Sync financial actuals with your data warehouse, automate P&L reporting in Looker, and eliminate manual CSV exports between your BI platform and accounting system. Redbird AI keeps QuickBooks data flowing into your centralized semantic layer and pushes analysis back to finance teams.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull income statements, balance sheets, and transaction-level detail from QuickBooks into your data warehouse. Surface actuals alongside forecasts in Looker dashboards without manual exports or stale snapshots.
Sync invoice data, payment status, and customer details from QuickBooks into your LookML model. Build self-serve revenue analytics that combine billing data with product usage and CRM context.
Use Looker to model department spending, headcount allocations, or project budgets, then automatically update QuickBooks class tracking and budget fields. Keep accounting records aligned with analytical models without manual reconciliation.
Monitor discrepancies between revenue recognized in your data warehouse and QuickBooks general ledger. Trigger Slack alerts when variances exceed thresholds so finance can investigate before month-end close.
Apply vendor taxonomy and GL code logic defined in LookML to uncategorized QuickBooks expenses. Push standardized categories back to transactions, ensuring consistent reporting across finance and analytics.
Build unified executive dashboards that layer P&L data from QuickBooks with product metrics, headcount analytics, and customer cohorts from your warehouse. Schedule automated delivery to leadership without toggling between systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Looker and QuickBooks 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 semantic models and QuickBooks chart of accounts structures, mapping between analytical metrics and accounting dimensions without custom code.
Redbird parses your LookML views, explores, and dimension groups to understand how revenue, expenses, and financial metrics are defined in your data model. It maps these to QuickBooks accounts, classes, locations, and customers—handling multi-entity structures, sub-accounts, and custom fields. The AI recognizes when Looker aggregations need transaction-level detail from QuickBooks or when calculated fields should update accounting records, orchestrating bidirectional sync that respects both systems' data integrity.
faster financial reporting cycles vs manual QuickBooks exports and warehouse loads
Redbird can pull from Looker and QuickBooks 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 QuickBooks.
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 QuickBooks, or from QuickBooks 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 financial event in QuickBooks or analytical threshold in Looker—Redbird handles the context and field mapping.
Fire when a saved Look finishes its scheduled execution with updated results.
Trigger when a specific dashboard metric exceeds, drops below, or changes by a defined percentage.
Detect when ad-hoc Explore queries surface unexpected data patterns or outliers.
Write query results back to your database as a persistent derived table for downstream use.
Deliver rendered dashboard PDFs or embedded links to specific users or channels.
Modify semantic layer definitions programmatically based on external data or business logic changes.
Fire when new invoices are generated or payment status updates from unpaid to paid.
Trigger when a new expense, bill, or vendor payment is entered into QuickBooks.
Detect when bank feed transactions are matched and reconciled to accounting records.
Add new customers or modify existing customer details, billing addresses, and payment terms.
Post multi-line journal entries to specific accounts, classes, and locations for accruals or adjustments.
Reclassify transactions by changing account codes, class assignments, or custom field values.
Stop exporting QuickBooks data to spreadsheets and manually loading it into your warehouse. Redbird syncs financial actuals with Looker in minutes, not days.