Automate the flow of operational and financial data between your NoSQL database and planning platform. Stop manually exporting transaction data, reconciling actuals, or building custom ETL pipelines to feed your financial models.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically extract revenue events, subscription metrics, and usage data from MongoDB collections and load them into Planful actuals tables. Redbird handles document flattening, currency normalization, and mapping to your chart of accounts without custom code.
When finance finalizes departmental budgets or spending caps in Planful, automatically update MongoDB collections that power internal dashboards and spending controls. Keep operational limits in sync with approved financial plans.
Pull actual transaction data from MongoDB and compare it against forecast versions in Planful. Redbird surfaces material variances, identifies trending patterns, and formats findings for weekly finance reviews without manual reconciliation.
Monitor real-time event data in MongoDB against approved budgets stored in Planful. Trigger alerts to FP&A teams when spending velocity, usage rates, or transaction counts indicate potential budget overruns before month-end close.
Augment financial actuals in Planful with rich operational context stored in MongoDB—customer segments, product tiers, regional attributes, and cohort data. Enable finance teams to analyze performance by business dimensions beyond standard GL hierarchies.
Automatically export completed budget versions, forecast snapshots, and scenario models from Planful into MongoDB document collections. Maintain a queryable archive of planning history with full context for multi-year trend analysis and audit trails.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize MongoDB 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 MongoDB's flexible document structures and Planful's dimensional planning models—bridging operational data and financial hierarchies automatically.
Redbird's AI maps nested MongoDB documents—with varying schemas across collections—to Planful's structured dimensions, accounts, and entity hierarchies. It handles document flattening, array unwinding, and embedded object traversal while respecting your chart of accounts, fiscal calendars, and version control. The platform learns your specific collection patterns, understands which fields represent financial values versus metadata, and maintains referential integrity across both systems as schemas evolve.
faster than building custom ETL between document stores and planning platforms
Redbird can pull from MongoDB 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 MongoDB 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 MongoDB into Planful, or from Planful back into MongoDB. 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 database events in MongoDB or planning milestones in Planful—Redbird connects both systems in real time.
Fires when a new document is added to a specified MongoDB collection, such as transactions or customer records.
Triggers when specific fields within existing documents change, like status updates or revenue recognition flags.
Monitors the output of aggregation pipelines and triggers when totals, counts, or calculated metrics exceed defined limits.
Execute find queries against MongoDB collections to retrieve documents matching specific criteria or filters.
Modify specific fields within documents based on ID or query conditions, such as marking records as synced.
Execute complex aggregation pipelines to transform, group, and calculate data before sending to downstream systems.
Fires when a planning version moves to approved status, signaling that data is ready for operational sync.
Triggers when new actuals are loaded into Planful, such as monthly close data from ERP systems.
Monitors variance analysis reports and triggers when actual-to-plan differences cross materiality thresholds.
Insert or update actual financial data mapped to specific accounts, entities, time periods, and custom dimensions.
Modify driver-based assumptions, growth rates, or operational metrics that feed financial models and forecasts.
Extract formatted reports, budget versions, or scenario comparisons from Planful for distribution or archival.
See how Redbird bridges MongoDB and Planful—turning operational data into financial insights without custom pipeline development. Connect your tools and automate the flows that matter.