Connect Oracle Financials and
Power BI with AI

Redbird AI syncs your Oracle Financials data directly into Power BI dashboards—no more manual GL exports, CSV wrangling, or waiting for IT to refresh datasets. Finance teams get real-time visibility into actuals, budgets, and cash flow while FP&A builds executive dashboards that update automatically.

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.

Sync general ledger actuals to Power BI datasets for real-time financial dashboards

Automatically push GL balances, account hierarchies, and period actuals from Oracle Financials into Power BI datasets. Finance teams see current-period performance without waiting for month-end exports. Dashboards refresh with actual spend, revenue, and variance the moment Oracle closes a period.

Build automated AP aging and vendor spend reports with live Oracle data

Connect accounts payable aging buckets, vendor balances, and payment history to Power BI reports. CFOs and controllers get real-time visibility into outstanding liabilities and vendor concentration. Redbird maps Oracle AP tables to Power BI models and keeps aging calculations current.

Create executive cash flow dashboards from Oracle AR, AP, and GL balances

Combine receivables, payables, and cash account data from Oracle Financials into unified Power BI cash flow visualizations. Treasury teams track working capital trends and forecast liquidity without consolidating spreadsheets. Redbird syncs balances across modules and maintains data lineage.

Automate monthly budget vs actuals reporting with Oracle GL and planning data

Pull budget versions and actuals from Oracle Financials to Power BI variance reports that update automatically each close cycle. FP&A eliminates manual reconciliation between planning and GL systems. Department heads see their performance against budget in shared dashboards with drill-down to account detail.

Alert finance teams in Slack when Power BI budget variance thresholds are breached

Monitor Power BI variance reports built from Oracle Financials data and trigger notifications when actuals exceed budget by defined percentages. Controllers get immediate visibility into overspend without checking dashboards manually. Redbird watches calculated fields and routes alerts to appropriate teams based on cost center or account.

Enrich Oracle transaction data with Power BI dimensional attributes for operational reporting

Augment Oracle Financials journal entries and transactions with business unit mappings, project codes, or product hierarchies managed in Power BI datasets. Finance operations maintain richer context for analysis without overloading the chart of accounts. Redbird matches and appends dimensions based on account segments or custom identifiers.

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 Power BI 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' module structure and Power BI's semantic modeling, so your financial data flows into dashboards with the right grain, relationships, and calculations intact.

AI that speaks general ledger and data models

Redbird maps Oracle's chart of accounts, period calendars, ledger sets, and balancing segment hierarchies to Power BI dimension and fact tables automatically. It recognizes how GL balances roll up through parent accounts, how AP and AR link to the ledger, and how Oracle's multi-currency structure translates to Power BI currency tables. Teams don't rebuild schema mappings for every report—Redbird maintains relationships between Oracle entities and Power BI datasets as both systems evolve.

Chart of accounts mapping
Multi-ledger consolidation
Period calendar sync
Currency translation logic
10×

faster financial dashboard updates vs ODBC exports and manual Power BI refreshes

No SQL scripting, gateway configuration, or nightly batch jobs to keep GL data current in reports

Auto-generated reports

Redbird can pull from Oracle Financials and Power BI 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 Power BI.

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 Power BI, or from Power BI 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 financial close events in Oracle or dashboard refresh cycles in Power BI—Redbird connects both sides of your reporting workflow.

Oracle Financials
Triggers & Actions
Trigger

Period close completed

Fires when Oracle Financials closes an accounting period and locks the general ledger for the month or quarter.

Trigger

GL journal batch posted

Triggers when a journal entry batch is approved and posted to the general ledger in Oracle.

Trigger

AP invoice approved

Activates when an accounts payable invoice completes approval workflow and is ready for payment scheduling.

Action

Query account balance by segment

Retrieve current balance for specific chart of accounts segments, cost centers, or natural accounts from Oracle GL.

Action

Extract AR aging by customer

Pull accounts receivable aging buckets and outstanding invoice details grouped by customer or business unit.

Action

Fetch fixed asset depreciation schedule

Get depreciation calculations, book values, and asset lifecycle data from Oracle Fixed Assets module for reporting.

Power BI
Triggers & Actions
Trigger

Dataset refresh completed

Fires when a Power BI dataset finishes its scheduled or manual refresh and new data is available to reports.

Trigger

Report threshold exceeded

Triggers when a calculated measure in a Power BI report crosses a defined threshold like budget variance or cash balance minimums.

Trigger

Dashboard view spike detected

Activates when specific Power BI dashboard usage increases significantly, indicating heightened interest in particular metrics.

Action

Update dataset rows

Push new or updated rows into a Power BI dataset table via API to keep financial data current between scheduled refreshes.

Action

Trigger dataset refresh

Initiate an on-demand Power BI dataset refresh after Oracle period close or journal posting instead of waiting for scheduled runs.

Action

Export report to workspace

Generate and save Power BI report snapshots to shared workspaces or export formatted reports for distribution to stakeholders.

Oracle Financials
+
Power BI

Ready to connect your stack?

See how Redbird AI syncs Oracle Financials to Power BI dashboards automatically—so your finance team spends less time exporting data and more time analyzing it.

Get started → Book a demo