Redbird AI connects your product analytics to your financial systems automatically. Stop exporting CSVs of user behavior data to build revenue reports, manually correlating product engagement with billing records, or waiting on engineering to sync interaction metrics into your financial close process.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull Heap engagement data by customer and append it to corresponding accounts in Oracle Financials. Finance teams can analyze product adoption against revenue segments without manual data joins. Creates a unified view of customer health across product and financial dimensions.
Flow financial attributes like payment history, contract tier, and outstanding AR into Heap as user properties. Product teams can segment behavioral analysis by revenue metrics and payment status. Enables cohort analysis that combines usage patterns with financial performance.
Automatically build reports that merge Heap's activation and retention metrics with Oracle Financials' subscription revenue data. Finance teams get product-qualified pipeline metrics without manual spreadsheet work. Reports update on close schedules with zero engineering involvement.
Monitor Heap engagement metrics for accounts above revenue thresholds in Oracle Financials. Trigger alerts to customer success and finance when usage declines indicate churn risk. Combines behavioral signals with contract value for proactive retention action.
When audit flags are set in Oracle Financials, automatically extract and archive complete Heap interaction histories for those customer accounts. Creates compliance-ready behavioral data tied to billing periods. Ensures product usage evidence is available for revenue recognition audits.
Sync account tier changes, expansion revenue events, and payment milestones from Oracle Financials into Heap's customer properties. Product analytics automatically reflect current financial status without manual updates. Ensures behavioral analysis is always segmented by accurate revenue data.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Heap and Oracle Financials 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 Heap's event schemas and user properties alongside Oracle Financials' customer ledgers, revenue recognition rules, and account hierarchies—so you can connect product behavior to financial outcomes without data engineering.
Redbird's AI maps Heap's user identifiers and behavioral events to Oracle Financials' customer accounts and revenue transactions automatically. It understands how to join event streams with GL codes, match session data to billing periods, and aggregate interaction metrics by financial dimensions. The platform handles Heap's retroactive analysis capabilities alongside Oracle's complex account hierarchies, ensuring product engagement data flows into the right cost centers, revenue streams, and reporting entities without custom transformation logic.
faster than building custom pipelines to sync product analytics with financial systems
Redbird can pull from Heap and Oracle Financials 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 Heap or Oracle Financials.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Heap into Oracle Financials, or from Oracle Financials back into Heap. 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 from any user interaction in Heap or any financial event in Oracle Financials—Redbird handles the rest.
Fires when a behavioral segment is defined in Heap based on interaction patterns or product usage criteria.
Triggers when a key funnel's conversion rate crosses defined thresholds, indicating product friction or improvements.
Detects when a user or account hasn't interacted with the product for a specified period based on event tracking.
Calculate and apply engagement scores to customer records based on Heap interaction frequency and depth.
Pull aggregated usage statistics for specific customer cohorts from Heap's behavioral data warehouse.
Add payment status, contract value, or revenue tier as custom properties to Heap user profiles for segmentation.
Fires when a new invoice is created and posted in Oracle Financials for any customer account.
Triggers when customer payments are processed and applied to outstanding AR balances in the receivables module.
Detects when customer account value increases through upsells, expansions, or contract modifications in the general ledger.
Post journal entries to Oracle GL that include product usage data as supporting documentation for revenue recognition.
Append product adoption scores and behavioral metrics to customer master records in Oracle Financials.
Mark customer accounts in Oracle when behavioral patterns indicate potential revenue recognition or compliance issues.
Connect Heap and Oracle Financials in minutes. Start flowing product engagement data into financial reporting and revenue analytics into behavioral segments—no engineering required.