Redbird AI syncs financial data from Oracle Financials to Tableau automatically, keeping dashboards current without manual exports. Stop pulling CSV files, rebuilding extracts, and chasing down data discrepancies between your ERP and analytics layer.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Trigger Tableau extract refreshes immediately after Oracle Financials close processes finish. Executive dashboards update with certified close data without manual coordination between finance and analytics teams.
Push GL account balances, chart of accounts hierarchies, and cost center details from Oracle Financials to Tableau extracts hourly or daily. Finance teams see real-time actuals vs budget without waiting for overnight warehouse loads.
Automatically sync accounts payable aging data to Tableau whenever invoice batches complete posting in Oracle Financials. Treasury teams monitor cash flow requirements with current payables data, not yesterday's snapshot.
Flow accounts receivable transactions, customer payment history, and aging buckets from Oracle Financials into Tableau revenue analytics. Sales ops and FP&A see complete revenue realization without joining disparate exports.
Monitor which Tableau dashboards show anomalous financial data patterns and notify Oracle Financials administrators. Finance operations catch posting errors or missing journal entries before month-end close.
Automatically capture Tableau dashboard versions whenever accounting periods close and lock in Oracle Financials. Finance maintains audit-ready snapshots of reported figures tied to certified ERP data states.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Oracle Financials and Tableau 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 Tableau's extract architecture, so your financial analytics stay in sync without brittle custom connectors.
Redbird maps Oracle Financials chart of accounts segments, accounting calendar hierarchies, and ledger currencies to Tableau data source fields automatically. The platform recognizes when GL balances reference new cost centers or dimensions and updates Tableau extracts with proper hierarchies intact. No manual schema mapping when your chart of accounts evolves or when adding new financial dimensions to dashboards.
faster dashboard refreshes than CSV exports and manual extract rebuilds
Redbird can pull from Oracle Financials and Tableau 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 Tableau.
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 Tableau, or from Tableau 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 automation from any Oracle Financials close event or Tableau dashboard interaction—Redbird handles the rest.
Fires when a fiscal period locks in the general ledger after financial close completion.
Triggers when a journal entry batch successfully posts to the GL, updating account balances.
Activates when accounts payable invoice batches finish validation and posting workflows.
Extract general ledger account balances with segment details and currency for specific periods or date ranges.
Retrieve accounts receivable invoices, receipts, and aging data with customer dimensions.
Run Oracle Financials report definitions and extract formatted results for external consumption.
Fires when a Tableau data source extract completes a full or incremental refresh cycle.
Triggers when users in specified groups access particular workbooks or dashboards.
Activates when calculated fields or metrics in a dashboard exceed configured boundary values.
Initiate a full or incremental extract refresh for specified Tableau data sources.
Modify published workbook connections to point to updated extracts or change data source parameters.
Export current dashboard views as PDF or image files for archival or distribution purposes.
Redbird AI syncs Oracle Financials and Tableau so your finance dashboards reflect current ERP data automatically. Stop manually exporting GL balances and rebuilding extracts every close cycle.