Automate the flow of financial data, inventory reports, and operational metrics from NetSuite directly into your board decks and executive presentations. Stop copying numbers into slides every month and let Redbird keep your presentations current with live ERP data.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull P&L data, balance sheet snapshots, and budget-to-actual comparisons from NetSuite and refresh designated slides in your board presentation template. Redbird maps account hierarchies to the right tables and charts, ensuring your executive deck reflects the latest close without manual updates.
Aggregate revenue, bookings, and expense data across subsidiaries and departments in NetSuite, then populate QBR slide templates with formatted tables and trend charts. Perfect for distributed teams running standardized review cycles with consistent reporting structures.
Extract inventory aging, turnover metrics, and SKU-level stock data from NetSuite and update slides used in weekly ops reviews. Redbird handles item classification logic and formats aging buckets into presentation-ready visuals without manual exports.
Surface order volume, revenue by product line, and customer acquisition metrics from NetSuite to populate slides in prospect or partner presentations. Ensure external stakeholders see accurate, current performance data without exposing your full ERP.
When stakeholders comment on slides requesting specific financial cuts or operational data, Redbird interprets the request and generates corresponding NetSuite saved searches or SuiteQL queries. Results flow back into the presentation with proper context and formatting.
When a board deck or investor presentation is marked final, Redbird captures version details, approval timestamps, and presenter notes, then writes structured metadata to NetSuite custom records for compliance and audit trails.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Google Slides and NetSuite 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 maps NetSuite's account structures, subsidiary hierarchies, and saved search schemas to the tables, charts, and text placeholders in your Google Slides templates.
Redbird parses NetSuite's chart of accounts, custom segments, and multi-book accounting configurations, then intelligently matches them to named ranges, table cells, and chart data series in Google Slides. It handles currency conversion, period-over-period calculations, and subsidiary rollups, ensuring your presentations reflect accurate financials. When your NetSuite schema evolves—new departments, custom fields, or reporting hierarchies—Redbird adapts the mapping without breaking your slide templates.
faster than exporting CSVs, reformatting data, and pasting into slides manually
Redbird can pull from Google Slides and NetSuite 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 Slides or NetSuite.
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 Slides into NetSuite, or from NetSuite back into Google Slides. 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 NetSuite or Google Slides—period close, presentation publish, or custom saved search refresh.
Fires when a slide deck is published to the web or shared with new collaborators.
Detects when a comment includes keywords or questions about financial or operational metrics.
Triggers when a specific slide or entire deck receives approval status via comment or naming convention.
Overwrites table rows or cells in a slide with new data from NetSuite queries.
Updates the underlying data source for embedded charts to reflect current ERP metrics.
Adds a pre-formatted slide and populates it with NetSuite data based on workflow logic.
Fires when a financial period is locked in NetSuite, signaling final numbers are available.
Detects when a scheduled or on-demand saved search completes with new data.
Triggers when SKU stock levels fall below defined thresholds in NetSuite.
Writes structured metadata or presentation details to a NetSuite custom record type.
Executes a SQL-like query against NetSuite data to retrieve specific metrics or dimensions.
Modifies a field value at the subsidiary or department level based on presentation-derived approvals.
Stop manually exporting NetSuite financials and pasting them into slides. Let Redbird sync your ERP data directly into board decks, QBRs, and executive presentations.