Automate the flow of financial data between your enterprise ERP and accounting platform. Stop manually reconciling transactions, re-entering invoices, or chasing down payment mismatches across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically create Xero invoices when Dynamics 365 sales orders are fulfilled. Match customer accounts across systems, apply correct tax codes, and maintain consistent line item details without manual data entry.
Update Dynamics 365 accounts receivable when payments are recorded in Xero. Keep cash application accurate across both platforms and eliminate month-end reconciliation headaches between finance and operations teams.
Route approved vendor invoices from Dynamics 365 supply chain to Xero for payment. Maintain approval workflows in your ERP while processing payments through your accounting platform without duplicate entry.
Match Xero bank feed transactions to Dynamics 365 sales orders and shipments. Generate exception reports when deposits don't align with expected revenue, and automatically flag discrepancies for finance review.
Monitor Xero expense transactions in real-time and compare against budget allocations tracked in Dynamics 365. Notify department heads and finance when spending approaches or exceeds approved limits.
Push month-end adjustments, accruals, and journal entries from Dynamics 365 to Xero for consolidated financial statements. Maintain audit trails across both systems while keeping your accounting system as the reporting source of truth.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 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 Dynamics 365 entity schemas and Xero's accounting structure, automatically mapping financial data across enterprise ERP and cloud accounting workflows.
Redbird maps Dynamics 365 customer accounts, sales orders, and journal entries to Xero contacts, invoices, and chart of accounts without manual field mapping. Our AI recognizes revenue recognition rules, tax handling differences, and multi-currency scenarios across both platforms. When data structures change or custom fields are added, Redbird adapts automatically—no integration engineer required. Handle complex scenarios like partial payments, credit memos, and intercompany transactions with context-aware automation.
faster than building custom Dynamics 365–Xero sync scripts
Redbird can pull from Dynamics 365 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 Dynamics 365 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 Dynamics 365 into Xero, or from Xero 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 financial event in Dynamics 365 or Xero and take action across your entire stack.
Fires when a Dynamics 365 sales order reaches fulfilled status and is ready for invoicing.
Triggers when a customer payment is recorded against an accounts receivable entry.
Fires when a purchase order completes approval workflow and is ready for vendor invoicing.
Post journal entries to Dynamics 365 general ledger with account codes and dimensions.
Modify accounts receivable balance and payment status for a customer account.
Pull income statement, balance sheet, or cash flow data from Dynamics 365 finance module.
Fires when a Xero invoice status changes to paid, either manually or via bank reconciliation.
Triggers when new transactions appear in Xero bank feeds requiring categorization or matching.
Fires when an employee submits an expense claim in Xero for approval and reimbursement.
Generate a new Xero invoice with line items, tax codes, and customer details.
Mark a Xero bill as paid and record the payment transaction against the vendor account.
Add or modify account codes in the Xero chart of accounts with account types and tax settings.
Sync Dynamics 365 and Xero in minutes, not months. Eliminate manual reconciliation and keep your enterprise financials and accounting platform perfectly aligned.