Sync financial data, inventory reports, and order records from NetSuite directly into SharePoint document libraries and team sites. Stop manually exporting CSVs, reformatting spreadsheets, and uploading files for finance teams to access.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When period close completes in NetSuite, automatically generate formatted financial statements, trial balances, and variance reports, then publish to designated SharePoint folders with proper naming conventions and permissions. Finance teams access the latest close package without waiting for manual uploads.
Schedule daily or weekly inventory reports from NetSuite—filtered by location, item category, or warehouse—and publish as Excel files to SharePoint. Operations and supply chain teams get consistent, timestamped inventory views without logging into NetSuite.
When invoices are approved or purchase orders are fulfilled in NetSuite, automatically export PDFs and supporting documents to SharePoint with metadata tags for vendor, date, and PO number. AP teams maintain a searchable archive that meets compliance requirements without manual filing.
When orders ship or reach fulfillment milestones in NetSuite, generate order summaries with line items, shipping info, and invoice links, then route to customer-specific SharePoint folders. Account managers stay informed without running NetSuite saved searches.
When finance teams finalize budget allocation spreadsheets or reclass templates in SharePoint—marked via approval workflow—automatically create corresponding journal entries in NetSuite. Reduces manual data entry and ensures budget adjustments flow directly into the general ledger.
Monitor revenue recognition, AR aging, or cash position in NetSuite and post formatted alerts or summary documents to finance team SharePoint sites when thresholds are crossed. Leadership gets timely notifications without building custom NetSuite dashboards or scheduled searches.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize NetSuite and SharePoint 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 NetSuite's financial and operational schemas—from subsidiary structures to custom fields—and how SharePoint organizes documents, metadata, and permissions across libraries and sites.
Redbird interprets NetSuite saved searches, transaction records, and consolidation hierarchies, then formats output into Excel, PDF, or structured data for SharePoint. It maps NetSuite custom segments and classes to SharePoint metadata columns, applies naming conventions automatically, and respects folder hierarchies and permission groups. No need to manually configure field mappings or build intermediate transformation layers—Redbird handles schema translation and document formatting end-to-end.
faster than exporting NetSuite reports and manually uploading to SharePoint
Redbird can pull from NetSuite and SharePoint 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 NetSuite or SharePoint.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from NetSuite into SharePoint, or from SharePoint back into NetSuite. 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 financial close, order event, or document update in either NetSuite or SharePoint.
Fires when an accounting period is closed in NetSuite, signaling financials are final.
Triggers when a sales order reaches fulfilled status and is ready for invoicing.
Activates when customer payment is applied to an invoice in accounts receivable.
Post a new journal entry to the general ledger with line-level debits, credits, and dimension tagging.
Modify customer fields such as credit limit, payment terms, or custom attributes.
Execute a NetSuite saved search and return results as structured data for downstream use.
Fires when a new file is added to a specified SharePoint document library.
Triggers when a SharePoint approval workflow reaches final approved status.
Activates when a specific metadata field on a document is changed, such as status or department tag.
Create or update a document in a SharePoint library with specified metadata and folder path.
Generate a new folder in a document library and apply permission groups or user access.
Modify metadata columns on an existing SharePoint document, such as tags, dates, or custom fields.
Sync NetSuite financials and operations data with SharePoint document libraries automatically. Build workflows in minutes, not weeks, and give every team the ERP insights they need without manual exports.