Connect Google Slides and
QuickBooks with AI

Redbird AI syncs your QuickBooks financial data directly into Google Slides presentations—automatically. Stop copying numbers between systems, rebuilding monthly reports, and chasing down the latest P&L figures. Keep board decks, investor updates, and executive dashboards current without the manual work.

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.

Auto-update monthly financial presentations with current QuickBooks data

When your accounting period closes in QuickBooks, Redbird pulls fresh P&L statements, cash flow figures, and balance sheet data directly into your standing board deck or investor update template. Numbers, charts, and variance tables refresh automatically—no copy-paste, no version confusion.

Generate executive dashboard slides from QuickBooks revenue and expense reports

Redbird extracts revenue by category, top expense line items, and burn rate metrics from QuickBooks and populates pre-formatted dashboard slides. Finance teams ship updated exec presentations on schedule without rebuilding charts every week.

Build quarterly investor decks with live QuickBooks financial snapshots

Before investor meetings, Redbird automatically refreshes your Google Slides deck with current quarter financials, year-over-year growth metrics, and cash runway calculations from QuickBooks. Your deck always reflects the latest numbers without manual intervention.

Sync variance analysis slides when QuickBooks budget vs. actual changes

Redbird monitors budget variance in QuickBooks and updates specific slides showing over/under performance by department or category. Leadership presentations stay current with the latest budget health without finance team scrambling before meetings.

Populate cash flow forecast slides from QuickBooks accounts receivable and payable

Redbird pulls A/R aging, upcoming payables, and current cash position from QuickBooks to update cash flow projection slides. CFOs and finance teams present accurate runway forecasts without rebuilding spreadsheets and slides each reporting cycle.

Create client financial review presentations from QuickBooks project profitability data

For agencies and professional services firms, Redbird generates client-specific review decks pulling project revenue, costs, and profitability from QuickBooks. Account teams deliver data-backed business reviews without manual financial data gathering.

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 Slides and QuickBooks 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 QuickBooks financial schemas and Google Slides presentation structures, so your accounting data flows into the right charts, tables, and text boxes automatically.

AI that maps accounting data to presentation elements

Redbird's AI reads QuickBooks chart of accounts, report structures, and transaction categories, then intelligently maps them to your Google Slides templates. It recognizes P&L line items, balance sheet accounts, cash flow categories, and class/location tracking—then populates the corresponding tables, charts, and data callouts in your presentations. When your QuickBooks structure evolves, Redbird adapts without breaking your reporting workflows.

P&L and balance sheet mapping
Revenue and expense categorization
Budget vs. actual variance
Cash flow and A/R aging
10×

faster than exporting QuickBooks reports and rebuilding slides manually

No CSV exports, spreadsheet pivots, or slide-by-slide data entry required

Auto-generated reports

Redbird can pull from Google Slides and QuickBooks 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 Slides or QuickBooks.

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 Slides into QuickBooks, or from QuickBooks back into Google Slides. 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 QuickBooks financial event or Google Slides update—Redbird connects both systems in either direction.

Google Slides
Triggers & Actions
Trigger

Presentation updated

Fires when a specific Google Slides deck is edited or modified by team members.

Trigger

New slide added to deck

Triggers when a new slide is inserted into a monitored presentation.

Trigger

Deck shared with new collaborators

Fires when sharing permissions change or new users gain access to a presentation.

Action

Update specific slides with data

Replaces text, tables, or chart data in designated slides with fresh information from QuickBooks.

Action

Create new presentation from template

Generates a new Google Slides deck from a template and populates it with current financial data.

Action

Insert chart or table into slide

Adds formatted financial tables or charts into specific slide positions with QuickBooks data.

QuickBooks
Triggers & Actions
Trigger

Accounting period closed

Fires when a monthly or quarterly period is finalized in QuickBooks and ready for reporting.

Trigger

Profit & loss report generated

Triggers when QuickBooks creates a new P&L statement for a specified date range.

Trigger

Invoice payment received

Fires when customer payments are recorded, updating cash flow and A/R metrics.

Action

Export financial report data

Pulls P&L, balance sheet, cash flow, or custom report data from QuickBooks for presentation use.

Action

Retrieve budget vs. actual variance

Extracts budget performance data showing over/under spending by category or class.

Action

Fetch accounts receivable aging

Pulls A/R aging summary showing outstanding invoices by age bucket for cash forecasting.

Google Slides
+
QuickBooks

Ready to connect your stack?

Stop rebuilding financial presentations every month. Redbird AI keeps your Google Slides decks synced with QuickBooks data automatically—so your team spends less time formatting slides and more time on strategic work.

Get started → Book a demo