Connect Oracle Financials and
Outlook with AI

Stop manually sending close reminders, approval requests, and financial alerts from your ERP. Redbird AI connects Oracle Financials to Outlook so your finance team gets the right notifications at the right time — no custom scripts or middleware required.

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.

Send month-end close reminders to department managers via Outlook

Automatically email department heads when their close tasks are due in Oracle Financials. Redbird monitors your close calendar and sends personalized reminders with outstanding items, due dates, and direct links to complete tasks in the ERP.

Route approval emails for invoices exceeding threshold amounts

When Oracle Financials creates an AP invoice above your approval threshold, Redbird sends formatted approval requests to the right approvers via Outlook. Includes vendor details, GL coding, and supporting documentation extracted from the ERP.

Alert treasury team when cash position falls below critical levels

Monitor cash accounts in Oracle Financials and automatically email your treasury team when balances drop below configured thresholds. Redbird sends real-time alerts with current position, variance analysis, and recommended actions.

Notify AP team of payment run completions with summary reports

When Oracle Financials completes a payment batch, Redbird extracts the payment register and emails a formatted summary to your AP team. Includes payment counts, total amounts by currency, vendor breakdowns, and exception highlights.

Send journal entry notifications to controllers for review and approval

Automatically route journal entries meeting review criteria to controllers via Outlook. Redbird identifies journals requiring approval based on source, amount, or account criteria and sends detailed emails with entry details and materiality context.

Email weekly AR aging reports to credit managers and sales leadership

Redbird extracts AR aging data from Oracle Financials every week and sends customized reports to credit managers and sales teams. Each recipient gets relevant customer segments with past-due highlights, collection priorities, and trend analysis.

Live in four steps

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

01

Connect your accounts

Authorize Oracle Financials and Outlook 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 Oracle Financials' ledger structures, subledgers, and financial hierarchies — and maps them intelligently to Outlook messages, calendar events, and contact data.

AI that speaks both ERP and email protocols

Redbird's AI natively understands Oracle Financials' data model — from chart of accounts segments and balancing segment hierarchies to transaction sources and approval workflows. It intelligently formats financial data for email consumption, handles currency and number formatting, and routes notifications based on ERP role assignments and approval hierarchies. No need to build custom email templates or maintain mapping tables — Redbird adapts to your GL structure and organizational chart automatically.

GL account segment mapping
Currency & number formatting
Approval hierarchy routing
Financial data summarization
10×

faster than building custom notification workflows with Oracle Integration Cloud

No FBDI templates, PL/SQL procedures, or BIP report scheduling required

Auto-generated reports

Redbird can pull from Oracle Financials and Outlook 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 Oracle Financials or Outlook.

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 Oracle Financials into Outlook, or from Outlook back into Oracle Financials. 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 financial event in Oracle or any email activity in Outlook — Redbird handles the translation between systems.

Oracle Financials
Triggers & Actions
Trigger

Journal entry posted to ledger

Fires when a journal entry is posted to a specific ledger, source, or category in Oracle Financials.

Trigger

Invoice approved or requires approval

Triggers when an AP invoice moves to approved status or enters an approval hold requiring escalation.

Trigger

Close task completed or overdue

Activates when a financial close task is marked complete or becomes overdue in the close calendar.

Action

Query GL balance or transaction detail

Retrieve current account balances, period activity, or transaction-level detail from the general ledger.

Action

Extract AR aging or customer balance

Pull accounts receivable aging buckets, customer balances, or payment history for credit analysis.

Action

Generate financial report snapshot

Create point-in-time extracts of trial balance, income statement, or cash flow data from Oracle Financials.

Outlook
Triggers & Actions
Trigger

Email received from specific sender

Triggers when an email arrives in Outlook from designated vendors, auditors, or internal stakeholders.

Trigger

Calendar event created or updated

Fires when a meeting is scheduled or changed, useful for tracking close meetings or approval sessions.

Trigger

Email flagged or categorized

Activates when users flag or categorize emails, enabling manual escalation of financial inquiries.

Action

Send formatted financial notification

Compose and send Outlook emails with formatted financial data, attachments, and actionable links.

Action

Create calendar event for close task

Schedule Outlook calendar appointments for close deadlines, approval reviews, or reconciliation meetings.

Action

Update contact with ERP relationship data

Sync vendor or customer contact information from Oracle Financials into Outlook contact records.

Oracle Financials
+
Outlook

Ready to connect your stack?

Connect Oracle Financials and Outlook in minutes. Redbird AI handles the complexity of syncing your ERP with enterprise email so your finance team stays informed without manual reporting.

Get started → Book a demo