Sync FactSet financial data directly into Power BI dashboards without manual exports or brittle scripts. Redbird AI automates the pipeline from company fundamentals and estimates to live visualizations, so your investment teams always see current data.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull updated portfolio positions, performance attribution, and risk metrics from FactSet into Power BI reports on a schedule. Investment teams see current portfolio analytics without manual data pulls. Dashboards stay current as positions and valuations change.
Automatically update Power BI dashboards with consensus estimates, revisions, and surprise metrics from FactSet. Research and strategy teams monitor estimate trends across coverage universes. Data refreshes daily or when analysts change forecasts.
Push income statement, balance sheet, and cash flow data from FactSet into Power BI for quantitative screening and modeling. Analysts build custom dashboards with current metrics without exporting CSVs. Historical and current data stay in sync automatically.
Monitor institutional ownership changes in FactSet and surface alerts in Power BI dashboards. Portfolio managers see when major holders increase or decrease positions. Redbird watches 13F filings and ownership updates, then flags material shifts.
When new companies appear in Power BI pipeline dashboards, automatically pull comparable company financials and valuation multiples from FactSet. Corporate development and M&A teams see context without switching systems. Peer sets update as deal stages progress.
Capture final versions of client-facing Power BI reports and store them alongside FactSet research and data sets. Compliance and research teams maintain audit trails of what data and analysis was shared. Metadata links reports to underlying FactSet sources.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize FactSet and Power BI 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 structures and Power BI's semantic models, so you can automate complex data flows without building custom ETL pipelines.
Redbird maps FactSet entities like companies, securities, and estimates to Power BI tables and relationships automatically. It handles FactSet's point-in-time data conventions, normalizes fundamentals across reporting standards, and builds semantic models that refresh incrementally. When FactSet schemas evolve or you change Power BI data models, Redbird adapts the integration without manual reconfiguration.
faster than building FactSet-to-Power BI pipelines with Python scripts and scheduled exports
Redbird can pull from FactSet and Power BI 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 Power BI.
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 Power BI, or from Power BI 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 Power BI—new estimates, updated financials, refreshed dashboards, or user interactions.
Fires when analyst consensus estimates change for tracked companies or securities.
Triggers when quarterly or annual financial statements are published or restated in FactSet.
Detects when institutional holdings or insider transactions are filed and processed.
Retrieve income statement, balance sheet, or cash flow data for specific companies and periods.
Run saved FactSet screens and return matching securities with specified data fields.
Extract performance attribution, risk metrics, and holdings data for specified portfolios.
Fires when a Power BI dataset finishes refreshing, whether scheduled or on-demand.
Triggers when specific Power BI reports or dashboards are accessed by users.
Detects when data-driven alerts fire based on KPI thresholds in Power BI dashboards.
Push new or updated rows into Power BI datasets via incremental refresh or full replace.
Initiate on-demand refresh of Power BI datasets after source data updates.
Generate PDF or PowerPoint exports of Power BI reports with current data state.
Stop exporting FactSet data to spreadsheets and manually refreshing Power BI. Redbird AI builds the integration so your financial dashboards update automatically with live fundamentals, estimates, and portfolio data.