Automate the flow of actuals from your Oracle-backed ERP into Planful for planning and analysis. Stop exporting transaction data to CSV, manually mapping GL accounts, and waiting days for finance to reconcile actuals against budgets.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically extract transaction-level data from Oracle general ledger tables and load it into Planful's actuals cube. Map chart of accounts, cost centers, and entities between systems. Finance teams get up-to-date variance reports without manual data pulls.
Pull consolidated P&L, balance sheet, and cash flow data from Oracle financial tables after month-end close. Transform and map to Planful's reporting hierarchy for board presentations. Eliminate multi-day reconciliation cycles between systems.
Export finalized departmental budgets and project allocations from Planful and write them to Oracle budget control tables. Ensure operational systems enforce approved spending limits. Keep planning and execution in sync without manual data entry.
Query Oracle OLTP tables for order counts, inventory movements, and customer activity metrics. Augment Planful driver-based forecasts with operational data for more accurate projections. Update forecast assumptions weekly without analyst intervention.
Monitor Oracle transaction tables against Planful budget line items in real-time. Trigger notifications to department heads when spending exceeds defined variance thresholds. Provide context with drill-down links to both Oracle source data and Planful reports.
Capture point-in-time forecast scenarios from Planful alongside corresponding Oracle actuals data for compliance and audit documentation. Store versioned datasets with full lineage tracking. Support financial governance and SOX requirements with automated record-keeping.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Oracle DB 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 both Oracle's complex relational schemas and Planful's dimensional planning structures — so you can automate financial data flows without brittle custom scripts.
Redbird maps Oracle GL segment hierarchies, cost center dimensions, and entity structures to Planful's planning dimensions automatically. It understands Oracle's transactional schemas (AP, AR, GL) and how they roll up into Planful's consolidated reporting cubes. The AI handles currency conversion, period mapping between fiscal calendars, and account reconciliation logic — adapting when either system's chart of accounts changes without breaking integrations.
faster than building ETL jobs to sync Oracle actuals into Planful
Redbird can pull from Oracle DB 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 Oracle DB 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 Oracle DB into Planful, or from Planful back into Oracle DB. 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 Oracle database event or Planful planning activity — then take action across your entire finance stack.
Fires when new journal entries or transactions are posted to Oracle general ledger tables.
Triggers when Oracle financial period status changes to closed for actuals finalization.
Detects updates to Oracle budget or encumbrance tables for fund availability tracking.
Execute complex SQL to extract summarized actuals across accounts, entities, and time periods.
Insert or update approved budget amounts in Oracle for operational spending enforcement.
Pull transaction-level detail from AP, AR, or GL tables with full audit trail metadata.
Fires when a budget scenario in Planful is approved and locked for distribution to systems.
Triggers when finance teams submit revised forecast values for any dimension in Planful.
Detects when actuals vs. budget variance surpasses defined tolerance levels in Planful reports.
Write financial actuals data to Planful dimensions for variance analysis and reporting.
Modify driver-based forecast inputs in Planful with operational metrics from source systems.
Post intercompany eliminations or adjustments to Planful consolidation workflows programmatically.
See how Redbird AI connects Oracle DB and Planful to automate actuals loading, budget syncing, and financial reporting — without custom ETL code or middleware.