Connect Mixpanel and
Planful with AI

Sync product usage metrics directly into financial models and forecasts. Stop exporting CSVs from Mixpanel, transforming them in spreadsheets, and manually updating revenue drivers in Planful. Redbird automates the entire pipeline between product analytics and FP&A.

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 monthly active user cohorts to revenue forecast assumptions

Automatically push MAU, retention, and engagement metrics from Mixpanel into Planful as driver-based planning inputs. Finance teams get live product data feeding revenue models without waiting on product teams for reports.

Update subscription conversion funnel metrics for SaaS revenue planning

Flow trial-to-paid conversion rates, upgrade velocity, and cohort expansion data from Mixpanel into Planful's subscription revenue models. Replace static assumptions with actual behavioral data refreshed weekly or monthly.

Generate variance reports when product KPIs miss budget targets

Monitor key product metrics in Mixpanel against targets stored in Planful. When retention, activation, or feature adoption falls below forecast, trigger automated variance analysis reports with context from both systems.

Alert finance when feature adoption impacts revenue assumptions

Detect significant changes in Mixpanel feature usage patterns that affect monetization. Automatically notify FP&A teams in Planful when product behavior diverges from the assumptions underlying financial forecasts.

Enrich Mixpanel segments with budget allocation and customer LTV data

Push customer lifetime value forecasts, CAC payback periods, and budget segment data from Planful back into Mixpanel. Enable product teams to analyze feature usage weighted by customer financial value.

Automate monthly board reporting with product-finance reconciliation

Combine financial actuals from Planful with product engagement metrics from Mixpanel into unified executive dashboards. Automatically generate board decks showing how user behavior correlates with revenue performance.

Live in four steps

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

01

Connect your accounts

Authorize Mixpanel and Planful 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 event-based product analytics schemas and financial planning dimensions — translating behavioral metrics into forecast drivers without custom transformations.

AI that speaks both product analytics and financial planning

Redbird automatically maps Mixpanel event properties, user cohorts, and funnel metrics to Planful's planning dimensions, driver hierarchies, and forecast versions. The AI interprets retention curves as revenue model inputs, converts engagement metrics to planning assumptions, and aligns time-series product data with fiscal calendars and planning periods. No need to manually specify how behavioral data should flow into budgets.

Event property mapping
Cohort-to-driver translation
Fiscal calendar alignment
Version-aware syncing
10×

faster than exporting Mixpanel data and rebuilding financial assumptions manually

No CSV downloads, pivot table wrangling, or manual data entry into planning models

Auto-generated reports

Redbird can pull from Mixpanel and Planful 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 Mixpanel or Planful.

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 Mixpanel into Planful, or from Planful back into Mixpanel. 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 product event in Mixpanel or planning cycle in Planful — Redbird handles the rest.

Mixpanel
Triggers & Actions
Trigger

User cohort completes milestone

Fire when a retention cohort hits activation, conversion, or churn thresholds.

Trigger

Funnel conversion rate changes

Trigger when any step in a tracked conversion funnel moves beyond variance threshold.

Trigger

Feature adoption reaches target

Activate when adoption percentage for a specific feature crosses defined levels.

Action

Export segmented event data

Pull filtered event data with custom properties for any date range or user segment.

Action

Query retention metrics

Retrieve retention curves, cohort performance, and churn rates for specific user groups.

Action

Extract funnel analysis

Get conversion rates, drop-off points, and time-to-convert metrics from saved funnels.

Planful
Triggers & Actions
Trigger

Forecast version finalized

Fire when a planning cycle completes and a forecast version is locked for reporting.

Trigger

Variance exceeds threshold

Trigger when actual vs. plan variance crosses defined materiality limits for any metric.

Trigger

Budget allocation approved

Activate when department or product line budgets complete approval workflow.

Action

Update planning assumptions

Write new values to driver-based planning inputs or assumption cells in active models.

Action

Create scenario version

Generate new planning scenario with modified assumptions for what-if analysis.

Action

Post financial metrics

Write actuals, forecasts, or KPIs to specific accounts, dimensions, and time periods.

Mixpanel
+
Planful

Ready to connect your stack?

See how Redbird syncs Mixpanel product analytics with Planful financial planning — so your revenue models stay aligned with actual user behavior.

Get started → Book a demo