Automate the flow of actuals, budgets, and financial data between your ERP and planning platform. Stop exporting GL data to spreadsheets, manually reconciling actuals vs. plan, and chasing down dimension mismatches every month-end close.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push closed-period actuals from Dynamics 365 General Ledger into Planful as soon as your month-end close completes. Map cost centers, departments, and accounts between systems without manual intervention, enabling real-time variance analysis against budget and forecast.
When finance approves a new annual budget or revised forecast in Planful, automatically load those figures into Dynamics 365 as budget registers. Operations and department managers can compare actuals to current plan directly in their ERP workflows without waiting for monthly reports.
Pull current opportunity data, deal stages, and expected close dates from Dynamics 365 Sales into Planful revenue planning models. Finance teams can adjust revenue forecasts based on live CRM data rather than static monthly snapshots, improving forecast accuracy throughout the quarter.
Monitor spending patterns across Dynamics 365 and automatically notify FP&A teams in Planful when any cost center or project exceeds budget by a defined percentage. Trigger variance investigation workflows and commentary requests directly in Planful when anomalies appear in ERP actuals.
Automatically consolidate actuals from multiple legal entities and currencies in Dynamics 365 into unified reporting structures in Planful. Handle intercompany eliminations and currency translation based on Planful's consolidation rules, producing board-ready financials without manual Excel adjustments.
When your finance team adds new departments, cost centers, or GL accounts in Dynamics 365, automatically create corresponding dimension members and hierarchies in Planful. Maintain consistency across planning and reporting structures without manually rebuilding dimension trees each time your COA evolves.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and Planful 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 Dynamics 365's entity structures and financial hierarchies alongside Planful's planning dimensions and consolidation logic, so your data flows accurately without constant mapping updates.
Redbird maps Dynamics 365's chart of accounts, financial dimensions, and currency structures to Planful's planning dimensions, scenarios, and entity hierarchies automatically. It recognizes when GL segments in Dynamics match cost centers or departments in Planful, handles period alignment between fiscal calendars, and intelligently routes actuals into the correct planning versions. When your COA or dimension structure changes, Redbird adapts mappings without breaking existing workflows.
faster actuals integration than CSV exports and manual loads
Redbird can pull from Dynamics 365 and Planful 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 Dynamics 365 or Planful.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Dynamics 365 into Planful, or from Planful back into Dynamics 365. 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 Dynamics 365 or Planful—from period close completion to budget approval workflows.
Fires when a fiscal period is closed and actuals are finalized in Dynamics 365 Finance.
Triggers when a sales order or opportunity in Dynamics 365 Sales reaches a defined revenue amount.
Fires when a PO is approved in Dynamics 365 Supply Chain, committing budget or forecast spend.
Write budget amounts from Planful into Dynamics 365 as formal budget register entries for operational tracking.
Create GL journal entries in Dynamics 365 with fully mapped financial dimensions from Planful adjustments.
Adjust project-level budgets and forecasts in Dynamics 365 Project Operations based on Planful planning data.
Fires when a budget or forecast scenario is approved and locked in Planful, ready for distribution.
Triggers when actual-to-plan variance for any dimension combination crosses defined tolerance levels in Planful.
Fires when Planful finishes running entity consolidation and eliminations for a reporting period.
Write actual financial data from Dynamics 365 into specific Planful scenarios, versions, and time periods.
Modify dimension hierarchies, metadata, and attributes in Planful to match Dynamics 365 COA or segment changes.
Automatically assign variance explanation tasks to budget owners in Planful when ERP actuals deviate from plan.
Automate actuals integration, budget sync, and variance reporting between Dynamics 365 and Planful. Let Redbird handle the dimensional mapping and data flows so your finance team can focus on analysis, not data wrangling.