Redbird AI syncs actuals from your MySQL transactional database directly into Planful for budget variance analysis and financial consolidation. Stop exporting CSVs, reconciling mismatches, and manually updating actuals every month—automate the entire flow from operational data to financial insights.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull revenue, expense, and transaction data from MySQL tables and map them to Planful's chart of accounts and dimension structure. Automate daily or hourly actuals refresh so finance teams always compare budgets against current operational reality, not last month's export.
Query actuals across multiple MySQL instances representing different subsidiaries, business units, or regional databases. Transform and consolidate into Planful's entity hierarchy with proper intercompany elimination flags and currency conversions applied automatically.
When finance locks a budget version in Planful, write approved budget line items back to MySQL tables that power internal dashboards, sales commission calculators, or operational planning tools. Keep application-layer budget references in sync with the FP&A source of truth.
Compare incoming MySQL transaction data against budget targets stored in Planful in real time. Trigger alerts to finance and business unit leaders when actuals exceed variance thresholds, with context on which accounts and dimensions are driving the difference.
Augment aggregated actuals in Planful with detailed attributes from MySQL—customer segments, product SKUs, sales channels, or regional tags—that aren't natively stored in the FP&A system. Enable deeper drill-down and scenario analysis without restructuring Planful's data model.
Automatically export locked forecast versions, budget scenarios, and plan assumptions from Planful into MySQL for long-term retention and analysis. Build historical trend databases that track forecast accuracy, assumption changes, and planning evolution over multiple fiscal cycles.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize MySQL 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 AI understands MySQL table schemas and Planful's dimensional planning model—so you can connect transactional data to financial plans without building custom ETL pipelines.
Redbird reads your MySQL schema—tables, foreign keys, column types, and relationships—and understands Planful's account hierarchies, entity structures, versions, and custom dimensions. It intelligently maps transaction records to the right accounts, periods, and dimensions, handling aggregation, currency conversion, and dimensional tagging without manual field mapping. When your MySQL schema evolves or Planful dimensions change, Redbird adapts the sync automatically.
faster actuals loading vs manual CSV export and Planful import workflows
Redbird can pull from MySQL 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 MySQL 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 MySQL into Planful, or from Planful back into MySQL. 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 any event in MySQL or Planful—new transactions, budget locks, variance thresholds, or schema changes.
Trigger when new transaction records are added to specified MySQL tables, such as sales orders, invoices, or expenses.
Detect when existing records in MySQL tables are modified, including updates to amounts, statuses, or attributes.
Run a custom SQL query on a schedule and trigger workflows based on the result set or aggregated values.
Write new rows to MySQL tables with mapped fields from Planful or other systems.
Modify specific rows in MySQL based on key matching, such as updating budget reference fields or status flags.
Run parameterized SQL statements for complex updates, aggregations, or data transformations within MySQL.
Trigger when a budget or forecast version is finalized and locked in Planful, ready for distribution or sync.
Detect when new actuals data is loaded into Planful, either manually or from another integration.
Fire when calculated variance between actuals and budget crosses a defined threshold for specific accounts or dimensions.
Write actuals data into Planful with proper account, entity, period, and dimensional mappings from MySQL or other sources.
Modify specific budget values or assumptions in Planful based on operational data changes or approved adjustments.
Generate a new forecast version or scenario in Planful populated with data from MySQL actuals or external assumptions.
Automate actuals sync between MySQL and Planful in minutes. Stop manually exporting operational data and reconciling spreadsheets every close cycle—let Redbird handle the flow.