Redbird AI syncs product usage data from Heap directly into Planful for revenue modeling and forecasting. Stop exporting CSV files, manually building usage reports, or asking engineering to pipe behavioral metrics into financial models.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull MAU, DAU, and engagement metrics from Heap into Planful forecast scenarios. Redbird maps user cohorts and retention data to your subscription revenue drivers, updating assumptions as product usage evolves.
Flow conversion rates and drop-off data from Heap funnels directly into Planful's CAC and LTV calculations. Finance teams see how product experience changes impact unit economics without waiting for quarterly data dumps.
Push feature usage data from Heap to support software capitalization decisions in Planful. Redbird identifies which product capabilities are actively used, supporting R&D allocation and balance sheet treatment.
When revenue or retention variances trigger in Planful, Redbird surfaces corresponding Heap behavioral trends. Finance analysts see if lower-than-expected revenue correlates with feature engagement drops or onboarding friction.
Monitor key behavioral metrics in Heap against revenue model assumptions stored in Planful. If retention cohorts or activation rates fall below forecast thresholds, Redbird notifies product and finance teams simultaneously.
Automatically capture quarterly snapshots of Heap usage data and store them in Planful alongside financial results. Build board decks that show product engagement trends next to revenue and margin performance without manual consolidation.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Heap 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 understands Heap's event taxonomy and user segments alongside Planful's dimension hierarchies and driver-based models, so behavioral data flows into financial logic without transformation work.
Redbird maps Heap's event properties, user segments, and session metrics to Planful's account structures, forecast drivers, and reporting dimensions. Our AI recognizes when conversion funnel stages correspond to revenue model assumptions, when cohort retention maps to churn rates, and when feature usage counts should inform capitalization decisions. You define the business logic once, and Redbird maintains the connection as both schemas evolve.
faster than exporting Heap CSVs and rebuilding forecast inputs each period
Redbird can pull from Heap 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 Heap 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 Heap into Planful, or from Planful 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 automations from any user behavior event in Heap or any planning cycle change in Planful.
Fires when funnel conversion rates cross defined thresholds or deviate from historical averages.
Triggers when behavioral segments like power users or at-risk cohorts hit specified counts.
Activates when usage of specific product features changes by defined percentage or absolute value.
Ask Redbird to identify where users abandon flows and return friction analysis.
Pull retention curves for specific user cohorts formatted for financial model inputs.
Define new calculated metrics combining multiple Heap events for specific business logic.
Fires when new budget versions or forecast scenarios are finalized and ready for distribution.
Triggers when actual vs. plan variance crosses materiality thresholds in revenue or expense lines.
Activates when new budgeting or forecasting periods begin and require updated driver assumptions.
Write new values to revenue or cost drivers based on latest product usage trends.
Add explanatory notes to variance reports linking financial results to behavioral causes.
Add product engagement metrics as supplemental data to board-level financial reports.
Sync Heap and Planful so product behavior flows into financial planning automatically. Show your team how Redbird eliminates manual data bridging between analytics and FP&A.