Redbird AI syncs insurance policy data, annuity revenue, and retirement plan transactions from Corebridge directly into Xero. Stop manually reconciling commission statements, exporting policy data to spreadsheets, and rebuilding financial reports every month.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When new annuity policies are issued in Corebridge, Redbird extracts premium amounts, commission structures, and payment schedules, then creates corresponding invoices and revenue entries in Xero. Automatically categorizes income by product type and updates accounts receivable without manual data entry.
Redbird monitors retirement plan distributions in Corebridge and automatically posts them as categorized expenses in Xero with proper GL coding. Includes policyholder details, distribution type, and tax withholding amounts for complete audit trails.
When commission payments appear in Xero bank transactions, Redbird matches them to underlying policies in Corebridge, validates amounts, and flags discrepancies. Automatically marks reconciled items and creates exception reports for unmatched payments.
Redbird pulls policy performance metrics from Corebridge, matches them with actual revenue booked in Xero, and generates reconciliation reports. Shows premiums collected, outstanding receivables, and variance analysis by product line and distribution channel.
Monitors policy values, contribution amounts, and fee structures in Corebridge against corresponding entries in Xero. Sends alerts when mismatches exceed thresholds, including details of the discrepancy and affected policy numbers for quick investigation.
When invoices are marked paid or written off in Xero, Redbird updates corresponding policy payment status in Corebridge. Ensures both systems reflect current payment state and triggers appropriate follow-up actions for late or failed payments.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Corebridge 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 insurance policy structures in Corebridge and accounting taxonomies in Xero, so your financial data stays consistent across systems without custom field mapping.
Redbird's AI maps Corebridge policy types, annuity products, premium schedules, and commission structures to Xero's chart of accounts, tracking categories, and tax codes. It recognizes when a retirement plan contribution should post to deferred revenue versus immediate income, how to categorize different product lines, and which GL accounts correspond to policy fees versus premiums. No need to maintain brittle CSV exports or write custom integration code.
faster than exporting Corebridge policy data to CSV and manually importing into Xero
Redbird can pull from Corebridge 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 Corebridge 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 Corebridge into Xero, or from Xero back into Corebridge. 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 Corebridge or Xero and take action across both platforms.
Fires when a new insurance or annuity policy is created in Corebridge.
Triggers when a premium payment is recorded against a policy.
Activates when a retirement plan distribution or withdrawal is executed.
Marks a policy as paid, past due, or lapsed in Corebridge.
Adds a new policyholder with demographic and contact information.
Records commission changes or corrections on existing policies.
Fires when an invoice is marked as paid in Xero.
Triggers when new bank feed transactions appear for reconciliation.
Activates when an expense claim is approved and ready for posting.
Generates a new invoice with line items, tax codes, and payment terms.
Records a manual journal entry with debits, credits, and GL account codes.
Matches and reconciles a bank transaction to an invoice or bill.
Stop manually syncing policy data between Corebridge and Xero. Redbird AI connects your insurance and accounting systems so financial data flows automatically.