Automate the flow of market data, analyst estimates, and comp financials from FactSet directly into your Planful budgets and strategic models. Stop manually exporting CSVs, reformatting data, and copy-pasting metrics into planning worksheets.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull competitor revenue, margin, and growth metrics from FactSet company fundamentals into Planful scenario models. Keep benchmark assumptions current without manual updates. Surface variance when peer performance diverges from plan.
Monitor FactSet analyst estimates for your publicly traded segments or peer group. When consensus revenue or earnings estimates shift, trigger alerts in Planful and flag affected forecast lines for FP&A review. Maintain alignment between internal plans and street expectations.
Feed FactSet economic indicators, commodity prices, FX rates, and interest rate curves into Planful driver-based models. Automatically refresh assumption tables so scenario planning reflects current market conditions instead of stale snapshots.
Combine Planful actuals and variance analysis with FactSet peer benchmarks, stock performance, and sector trends in a single automated report. Generate board-ready slides that contextualize internal performance against the broader market without manual data gathering.
Export consolidated revenue, EBITDA, and cash flow forecasts from Planful into FactSet portfolio analytics for investment teams. Keep financial models and portfolio systems synchronized when finance updates the plan.
Snapshot relevant FactSet peer metrics, estimates, and market data at the time each budget or forecast version is locked in Planful. Create an audit trail showing what external assumptions informed each planning cycle for governance and retrospective analysis.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize FactSet 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 AI understands FactSet's financial data schemas and Planful's dimensionality — so you can move market data into planning models without transformation scripts or middleware.
Redbird maps FactSet entity identifiers, metrics codes, and time series structures to Planful accounts, dimensions, and versions automatically. The platform understands how to align fiscal periods, handle currency conversions, and apply FactSet point-in-time data to the right planning cycles. Whether you're syncing consensus estimates to revenue drivers or loading comp financials into scenario cubes, Redbird handles schema reconciliation so finance teams don't have to.
faster than exporting FactSet data to Excel and reformatting for Planful import
Redbird can pull from FactSet 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 FactSet 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 FactSet into Planful, or from Planful back into FactSet. 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 FactSet or Planful — new estimates published, forecast versions locked, market data updated, or planning cycles opened.
Fires when analyst consensus revenue, earnings, or other estimates are updated for tracked companies.
Triggers when quarterly or annual filings add new fundamentals data for specified entities.
Fires when institutional holdings, insider transactions, or ownership thresholds change.
Retrieve balance sheet, income statement, or cash flow metrics for specified companies and periods.
Run saved screens or custom criteria to extract lists of companies and associated metrics.
Extract historical or forward-looking time series for financial metrics, estimates, or market data.
Fires when a budget, forecast, or scenario version is finalized and locked for reporting.
Triggers when a new budget or reforecast cycle begins and input worksheets are opened to contributors.
Fires when actuals vs. plan variance crosses a defined percentage or absolute value threshold.
Write or refresh driver values in Planful assumption tables used across models.
Spin up a new scenario or forecast version with specified metadata and dimension settings.
Push structured data into Planful cubes, mapping to accounts, entities, and custom dimensions.
Sync FactSet market data and analyst estimates with Planful budgets and forecasts in minutes. See how Redbird AI eliminates manual data work between financial systems.