Redbird AI syncs your NetSuite financial data, transactions, and inventory directly into Tableau dashboards. Stop exporting CSVs, manually refreshing data sources, or building custom ODBC connections. Keep your analytics current with automated data pipelines that understand ERP schemas.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull general ledger balances, P&L statements, and balance sheet data from NetSuite after each period close. Push normalized financials to Tableau data extracts so leadership dashboards reflect current-period actuals without manual intervention.
Capture sales orders, invoices, and payment records as they're created in NetSuite and sync them to Tableau hyper extracts. Enable sales ops teams to track bookings, collections, and pipeline conversion with up-to-the-hour accuracy.
Monitor item receipts, transfers, and fulfillments in NetSuite and push stock levels, backorder status, and cycle counts to Tableau. Keep operations dashboards current so supply chain teams see accurate inventory positions across all locations.
Surface product usage patterns, portal activity, and consumption analytics tracked in Tableau back to NetSuite customer records. Give account managers visibility into customer health scores and renewal risk directly in the ERP.
Pull subsidiary-level financials, intercompany transactions, and elimination entries from NetSuite after consolidation runs. Build automated Tableau workbooks that render consolidated income statements and variance analysis for the board without manual reformatting.
Monitor key metrics in Tableau dashboards like DSO spikes, margin compression, or inventory turns below target. Trigger alerts and create NetSuite saved searches or tasks for controller teams to investigate anomalies flagged by analytics.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize NetSuite and Tableau 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 transaction schemas and saved searches alongside Tableau's data extract structures, so your financial and operational data flows without custom scripting.
Redbird maps NetSuite's transaction body fields, line-level details, custom segments, and subsidiary structures to Tableau hyper extracts and live connections automatically. The platform recognizes journal entries, invoice lines, item fulfillments, and GL impact—then structures that data for dimensional analysis in Tableau without flattening or losing context. Build pipelines that handle NetSuite's saved search results, CSV exports, or SuiteAnalytics datasets and land them in Tableau workbooks ready for visualization.
faster than ODBC connectors or manual CSV exports for NetSuite reporting
Redbird can pull from NetSuite and Tableau 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 Tableau.
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 Tableau, or from Tableau 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 NetSuite transaction or Tableau refresh event and orchestrate your entire reporting workflow.
Fires when an accounting period is closed in NetSuite and financials are locked.
Triggers when a new sales order is booked or an existing order is modified.
Activates when an invoice is finalized and posted to accounts receivable.
Run a NetSuite saved search and retrieve results as structured data.
Pull sales orders, invoices, journal entries, or other transaction types with filters.
Extract general ledger account balances by period, subsidiary, or department.
Fires when a Tableau hyper extract completes a scheduled or manual refresh.
Activates when a specific Tableau dashboard is accessed by a user.
Triggers when a calculated field or metric crosses a defined threshold in a view.
Push new rows or refresh a Tableau data extract with updated source data.
Deploy or update a Tableau workbook to a specific project on Tableau Server or Cloud.
Trigger an immediate refresh of a live or extract connection in Tableau.
See how Redbird AI connects NetSuite and Tableau in minutes. Automate your financial reporting, sync ERP data to dashboards, and eliminate manual export workflows across your data stack.