Connect dbt and
Oracle Financials with AI

Redbird AI syncs your Oracle Financials data with dbt transformation workflows automatically. Stop exporting GL extracts to CSV, manually loading financial data into warehouses, or writing custom scripts to keep analytics models in sync with source systems.

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 Oracle GL account balances to dbt staging models on financial close

When Oracle Financials completes a period close, automatically extract GL balances, subsidiary ledger data, and chart of accounts metadata into your data warehouse. Trigger dbt model runs to refresh financial reporting marts without manual intervention.

Load AP/AR transaction details into dbt sources for cash flow modeling

Sync accounts payable invoices, payment terms, and receivables aging data from Oracle Financials into staging tables. Enable dbt models to calculate working capital metrics, payment forecasts, and vendor analysis without manual extracts.

Alert finance teams when dbt data quality tests fail on Oracle-sourced models

Monitor dbt test results for models built on Oracle Financials data. When schema tests detect mismatched GL balances, orphaned transactions, or broken referential integrity, notify finance and analytics teams immediately with specific failure details.

Push dbt-calculated financial metrics back to Oracle custom fields for reporting

After dbt computes departmental profitability, product-line margins, or custom allocations, write results back to Oracle Financials custom attributes. Enable native Oracle reporting tools to access analytics-layer calculations without duplicate logic.

Automate incremental dbt model refreshes when Oracle posts new journal entries

Detect new journal entry batches posted in Oracle Financials throughout the day. Trigger incremental dbt model runs to keep analytical views current without full table scans or scheduled batch loads that miss intraday activity.

Enrich Oracle transaction records with dbt-modeled customer and product dimensions

When Oracle Financials receives AR invoices or AP bills, enrich them with standardized customer segments, product hierarchies, and cost center mappings from dbt dimension models. Ensure consistent analytics attributes at the point of ERP entry.

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 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 AI understands both Oracle Financials' complex ERP schemas and dbt's analytical modeling patterns — mapping GL hierarchies to fact tables and chart of accounts to dimension models automatically.

AI that reads Oracle schemas and dbt project structures

Redbird automatically maps Oracle Financials tables like GL_BALANCES, AP_INVOICES, and AR_TRANSACTIONS to your dbt staging models. It understands Oracle's multi-org architecture, chart of accounts segments, and ledger hierarchies — then translates them into dbt source definitions, model dependencies, and test configurations. When Oracle schema changes occur or you refactor dbt models, Redbird detects the differences and suggests mapping updates.

Oracle GL balances → dbt fact tables
Chart of accounts → dimension models
Period close events → model orchestration
ERP metadata → dbt documentation
10×

faster than building custom ETL scripts to sync Oracle Financials with dbt models

No Python extraction scripts, no manual schema mapping, no cron jobs to maintain

Auto-generated reports

Redbird can pull from dbt 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 dbt 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 dbt into Oracle Financials, or from Oracle Financials 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 workflows from any event in dbt or Oracle Financials — from model runs and test failures to financial close and GL postings.

dbt
Triggers & Actions
Trigger

dbt model run completes

Trigger when any dbt model finishes running, whether successful or failed.

Trigger

dbt test fails on Oracle-sourced model

Detect when data quality tests fail on models built from Oracle Financials sources.

Trigger

dbt source freshness check alerts

Fire when Oracle Financials source tables haven't been updated within expected timeframes.

Action

Run specific dbt models

Execute targeted dbt model runs for financial reporting marts or dimension refreshes.

Action

Generate dbt documentation snapshot

Create and publish updated dbt docs reflecting current Oracle Financials lineage.

Action

Update dbt source metadata

Refresh dbt source YAML definitions when Oracle schema changes are detected.

Oracle Financials
Triggers & Actions
Trigger

Financial period closes

Trigger when Oracle Financials completes a month-end, quarter-end, or year-end close.

Trigger

New journal entries posted

Detect when journal entry batches are posted to the general ledger.

Trigger

AP invoice approved

Fire when accounts payable invoices complete approval workflows and are ready for payment.

Action

Write GL balances to custom attributes

Update Oracle custom fields with dbt-calculated metrics for native reporting.

Action

Create journal entry from dbt output

Post calculated allocations or adjustments from dbt models as Oracle journal entries.

Action

Tag transactions with analytics dimensions

Apply dbt-modeled segments and hierarchies to Oracle transaction descriptive flexfields.

dbt
+
Oracle Financials

Ready to connect your stack?

Stop manually syncing Oracle Financials data into dbt models. Redbird AI automates the entire flow from ERP extraction to analytics transformation — with AI that understands both systems.

Get started → Book a demo