Connect Google Analytics (GA4) and
Planful with AI

Sync web analytics, conversion data, and marketing attribution directly into your financial planning models. Stop manually exporting GA4 reports to spreadsheets and reconciling digital channel performance against budget allocations.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Sync GA4 conversion and revenue data into Planful actuals by channel

Automatically flow e-commerce transactions, goal completions, and revenue events from GA4 into Planful as actuals, segmented by marketing channel and campaign. Finance teams see real-time digital revenue performance against budget without waiting for manual exports.

Build marketing attribution models that update Planful forecasts automatically

Transform GA4 attribution data into revenue forecasts by channel in Planful. When conversion rates or traffic patterns shift, Redbird recalculates revenue projections and updates rolling forecasts without manual intervention.

Generate variance reports comparing GA4 actuals to Planful marketing budgets

Automatically compare actual spend efficiency metrics from GA4 (cost per conversion, ROAS proxies) against marketing budgets in Planful. Produce variance analysis reports showing which channels are over or underperforming relative to plan.

Alert finance when GA4 traffic or conversion trends threaten revenue targets

Monitor key GA4 metrics like session conversion rates, average order value, and traffic by source. When trends indicate revenue shortfalls against Planful targets, automatically notify finance teams with context-rich summaries.

Enrich Planful scenarios with GA4 user behavior and engagement patterns

Pull GA4 engagement metrics, user journey data, and behavioral cohort analysis into Planful for scenario modeling. Finance can model different customer acquisition strategies based on actual user behavior patterns rather than assumptions.

Archive monthly GA4 channel performance snapshots alongside Planful board reports

Automatically capture end-of-month GA4 analytics for all marketing channels and archive them with corresponding Planful financial reports. Create an auditable history linking digital performance to financial outcomes for board presentations.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Google Analytics (GA4) and Planful with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands both GA4's event-based analytics schema and Planful's dimensional planning structures, so you can connect web performance to financial outcomes without custom code.

AI that speaks both analytics and finance

Redbird maps GA4 event parameters, user properties, and conversion metrics to Planful dimensions, accounts, and driver-based models. It understands how to aggregate session-level events into monthly actuals, translate UTM parameters into campaign hierarchies, and align GA4's attribution windows with your fiscal calendar. The AI handles schema mismatches between event streams and planning cubes automatically.

Event-to-actuals mapping
UTM to dimension translation
Fiscal period alignment
Attribution model sync
10×

faster than exporting GA4 to CSV, transforming in Excel, and manually loading into Planful

No custom BigQuery exports, dbt models, or Python scripts to maintain

Auto-generated reports

Redbird can pull from Google Analytics (GA4) and Planful simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Google Analytics (GA4) or Planful.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Google Analytics (GA4) into Planful, or from Planful back into Google Analytics (GA4). Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any event in GA4 or any change in Planful—Redbird connects both systems in real time.

Google Analytics (GA4)
Triggers & Actions
Trigger

Conversion event recorded

Trigger when a purchase, sign-up, or custom conversion event fires in GA4.

Trigger

Traffic threshold crossed

Trigger when sessions, users, or pageviews exceed or fall below defined levels.

Trigger

Campaign performance changes

Trigger when conversion rate, bounce rate, or engagement metrics shift for specific campaigns.

Action

Export segmented analytics data

Extract GA4 data filtered by dimension, date range, or audience segment.

Action

Query custom exploration report

Pull data from GA4 explorations and custom reports programmatically.

Action

Retrieve attribution model results

Fetch conversion credit allocation across channels using GA4's attribution models.

Planful
Triggers & Actions
Trigger

Budget submitted or approved

Trigger when a marketing or digital budget is finalized in Planful's workflow.

Trigger

Forecast updated

Trigger when revenue or expense forecasts change during planning cycles.

Trigger

Variance threshold exceeded

Trigger when actual vs. plan variance crosses defined tolerance levels.

Action

Write actuals to account

Post digital channel revenue or metrics to specific Planful accounts and periods.

Action

Update driver assumptions

Modify planning drivers or assumptions based on GA4 performance trends.

Action

Create commentary or annotation

Add context notes to Planful reports explaining GA4 performance drivers.

Google Analytics (GA4)
+
Planful

Ready to connect your stack?

Stop manually bridging the gap between digital analytics and financial planning. Redbird syncs Google Analytics (GA4) with Planful so your finance team always has current web performance data in context.

Get started → Book a demo