Connect Microsoft Teams and
Oracle Financials with AI

Redbird AI syncs financial data, close workflows, and approval requests between Oracle Financials and Microsoft Teams automatically. Stop manually updating channels about GL posting status, AP approval queues, or period close progress — let your ERP communicate directly with your teams.

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.

Post daily AP aging summaries to finance team channels automatically

Redbird queries Oracle Financials for current AP aging buckets and vendor payment status, then formats and posts structured summaries to designated Teams channels each morning. Finance teams see real-time payables health without logging into Oracle or running manual reports.

Alert controllers in Teams when journal entries exceed materiality thresholds

When journal entries above specified amounts are posted in Oracle Financials, Redbird immediately sends formatted alerts to the controllers' Teams channel with entry details, account codes, and direct links. Controllers can review high-value transactions without constant GL monitoring.

Route invoice approval requests from Oracle AP to department Teams channels

Redbird detects invoices pending approval in Oracle Financials AP workflow and routes them to the appropriate department Teams channels based on cost center or GL account. Approvers can review invoice details, attachments, and context without switching to Oracle, then respond directly in Teams to trigger approval actions.

Update Teams channels with financial close progress and task completion status

During month-end close, Redbird monitors Oracle Financials close task lists and reconciliation statuses, posting real-time progress updates to the close team's Teams channel. Finance teams coordinate close activities with live visibility into what's pending, complete, or blocked without status meetings or manual check-ins.

Capture variance explanations from Teams and attach to Oracle GL account records

When budget variance alerts are posted to Teams channels, Redbird captures manager responses and explanations from the thread, then writes them back to custom fields or notes in the corresponding Oracle Financials GL accounts. Variance commentary flows directly from collaboration context into the system of record.

Generate and distribute consolidated management reports from Oracle to executive Teams

Redbird pulls GL balances, variance analysis, and KPI data from Oracle Financials, applies formatting and business logic, then posts comprehensive management reports to executive Teams channels on schedule. Leadership sees formatted financial performance without waiting for manual report preparation or email distribution.

Live in four steps

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

01

Connect your accounts

Authorize Microsoft Teams and Oracle Financials 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 Oracle Financials' chart of accounts structure, GL hierarchies, and workflow states alongside Microsoft Teams' channels, permissions, and threaded conversation context.

AI that speaks both ERP and collaboration platforms

Redbird maps Oracle Financials entities — GL accounts, cost centers, subsidiaries, invoice headers, payment terms, and close task statuses — to Teams channels, user mentions, and message formats automatically. The platform understands which financial events warrant immediate alerts versus daily summaries, routes content based on account hierarchies and department ownership, and formats complex financial data into readable Teams messages. When responses come back through Teams, Redbird interprets natural language and routes structured data back to the appropriate Oracle records.

GL account hierarchies
AP/AR workflow states
Channel routing logic
Period close tracking
10×

faster than building Oracle-to-Teams integrations with custom API code

No middleware configuration, webhook management, or Oracle API authentication overhead

Auto-generated reports

Redbird can pull from Microsoft Teams and Oracle Financials 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 Microsoft Teams or Oracle Financials.

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 Microsoft Teams into Oracle Financials, or from Oracle Financials back into Microsoft Teams. 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 financial event in Oracle or collaboration activity in Teams, then take action across both systems.

Microsoft Teams
Triggers & Actions
Trigger

New message posted in channel

Fires when a message is posted to a specific Teams channel or contains certain keywords.

Trigger

Reply added to thread

Triggers when someone responds to a specific message thread, useful for capturing approval responses.

Trigger

User mentioned in conversation

Fires when a specific user or group is @mentioned in any channel message.

Action

Post formatted message to channel

Send structured messages with financial data, tables, and links to designated Teams channels.

Action

Send direct message to user

Deliver personalized alerts or approval requests directly to individual users via Teams chat.

Action

Create or update adaptive card

Post interactive cards with buttons for approvals, data entry, or workflow actions within Teams.

Oracle Financials
Triggers & Actions
Trigger

Journal entry posted above threshold

Fires when a GL journal entry exceeding specified amount or affecting certain accounts is posted.

Trigger

Invoice pending approval

Triggers when an AP invoice enters approval workflow and requires manager or controller review.

Trigger

Period close task status changed

Fires when financial close tasks are completed, reopened, or marked as blocked during close cycles.

Action

Query GL account balances

Retrieve current or historical balances for specific accounts, cost centers, or account hierarchies.

Action

Update invoice approval status

Approve or reject pending AP invoices programmatically based on Teams responses or workflow logic.

Action

Add comment to transaction

Attach variance explanations, audit notes, or context from Teams conversations to Oracle financial records.

Microsoft Teams
+
Oracle Financials

Ready to connect your stack?

Connect Microsoft Teams and Oracle Financials in minutes and start automating financial alerts, close coordination, and approval workflows across your collaboration and ERP platforms.

Get started → Book a demo