Connect MongoDB and
Xero with AI

Automate the flow between your operational database and accounting platform. Stop manually exporting transaction data, reconciling revenue records, or rebuilding financial reports from application events.

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 product revenue events from MongoDB to Xero invoices automatically

Capture completed transactions stored in MongoDB collections and automatically create corresponding invoices in Xero. Redbird maps product details, pricing, customer records, and payment status to generate accurate billing entries without manual data entry.

Generate financial reports from MongoDB operational data in Xero format

Pull aggregated sales, refund, and subscription data from MongoDB and transform it into Xero-compatible financial reports. Automatically categorize revenue streams, apply correct tax codes, and maintain audit trails across both systems.

Archive completed Xero transactions back to MongoDB for long-term analysis

Store finalized invoices, payments, and expense records from Xero into MongoDB collections for historical analysis and data warehousing. Preserve complete transaction history with nested payment details and customer metadata in flexible document format.

Reconcile customer payment events between MongoDB and Xero automatically

Match payment confirmations stored in MongoDB with outstanding invoices in Xero. Redbird identifies corresponding records across systems, marks invoices as paid, and flags discrepancies for review without spreadsheet reconciliation.

Alert finance teams when MongoDB transaction volumes don't match Xero entries

Monitor daily transaction counts and revenue totals in MongoDB against posted invoices in Xero. Automatically detect mismatches, missing entries, or timing differences and notify finance teams with specific discrepancy details for immediate resolution.

Enrich MongoDB customer records with Xero payment history and credit status

Pull payment behavior, outstanding balances, and credit terms from Xero back into MongoDB customer documents. Maintain up-to-date financial profiles alongside operational data to inform billing decisions and customer segmentation.

Live in four steps

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

01

Connect your accounts

Authorize MongoDB 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 MongoDB's flexible document schemas and Xero's structured accounting model, bridging operational and financial data without custom ETL pipelines.

AI that maps nested documents to accounting entries

Redbird interprets MongoDB's nested document structures—order objects with embedded line items, customer records with payment arrays—and transforms them into Xero's accounting format. The AI understands how to flatten hierarchical transaction data into invoice line items, map product SKUs to chart of accounts categories, and handle currency conversions. No manual field mapping or schema translation required.

Document-to-ledger transformation
Nested array handling
Automatic chart mapping
Currency & tax resolution
10×

faster than exporting MongoDB queries to CSV and importing to Xero

No data exports, spreadsheet formatting, or manual invoice creation

Auto-generated reports

Redbird can pull from MongoDB 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 MongoDB 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 MongoDB into Xero, or from Xero back into MongoDB. 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 collection change in MongoDB or financial event in Xero.

MongoDB
Triggers & Actions
Trigger

New document inserted

Trigger when a new document is added to a specified MongoDB collection.

Trigger

Document field updated

Trigger when specific fields change in documents matching your query criteria.

Trigger

Aggregation threshold reached

Trigger when aggregated values like transaction totals or record counts cross defined thresholds.

Action

Insert document

Create new documents in MongoDB collections with mapped data from Xero.

Action

Update matching documents

Modify existing documents based on query filters with new financial data.

Action

Run aggregation query

Execute MongoDB aggregation pipelines to summarize data for financial reporting.

Xero
Triggers & Actions
Trigger

Invoice created or updated

Trigger when new invoices are created or existing invoice statuses change in Xero.

Trigger

Payment received

Trigger when payments are recorded against invoices or bills in Xero.

Trigger

Bank transaction imported

Trigger when new bank feed transactions appear and require reconciliation in Xero.

Action

Create invoice

Generate new invoices in Xero from MongoDB transaction or order data.

Action

Record payment

Apply payments to outstanding invoices based on payment confirmations from MongoDB.

Action

Update contact details

Sync customer information from MongoDB to Xero contact records.

MongoDB
+
Xero

Ready to connect your stack?

Sync MongoDB and Xero in minutes. Automate financial workflows that currently require data exports, manual reconciliation, and endless spreadsheets.

Get started → Book a demo