Automate the flow of financial data between your spreadsheets and accounting system. Stop manually exporting transactions, rebuilding reports in Sheets, or copy-pasting invoices and expenses between systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull invoice data, payment status, and outstanding receivables from Xero into a live Google Sheets dashboard. Finance teams get real-time visibility without exporting CSV files or running manual reports every week.
Turn a Google Sheet approval tracker into an invoicing workflow. When a row is marked approved, Redbird creates the corresponding invoice in Xero with line items, tax codes, and customer details. Sales and ops teams can manage invoicing without Xero access.
Pull profit and loss, balance sheet, and cash position data from Xero into formatted Google Sheets templates each month. Leadership teams get board-ready financials without waiting for exports or reformatting accounting reports.
Teams track expenses in a shared Google Sheet, and Redbird creates the corresponding expense records in Xero with proper categories, tax treatment, and attachments. Eliminates duplicate entry and keeps books current without training everyone on accounting software.
Monitor accounts receivable in Xero and update a Google Sheets aging report when invoices hit 30, 60, or 90 days overdue. Collections teams work from a live spreadsheet with automated reminders instead of running manual AR reports.
Maintain a Google Sheet mapping of transactions to projects, clients, or cost centers, and automatically update Xero records with tracking categories. Finance teams add operational context to accounting data without custom fields or manual tagging in Xero.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Google Sheets 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 Xero's accounting schema and Google Sheets' flexible data structures, so your financial data flows intelligently between systems without mapping headaches.
Redbird's AI maps Xero invoices, contacts, line items, tax rates, and tracking categories to your Google Sheets columns and formats automatically. It understands that a Sheets invoice tracker needs customer names not contact IDs, and that Xero expense categories must match your chart of accounts. When your Sheet structure changes or Xero adds new accounts, Redbird adapts the integration without breaking workflows or requiring manual schema updates.
faster than exporting Xero data to CSV and rebuilding Sheets reports manually
Redbird can pull from Google Sheets 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 Google Sheets 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 Google Sheets into Xero, or from Xero back into Google Sheets. 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 Google Sheets or Xero, then update either system with AI-powered actions.
Trigger when a new row is added to a Sheet or specific columns change, capturing approvals, expense submissions, or invoice requests.
Monitor specific cells or ranges for status changes, thresholds crossed, or validation flags set by your team.
Run automations on a schedule to sync data, generate reports, or update trackers at regular intervals.
Add new rows with Xero transaction data or update existing rows with current invoice status, payment details, or account balances.
Apply conditional formatting, insert calculated columns, or update summary formulas based on incoming Xero data.
Generate new tabs for monthly reports, department breakdowns, or archive historical data from Xero automatically.
Trigger when new invoices are created, sent, or updated with payment status changes in Xero.
React when customer payments are recorded against invoices, updating cash flow trackers or alerting your team.
Capture new expense claims or bills entered in Xero to sync with budget trackers or approval workflows.
Generate new invoices in Xero from Sheet data, including customer details, line item descriptions, quantities, prices, and tax codes.
Create expense records or bills in Xero with proper account codes, tracking categories, and supporting documentation references.
Modify customer and supplier contact details or apply tracking categories to transactions for better reporting segmentation.
Stop rebuilding financial reports and manually syncing data between Google Sheets and Xero. Let Redbird automate the flow of invoices, expenses, and financial data across your systems.