Sync financial data, reconcile invoices, and automate reporting between your enterprise ERP and accounting platform. Stop manually exporting sales orders, copying customer records, and chasing down discrepancies between systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a sales order closes in Dynamics 365, create the corresponding invoice in QuickBooks with matching line items, customer details, and payment terms. Eliminate duplicate entry and ensure billing accuracy across systems.
Automatically update account status and credit limits in Dynamics 365 when invoices are paid or become overdue in QuickBooks. Keep sales and finance teams working from the same payment intelligence.
Compare inventory valuation, COGS, and product costs across both systems each night. Flag discrepancies for review and auto-update QuickBooks item costs based on Dynamics 365 purchase orders and receipts.
Combine revenue data from Dynamics 365 with expense and cash flow details from QuickBooks into unified P&L and variance reports. Deliver executive dashboards that reflect the complete financial picture without manual spreadsheet merges.
Monitor revenue recognition differences between systems and notify controllers when variances exceed thresholds. Include transaction details and suggested reconciliation steps to accelerate month-end close.
Append customer lifetime value, support ticket counts, and sales pipeline data from Dynamics 365 to QuickBooks customer profiles. Give accounting teams context for payment negotiations and credit decisions.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and QuickBooks 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 AI understands the schema differences between Dynamics 365's enterprise data model and QuickBooks' small-business accounting structure, automatically mapping entities and handling currency, tax, and dimension conflicts.
Redbird natively understands Dynamics 365 entities like SalesOrder, Account, and Product alongside QuickBooks objects like Invoice, Customer, and Item. Our AI automatically maps Dynamics 365 financial dimensions to QuickBooks classes and locations, reconciles currency and tax treatments, and handles parent-child account hierarchies. No more building custom middleware or maintaining fragile field mappings.
faster financial reconciliation than exporting CSV files and manual matching
Redbird can pull from Dynamics 365 and QuickBooks 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 QuickBooks.
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 QuickBooks, or from QuickBooks 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 QuickBooks — sales order changes, payment updates, new customers, or month-end close workflows.
Trigger when a sales order is created, approved, invoiced, or fulfilled in Dynamics 365.
Trigger when customer details, credit limits, or payment terms change in Dynamics 365.
Trigger when inventory levels change or product costs are updated in Dynamics 365.
Update account receivable status and payment flags in Dynamics 365 customer records.
Post general ledger entries to Dynamics 365 based on QuickBooks transaction data.
Create or update Dynamics 365 financial dimensions based on QuickBooks class and location structure.
Trigger when an invoice is marked paid or a payment is applied in QuickBooks.
Trigger when a new invoice is created or emailed to a customer in QuickBooks.
Trigger when a new expense, bill, or vendor payment is entered in QuickBooks.
Generate QuickBooks invoices with line items, taxes, and terms from Dynamics 365 sales orders.
Sync customer contact details, addresses, and payment terms from Dynamics 365 to QuickBooks.
Update QuickBooks item costs and inventory quantities based on Dynamics 365 purchase orders and receipts.
Connect Dynamics 365 and QuickBooks in minutes. Automate financial syncs, eliminate reconciliation headaches, and give your team a single source of truth across ERP and accounting.