Redbird AI automates the flow of actuals, budgets, and consolidation data between Oracle Financials and Planful. Stop exporting GL data to spreadsheets, manually mapping account structures, or reconciling actuals every close cycle.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push closed period actuals from Oracle Financials general ledger to Planful as soon as the close is complete. Map Oracle account hierarchies to Planful dimensions without manual transformation. Finance teams get real-time budget-to-actuals variance reporting without CSV exports or data entry.
Pull consolidated financial results across subsidiaries from Oracle Financials and load them into Planful's consolidation structure. Redbird maps intercompany eliminations, currency translations, and entity hierarchies automatically. FP&A teams build board reports on a single version of truth.
After budget approval in Planful, automatically write budget balances to Oracle Financials for encumbrance and budget checking. Redbird maps Planful's planning dimensions to Oracle's budget structure. Ensures AP teams operate against board-approved spending limits.
Monitor Oracle Financials actuals against Planful forecast scenarios in real time. Trigger alerts to FP&A and department heads when spending or revenue hits predefined variance thresholds. Enables faster reforecasting and course correction without waiting for monthly close.
Merge current period actuals from Oracle Financials with forward-looking forecasts from Planful into unified management reports. Redbird reconciles account mappings and consolidation logic across both systems. Produce rolling 12-month outlook reports automatically each close.
Pull granular transaction history from Oracle Financials AP, AR, and fixed assets to inform Planful scenario planning. Redbird aggregates transaction patterns by vendor, customer, project, or cost center. Finance teams model scenarios based on actual operational trends, not just summary GL balances.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Oracle Financials 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 Oracle Financials' multi-ledger chart of accounts structure and Planful's dimensional planning models — so your actuals, budgets, and forecasts stay in sync without custom ETL.
Redbird automatically maps Oracle Financials account segments, balancing hierarchies, and legal entity structures to Planful's cube dimensions and member hierarchies. Our AI handles currency conversions, period calendars, and consolidation rules across both systems. When your Oracle chart of accounts changes or Planful dimensions are restructured, Redbird detects the shift and adjusts mappings without breaking workflows. You maintain one semantic layer across your entire financial close and planning process.
faster than building Oracle-to-Planful data pipelines in SQL and scheduling manual extracts
Redbird can pull from Oracle Financials 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 Financials 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 Financials into Planful, or from Planful back into Oracle Financials. 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 workflows from any close event in Oracle Financials or planning cycle in Planful — Redbird connects both systems in real time.
Fires when an accounting period is closed and balances are finalized in Oracle Financials general ledger.
Triggers when a multi-entity consolidation workflow finishes in Oracle Financials.
Fires when an accounts payable invoice exceeds a specified amount and is approved for payment.
Post automated journal entries to Oracle Financials with specified account codes, amounts, and dimensions.
Write or revise budget balances in Oracle Financials for encumbrance and budget control.
Extract trial balance data from Oracle Financials for a closed period with all segment details.
Fires when a budget or forecast version is submitted through Planful's approval workflow.
Triggers when a new forecast scenario is locked and published in Planful for reporting.
Fires when actual-to-plan variance crosses a configured percentage or absolute value in Planful.
Push actual financial data into Planful's planning cubes with automatic dimension mapping.
Generate a new planning scenario or forecast version in Planful with specified assumptions.
Modify entity hierarchies, intercompany relationships, or currency rates in Planful's consolidation engine.
Sync Oracle Financials actuals with Planful forecasts automatically. Redbird AI gives your finance team real-time variance reporting without the manual data work.