Automate the flow of actuals from your data warehouse into financial plans and sync forecast assumptions back to analytics. Stop exporting CSVs, reformatting data, and manually reconciling metrics between your BI platform and FP&A system.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Push monthly actuals from Looker's centralized metrics directly into Planful budget vs. actual reports. Redbird maps your LookML dimensions to Planful's chart of accounts and entity structures, ensuring consistent comparative reporting without manual data entry.
Automatically refresh executive dashboards and board reports in Looker whenever finance publishes a new forecast scenario in Planful. Keep strategic planning aligned with live data by surfacing FP&A assumptions alongside operational metrics.
Monitor variance between live actuals in Looker and budget targets in Planful. Trigger notifications to FP&A teams when department spend, revenue, or headcount metrics exceed tolerance levels, enabling proactive forecast adjustments.
Feed sales pipeline metrics, customer retention rates, and unit economics from Looker directly into Planful's driver-based forecast models. Replace manual assumption updates with live operational data for more accurate rolling forecasts.
Automatically compile monthly board packages that merge multi-year plans from Planful with departmental performance dashboards from Looker. Redbird formats and consolidates data into presentation-ready formats on a fixed schedule.
Capture each forecast iteration from Planful and store it in your data warehouse for querying through Looker. Track forecast accuracy over time, analyze revision patterns, and build accountability into the planning process.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Looker 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 both LookML's semantic layer and Planful's dimensionality model, so your finance and analytics teams can work from a single source of truth.
Redbird's AI interprets your LookML measure definitions and automatically maps them to Planful's chart of accounts, entity structures, and custom dimensions. It recognizes when a Looker metric corresponds to a Planful account code, handles period-to-period aggregation differences, and maintains dimension hierarchies across both platforms. Whether you're syncing department-level actuals or consolidating multi-entity forecasts, Redbird preserves the granularity and business logic defined in each system.
faster than exporting Looker queries and manually uploading to Planful
Redbird can pull from Looker 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 Looker 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 Looker into Planful, or from Planful back into Looker. 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 Looker or Planful — from dashboard refreshes to forecast locks.
Trigger when a scheduled Looker report finishes running and new actuals are available.
Detect when a specific dashboard tile updates with fresh data from the warehouse.
Monitor when a saved Explore query executes and matches predefined filter criteria.
Generate new saved reports or update existing Looks with refreshed data from Planful.
Trigger delivery of a specific dashboard to stakeholders via email or Slack.
Push forecast assumptions or budget targets from Planful into your data warehouse tables.
Trigger when finance locks and publishes a new forecast scenario or budget version.
Detect when a planning period closes and budget targets are finalized for the cycle.
Monitor when actual vs. plan variance crosses a configured threshold at account or entity level.
Import monthly actuals from Looker into Planful cubes for variance reporting and analysis.
Refresh driver-based model inputs with live operational metrics from your BI platform.
Generate intercompany eliminations or adjustments based on calculated values from Looker.
Stop manually syncing actuals between Looker and Planful. Redbird connects your BI platform and FP&A system so finance and analytics teams work from the same data.