Connect Looker and
Xero with AI

Automate financial data flows between your BI platform and accounting system. Stop manually exporting transactions from Xero to update Looker dashboards, or copy-pasting budget data between systems. Redbird syncs your financial actuals, forecasts, and operational metrics bidirectionally.

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.

Sync Xero actuals into Looker for real-time financial dashboards

Automatically pull invoice data, expenses, and cash position from Xero into your data warehouse for live querying in Looker. Finance teams see up-to-date P&L, cash flow, and AR aging without manual exports. Metrics stay consistent across executive dashboards and departmental reports.

Push Looker budget forecasts to Xero tracking categories

Send budget allocations and department forecasts modeled in Looker directly to Xero as tracking categories or budget line items. Enables variance reporting in Xero that matches your centralized financial model. Eliminates spreadsheet handoffs between FP&A and accounting.

Alert finance when Looker metrics diverge from Xero actuals

Monitor discrepancies between revenue recognized in Xero and revenue metrics calculated in Looker. Automatically flag mismatches over threshold amounts for reconciliation. Catches data quality issues, missing transactions, or timing differences before month-end close.

Enrich Xero transactions with operational data from Looker explores

Tag Xero invoices and expenses with customer cohort, product line, or campaign attribution calculated in Looker. Brings dimensional analysis into your accounting records. Enables better financial reporting by business segment without manual categorization.

Generate monthly financial reports combining Xero books and Looker KPIs

Automatically compile board-ready reports that merge GAAP financials from Xero with operational metrics from Looker. Package P&L, balance sheet, cash flow alongside customer acquisition cost, retention, and unit economics. Delivered on schedule without manual assembly.

Archive Xero transaction details into your data warehouse for historical analysis

Continuously sync complete transaction history, contact records, and chart of accounts from Xero to your warehouse for long-term retention. Enables multi-year trend analysis in Looker beyond Xero's native reporting period. Maintains audit trail as your business scales.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Looker and Xero 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 both LookML semantic models and Xero's accounting schema, so you can move financial data between systems without custom ETL pipelines or brittle scripts.

AI that reads LookML dimensions and Xero chart of accounts

Redbird parses your Looker semantic layer to understand how revenue, expenses, and customer metrics are defined, then maps them intelligently to Xero's contacts, invoices, accounts, and tracking categories. It handles currency conversions, recognizes common financial dimensions, and validates that debits and credits balance. When your LookML model changes or you restructure your chart of accounts, Redbird adapts the sync automatically without breaking workflows.

LookML dimension mapping
Chart of accounts reconciliation
Multi-currency support
Tracking category intelligence
10×

faster than building custom Looker-to-Xero ETL jobs

No Python scripts to maintain, no dbt transformations for financial reconciliation, no manual CSV exports between systems

Auto-generated reports

Redbird can pull from Looker and Xero 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 Looker or Xero.

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 Looker into Xero, or from Xero back into Looker. 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 event in Looker or Xero—new transactions, updated dashboards, scheduled reports, or threshold alerts.

Looker
Triggers & Actions
Trigger

Scheduled Look completed

Fires when a scheduled Looker report finishes running with updated data.

Trigger

Dashboard metric exceeds threshold

Triggers when a specific KPI in a Looker dashboard crosses a defined value.

Trigger

Explore query returns new results

Activates when a saved Looker Explore query identifies new or changed records.

Action

Create derived table from Xero data

Write Xero financial records into a persistent derived table in your warehouse for Looker modeling.

Action

Update LookML dimension with Xero values

Programmatically modify dimension definitions to incorporate new tracking categories from Xero.

Action

Refresh Looker PDT after Xero sync

Trigger regeneration of persistent derived tables when new Xero transactions arrive.

Xero
Triggers & Actions
Trigger

New invoice created

Fires when a new invoice is issued in Xero, approved or draft.

Trigger

Bank transaction reconciled

Triggers when a bank feed transaction is matched and reconciled to an account.

Trigger

Payment received on invoice

Activates when an invoice payment is recorded, updating accounts receivable.

Action

Create or update contact record

Add new customers or suppliers to Xero with enriched attributes from Looker analysis.

Action

Add tracking category to transaction

Tag existing Xero transactions with categories derived from Looker dimensional data.

Action

Create budget line item

Write forecast or budget values from Looker models into Xero budget tracking.

Looker
+
Xero

Ready to connect your stack?

See how Redbird syncs Looker and Xero in minutes. Stop wrestling with financial data exports and start automating the flow between your BI platform and accounting system.

Get started → Book a demo