Connect Oracle Retail and
Planful with AI

Sync retail actuals, inventory positions, and merchandise planning data directly into your financial consolidation and forecasting workflows. Stop exporting sales data to spreadsheets, manually reconciling inventory values, or waiting days for actuals to reach your FP&A team.

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 daily sales and inventory actuals to Planful for variance analysis

Push store-level sales, margins, and inventory positions from Oracle Retail into Planful automatically each night. Finance teams get accurate actuals for budget vs. actual variance reporting without waiting for manual exports or month-end close.

Flow merchandise planning budgets from Planful into Oracle Retail assortment plans

Send approved category budgets, open-to-buy limits, and SKU-level financial targets from Planful directly to Oracle Retail Merchandising. Buyers work with current financial constraints without toggling between systems or spreadsheet reconciliations.

Consolidate multi-banner retail performance data for board reporting

Aggregate sales, inventory turns, and margin data across multiple Oracle Retail instances or banners into Planful's consolidation engine. Create unified executive dashboards and board presentations that reflect the entire retail portfolio without manual data gathering.

Enrich Oracle Retail purchase orders with budget compliance and forecast alignment

Check proposed purchase orders against approved budgets and rolling forecasts in Planful before commitment. Flag orders that exceed category spend limits or conflict with updated demand forecasts, preventing over-purchasing and budget overruns.

Alert finance teams when retail actuals deviate from forecast by material thresholds

Monitor daily sales performance, shrink levels, and margin compression in Oracle Retail against Planful forecast assumptions. Trigger alerts to FP&A when variance exceeds tolerance levels, enabling faster forecast revisions and stakeholder communication.

Automate scenario planning data feeds for promotional and markdown strategies

Pull historical promotional performance, markdown effectiveness, and seasonal sales patterns from Oracle Retail into Planful's scenario modeling workspace. Finance teams build more accurate promotional plans and assess margin impact without waiting for data requests to merchandising.

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 Retail and Planful 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 AI understands Oracle Retail's merchandising hierarchies, inventory schemas, and transaction structures alongside Planful's dimension models, planning versions, and consolidation rules.

Native intelligence for retail financial planning workflows

Redbird maps Oracle Retail's product hierarchies, location structures, and transaction types to Planful's account dimensions, entity hierarchies, and planning scenarios automatically. The platform recognizes when merchandise planning data needs dimension translation, handles multi-currency inventory valuations, and preserves variance analysis integrity across planning versions. Whether syncing actuals for consolidation or flowing budget constraints to buying teams, Redbird maintains the relational context both systems require.

Merchandise hierarchy mapping
Multi-entity consolidation
Inventory valuation sync
Planning version awareness
10×

faster retail actuals integration vs. manual export and reconciliation workflows

No month-end data extraction scripts, CSV transformations, or dimension mapping spreadsheets

Auto-generated reports

Redbird can pull from Oracle Retail and Planful 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 Retail or Planful.

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 Retail into Planful, or from Planful back into Oracle Retail. 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 retail transactions, inventory movements, budget approvals, or forecast updates in either system.

Oracle Retail
Triggers & Actions
Trigger

Daily sales batch completes

Trigger when end-of-day sales transaction processing finishes across all retail locations.

Trigger

Inventory valuation updates

Trigger when periodic inventory revaluation runs complete or significant cost changes are posted.

Trigger

Purchase order is approved

Trigger when a merchandise purchase order receives final approval and financial commitment is made.

Action

Query SKU-level sales performance

Pull sales velocity, margin, and inventory turn metrics for specific products or categories.

Action

Update merchandise plan targets

Push revised sales targets, margin goals, or inventory turn expectations into assortment planning.

Action

Create supplier accrual adjustments

Post supplier rebate accruals or promotional funding adjustments based on actual sales performance.

Planful
Triggers & Actions
Trigger

Budget version is approved

Trigger when annual budget or revised forecast version receives final approval from finance leadership.

Trigger

Variance threshold is exceeded

Trigger when actual vs. plan variance crosses defined materiality thresholds in variance reports.

Trigger

Consolidation cycle completes

Trigger when multi-entity consolidation finishes processing and consolidated results are available.

Action

Load retail actuals to planning cube

Import sales, cost of goods, and inventory data into the appropriate planning dimensions and versions.

Action

Update rolling forecast assumptions

Revise forecast drivers, growth rates, or expense assumptions based on retail operational trends.

Action

Create board reporting package

Generate consolidated financial reports and executive dashboards that include retail performance metrics.

Oracle Retail
+
Planful

Ready to connect your stack?

Sync Oracle Retail actuals and merchandise plans with Planful's financial consolidation and forecasting workflows. Redbird handles the complexity so your teams work with current data.

Get started → Book a demo