekly syndicated data available

Fires when Circana publishes updated POS or panel data for your subscribed categories and markets.

Trigger

Market share position changes beyond threshold

Triggers when your brand's share movement exceeds defined variance in specific categories or channels.

Trigger

Promotional performance report published

Activates when Circana generates a new promotion effectiveness analysis or lift study.

Action

Extract sales data by product and retailer

Pull POS volume, dollar sales, and unit metrics filtered by product hierarchy, time range, and retailer.

Action

Query category trend and growth metrics

Retrieve category size, growth rates, and competitive dynamics for specified markets and time periods.

Action

Retrieve trade promotion spend and ROI data

Get promotional event details including investment, incremental volume, and calculated effectiveness measures.

Oracle Financials
Triggers & Actions
Trigger

Accounting period closed

Fires when an Oracle accounting period status changes to closed and GL is locked.

Trigger

Revenue journal entry posted

Triggers when new revenue transactions are committed to specified GL accounts or business units.

Trigger

AP invoice matched to PO with variance

Activates when trade spend or retailer deduction invoices show discrepancies against purchase orders.

Action

Create journal entry with supporting detail

Post GL transactions with line-level detail, segment values, and attached source documentation.

Action

Update budget or forecast line items

Revise planning balances for specific accounts, cost centers, and future periods based on market signals.

Action

Retrieve actuals by account and dimension

Query posted GL balances filtered by natural account, department, product line, and custom segments.

Circana
+
Oracle Financials

Ready to connect your stack?

See how Redbird syncs Circana retail insights with Oracle Financials—turning weeks of manual reconciliation into automated, auditable data flows that close faster and surface better insights.

Get started → Book a demo