Sync email communications with accounting records automatically. Stop manually forwarding receipts, copying invoice details into QuickBooks, or switching between systems to track customer payment status and financial conversations.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When clients send POs or project approval emails, Redbird extracts line items, amounts, and customer details to generate draft invoices in QuickBooks. Automatically matches the email sender to the correct QuickBooks customer record and pre-populates invoice fields.
When receipts arrive as email attachments, Redbird reads vendor, amount, date, and category information, then creates expense entries in QuickBooks with the receipt image attached. Eliminates manual data entry and lost receipts.
Monitor accounts receivable aging and automatically send personalized follow-up emails from Outlook when invoices hit 15, 30, or 60 days past due. Include invoice details, payment links, and previous communication history in each message.
Automatically convert client meetings and project calls into time tracking entries in QuickBooks. Redbird maps calendar attendees to customers, uses meeting subject lines to determine billable categories, and pre-fills hourly entries for invoicing.
Monitor QuickBooks bank balances and cash flow metrics, then send formatted alerts to finance team distribution lists when working capital falls below safe levels. Include summary tables and links directly to relevant QuickBooks reports.
Attach relevant email conversations to their corresponding QuickBooks invoices, bills, and expenses. When payment discussions, approval chains, or vendor negotiations happen in Outlook, Redbird links them to accounting records for audit trails and context.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Outlook and QuickBooks 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 understands both Microsoft 365 email structures and QuickBooks accounting schemas — from Exchange message headers and calendar events to chart of accounts, transaction types, and customer records.
Redbird parses Outlook email bodies, attachments, and metadata to extract financial information — vendor names, invoice numbers, line items, dates, amounts. It maps this unstructured data to QuickBooks' structured fields: customers, items, classes, accounts, tax codes. The AI handles variations in email formatting, currency symbols, and date formats, then validates entries against your existing QuickBooks chart of accounts and customer list before writing records.
faster than manually copying data between Outlook and QuickBooks
Redbird can pull from Outlook and QuickBooks 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 Outlook or QuickBooks.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Outlook into QuickBooks, or from QuickBooks back into Outlook. 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 any email event in Outlook or any transaction change in QuickBooks — Redbird handles the rest.
Trigger when emails arrive with PDF, image, or document attachments matching specific criteria.
Trigger when new meetings are scheduled or existing appointments change time or attendees.
Trigger when messages arrive from designated vendors, clients, or partner domains.
Send personalized emails with dynamic content, tables, and attachments from specified sender accounts.
Schedule meetings with specific attendees, locations, and calendar details.
Modify Outlook contact fields with new information from other systems.
Trigger when new invoices are generated or when payment status changes to paid.
Trigger when new expense transactions or vendor bills are recorded in QuickBooks.
Trigger when unpaid invoices pass their due date or hit aging thresholds.
Generate new customer invoices with line items, tax codes, and payment terms.
Create expense entries with vendor, category, amount, and receipt attachments.
Modify customer contact information, payment terms, or account balances.
Stop switching between Outlook and QuickBooks to track financial communications. Connect your email and accounting systems to automate invoice processing, expense capture, and payment workflows.