Stop manually exporting financial reports and uploading them to SharePoint. Redbird AI syncs Oracle Financials data with SharePoint automatically — publishing close reports, compliance documents, and financial analysis to the right folders with proper permissions and version control.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically generate and publish GL close reports, variance analysis, and reconciliation summaries to SharePoint when financial close is completed. Creates folder structure by period, applies metadata, and notifies stakeholders with direct links.
Pull accounts payable aging data from Oracle Financials and publish formatted reports to SharePoint vendor portal. Updates daily with drill-down detail by vendor, aging bucket, and responsible party for procurement team visibility.
Automatically export statutory reports, audit trails, and regulatory filings from Oracle Financials to SharePoint compliance library. Applies required metadata tags, retention policies, and access controls based on document type and jurisdiction.
Extract departmental budget performance data from Oracle Financials and publish formatted variance reports to respective department SharePoint sites. Includes drill-down to account level with automated commentary on significant variances.
Monitor SharePoint approval workflows for journal entry requests and automatically create corresponding adjustments in Oracle Financials upon final approval. Captures approver metadata and links back to source SharePoint document for audit trail.
Detect when supporting documentation is uploaded to SharePoint for invoices pending in Oracle Financials AP workflow. Enriches the AP record with document links and notifies approvers that complete package is ready for review.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Oracle Financials and SharePoint 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 data structures and SharePoint's document management architecture to automate financial reporting and compliance documentation workflows intelligently.
Redbird automatically maps Oracle Financials GL hierarchies, cost centers, and reporting dimensions to SharePoint folder structures and metadata taxonomies. It recognizes financial close statuses, account types, and report formats to apply the right permissions, retention policies, and version controls. Our AI handles complex report transformations and ensures financial data integrity when publishing to SharePoint libraries.
faster than exporting Oracle reports and manually uploading to SharePoint
Redbird can pull from Oracle Financials and SharePoint 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 SharePoint.
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 SharePoint, or from SharePoint 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 automations from financial close events in Oracle Financials or document workflows in SharePoint — Redbird connects both systems in real-time.
Trigger when a GL period is closed or a financial close workflow reaches specific status.
Trigger when an accounts payable invoice completes approval workflow and is ready for payment.
Trigger when a manual journal entry is posted to the general ledger.
Generate and extract specific financial reports like trial balance, income statement, or custom OTBI reports.
Retrieve account balances, transaction details, or drill-down data for specific GL accounts or cost centers.
Post adjusting journal entries or reclassifications to Oracle Financials GL based on external triggers.
Trigger when a new file is added to a specific SharePoint document library or folder.
Trigger when a SharePoint approval workflow reaches final approved status.
Trigger when specific metadata properties are changed on SharePoint documents or list items.
Publish files to specific SharePoint libraries with proper folder structure and metadata tags.
Apply or modify metadata fields on existing SharePoint documents for classification and compliance.
Generate SharePoint pages with formatted financial data tables, charts, and commentary for stakeholder portals.
Connect Oracle Financials and SharePoint in minutes. Automate financial reporting, compliance documentation, and close workflows so your finance team can focus on analysis instead of manual document publishing.