Connect dbt and
NetSuite with AI

Redbird AI automates the flow between your dbt transformation layer and NetSuite ERP. Stop manually exporting financial data, refreshing models on close cycles, or building custom scripts to sync metrics back to your system of record.

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.

Auto-refresh dbt models when NetSuite financial close completes

Trigger dbt Cloud jobs the moment NetSuite closes a period, ensuring revenue recognition, margin analysis, and consolidated reporting models always reflect finalized financials. Eliminate manual model kicks and stale BI dashboards during close windows.

Extract NetSuite transaction tables and load into warehouse for dbt transformation

Automatically pull sales orders, invoices, journal entries, and inventory transactions from NetSuite into your data warehouse on schedule or event-driven. Feed clean, structured ERP data into your dbt models without custom extraction scripts or third-party ETL tools.

Write dbt-calculated customer LTV and churn metrics back to NetSuite records

Push analytics-grade customer metrics computed in your dbt models directly into NetSuite customer records. Give finance and sales teams access to cohort LTV, payment behavior scores, and churn risk without leaving the ERP.

Alert finance teams when dbt data quality tests fail on NetSuite source tables

Monitor dbt test results for models built on NetSuite data and instantly notify finance ops when schema changes, null revenue rows, or referential integrity issues are detected. Catch ERP data quality problems before they cascade into reporting.

Sync dbt-standardized revenue metrics into NetSuite saved searches and KPI dashboards

Automatically update NetSuite custom fields and saved search criteria with your single-source-of-truth revenue, ARR, and margin definitions from dbt semantic models. Ensure NetSuite users see the same metrics as your BI stack without manual reconciliation.

Generate consolidation reports by comparing dbt warehouse models to NetSuite subsidiary data

Run automated variance reports that cross-check multi-entity NetSuite subsidiary financials against your dbt-transformed consolidated views. Surface discrepancies between ERP and warehouse for faster month-end close and audit readiness.

Live in four steps

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

01

Connect your accounts

Authorize dbt and NetSuite 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 dbt's semantic layer and model metadata alongside NetSuite's financial schema, so you can orchestrate transformations and ERP workflows without writing connector code.

AI that speaks dbt schemas and NetSuite financial tables

Redbird maps dbt models, tests, and documentation to NetSuite record types, custom segments, and transaction schemas automatically. Whether you're pulling GL detail, invoice line items, or inventory snapshots into staging models, or writing aggregated metrics back to custom fields, Redbird handles field mapping, type conversion, and incremental logic. No need to parse SuiteScript APIs or maintain dbt macro libraries for NetSuite extraction.

dbt model metadata
NetSuite SuiteQL
Transaction schemas
Custom segment dimensions
10×

faster than building dbt packages and SuiteScript integrations

No custom macros, REST API wrappers, or scheduled job orchestration needed

Auto-generated reports

Redbird can pull from dbt and NetSuite 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 dbt or NetSuite.

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 dbt into NetSuite, or from NetSuite back into dbt. 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 dbt model runs, test failures, or documentation updates — and from NetSuite period closes, transaction saves, or record changes.

dbt
Triggers & Actions
Trigger

dbt model run completes

When a specific dbt model or tag group finishes transforming in your warehouse.

Trigger

dbt test fails

When a data quality test fails on any model, source, or custom test definition.

Trigger

dbt source freshness check alerts

When source freshness thresholds are breached on NetSuite or other raw tables.

Action

Trigger dbt Cloud job

Kick off a specific dbt job, model selection, or full refresh run in dbt Cloud.

Action

Update dbt model metadata

Write descriptions, tags, or custom meta fields into dbt project YAML files.

Action

Query dbt model output

Pull aggregated or filtered rows from materialized dbt models in your warehouse.

NetSuite
Triggers & Actions
Trigger

NetSuite accounting period closes

When a financial period is locked and finalized in NetSuite, signaling data is ready for transformation.

Trigger

Transaction record created or updated

When a sales order, invoice, journal entry, or payment is saved in NetSuite.

Trigger

Saved search returns new results

When a NetSuite saved search criteria is met, such as new revenue over threshold or inventory reorder triggered.

Action

Create or update NetSuite record

Write new customer, transaction, or custom record entries into NetSuite from dbt outputs.

Action

Update custom field values

Populate NetSuite custom fields on customers, items, or transactions with calculated metrics from dbt.

Action

Run SuiteQL query

Execute a SQL-like SuiteQL query to extract transactional or master data for loading into your warehouse.

dbt
+
NetSuite

Ready to connect your stack?

Stop building one-off scripts to sync dbt and NetSuite. Redbird AI connects your transformation layer to your ERP so your financial data flows seamlessly across analytics and operations.

Get started → Book a demo