Redbird AI syncs financial data from Planful directly into your Google Slides presentations. Stop copying and pasting actuals, variance reports, and forecast tables into board decks. Keep executive presentations always up-to-date with the latest planning data.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull current month actuals, budget vs. actuals variance, and forecast data from Planful into templated Google Slides board presentations. Charts and tables refresh automatically when financial close completes. Finance teams present with confidence that numbers match the system of record.
Extract consolidated P&L, balance sheet, and cash flow data from Planful and populate QBR slide templates. Include variance commentary and KPI performance automatically. Transform financial consolidation output into executive-ready presentations without manual formatting.
When finance teams complete scenario planning in Planful, automatically update investor decks with the latest forecast models, assumptions, and sensitivities. Keep fundraising materials current with approved financial projections and strategic planning outcomes.
Pull budget data by department, cost center, or business unit from Planful into annual planning presentation templates. Include headcount assumptions, opex breakdowns, and investment priorities. Turn planning cycle output into stakeholder-ready slide decks instantly.
Refresh standing executive dashboard presentations with the latest rolling forecast, pipeline-to-revenue assumptions, and updated guidance from Planful. Automate weekly leadership team prep with current financial outlook data and trend analysis.
Extract speaker notes, comments, and decision points from board presentation reviews in Google Slides and log them as assumption notes or audit trails in Planful. Create bidirectional context between what's presented and what's planned in the system.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Google Slides 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 both Planful's financial data structures and Google Slides' presentation objects—so you can automate the entire flow from FP&A system to boardroom-ready deck.
Redbird maps Planful dimensions—accounts, entities, versions, time periods, scenarios—to the right tables, charts, and text placeholders in your Google Slides templates. The platform recognizes actuals vs. budget vs. forecast versions, handles multi-entity consolidations, and formats variance analysis correctly. When your data structure changes in Planful or you update slide layouts, Redbird adapts without breaking your automations.
faster than exporting Planful reports to Excel, reformatting, then copy-pasting into slides
Redbird can pull from Google Slides 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 Google Slides 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 Google Slides into Planful, or from Planful 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 financial close milestones in Planful or presentation events in Google Slides—Redbird handles the rest.
Trigger when a new deck is created from a specific template or in a designated folder.
Detect when a presentation is shared with board members, executives, or external stakeholders.
Trigger when reviewers leave comments, questions, or approval notes on specific slides.
Replace chart data series with fresh values from Planful tables or reports.
Insert financial metrics, variance explanations, or KPI values into designated text boxes.
Create slide variations for different departments, regions, or scenarios based on Planful data.
Trigger when actuals are locked for a period and ready for reporting.
Detect when a new forecast version is approved and available for external communication.
Start workflows when specific accounts or departments show material variance from plan.
Pull formatted financial statements, variance reports, or KPI dashboards from Planful.
Retrieve account descriptions, entity hierarchies, or custom attribute values for presentation context.
Record when presentation data was refreshed and which Planful version was used.
Stop rebuilding board decks every month. Redbird AI keeps your Google Slides presentations in sync with Planful so finance teams can focus on analysis, not formatting.